siat 2.14.2__py3-none-any.whl → 3.0.0__py3-none-any.whl

siat/security_prices.py

@@ -19,200 +19,238 @@ import pandas as pd
 
 #==============================================================================
 #==============================================================================
-def get_price(ticker,fromdate,todate,adj=False,source='auto'):
-    """
-    套壳函数get_prices，为保持兼容
-    """
-    df=get_prices(ticker,fromdate,todate,adj=adj,source=source)
-    
-    df2=remove_timezone(df)
-    return df2
-#==============================================================================
 if __name__=='__main__':
-    ticker='AAPL'
-    fromdate='2011-1-1'
-    todate='2020-12-31'
-    retry_count=3
-    pause=1
+    ticker="430047.BJ"
+    ticker="430047.BJ"
+    ticker="600519.SS"
+    ticker="000858.SZ"
+    ticker_type='auto'
     
-    ticker='ABCD'
+    ticker="sz169107" #LOF基金
+    ticker="sh510050" #ETF基金
     
-    ticker=['AAPL','MSFT']
-    ticker=['AAPL','MSFT','ABCD']
     
-    ticker=['600011.SS']
-    fromdate='2020-1-1'
-    todate='2020-6-30'    
+    ticker="sh010504" #国债
+    ticker_type='bond'
+    
+    ticker='801002.SW'
+    ticker_type='auto'
+    
+    ticker={'Market':('China','000001.SS','白酒组合'),'600519':0.4,'000858':0.6}
+    
+    fromdate="2024-1-1"
+    todate="2024-4-1"
+    adj=False
+    retry_count=3
+    pause=1
+    source='auto'
+    
+    prices=get_prices_all(ticker,fromdate,todate,ticker_type=ticker_type)
 
-def upper_ticker(ticker):
+def get_prices_all(ticker,fromdate,todate,adj=False,source='auto',ticker_type='auto'):
     """
-    功能：改成大写，字符串或列表
+    功能：多个证券(股票，指数，基金，债券)，或投资组合(可含股票和/或债券)
+    ticker_type：若为'auto'则基金优先于债券(代码重合时)，亦可为列表分别指定优先抓取类型。
+    'stock', 'fund', 'bond','swindex','portfolio'，不足部分自动补充为'auto'
+    其中，'auto'/'stock'/'fund'优先抓取指数、股票和基金；'bond'优先抓取债券；
+    'swindex'优先抓取申万行业指数
+    
+    注意：未经充分测试！！！
     """
-    if isinstance(ticker,str):
-        return ticker.upper()
-    elif isinstance(ticker,list):
-        tlist=[]
-        for t in ticker:
-            try:
-                tupper=t.upper()
-            except:
-                tupper=t
-            tlist=tlist+[tupper]
-        return tlist
     
-if __name__=='__main__':
-    upper_ticker('000001.ss')    
-    upper_ticker(['000001.ss','aapl'])
+    #补足ticker_type
+    if isinstance(ticker_type,str):
+        ticker_type_list=[ticker_type]
+    
+    if isinstance(ticker,str) or isinstance(ticker,dict):
+        ticker_list=[ticker]
+        
+    ticker_num=len(ticker_list)
+    ticker_type_len=len(ticker_type_list)
+    if ticker_num > ticker_type_len:
+        ticker_type_list=ticker_type_list + ['auto'*(ticker_type_len - ticker_num)]
+
+    #单个证券的特殊处理
+    if ticker_num == 1:
+        #普通证券
+        if isinstance(ticker_list[0],str):
+            df=get_prices(ticker_list[0],fromdate,todate,adj=adj,source=source,ticker_type=ticker_type_list[0])
+
+        #投资组合            
+        if isinstance(ticker_list[0],dict):
+            _,_,tickerlist,sharelist=decompose_portfolio(ticker_list[0])
+            df=get_price_portfolio(tickerlist,sharelist,fromdate,todate,adj=adj, \
+                                    source=source,ticker_type='bond')
+        return df
 
-    ticker=['000001.ss','aapl']
-    ticker=upper_ticker(ticker)
+    #多个证券
+    df=pd.DataFrame()        
+    for t in ticker_list:
+        pos=ticker_list.index(t)
+        tt=ticker_type_list[pos]
+        
+        #普通证券
+        if isinstance(t,str):
+            dft=get_prices(t,fromdate,todate,adj=adj,source=source,ticker_type=tt)
+
+        #投资组合            
+        if isinstance(t,dict):
+            _,_,tickerlist,sharelist=decompose_portfolio(t)
+            dft=get_price_portfolio(tickerlist,sharelist,fromdate,todate,adj=adj, \
+                                    source=source,ticker_type='bond')
+            t=portfolio_name(t)
+            
+        columns=create_tuple_for_columns(dft,t)
+        dft.columns=pd.MultiIndex.from_tuples(columns)
+        
+        if len(df)==0:
+            df=dft
+        else:
+            #合并
+            df=pd.merge(df,dft,how='outer',left_index=True,right_index=True)
     
+    return df
+
+#==============================================================================
+if __name__=='__main__':
+    ticker="430047.BJ"
     ticker="430047.BJ"
-    fromdate="2022-11-1"
-    todate="2022-12-15"
+    ticker="600519.SS"
+    ticker="000858.SZ"
+    ticker_type='auto'
+    
+    ticker="sz169107" #LOF基金
+    ticker="sh510050" #ETF基金
+    
+    ticker="sh010504" #国债
+    ticker_type='bond'
+    
+    ticker='801002.SW'
+    ticker_type='auto'
+    
+    ticker=['600519','000858']
+    ticker_type='bond'
+    
+    fromdate="2024-1-1"
+    todate="2024-4-1"
     adj=False
     retry_count=3
     pause=1
-    
-    prices=get_prices(ticker,fromdate,todate)
+    source='auto'
 
