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gui.py
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gui.py
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import matplotlib
matplotlib.use('TkAgg')
from matplotlib.backends.backend_tkagg import FigureCanvasTkAgg
from Tkinter import *
import tkFileDialog
import ttk # support for Tkinter themed widgets
import os, glob
import mpt, getData, summaryVis
import interactivePlot
lastx, lasty = 0, 0
class StartScreen:
def __init__(self):
self.filepath = None
self.window = Tk()
self.window.title("Welcome to Risky Business")
self.window.resizable(FALSE,FALSE)
frame = ttk.Frame(self.window, padding="10 10 10 10")
frame.grid(column=0, row=0, sticky=(N, W, E, S))
self.lf1 = ttk.Labelframe(frame, text='Step 1')
self.lf1.grid(column=1, row=1, sticky=EW)
ttk.Label(self.lf1, text="On a scale of 1 to 5, rate your personal risk tolerance: ").grid(column=1, row=0, sticky=W)
self.risk_value = StringVar()
one = ttk.Radiobutton(self.lf1, text='1 ', variable=self.risk_value, value='1')
one.grid(column=2, row=0, sticky=E)
two = ttk.Radiobutton(self.lf1, text='2 ', variable=self.risk_value, value='2')
two.grid(column=3, row=0, sticky=E)
three = ttk.Radiobutton(self.lf1, text='3 ', variable=self.risk_value, value='3')
three.grid(column=4, row=0, sticky=E)
four = ttk.Radiobutton(self.lf1, text='4 ', variable=self.risk_value, value='4')
four.grid(column=5, row=0, sticky=E)
five = ttk.Radiobutton(self.lf1, text='5', variable=self.risk_value, value='5')
five.grid(column=6, row=0, sticky=E)
self.lf2 = ttk.Labelframe(frame, text='Step 2')
self.lf2.grid(column=1, row=2, sticky=EW)
ttk.Label(self.lf2, text="What is the most you are willing to invest in one company? ").grid(column=1, row=0, sticky=E)
ttk.Label(self.lf2, text="$").grid(column=2, row=0, sticky=E)
self.dollars = IntVar()
dollars_entry = ttk.Entry(self.lf2, width=7, textvariable=self.dollars)
dollars_entry.grid(column=3, row=0, sticky=E)
self.lf3 = ttk.Labelframe(frame, text='Step 3')
self.lf3.grid(column=1, row=3, sticky=EW)
self.browse_button = ttk.Button(self.lf3, text="Browse for your portfolio .csv file", command=self.browse)
self.browse_button.grid(column=0, row=0, sticky=NE)
ttk.Button(frame, text="Submit", command=self.upload).grid(column=3, row=4, sticky=(S, W))
self.window.mainloop()
def browse(self):
self.filepath = tkFileDialog.askopenfilename()
self.browse_button.destroy()
ttk.Label(self.lf3, text=self.filepath).grid(column=0, row=0, sticky=E)
def upload(self):
#DEAL WITH INPUT HERE. VALIDATE INPUTS, GIVE MESSAGE BOX IF INVALID, return.
self.window.destroy()
if self.risk_value.get() == "":
GUI("3", self.dollars.get(), self.filepath) # default risk value to 3 if none given.
else:
GUI(self.risk_value.get(), self.dollars.get(), self.filepath)
class GUI:
def __init__(self, riskVal, d, f):
self.riskVal = (float(riskVal) * 20 - 10)/100
self.d = d
portfolioDict = self.readPortfolio(f)
path = 'data/'
for infile in glob.glob( os.path.join(path, '*.csv') ):
ticker = infile.split('/')[1].split('.')[0]
stockModel = mpt.StockModel(ticker)
years = len(stockModel.historicalPrices)/float(252)
if years < 5:
os.remove(infile)
print 'Removed due to low data: ' + ticker
else:
# number of trading days in a year * 4 years (fudge factor)
divisionPoint = len(stockModel.historicalPrices) - 252*4
trainingModel = mpt.StockModel(ticker, 0, divisionPoint)
mpt.trainingSet[ticker] = trainingModel
self.portfolio = mpt.PortfolioModel(mpt.trainingSet)
for k, v in portfolioDict.iteritems():
self.portfolio.addStock(k, int(v))
self.portfolio.updateStatistics()
risk = self.portfolio.annualVol
window = Tk()
window.title("Test GUI")
#window.geometry('1100x600+150+130')
window.resizable(FALSE,FALSE)
frame = ttk.Frame(window, padding="10 10 10 10")
frame.grid(column=0, row=0, sticky=(N, W, E, S))
