示例#1
0
 def run_portfolio_analysis(self, filename):
     print "Run portfolio analysis %s" % (filename)
     myPortfolio = read_portfolio_xml.read_portfolio(filename)
     for ix1 in myPortfolio:
         symbol = ix1['symbol']
         symbolData = symbol_analysis(symbol, self)
         retString = symbolData._analyze()
         print "%2s %s" % (ix1['pctg'], retString)
示例#2
0
	def run_portfolio_analysis(self,filename):
		print "Run portfolio analysis %s" % (filename)
		myPortfolio = read_portfolio_xml.read_portfolio(filename)
		for ix1 in myPortfolio:
			symbol = ix1['symbol'];
			symbolData = symbol_analysis(symbol,self)
			retString = symbolData._analyze()
			print "%2s %s" % (ix1['pctg'],retString)
示例#3
0
    def _rebalance(self):
        # Rebalance Formula is
        # set all falling trend to 5%
        # For rising trend symbols,
        # 	First set all to equal
        #	For reversal += 2
        #	For accelerating += 2
        #	For sharp	 += 2
        # Now calculate Total and reduce all by same amount as
        # necessary to get the required total
        #
        # Currently user defined weights are not implemented.
        # Else, first apply user defined weights to get the starting
        # values and then apply above algorithm
        #
        print "Run portfolio rebalance %s" % (self._filename)
        myPortfolio = read_portfolio_xml.read_portfolio(self._filename)
        myhash = {}
        pctg = {}
        for ix1 in myPortfolio:
            symbol = ix1['symbol']
            symbolData = symbol_analysis(symbol, self._sma_ptr)
            myhash[symbol] = symbolData

        totalNum = len(myPortfolio)
        totalNumRem = totalNum
        totalPctSoFar = 0
        for symbol in myhash:
            print symbol
            symbolData = myhash[symbol]
            retString = symbolData._analyze()
            curPct = 0
            if (symbolData._newTrend and symbolData._reverseTrend):
                curPct += 2
            if (symbolData._newTrend and symbolData._trendSpeed):
                curPct += 2
            if (symbolData._newTrend and symbolData._trendSlope):
                curPct += 2
            pctg[symbol] = curPct
            totalPctSoFar += curPct
            if (not symbolData._newTrend):
                pctg[symbol] = 5
                totalPctSoFar += 5
                totalNumRem -= 1

        DivideEq = int((100 - totalPctSoFar) / totalNumRem)
        for symbol in myhash:
            if (pctg[symbol] != 5):
                pctg[symbol] += DivideEq

        for ix1 in myPortfolio:
            symbol = ix1['symbol']
            symbolData = myhash[symbol]
            print_colors.my_print(
                "%2s %2s %s" %
                (ix1['pctg'], pctg[symbol], symbolData._analyze()), 'RED')
示例#4
0
	def _rebalance(self):
		# Rebalance Formula is
		# set all falling trend to 5%
		# For rising trend symbols,
		# 	First set all to equal
		#	For reversal += 2
		#	For accelerating += 2
		#	For sharp	 += 2
		# Now calculate Total and reduce all by same amount as 
		# necessary to get the required total
	        #
		# Currently user defined weights are not implemented.
		# Else, first apply user defined weights to get the starting
		# values and then apply above algorithm
		#
		print "Run portfolio rebalance %s" % (self._filename)
		myPortfolio = read_portfolio_xml.read_portfolio(self._filename)
		myhash = {};
		pctg = {};
		for ix1 in myPortfolio:
			symbol = ix1['symbol'];
			symbolData = symbol_analysis(symbol,self._sma_ptr)
			myhash[symbol] = symbolData

		totalNum = len(myPortfolio)
		totalNumRem = totalNum
		totalPctSoFar = 0;
		for symbol in myhash:
			print symbol
			symbolData = myhash[symbol]
			retString = symbolData._analyze()
			curPct = 0;
			if (symbolData._newTrend and symbolData._reverseTrend):
			    curPct += 2;
			if (symbolData._newTrend and symbolData._trendSpeed):
			    curPct += 2;
			if (symbolData._newTrend and symbolData._trendSlope):
			    curPct += 2;
			pctg[symbol] = curPct;
			totalPctSoFar += curPct
			if (not symbolData._newTrend):
			    pctg[symbol] = 5 ;
			    totalPctSoFar += 5;
			    totalNumRem -= 1;

		DivideEq = int((100 - totalPctSoFar) / totalNumRem)
		for symbol in myhash:
		    if (pctg[symbol] != 5):
			pctg[symbol] += DivideEq 

		for ix1 in myPortfolio:
		    symbol = ix1['symbol'];
		    symbolData = myhash[symbol]
		    print_colors.my_print ( "%2s %2s %s" % (ix1['pctg'],pctg[symbol], symbolData._analyze()),'RED')