-"""
-北交所股票以43开头或83、87、88开头，因为新三板(基础层、创新层)股票代码一般为43、83、87开头。
-沪市普通A股股票代码是以60开头，沪市科创板股票代码是以688开头。
-深市普通A股票代码是以00开头，深市创业板股票代码以300开头。
-"""
+    prices=get_prices(ticker,fromdate,todate,ticker_type=ticker_type)
 
 def get_prices(ticker,fromdate,todate,adj=False,source='auto', \
-               retry_count=3,pause=1):
+               retry_count=3,pause=1,ticker_type='auto'):
     """
     功能：抓取证券价格，pandas_datareader + yfinance + akshare
     输出：指定收盘价格序列，日期升序排列
-    ticker: 股票代码或其列表。大陆股票代码加上后缀.SZ或.SS，港股代码去掉前导0加后缀.HK
+    ticker: 证券代码或其列表。大陆证券代码加上后缀.SZ或.SS或.BJ，港股代码去掉前导0加后缀.HK
     start: 样本开始日期，yyyy-mm-dd
     end: 样本结束日期，既可以是今天日期，也可以是一个历史日期
-    retry_count：网络失败时的重试次数
-    pause：每次重试前的间隔秒数
+    retry_count：网络失败时的重试次数，仅用于雅虎
+    pause：每次重试前的间隔秒数，仅用于雅虎
     """
-    print("  Searching prices for corresponding securities, please wait ...")
-    ticker=upper_ticker(ticker)
     
     #检查日期期间的合理性
     result,start,end=check_period(fromdate,todate)
     if not result:
         print("  #Error(get_prices): invalid date period from",fromdate,'to',todate)
         return None     
+    
+    print("  Searching prices of security, please wait ...")
+    ticker=tickers_cvt2yahoo(ticker)
 
-    """
-    #尝试pandas_datareader+FRED（仅对部分国外市场指数有效） 
-    if ticker[0]=='^':
-        print("  Trying to capture info from fred for",ticker)
-        prices=get_index_fred(ticker,start,end)
-        if prices is None:
-            print("  #Warning(get_prices): info retrieving failed from fred for",ticker)
-        else:
-            if len(prices)==0:
-                print("  #Warning(get_prices): zero record found in fred for",ticker)
-            else:
-                return prices
-    """
     if source in ['auto']:
         #尝试AkShare+Sina+EM（新浪，对中国内地股票、港股和美股有效，但不包括国外市场指数）
-        #printmsg=str(ticker)+" from "+fromdate+' to '+todate
-        print("  Trying to capture prices from sina/EM for",ticker)
+        print("  Trying to capture prices from sina/EM ... ...")
         try:
-            #prices=get_prices_ak(ticker,fromdate,todate,adjust=adj)
-            prices=get_prices_ak(ticker,fromdate,todate)
+            prices=get_prices_ak(ticker,fromdate,todate,ticker_type=ticker_type) #支持多个证券
         except:
-            print("  #Warning(get_prices): info retrieving failed from sina/EM for",ticker)
-            #return None 
+            print("    #Warning(get_prices): info retrieving failed from sina/EM")
         else:
             if prices is None: 
-                print("  #Warning(get_prices): info not found from sina/EM for",ticker)
+                print("    #Warning(get_prices): info not found from sina/EM")
             else:
                 num=len(prices)
                 if num==0:
-                    print("  #Warning(get_prices): zero record found in sina/EM for",ticker)
+                    print("    #Warning(get_prices): security may suspend trading or already expired")
+                    return prices
                 else:
-                    #print("  Successfully retrieved",num,"records for",ticker)
                     prices2=remove_timezone(prices)
-                return prices2        
+                    return prices2 #找到有效数据就返回，否则继续       
 
     if source in ['auto','stooq']:
         #尝试pandas_datareader+stooq（对美股、港股、欧股、国外市场指数有效，但对深交所股票无效）
         #注意stooq代码与新浪/stooq的不同
         print("  Trying to capture info from stooq for",ticker)
         try:
-            prices=get_price_stooq(ticker,fromdate,todate)
+            prices=get_price_stooq(ticker,fromdate,todate) #仅支持单只证券
+            #prices=get_prices_stooq(ticker,fromdate,todate)?
         except:
-            print("  #Warning(get_prices): info retrieving failed from stooq for",ticker)
-            #return None 
+            print("    #Warning(get_prices): info retrieving failed from stooq")
         else:
             if prices is None: 
-                print("  #Warning(get_prices): info not found from stooq for",ticker)
+                print("    #Warning(get_prices): info not found from stooq")
             else:
                 num=len(prices)
                 if num==0:
-                    print("  #Warning(get_prices): zero record found for",ticker)
+                    print("    #Warning(get_prices): zero record found")
                 else:
-                    #print("  Successfully retrieved",num,"records for",ticker)
                     prices2=remove_timezone(prices)
-                    return prices2        
+                    return prices2 #找到有效数据就返回，否则继续      
 
     if source in ['auto','yahoo']:
         #使用yahoo+yfinance抓取数据                
         #由于雅虎无法访问，建议暂时关闭，2021-10-24
         #抓取证券（列表）价格，需要调整收盘价：yfinance优先，线程极易出错，先尝试关闭线程
         try:
-            print("  Trying to capture info from Yahoo Finance using non-threads for",ticker)
-            prices=get_prices_yf(ticker,start,end,threads=False)
+            print("  Trying to capture info from Yahoo Finance using non-threads")
+            prices=get_prices_yf(ticker,start,end,threads=False) #支持多个证券
         except:
-            print("  #Warning(get_prices): retrieving using non-threads failed from yahoo for",ticker)
+            print("    #Warning(get_prices): retrieving using non-threads failed from yahoo")
         else:
             if prices is None: 
-                print("  #Warning(get_prices): info not found using non-threads failed from yahoo for",ticker)
+                print("    #Warning(get_prices): info not found using non-threads failed from yahoo")
             else:
                 num=len(prices)
                 if num==0:
-                    print("  #Warning(get_prices): zero record found for",ticker)
+                    print("    #Warning(get_prices): zero record found")
                 else:
-                    #print("  Successfully retrieved",num,"records for",ticker)
                     prices2=remove_timezone(prices)
-                    return prices2        
+                    return prices2 #找到有效数据就返回，否则继续      
 