# Tell the frame to expand automatically if resized by the user. DOESNT WORK?
#frame.columnconfigure(0, weight=1)
#frame.rowconfigure(0, weight=1)
tabs = ttk.Notebook(frame)
tabs.grid(column=1, row=1, sticky=(N, W))
self.f1 = ttk.Frame(tabs); # first page, which would get widgets gridded into it
tabs.add(self.f1, text='Portfolio Dashboard')
self.fig1 = summaryVis.getGraph(self.portfolio, self.f1)
canvas1 = FigureCanvasTkAgg(self.fig1, master=self.f1)
canvas1.get_tk_widget().grid(column=0, row=0, sticky=(N, W, E, S))
canvas1.get_tk_widget().pack(side=TOP, fill=BOTH, expand=1)
canvas1._tkcanvas.pack(side=TOP, fill=BOTH, expand=1)
canvas1.show()
self.f2 = ttk.Frame(tabs); # second page
tabs.add(self.f2, text='Stock Recommender')
# self.canvas2 = Canvas(self.f2)
# self.canvas2.grid(column=0, row=0, sticky=(N, W, E, S))
# self.canvas2.bind("<Button-1>", self.xy)
# self.canvas2.bind("<B1-Motion>", self.addLine)
recommendations = mpt.knn(mpt.trainingSet, self.portfolio, 5, self.riskVal, 1, self.d)
self.recommendDict = dict()
for beforeDist, ticker, quantity in recommendations:
newPort = mpt.copyPortfolio(self.portfolio, mpt.testSet)
newPort.addStock(ticker, quantity)
newPort.updateStatistics()
self.recommendDict[ticker] = newPort
self.fig2 = interactivePlot.getInteractiveGraph(self.f2, self.portfolio, recommendDict, "<Button-1>", self.riskVal)
# recommendedFrame = ttk.Frame(self.f2)
# recommendedFrame.grid(column=0, row=1, sticky=(N, W, E, S))
canvas2 = FigureCanvasTkAgg(self.fig2, master=self.f2)
canvas2.get_tk_widget().grid(column=0, row=0, sticky=(N, W, E, S))
# canvas2.get_tk_widget().pack(side=TOP, fill=BOTH, expand=1)
# canvas2._tkcanvas.pack(side=TOP, fill=BOTH, expand=1)
canvas2.show()
detail_frame = ttk.Frame(self.f2, padding="10 10 10 10")
detail_frame.grid(column=0, row=1, sticky=(N, W, E, S))
details = ttk.Label(detail_frame, text='Some Details about the selected stock...')
details.grid(column=0, row=0, sticky=(N, W, E, S))
m = 3
for beforeDist, ticker, quantity in recommendations:
ttk.Button(detail_frame, text="Add "+ticker+" to Portfolio", command=lambda n=ticker, q=quantity: self.add(n, q)).grid(column=0, row=m, sticky=SE)
m+=1
stat_frame = ttk.Frame(window, padding="10 10 10 10")
stat_frame.grid(column=1, row=0, sticky=(N, W, E, S))
lf = ttk.Labelframe(stat_frame, text='Key Statistics', padding="10 10 10 10")
lf.grid(column=0, row=0, sticky=(N, W, E, S))
ttk.Label(lf, text="Target Risk: ").grid(column=0, row=0, sticky=W)
ttk.Label(lf, text=self.riskVal).grid(column=1, row=1, sticky=E)
ttk.Label(lf, text="Calculated Risk: ").grid(column=0, row=2, sticky=W)
self.calc = ttk.Label(lf, text=risk)
self.calc.grid(column=0, row=3, sticky=E)
ttk.Label(lf, text="File: ").grid(column=0, row=4, sticky=W)
ttk.Label(lf, text=f).grid(column=0, row=5, sticky=E)
# iterate over widgets that are children of frame, add padding around each
for child in frame.winfo_children(): child.grid_configure(padx=5, pady=5)
# Enter event loop (ie run the GUI)
window.mainloop()
def add(self, ticker, quantity):
print "added " + ticker
self.portfolio.addStock(ticker, quantity)
self.portfolio.updateStatistics()
risk = self.portfolio.annualVol
self.calc = ttk.Label(lf, text=risk)
self.fig1 = summaryVis.getGraph(self.portfolio, self.f1)
recommendations = mpt.knn(mpt.trainingSet, self.portfolio, 5, self.riskVal, 1, self.d)
self.recommendDict = dict()
for beforeDist, ticker, quantity in recommendations:
newPort = mpt.copyPortfolio(self.portfolio, mpt.testSet)
newPort.addStock(ticker, quantity)
newPort.updateStatistics()
self.recommendDict[ticker] = newPort
self.fig2 = interactivePlot.getInteractiveGraph(self.f2, self.portfolio, self.recommendDict, "<Button-1>", self.riskVal)
def readPortfolio(self, filePath):
portfolio = dict()
spSet = getData.spList()
f = open(filePath)
lines = f.readlines()
for i in range(1, len(lines)):
line = lines[i].strip()
ticker,quantity = line.strip().split(',')
if ticker in spSet: #TODO: account for upper vs lowercase tickers
portfolio[ticker] = quantity
else:
print "Unfortunately, " + str(ticker) + " is not in our data set."
return portfolio
if __name__ == "__main__":
# StartScreen()
GUI(4, 500, "jeff_profile.csv")