def Add_Dash(server):
app = Dash(
server=server,
url_base_pathname=url_base,
external_stylesheets=[dbc.themes.BOOTSTRAP],
external_scripts=["https://cdn.plot.ly/plotly-locale-de-latest.js"],
meta_tags=[{
"name": "viewport",
"content": "width=device-width, initial-scale=1"
}])
apply_layout_with_auth(app, layout)
return app.server
def Add_Dash(server):
app = Dash(
server=server,
url_base_pathname=url_base,
external_stylesheets=[dbc.themes.BOOTSTRAP],
external_scripts=["https://cdn.plot.ly/plotly-locale-de-latest.js"],
meta_tags=[{
"name": "viewport",
"content": "width=device-width, initial-scale=1"
}])
apply_layout_with_auth(app, layout)
@app.callback([
Output('graph', 'figure'),
Output('graph', 'config'),
Output("benchmark-output", "children"),
Output("cheaper-output", "children"),
Output("other-output", "children")
], [
Input('edit_perf', 'value'),
Input('edit_onetime_invest', 'value'),
Input('edit_duration', 'value'),
Input('edit_month_invest', 'value'),
Input('edit_cheap_ter', 'value'),
Input('edit_cheap_trans_fee_per', 'value'),
Input('edit_cheap_other_per', 'value'),
Input('edit_cheap_trans_fee_abs', 'value'),
Input('edit_cheap_other_abs', 'value'),
Input('edit_exp_ter', 'value'),
Input('edit_exp_trans_fee_per', 'value'),
Input('edit_exp_other_per', 'value'),
Input('edit_outperf', 'value'),
Input('edit_exp_trans_fee_abs', 'value'),
Input('edit_exp_other_abs', 'value')
])
def display_tickers(perf, onetime_invest, duration, month_invest,
cheap_ter, cheap_trans_fee_per, cheap_other_per,
cheap_trans_fee_abs, cheap_other_abs, exp_ter,
exp_trans_fee_per, exp_other_per, outperf,
exp_trans_fee_abs, exp_other_abs):
perf = cast_float(perf)
onetime_invest = cast_float(onetime_invest)
duration = cast_int(duration)
month_invest = cast_float(month_invest)
cheap_ter = cast_float(cheap_ter)
cheap_trans_fee_per = cast_float(cheap_trans_fee_per)
cheap_other_per = cast_float(cheap_other_per)
cheap_trans_fee_abs = cast_float(cheap_trans_fee_abs)
cheap_other_abs = cast_float(cheap_other_abs)
exp_ter = cast_float(exp_ter)
exp_trans_fee_per = cast_float(exp_trans_fee_per)
exp_other_per = cast_float(exp_other_per)
outperf = cast_float(outperf)
exp_trans_fee_abs = cast_float(exp_trans_fee_abs)
exp_other_abs = cast_float(exp_other_abs)
duration_months = duration * 12
ref_up_months = pow(1.0 + (perf / 100.0), (1.0 / 12.0))
cheap_up_months = pow(1.0 + ((perf - cheap_ter) / 100.0), (1.0 / 12.0))
exp_up_months = pow(1.0 + ((perf - exp_ter + outperf) / 100.0),
(1.0 / 12.0))
start_eval = datetime.now()
start_eval = start_eval.replace(minute=0,
hour=0,
second=0,
microsecond=0)
dates = pd.date_range(start=start_eval,
periods=duration_months,
freq='M')
resultReference = []
resultCheap = []
resultExp = []
#Init the results
for i in range(duration_months):
resultReference.append(0.0)
resultCheap.append(0.0)
resultExp.append(0.0)
for i in range(len(resultReference)):
if i == 0:
resultReference[0] += onetime_invest
resultCheap[0] += onetime_invest
resultExp[0] += onetime_invest
else:
resultReference[i] = resultReference[i - 1]
resultCheap[i] = resultCheap[i - 1]
resultExp[i] = resultExp[i - 1]
if i % 12 == 0:
resultCheap[i] *= (1.0 - (cheap_other_per / 100.0))
resultExp[i] *= (1.0 - (exp_other_per / 100.0))
resultCheap[i] -= cheap_other_abs
resultExp[i] -= exp_other_abs
resultReference[i] += month_invest
resultCheap[i] += month_invest
resultExp[i] += month_invest
resultCheap[i] -= cheap_trans_fee_abs
resultExp[i] -= exp_trans_fee_abs
resultCheap[i] -= (month_invest * (cheap_trans_fee_per / 100.0))
resultExp[i] -= (month_invest * (exp_trans_fee_per / 100.0))
resultReference[i] *= ref_up_months
resultCheap[i] *= cheap_up_months
resultExp[i] *= exp_up_months
request_locale = request.accept_languages.best_match(
['en_US', 'de_DE'])
if (request_locale == 'en_US'):
dash_locale = 'en'
sep_locale = "."