         #抓取证券（列表）价格，需要调整收盘价：yfinance优先，尝试打开线程
         try:
-            print("  Trying to capture info from Yahoo Finance using threads for",ticker)
-            prices=get_prices_yf(ticker,start,end,threads=True)
+            print("  Trying to capture info from Yahoo Finance using threads")
+            prices=get_prices_yf(ticker,start,end,threads=True) #支持多个证券
         except:
-            print("  #Warning(get_prices): retrieving using threads failed from yahoo for",ticker)
+            print("    #Warning(get_prices): retrieving using threads failed from yahoo")
         else:
             if prices is None: 
-                print("  #Warning(get_prices): info not found using non-threads failed from yahoo for",ticker)
+                print("    #Warning(get_prices): info not found using non-threads failed from yahoo")
             else:
                 num=len(prices)
                 if num==0:
-                    print("  #Warning(get_prices): zero record found for",ticker)
+                    print("    #Warning(get_prices): zero record found")
                 else:
-                    #print("  Successfully retrieved",num,"records for",ticker)
                     prices2=remove_timezone(prices)
-                    return prices2        
+                    return prices2 #找到有效数据就返回，否则继续        
     
-        #抓取证券（列表）价格，不考虑是否需要调整收盘价：pandas_datareader
-        #由于雅虎财经当前无法访问，建议本段停用
-        #由于雅虎无法访问，暂时关闭，2021-10-24
+        #抓取证券（列表）价格，不考虑是否需要调整收盘价：pandas_datareader，使用雅虎
         try:    
-            print("  Trying to capture info from Yahoo Finance in traditional process for",ticker)
+            print("  Trying to capture info from Yahoo Finance traditionally")
             prices=get_prices_yahoo(ticker,start,end,retry_count=retry_count,pause=pause)
         except:    
-            print("  #Warning(get_prices): info retrieving failed from Yahoo Finance in traditional process for",ticker)    
+            print("    #Warning(get_prices): info retrieving failed from Yahoo traditionally")    
             return None    
         else:
             if prices is None: 
-                print("  #Warning(get_prices): info not found  from Yahoo Finance in traditional process for",ticker)
+                print("    #Warning(get_prices): info not found  from Yahoo traditionally")
             else:
                 num=len(prices)
                 if num==0:
-                    print("  #Warning(get_prices): zero record found for",ticker)
+                    print("    #Warning(get_prices): zero record found from Yahoo traditionally")
                 else:
                     #print("  Successfully retrieved",num,"records for",ticker)
                     prices2=remove_timezone(prices)
@@ -220,9 +258,8 @@ def get_prices(ticker,fromdate,todate,adj=False,source='auto', \
     
     #若能够抓取到数据均已提前返回，到达此处时表面未能抓取到任何数据
     print("  #Warning(get_prices): tried everything but nothing found for",ticker)
-    return None
-    
     
+    return None
 
 if __name__=='__main__':
     get_prices('INTC','2021-11-1','2021-11-5')
@@ -234,6 +271,18 @@ if __name__=='__main__':
     df6=get_prices(['00988.HK','000858.SZ'],'2021-11-1','2021-11-5')
     df7=get_prices(['INTL','MSFT','00988.HK','000858.SZ'],'2021-11-1','2021-11-5')
 
+#==============================================================================
+
+def get_price(ticker,fromdate,todate,adj=False,source='auto',ticker_type='auto'):
+    """
+    套壳函数get_prices，为保持兼容
+    """
+    df=get_prices(ticker,fromdate,todate,adj=adj,source=source,ticker_type=ticker_type)
+    
+    df2=remove_timezone(df)
+    
+    return df2
+
 #==============================================================================
 if __name__ =="__main__":
     ticker="BMW.DE"
@@ -293,8 +342,7 @@ if __name__=='__main__':
     todate='2022-12-15'
     adjust=''
 
-#在common中定义
-#SUFFIX_LIST_CN=['SS','SZ','BJ','NQ']
+#在common中定义SUFFIX_LIST_CN
 
 def get_price_ak_em(ticker,fromdate,todate,adjust=''):
     """
@@ -368,9 +416,9 @@ def get_price_ak_em(ticker,fromdate,todate,adjust=''):
     
     num=len(df1)
     if num > 0:
-        print("  Successfully retrieved",num,"records for",ticker)
+        print("  Successfully retrieved",num,"records for",ticker,ticker_name(ticker,ticker_type))
     else:
-        print("  Sorry, no records retrieved for",ticker)
+        print("  Sorry, no records retrieved for",ticker,ticker_name(ticker,ticker_type))
 
     return df1
     
@@ -393,7 +441,7 @@ def cvt_stooq_suffix(symbol):
     """
     import pandas as pd
     suffix=pd.DataFrame([
-        ['SS','CN'], ['SZ','CN'], ['T','JP'], 
+        ['SS','CN'], ['SH','CN'], ['SZ','CN'], ['BJ','CN'], ['T','JP'], 
         
         ], columns=['yahoo','stooq'])
 
@@ -414,10 +462,11 @@ def cvt_stooq_symbol(symbol):
     """
     映射雅虎指数符号至stooq指数符号
     输入：雅虎指数符号。输出：stooq指数符号
+    注意：^IXIC/^NDQ是纳斯达克综合指数，^NDX是纳斯达克100指数
     """
     import pandas as pd
     suffix=pd.DataFrame([
-        ['^GSPC','^SPX'], ['^IXIC','^NDQ'], ['^IXIC','^NDX'], 
+        ['^GSPC','^SPX'], ['^IXIC','^NDQ'],  
         ['^RUT','QR.F'],
         ['000001.SS','^SHC'],  
         ['^N225','^NKX'], ['^TWII','^TWSE'], ['^KS11','^KOSPI'],
@@ -448,7 +497,7 @@ def cvt_stooq_ticker(ticker):
     """
     映射雅虎证券符号至stooq证券符号
     输入：雅虎证券符号。输出：stooq证券符号
-    局限：无法处理深交所股票代码！！！！！
+    局限：无法处理深交所股票代码！stooq里没有深交所股票
     """
     #直接转换
     result,ticker_stooq=cvt_stooq_symbol(ticker)
@@ -496,6 +545,8 @@ if __name__=='__main__':
     ticker='TRBNCN.M'
     ticker='RSAYCN.M'
     
+    ticker=['AAPL','MSFT']
+    
     start='2023-1-1'
     end='2024-2-19' 
     
