def object4( self ):
params = {'height':280, 'width':1000, 'default':self.max_day, 'formats':['na', '0,0', '0,0', '0.0%'], 'columns':['security_name', 'positions', 'mkt_val_gbp', 'weight_in_total']}
table, dd = fw.TableWithDropDown(self.df_addan_top10_history, 'yyyymmdd', params).create_widgets()
div = fw.Div(text = "<b><i>Top stocks timeseries (OVERALL portfolio)</i></b>", style = TITLE_STYLE)
return div, dd, table
def object8( self ):
params = {'height':325, 'width':1000, 'default':str(self.df_perf_port['yyyymmdd'].max()), 'columns':self.columns, 'formats':self.formats}
table, drop = fw.TableWithDropDown(self.df_perf_port, 'yyyymmdd', params).create_widgets()
div = fw.Div(text = "<b><i>Performance table by month / portfolio</i></b>", style = TITLE_STYLE)
return div, drop, table
def object1( self ):
params = {'height':300, 'width':1000, 'default':str(self.df_char_overall['yyyymmdd'].max()), 'columns':['portfolio', 'mkt_val', 'weight'], 'formats':['na', '0,0', '0.0%']}
table, drop = fw.TableWithDropDown(self.df_char_overall, 'yyyymmdd', params).create_widgets()
div = fw.Div(text = "<b><i>Market value by month / portfolio</i></b>", style = TITLE_STYLE)
return div, drop, table
def object10( self ):
params = {'height':350, 'width':1000, 'default':self.max_day, 'columns':['measure', 'p&l_%', 'p&l_amount'], 'formats':['na', '0.0%', '0,0']}
table, drop = fw.TableWithDropDown(self.df_risk_scnr, 'yyyymmdd', params).create_widgets()
div = fw.Div(text = "<b><i>Stress scenarios by day</i></b>", style = TITLE_STYLE)
return div, drop, table
def object7( self ):
params = {'height':325, 'width':1000, 'default':self.max_day, 'columns':['portfolio', 'allocation', 'contribution'], 'formats':['na', '0.0%', '0.0%']}
table, drop = fw.TableWithDropDown(self.df_risk_port, 'yyyymmdd', params).create_widgets()
div = fw.Div(text = "<b><i>Risk table by month / portfolio</i></b>", style = TITLE_STYLE)
return div, drop, table
def object1( self ):
columns = ['structure','gross_net','variable','market_value','month','quarter_to_date','months_3','fiscal_ytd','ytd','year_1','year_3','itd']
formats = ['na', 'na', 'na', '0,0', '0.0%', '0.0%', '0.0%', '0.0%', '0.0%', '0.0%', '0.0%', '0.0%']
params = {'height':800, 'width':1000, 'default':str(self.df_perf_overall['yyyymmdd'].max()), 'columns':columns, 'formats':formats}
table, drop = fw.TableWithDropDown(self.df_perf_overall, 'yyyymmdd', params).create_widgets()
div = fw.Div(text = "<b><i>Performance table by month</i></b>", style = TITLE_STYLE)
return div, drop, table
def object1( self ):
columns = ['portfolio', 'var_%_mv', 'cvar_%_mv', 'volatility_1yr', 'volatility_1yr_vs_msci']
formats = ['na', '0.0%', '0.0%', '0.0%', '0.0%']
params = {'height':325, 'width':1000, 'default':self.max_day, 'columns':columns, 'formats':formats}
table, drop = fw.TableWithDropDown(self.df_risk_overall, 'yyyymmdd', params).create_widgets()
div = fw.Div(text = "<b><i>Risk table by month</i></b>", style = TITLE_STYLE)
return div, drop, table
def object9( self ):
params = {'height':550, 'width':1000, 'default':self.max_day, 'columns':['security', 'allocation', 'contribution'], 'formats':['na', '0.0%', '0.0%']}
table, drop = fw.TableWithDropDown(self.df_risk_tick, 'yyyymmdd', params).create_widgets()
return drop, table