request_locale_utf8 = 'en_US.utf8'
else:
dash_locale = 'de'
sep_locale = ","
request_locale_utf8 = 'de_DE.utf8'
locale.setlocale(locale.LC_ALL, request_locale_utf8)
# print('dash_locale:')
# print(dash_locale)
# print('request_locale')
# print(request_locale)
# df = pd.Series(resultReference,index=dates)
# df.insert(1,'Cheap', resultCheap)
# df.insert(2,'Other', resultExp)
# str_res_ref = "%.2f" % resultReference[len(resultReference)-1]
# str_res_cheap = "%.2f" % resultCheap[len(resultCheap)-1]
# str_res_exp = "%.2f" % resultExp[len(resultExp)-1]
# print("{:n}".format(str_res_ref))
str_res_ref = "{:n}".format(resultReference[len(resultReference) - 1])
str_res_cheap = "{:n}".format(resultCheap[len(resultCheap) - 1])
str_res_exp = "{:n}".format(resultExp[len(resultExp) - 1])
resultReference = list(np.around(np.array(resultReference), 0))
resultCheap = list(np.around(np.array(resultCheap), 0))
resultExp = list(np.around(np.array(resultExp), 0))
df = pd.DataFrame({
'Dates': dates,
'Reference': resultReference,
'Cheap': resultCheap,
'Other': resultExp
})
# df.set_index('Dates', inplace=True)
# df['Cheap'] = resultCheap
# df['Other'] = resultExp
pd.set_option('display.max_rows', None) # or 1000
# print(df)
# Build graph
layoutGraph = go.Layout(
title="Performance Comparison",
plot_bgcolor="#FFFFFF",
hovermode="x",
hoverdistance=100, # Distance to show hover label of data point
spikedistance=1000, # Distance to show spike
xaxis=dict(
title="time",
linecolor="#BCCCDC",
showspikes=True, # Show spike line for X-axis
# Format spike
spikethickness=2,
spikedash="dot",
spikecolor="#999999",
spikemode="across",
),
yaxis=dict(title="value", linecolor="#BCCCDC", tickformat=",r"))
fig = go.Figure(layout=layoutGraph)
fig.add_trace(
go.Scatter(x=dates,
y=resultReference,
mode='lines',
name='Benchmark'))
fig.add_trace(
go.Scatter(x=dates, y=resultCheap, mode='lines', name='Fund #1'))
fig.add_trace(
go.Scatter(x=dates, y=resultExp, mode='lines', name='Fund #2'))
# print(str_res_ref)
# fig = px.line(df, x='Dates')
return fig, dict(
locale=dash_locale), str_res_ref, str_res_cheap, str_res_exp
return app.server
def Add_Dash(server):
app = Dash(
server=server,
url_base_pathname=url_base,
external_stylesheets=[dbc.themes.BOOTSTRAP],
external_scripts=["https://cdn.plot.ly/plotly-locale-de-latest.js"],
meta_tags=[{
"name": "viewport",
"content": "width=device-width, initial-scale=1"
}])
apply_layout_with_auth(app, layout)
@app.callback([
Output('ty-figure', 'figure'),
Output("slider-value", "children"),
], [Input(component_id='ty-slider', component_property='value')])
def computeBalance(value_from_slider):
# mask = (df['Date']==df['Date'].min())
# df_toDraw=df.loc[mask].drop(['Date'], axis=1).transpose()
df_toDraw = df.iloc[[value_from_slider]].drop(['Date'],
axis=1).transpose()
df_toDraw['Color'] = np.array(df2['Color'].tolist())
mask2 = (df_toDraw.iloc[:, 0] != 0)
df_toDraw = df_toDraw.loc[mask2]
df_toDraw.rename(columns={df_toDraw.columns[0]: "Percent"},
inplace=True)
df_toDraw['Name'] = df_toDraw.index
fig_toDraw = go.Figure(data=[
go.Pie(labels=df_toDraw['Name'].tolist(),
values=df_toDraw['Percent'].tolist())
])
fig_toDraw.update_traces(hoverinfo='label+percent',
textposition='inside',
textinfo='percent+label',
marker=dict(
colors=df_toDraw['Color'].tolist(),
line=dict(color='#000000', width=2)))
fig_toDraw.update_layout(showlegend=False,
template=draft_template,
annotations=[
dict(
templateitemname="draft watermark",
text="www.blackandwhitedata.com",
)
],
title_xanchor="auto",
height=800,
margin=dict(l=0, r=0, b=0, t=20))
return fig_toDraw, [str(marks_dict[value_from_slider])]