@@ -503,7 +554,7 @@ if __name__=='__main__':
 
 def get_price_stooq(ticker,start,end):
     """
-    抓取股价
+    从stooq抓取单个股价
     """
     #转换证券代码
     ticker2=cvt_stooq_ticker(ticker)
@@ -535,7 +586,7 @@ def get_price_stooq(ticker,start,end):
                 ticker2 = ".".join([ticker2, 'US']) #若为空尝试当作美股代码处理，挽救第二次
                 prices=web.DataReader(ticker2,start=start,end=end,data_source='stooq')
             else:            
-                print("  Sorry, zero records found from stooq for",ticker,"from",start,'to',end)
+                #print("  Sorry, zero records found from stooq for",ticker,"from",start,'to',end)
                 return None   
         
         prices.sort_index(axis=0, ascending=True, inplace=True)
@@ -546,14 +597,17 @@ def get_price_stooq(ticker,start,end):
         prices['ticker']=str(ticker)
         prices['footnote']=''
         
+        if 'Volume' not in list(prices):
+            prices['Volume']=0
+        
         _,start1,end1=check_period(start,end)
         prices2=prices[(prices.index >= start1) & (prices.index <= end1)]
         num=len(prices2)
         if num > 0:
-            print("  Successfully retrieved",num,"records for",ticker)
+            print("  Successfully retrieved",num,"records for",ticker,ticker_name(ticker,ticker_type))
             return prices2
         else:
-            print("  Sorry, no records found from stooq for",ticker,"from",start,'to',end)
+            print("  Sorry, no records found from stooq for",ticker,ticker_name(ticker,ticker_type),"from",start,'to',end)
             return None   
     else:
         return None
@@ -569,17 +623,22 @@ if __name__=='__main__':
 #==============================================================================
 if __name__=='__main__':
     ticker='600340.SS'
-    fromdate='2020-12-1'
-    todate='2021-1-31'
+    ticker='000338.SZ'
+    ticker='600519.SS'
+    ticker_type='auto'
+    
+    ticker='859811.SW'
+    ticker_type='auto'
+    
+    fromdate='2024-1-1'
+    todate='2024-4-1'
     adjust='none'
     
-    ticker='000338.SZ'
-
-#在common中定义
-#SUFFIX_LIST_CN=['SS','SZ','BJ','NQ']
+    df=get_price_ak(ticker,fromdate,todate,ticker_type=ticker_type)
 
+#在common中定义SUFFIX_LIST_CN
 
-def get_price_ak(ticker,fromdate,todate,adjust='none'):
+def get_price_ak(ticker,fromdate,todate,adjust='none',ticker_type='auto'):
     """
     功能：基于akshare抓取A股、港股和美股单只股价
     若抓取A股，调用get_price_ak_cn
@@ -592,60 +651,85 @@ def get_price_ak(ticker,fromdate,todate,adjust='none'):
     ticker1=ticker.upper()
     result,prefix,suffix=split_prefix_suffix(ticker1)
     
-    # A股
+    df=pd.DataFrame()
+    # A股股票、指数、基金、债券，申万行业指数
     if suffix in SUFFIX_LIST_CN:
         try:
-            #df=get_price_ak_em(ticker,fromdate,todate,adjust=adjust)
-            df=get_price_ak_cn(ticker,fromdate,todate)
+            #抓取单个中国的证券
+            df=get_price_ak_cn(ticker1,fromdate,todate,ticker_type=ticker_type)
         except:
-            df=None
-            #df=get_price_ak_cn(ticker,fromdate,todate,adjust=adjust)
-        if df is None:
-            #df=get_price_ak_cn(ticker,fromdate,todate)
             #抓取东方财富，处理股指有时出错，所以要放在后面做planB
-            df=get_price_ak_em(ticker,fromdate,todate)
-        #if not (df is None): return df
+            df=get_price_ak_em(ticker1,fromdate,todate)
         
-        #抓取新浪A股，能处理股指
-        #df=get_price_ak_cn(ticker,fromdate,todate,adjust=adjust)
+        if df is None:
+            print("    #Error(get_price_ak): no info found for",ticker1)
+            return df
+            
+        if len(df) ==0:
+            print("    #Warning(get_price_ak): no record found for",ticker1,'between',fromdate,todate)
+            return df
+            
         return df
 
     if adjust=='none':
         adjust=''
+        
     #抓取新浪港股，不能处理股指
     if suffix in ['HK']:
         #df=get_price_ak_hk(ticker,fromdate,todate,adjust=adjust)
-        df=get_price_ak_hk(ticker,fromdate,todate)
-        return df    
+        df=get_price_ak_hk(ticker1,fromdate,todate)
+        return df   
+    
     # 美股，不能处理股指
     #df=get_price_ak_us(ticker,fromdate,todate,adjust=adjust)
-    df=get_price_ak_us(ticker,fromdate,todate)
+    df=get_price_ak_us(ticker1,fromdate,todate)
     
     return df 
 
-def get_price_ak_cn(ticker,fromdate,todate,adjust='none'):
+#==============================================================================
+if __name__=='__main__':
+    ticker='600340.SS' #股票
+    ticker='159990.SZ' #ETF基金
+    ticker='169201.SZ' #LOF基金
+    ticker='180801.SZ' #封闭式基金
+    ticker_type='auto'
+    
+    ticker='sh019319' #国债
+    ticker='sh018084' #政策性金融债
+    ticker='sz149996' #公司债
+    ticker='sh018003' #政策性金融债
+    ticker_type='bond'
+    
+    ticker='801002.SW'
+    ticker='sz100303'
+    ticker='100303.SZ'
+    ticker_type='auto'
+    
+    fromdate='2024-1-1'; todate='2024-3-31'
+    adjust=''
+    
+    prices=get_price_ak_cn(ticker,fromdate,todate)
+
+#def get_price_ak_cn(ticker,fromdate,todate,adjust='none',ticker_type='auto'):
+def get_price_ak_cn(ticker,fromdate,todate,adjust='',ticker_type='auto'):
     """
-    功能：从akshare获得中国国内的股票和指数历史行情，只能处理单个股票或指数
-    ticker：雅虎格式，沪市股票为.SS，深市为.SZ，其他的不处理，直接返回None
+    功能：从akshare获得中国国内的股票、交易所基金、指数和债券历史行情，只能处理单个证券
+    ticker：雅虎格式，其他的不处理，直接返回None
     fromdate：格式为YYYY-m-d，需要改造为YYYYMMDD
     todate：格式为YYYY-m-d，需要改造为YYYYMMDD
-    adjust：不考虑复权为'none'，后复权为'hfq'，前复权为'qfq'
+    adjust：不复权为''，后复权为'hfq'，前复权为'qfq'
+    ticker_type：抓取数据的优先顺序，'auto'/'stock'/'fund'为指数、股票和基金优先，'bond'为债券优先
+    其目的是解决基金和债券代码部分重合的问题
     返回结果：雅虎格式，日期升序，列明首字母大写等
     """
+    import akshare as ak
+    import pandas as pd
+    import datetime as dt
+    
+    df=None; found='None'
+
     #变换代码格式
-    ticker1=ticker.upper()
-    last3=ticker1[-3:]
-    headcode=ticker1[:-3]
-    if last3 == '.SS':
-        ticker2='sh'+headcode
-    if last3 == '.SZ':
-        ticker2='sz'+headcode
-    if last3 == '.BJ':
-        ticker2='bj'+headcode
-        
-    if last3 not in ['.SS','.SZ','.BJ']:
-        print("  #Warning(get_price_ak_cn): not eligible for security",ticker)
-        return None
+    ticker2=tickers_cvt2ak(ticker)
 
     #变换日期格式
     result,start,end=check_period(fromdate,todate)
@@ -655,66 +739,160 @@ def get_price_ak_cn(ticker,fromdate,todate,adjust='none'):
     start1=start.strftime('%Y%m%d')
     end1=end.strftime('%Y%m%d')
     
-    adjustlist=['none','hfq','qfq']
+    #adjustlist=['none','hfq','qfq']
+    adjustlist=['','qfq','hfq','qfq-factor','hfq-factor']
     if adjust not in adjustlist:
         print("  #Warning(get_price_ak_cn): adjust only supports",adjustlist)
         return None          
 
-    import akshare as ak
-    import pandas as pd
-    import datetime as dt
-    df=None
-    #printmsg=str(ticker)+" from "+fromdate+" to "+todate
-    #不考虑复权情形
-    if adjust == 'none':
-        try:
-            #抓取指数行情，实际上亦可抓取股票行情
-            df = ak.stock_zh_index_daily(symbol=ticker2)  
-            df['Date']=df.index
-            df['Date']=df['Date'].dt.tz_localize(None)
-        except:
+    _,prefix,suffix=split_prefix_suffix(ticker2)
+    #考虑股票复权情形：指数/基金/债券无复权
+    if adjust != '':
+        if ticker_type in ['auto','stock'] and suffix not in ['SW']:
             try:
-                #股票的历史行情数据（不考虑复权，特殊函数）
-                df=ak.stock_zh_a_cdr_daily(ticker2,start1,end1)
-                df['Date']=pd.to_datetime(df['date'])
+                #仅用于股票的历史行情数据（考虑复权）
+                df=ak.stock_zh_a_daily(ticker2,start1,end1,adjust=adjust)
+                df['Date']=df['date']
             except:
-                print("  #Error(get_price_ak_cn): failed to find prices for",ticker)
-                return None
+                df=None
+            found=df_have_data(df)
+    
+    #不是股票：指数/基金/债券
+    if found != 'Found': 
+        if ticker_type in ['auto','stock'] and suffix not in ['SW']:
+            try:
+                #指数/股票/基金
+                df = ak.stock_zh_index_daily(symbol=ticker2)  
+                df['Date']=df['date'].apply(lambda x: pd.to_datetime(x))
+            except: pass
+            found=df_have_data(df)
+            
+            if found != 'Found':
+                try:
+                    #特殊函数（不考虑复权）
+                    df=ak.stock_zh_a_cdr_daily(ticker2,start1,end1)
+                    df['Date']=pd.to_datetime(df['date'])
+                except: pass
+                found=df_have_data(df)
+            
+            if found != 'Found':
+                try:
+                    #最后抓取交易所债券行情
+                    df = exchange_bond_price(ticker2,fromdate,todate,graph=False,data_crop=False)
+                    df['Date']=df.index
+                except: 
+                    #print("  #Error(get_price_ak_cn): failed to find prices for",ticker)
+                    return None
+                found=df_have_data(df)
+                
+                #已找到证券信息，但在规定时段无数据
+                if found=='Empty': return df
         
-    #考虑复权情形
-    if adjust != 'none':
-        try:
-            #股票的历史行情数据（考虑复权）
-            df=ak.stock_zh_a_daily(ticker2,start1,end1,adjust=adjust)
-            df['Date']=df['date']
-        except:
-            print("  #Error(get_price_ak_cn): failed to find prices for",ticker)
-            return None
+        #债券优先，然后查找指数、股票和基金。因部分债券代码(特别是国债)与基金代码重合，需要甄别！
+        #例如；sh010504既是"05国债⑷"也是"招商稳兴混合C"基金的代码:-(
+        if ticker_type in ['bond'] and suffix not in ['SW']:
+            try:
+                #优先抓取交易所债券行情
+                df = exchange_bond_price(ticker2,fromdate,todate,graph=False,data_crop=False)
+                df['Date']=df.index
+            except: pass
+            found=df_have_data(df)
+            
+            #已找到证券信息，但在规定时段无数据
+            if found=='Empty': return df
+        
+            if found != 'Found':
+                try:
+                    #其次仅抓取股票行情
+                    df=ak.stock_zh_a_daily(ticker2,start1,end1,adjust=adjust)
+                    df['Date']=df['date']
+                    df['Date']=df['Date'].dt.tz_localize(None)
+                except: pass
+                found=df_have_data(df)
+                
+            if found != 'Found':
+                try:
+                    #接着查找指数
+                    df = ak.stock_zh_index_daily(symbol=ticker2)  
+                    df['Date']=df['date'].apply(lambda x: pd.to_datetime(x))
+                except: pass
+                found=df_have_data(df)
+                
+            if found != 'Found':
+                try:
+                    #最后查找开放式基金
+                    df =get_price_oef_china(ticker2,fromdate,todate)
+                    df['Date']=df.index
+                except: pass
+                found=df_have_data(df)
+                
+        #基金。因部分债券代码(特别是国债)与基金代码重合，需要甄别！
+        if ticker_type in ['fund'] and suffix not in ['SW']:
+            try:
+                #优先抓取开放式基金单位净值
+                df =get_price_oef_china(ticker2,fromdate,todate)
+                df['Date']=df.index
+            except: pass
+            found=df_have_data(df)
+            
+            #已找到证券信息，但在规定时段无数据
+            if found=='Empty': return df
+        
+            if found != 'Found':  #未找到，其次抓取股票行情
+                try:
+                    df=ak.stock_zh_a_daily(ticker2,start1,end1,adjust=adjust)
+                    df['Date']=df['date']
+                    df['Date']=df['Date'].dt.tz_localize(None)
+                except: pass
+                found=df_have_data(df)
+                
+            if found != 'Found':
+                try:
+                    #再次查找股票指数
+                    df = ak.stock_zh_index_daily(symbol=ticker2)  
+                    df['Date']=df['date'].apply(lambda x: pd.to_datetime(x))
+                except: pass
+                found=df_have_data(df)
+
+            if found != 'Found':
+                try:
+                    #最后查找债券
+                    df = exchange_bond_price(ticker2,fromdate,todate,graph=False,data_crop=False)
+                    df['Date']=df.index
+                except: pass
+                found=df_have_data(df)
+
+                
+        if suffix in ['SW']:
+            try:
+                df = fetch_price_swindex(prefix,fromdate,todate)
+                df['Date']=df.index
+            except: pass
+                #print("  #Error(get_price_ak_cn): failed to retrieve prices for",ticker)
+            found=df_have_data(df)
     