# @app.callback(
# [Output('ty-figure', 'figure'),
# Output('ty-figure', 'config')],
# Input('ty-slider', 'value')
# )
# def update_graph(value):
# # print(value)
# request_locale = request.accept_languages.best_match(['en_US','de_DE'])
# if (request_locale=='en_US'):
# dash_locale = 'en'
# sep_locale = "."
# request_locale_utf8 = 'en_US.utf8'
# else:
# dash_locale = 'de'
# sep_locale = ","
# request_locale_utf8 = 'de_DE.utf8'
# locale.setlocale(locale.LC_ALL, request_locale_utf8)
# # print(request_locale_utf8)
# mask = (df['Year']==value)
# df_toDraw=df.loc[mask]
# df_toDraw = df_toDraw.sort_values('Market Cap', ascending=True)
# fig_toDraw = go.Figure(go.Bar(
# x=df_toDraw['Market Cap'].tolist(),
# y=df_toDraw['Name'].tolist(),
# marker=dict(color=df_toDraw['Color']),
# orientation='h'))
# # fig_toDraw.update_traces(texttemplate='%{text:.2s}',textposition='outside',textfont_size=12)
# fig_toDraw.update_layout(
# height=800,
# margin=dict(
# l=50,
# r=0,
# b=100,
# t=100,
# pad=4
# )
# )
# fig_toDraw.update_xaxes(
# tickvals=[0,50000000000,100000000000,150000000000,200000000000],
# range=[0,200000000000]
# )
# return fig_toDraw,dict(locale=dash_locale)
return app.server
def Add_Dash(server):
app = Dash(
server=server,
url_base_pathname=url_base,
external_stylesheets=[dbc.themes.BOOTSTRAP],
external_scripts=["https://cdn.plot.ly/plotly-locale-de-latest.js"],
meta_tags=[{
"name": "viewport",
"content": "width=device-width, initial-scale=1"
}])
apply_layout_with_auth(app, layout)
@app.callback(
[Output('ty-figure', 'figure'),
Output('ty-figure', 'config')], Input('ty-slider', 'value'))
def update_graph(value):
# print(value)
request_locale = request.accept_languages.best_match(
['en_US', 'de_DE'])
if (request_locale == 'en_US'):
dash_locale = 'en'
sep_locale = "."
request_locale_utf8 = 'en_US.utf8'
else:
dash_locale = 'de'
sep_locale = ","
request_locale_utf8 = 'de_DE.utf8'
locale.setlocale(locale.LC_ALL, request_locale_utf8)
# print(request_locale_utf8)
mask = (df['Year'] == value)
df_toDraw = df.loc[mask]
df_toDraw = df_toDraw.sort_values('Market Cap', ascending=True)
fig_toDraw = go.Figure(
go.Bar(x=df_toDraw['Market Cap'].tolist(),
y=df_toDraw['Name'].tolist(),
marker=dict(color=df_toDraw['Color']),
orientation='h'))
# fig_toDraw.update_traces(texttemplate='%{text:.2s}',textposition='outside',textfont_size=12)
fig_toDraw.update_layout(height=800,
annotations=[
dict(
textangle=-30,
opacity=0.1,
font=dict(color="black", size=25),
xref="paper",
yref="paper",
x=0.5,
y=0.5,
showarrow=False,
text="www.blackandwhitedata.com",
)
],
margin=dict(l=50, r=0, b=100, t=100, pad=4))
fig_toDraw.update_xaxes(tickvals=[
0, 50000000000, 100000000000, 150000000000, 200000000000
],
range=[0, 200000000000])
return fig_toDraw, dict(locale=dash_locale)
return app.server
def Add_Dash(server):
app = Dash(
server=server,
url_base_pathname=url_base,
external_stylesheets=[dbc.themes.BOOTSTRAP],
external_scripts=["https://cdn.plot.ly/plotly-locale-de-latest.js"],
meta_tags=[{
"name": "viewport",
"content": "width=device-width, initial-scale=1"
}])
apply_layout_with_auth(app, layout)
@app.callback([
Output(component_id={
'type': 'dynamic-new_value',
'index': ALL
},
component_property='children'),
Output(component_id={
'type': 'dynamic-change',
'index': ALL
},
component_property='children'),
Output(component_id={
'type': 'dynamic-piece-exact',
'index': ALL
},
component_property='children'),
Output("compute-output", "children")
], [
Input(component_id={
'type': 'dynamic-quantity',
'index': ALL
},
component_property='value'),
Input(component_id={
'type': 'dynamic-price',
'index': ALL
},
component_property='value'),
Input(component_id={
'type': 'dynamic-percent',
'index': ALL
},
component_property='value'),
])
def computeBalance(quantities, prices, percents):
request_locale = request.accept_languages.best_match(
['en_US', 'de_DE'])
if (request_locale == 'en_US'):
dash_locale = 'en'
sep_locale = "."