-    if df is None:
-        return None
-    else:
+    if found in ['Found','Empty']:
         #设置新的索引
         df.set_index(['Date'],inplace=True)
         df.rename(columns={'open':'Open','high':'High','low':'Low','close':'Close','volume':'Volume'},inplace=True)
         df['Adj Close']=df['Close']
 
-    df1=df[df.index >= start]
-    df2=df1[df1.index <= end]
-    
-    if df2 is None:
-        print("  #Error(get_price_ak_cn): failed to find prices for",ticker)
-        return None
-    num=len(df2)
-    if num==0:
-        print("  #Error(get_price_ak_cn): found zero record for",ticker)
-        return None
-    
-    df2['source']='新浪'
-    df2['ticker']=str(ticker)
-    df2['Adj Close']=df2['Close']
-    df2['footnote']=adjust    
-    print("  Successfully retrieved",num,"records for",ticker)
+    try:
+        df1=df[df.index >= start]
+        df2=df1[df1.index <= end]
+    except:
+        df2=df
+    found=df_have_data(df2)
+
+    if found in ['Found','Empty']:
+        df2['source']=text_lang('新浪','sina')
+        df2['ticker']=str(ticker)
+        if 'Adj Close' not in list(df2):
+            df2['Adj Close']=df2['Close']
+        df2['footnote']=adjust   
+        
+        if len(df2) > 0:
+            print("  Successfully retrieved",len(df2),"records for",ticker,ticker_name(ticker,ticker_type))
     
     return df2
 
@@ -747,11 +925,11 @@ def get_price_ak_us(symbol, fromdate, todate, adjust=""):
     #printmsg=str(symbol)+" from "+fromdate+" to "+todate    
 
     import akshare as ak
-    print("  Searching info in Sina for",symbol,"... ...")
+    #print("  Searching info in Sina for",symbol,"... ...")
     try:
         df=ak.stock_us_daily(symbol=symbol, adjust=adjust)
     except:
-        print("  #Error(get_price_ak_us): no info found for",symbol)
+        #print("  #Error(get_price_ak_us): no info found for",symbol)
         return None
     
     #去掉可能出现的时区信息，必须使用datetime中的tz_localize
@@ -778,7 +956,7 @@ def get_price_ak_us(symbol, fromdate, todate, adjust=""):
     df2['Adj Close']=df2['Close']
     df2['source']='新浪'
     df2['footnote']=adjust    
-    print("  Successfully retrieved",num,"records for",symbol)    
+    print("  Successfully retrieved",num,"records for",symbol,ticker_name(symbol,ticker_type))    
     
     return df2
 
@@ -795,7 +973,7 @@ if __name__=='__main__':
 
 def get_price_ak_hk(symbol, fromdate, todate, adjust=""):
     """
-    抓取单个港股股价，不能处理股指
+    抓取单个港股股价，不能处理股指，股指无.HK后缀
     """
     
     #检查日期期间
@@ -807,7 +985,7 @@ def get_price_ak_hk(symbol, fromdate, todate, adjust=""):
     #printmsg=str(symbol)+" from "+fromdate+" to "+todate  
 
     import akshare as ak
-    print("  Searching info in Sina for",symbol,"... ...")
+    #print("  Searching info in Sina for",symbol,"... ...")
     symbol1=symbol.upper()
     symbol2 = symbol1.strip('.HK')
     if len(symbol2)==4:
@@ -840,14 +1018,14 @@ def get_price_ak_hk(symbol, fromdate, todate, adjust=""):
         return None
     num=len(df2)
     if num==0:
-        print("  #Error(get_price_ak_hk): found zero record for",ticker)
+        print("  #Error(get_price_ak_hk): found zero record for",symbol)
         return None
     
     df2.rename(columns={'open':'Open','high':'High','low':'Low','close':'Close','volume':'Volume'},inplace=True)
     df2['ticker']=symbol
     df2['Adj Close']=df2['Close']
     df2['source']='新浪'
-    print("  Successfully retrieved",num,"records for",symbol)
+    print("  Successfully retrieved",num,"records for",symbol,ticker_name(symbol,ticker_type))
     
     return df2
 
@@ -860,56 +1038,52 @@ if __name__=='__main__':
     ticker=['600519.SS','000858.SZ']
     fromdate='2020-12-1'
     todate='2021-1-31'
-    adjust='none'    
+    adjust='none'   
+    
+    prices=get_prices_ak(ticker,fromdate,todate,adjust,ticker_type)
 
-def get_prices_ak(ticker,fromdate,todate,adjust='none'):
+def get_prices_ak(ticker,fromdate,todate,adjust='none',ticker_type='auto'):
     """
     功能：获取中国国内股票或指数的历史行情，多个股票
     """
-    #检查是否为多个股票:单个股票代码
+    #检查是否为多个证券:单个证券代码
     if isinstance(ticker,str):
-        df=get_price_ak(ticker,fromdate,todate,adjust=adjust)
+        df=get_price_ak(ticker,fromdate,todate,adjust=adjust,ticker_type=ticker_type)
         return df
     
-    #检查是否为多个股票:空的列表
+    #检查是否为多个证券:空的列表
     if isinstance(ticker,list) and len(ticker) == 0:
         pass
         return None        
     
-    #检查是否为多个股票:列表中只有一个代码
+    #检查是否为多个证券:列表中只有一个代码
     if isinstance(ticker,list) and len(ticker) == 1:
         ticker1=ticker[0]
-        df=get_price_ak(ticker1,fromdate,todate,adjust=adjust)
+        #抓取单个证券
+        df=get_price_ak(ticker1,fromdate,todate,adjust=adjust,ticker_type=ticker_type)
         return df       
     
-    """
-    #检查是否均为中国国内的股票或指数
-    cncode=True
-    for t in ticker:
-        last3=t[-3:]
-        if last3 not in ['.SS','.SZ']:
-            cncode=False
-            return None
-    """
     import pandas as pd
-    #处理列表中的第一个股票
+    #处理列表中的第一个证券
     i=0
     df=None
     while df is None:
         t=ticker[i]
-        df=get_price_ak(t,fromdate,todate,adjust=adjust)
+        #抓取单个证券
+        df=get_price_ak(t,fromdate,todate,adjust=adjust,ticker_type=ticker_type)
         if not (df is None):
             columns=create_tuple_for_columns(df,t)
             df.columns=pd.MultiIndex.from_tuples(columns)
         else:
             i=i+1
     if (i+1) == len(ticker):
-        #已经到达股票代码列表末尾
+        #已经到达代码列表末尾
         return df
         
-    #处理列表中的其余股票
+    #处理列表中的其余证券
     for t in ticker[(i+1):]:
-        dft=get_price_ak(t,fromdate,todate,adjust=adjust)
+        #抓取单个证券
+        dft=get_price_ak(t,fromdate,todate,adjust=adjust,ticker_type=ticker_type)
         if not (dft is None):
             columns=create_tuple_for_columns(dft,t)
             dft.columns=pd.MultiIndex.from_tuples(columns)
@@ -994,7 +1168,7 @@ if __name__=='__main__':
     ticker='AAPL'
     ticker='^JN0U.JO'
     
-    start='2023-12-1'
+    start='2024-3-1'
     end='2024-3-31'
     retry_count=3
     pause=1
@@ -1003,12 +1177,14 @@ if __name__=='__main__':
     
     ticker=['AAPL','MSFT']
     ticker=['AAPL','MSFT','ABCD']
+    
+    df=get_prices_yahoo(ticker,start,end)
 
 def get_prices_yahoo(ticker,start,end,retry_count=3,pause=1):
     """
     功能：抓取股价，使用pandas_datareader
     输出：指定收盘价格序列，最新日期的股价排列在前
-    ticker: 股票代码。大陆股票代码加上后缀.SZ或.SS，港股代码去掉前导0加后缀.HK
+    ticker: 股票代码。大陆股票代码加上后缀.SZ或.SS或.BJ，港股代码去掉前导0加后缀.HK
     start: 样本开始日期，尽量远的日期，以便取得足够多的原始样本，yyyy-mm-dd
     end: 样本结束日期，既可以是今天日期，也可以是一个历史日期
     retry_count：网络失败时的重试次数
@@ -1024,26 +1200,24 @@ def get_prices_yahoo(ticker,start,end,retry_count=3,pause=1):
     import yfinance as yfin
     yfin.pdr_override()
     """
+    p=None
+    
     try:
         #p=data.DataReader(ticker,'yahoo',start,end,retry_count=retry_count,pause=pause)
         p=pdr.get_data_yahoo(ticker,start=start,end=end)
-    except:
-        print("  #Error(get_prices_yahoo): data source unreachable, try later")
-        return None    
+    except: pass
+    found=df_have_data(p)
     
-    cols=list(p)
-    if 'Adj Close' not in cols:
-        p['Adj Close']=p['Close']
-
-    p['ticker']=ticker
-    #p['Adj Close']=p['Close']
-    p['source']='雅虎'
+    if found in ['Found']:
+        cols=list(p)
+        if 'Adj Close' not in cols:
+            p['Adj Close']=p['Close']
     
-    num=len(p)
-    if num > 0:
-        print("  Successfully retrieved",num,"records for",ticker)
-    else:
-        print("  Sorry, no records retrieved for",ticker)
+        p['ticker']=ticker
+        #p['Adj Close']=p['Close']
+        p['source']='雅虎'
+    
+        print("  Successfully retrieved",len(p),"records for",ticker,ticker_name(ticker,ticker_type))
         
     return p
 
@@ -1062,16 +1236,6 @@ def get_price_yf(ticker,start,end,threads=False):
     """
     df=get_prices_yf(ticker,start,end,threads=threads)
     
-    df['ticker']=ticker
-    df['Adj Close']=df['Close']
-    df['source']='雅虎'
-    
-    num=len(df)
-    if num > 0:
-        print("  Successfully retrieved",num,"records for",ticker)    
-    else:
-        print("  Sorry, no records retrieved for",ticker)
-    
     return df
 
 
@@ -1085,21 +1249,25 @@ if __name__=='__main__':
     ticker=['AAPL','MSFT','0700.HK','600519.SS']
     
     threads=False
+    threads=True
+    
+    df=get_price_yf(ticker,start,end,threads)
 
 
 def get_prices_yf(ticker,start,end,threads=False):
     """
     功能：从新浪/stooq抓取股价，使用yfinance(对非美股抓取速度快，但有时不太稳定)
     输入：股票代码或股票代码列表，开始日期，结束日期
-    ticker: 股票代码或股票代码列表。大陆股票代码加上后缀.SZ或.SS，港股代码去掉前导0加后缀.HK
+    ticker: 股票代码或股票代码列表。大陆股票代码加上后缀.SZ或.SS或.BJ，港股代码去掉前导0加后缀.HK
     start: 样本开始日期，尽量远的日期，以便取得足够多的原始样本，yyyy-mm-dd
     end: 样本结束日期，既可以是今天日期，也可以是一个历史日期
     