request_locale_utf8 = 'en_US.utf8'
else:
dash_locale = 'de'
sep_locale = ","
request_locale_utf8 = 'de_DE.utf8'
locale.setlocale(locale.LC_ALL, request_locale_utf8)
if len(quantities) == 1:
return get_dummy_result(len(quantities),
"You need at least 2 assets")
if hasNoneType(quantities, prices, percents):
return get_dummy_result(len(quantities), "A field is empty")
if not sumsTo100(percents):
return get_dummy_result(len(quantities),
"Goal does not sum to 100%")
portfolioSize = getPortfolioSize(quantities, prices)
values = getValues(quantities, prices)
new_Values = getNewValues(portfolioSize, percents)
changes = getChanges(values, new_Values)
pieces = getPieces(changes, prices)
resutlText = []
resutlText.append("The result is ready.")
# "{:n}".format(result)
# return "{:n}".format(convertToStringNoSign(new_Values)), "{:n}".format(convertToString(changes)), "{:n}".format(convertToString(pieces)), resutlText
return convertToStringNoSign(new_Values), convertToString(
changes), convertToString(pieces), resutlText
@app.callback([
Output(component_id={
'type': 'dynamic-sum',
'index': MATCH
},
component_property='children')
], [
Input(component_id={
'type': 'dynamic-quantity',
'index': MATCH
},
component_property='value'),
Input(component_id={
'type': 'dynamic-price',
'index': MATCH
},
component_property='value')
])
def updateSumValue(quantity, price):
request_locale = request.accept_languages.best_match(
['en_US', 'de_DE'])
if (request_locale == 'en_US'):
dash_locale = 'en'
sep_locale = "."
request_locale_utf8 = 'en_US.utf8'
else:
dash_locale = 'de'
sep_locale = ","
request_locale_utf8 = 'de_DE.utf8'
locale.setlocale(locale.LC_ALL, request_locale_utf8)
if quantity is not None:
quantity = float(quantity)
else:
quantity = 0.0
if price is not None:
price = float(price)
else:
price = 0.0
result = price * quantity
conv_result = "{:n}".format(result)
return [conv_result]
# return ["%.2f" % result]
@app.callback(Output('container_asset',
'children'), [Input('add_ticker_button', 'n_clicks')],
[State('container_asset', 'children')])
def display_tickers(n_clicks, div_children):
new_child = html.Div(children=[
html.P("Asset #" + str(n_clicks), style={"color": "#000000"}),
dbc.Row([
dbc.Col(children=[
html.Div("Pieces:"),
dbc.Input(type="number",
value='126',
placeholder="Enter the number of pieces ",
id={
'type': 'dynamic-quantity',
'index': n_clicks
})
],
width=3),
dbc.Col(children=[
html.Div("Price:"),
dbc.Input(type="number",
value='80.13',
placeholder="Enter price per piece",
id={
'type': 'dynamic-price',
'index': n_clicks
})
],
width=3),
dbc.Col(children=[
html.Div("Value:"),
html.P(children='-',
id={
'type': 'dynamic-sum',
'index': n_clicks
})
],
width=3),
dbc.Col(children=[
html.Div("Goal (%):"),
dbc.Input(type="number",
value='100',
placeholder="Enter percent of asset",
id={
'type': 'dynamic-percent',
'index': n_clicks
})
],
width=3)
],
style={'width': '100%'}),
dbc.Toast([
dbc.Row([
dbc.Col(children=[
html.Div("New Value:"),
html.P(children='4',
id={
'type': 'dynamic-new_value',
'index': n_clicks
})
],
width=4),
dbc.Col(children=[
html.Div("Change:"),
html.P(children='-1000',
id={
'type': 'dynamic-change',
'index': n_clicks
})
],
width=4),
dbc.Col(children=[
html.Div("Pieces:"),
html.P(children='-5.5',
id={
'type': 'dynamic-piece-exact',
'index': n_clicks
})
],
width=4)
],
style={'width': '100%'}),
],
header="Change the asset to:",
style={"maxWidth": "450px"}),
html.Br(),
])
div_children.append(new_child)
return div_children
return app.server