     输出：指定收盘价格序列，最新日期的股价排列在前
     特别注意：yfinance中的收盘价Close其实是Yahoo Finance中的调整收盘价Adj Close。
     """
-   
-    #抓取新浪/stooq股票价格
+    p=None
+
+    #支持多个证券
     import yfinance as yf
     ticker1,islist=cvt_yftickerlist(ticker)
     if not islist:
@@ -1108,46 +1276,33 @@ def get_prices_yf(ticker,start,end,threads=False):
         try:
             #p=stock.history(start=start,end=end,threads=threads)
             p=stock.history(start=start,end=end)
-        except Exception as e:
-            emsg=str(e)
-            #print(emsg)
-        
-            #检查是否网络超时出错
-            key1='WSAETIMEDOUT'
-            if emsg.find(key1) != -1:
-                print("  #Error(get_prices_yf): data source unreachable, try later")
-                return None
-        
-            #单个代码：是否未找到
-            key2='Date'
-            if emsg.find(key2):
-                #单个ticker，未找到代码
-                print("  #Error(get_prices_yf): ticker info inaccessible now for",ticker)  
-                return None            
+            #仅针对雅虎情况
+            if p is not None:
+                if len(p)==0: p=None
+        except:
+            p=None
     else: 
         #下载股票列表的股价
         try:
             p=yf.download(ticker1,start=start,end=end,progress=False,threads=threads)
-        except Exception as e:
-            #检查是否网络超时出错
-            key1='WSAETIMEDOUT'
-            if emsg.find(key1) != -1:
-                print("  #Error(get_prices_yf): data source unreachable, try later")
-                return None
-
-    cols=list(p)
-    if 'Adj Close' not in cols:
-        p['Adj Close']=p['Close']  
-
-    p['ticker']=ticker
-    p['Adj Close']=p['Close']
-    p['source']='雅虎'
-    
-    num=len(p)
-    if num > 0:
-        print("  Successfully retrieved",num,"records for",ticker)    
+            #仅针对雅虎情况
+            if p is not None:
+                if len(p)==0: p=None
+        except:
+            p=None
+            
+    found=df_have_data(p)
+    if found in ['Found','Empty']:
+        if 'Adj Close' not in list(p):
+            p['Adj Close']=p['Close']  
+        p['ticker']=ticker
+        p['source']='雅虎'
+        
+        if len(p) > 0:
+            print("  Successfully retrieved",len(p),"records for",ticker1,ticker_name(ticker1,ticker_type))  
     else:
-        print("  Sorry, no records retrieved for",ticker)
+        pass
+        #print("  #Error(get_prices_yf):",ticker1,"not found or no prices in the period or inaccessible to yahoo")
 
     return p
 
@@ -1207,7 +1362,7 @@ def get_index_fred(ticker,start,end):
     
     num=len(df)
     if num > 0:
-        print("  Successfully retrieved",num,"records for",ticker)    
+        print("  Successfully retrieved",num,"records for",ticker,ticker_name(ticker,ticker_type))    
     else:
         print("  Sorry, no records retrieved for",ticker)
     
@@ -1241,12 +1396,15 @@ def create_tuple_for_columns(df_a, multi_level_col):
 #==============================================================================
 #==============================================================================
 #==============================================================================
-def get_price_portfolio(tickerlist,sharelist,fromdate,todate,adj=False,source='auto'):
+def get_price_portfolio(tickerlist,sharelist,fromdate,todate,adj=False, \
+                        source='auto',ticker_type='bond'):
     """
     套壳函数get_prices_portfolio
     经测试，已经能够支持capm_beta2
+    ticker_type='bond'：抓取债券优先，因投资组合中配置债券的可能性远高于基金和指数
     """
-    df=get_prices_portfolio(tickerlist,sharelist,fromdate,todate,adj=adj,source=source)
+    df=get_prices_portfolio(tickerlist,sharelist,fromdate,todate,adj=adj, \
+                            source=source,ticker_type=ticker_type)
     return df
 
 if __name__=='__main__':
@@ -1263,20 +1421,22 @@ if __name__=='__main__':
     sharelist=[1000]
     
     fromdate='2024-1-1'
-    todate='2024-3-23'
+    todate='2024-4-1'
     adj=False
     source='auto'
+    ticker_type='auto'
     
-    security={'Market':('US','^SPX','中概教培组合'),'EDU':0.4,'TAL':0.3,'TCTM':0.2}
-    _,_,tickerlist,sharelist=decompose_portfolio(security)
+    ticker={'Market':('China','000001.SS','白酒组合'),'600519.SS':0.4,'000858.SZ':0.6}
+    _,_,tickerlist,sharelist=decompose_portfolio(ticker)
 
     p=get_prices_portfolio(tickerlist,sharelist,fromdate,todate,source='auto')
 
-def get_prices_portfolio(tickerlist,sharelist,fromdate,todate,adj=False,source='auto'):
+def get_prices_portfolio(tickerlist,sharelist,fromdate,todate,adj=False, \
+                         source='auto',ticker_type='bond'):
     """
     功能：抓取投资组合的每日价值
-    输入：股票代码列表，份额列表，开始日期，结束日期
-    tickerlist: 股票代码列表
+    输入：证券代码列表，份额列表，开始日期，结束日期
+    tickerlist: 证券代码列表
     sharelist：持有份额列表，与股票代码列表一一对应
     fromdate: 样本开始日期。格式：'YYYY-MM-DD'
     todate: 样本结束日期。既可以是今天日期，也可以是一个历史日期    
@@ -1285,13 +1445,13 @@ def get_prices_portfolio(tickerlist,sharelist,fromdate,todate,adj=False,source='
     """
     import pandas as pd
     
-    #检查股票列表个数与份额列表个数是否一致
+    #检查证券列表个数与份额列表个数是否一致
     if len(tickerlist) != len(sharelist):
         print("  #Error(get_prices_portfolio): numbers of stocks and shares mismatch.")
         return None        
     
-    #抓取股票价格
-    p=get_prices(tickerlist,fromdate,todate,adj=adj,source=source)
+    #抓取证券价格：如何只抓取股票和债券？？？
+    p=get_prices(tickerlist,fromdate,todate,adj=adj,source=source,ticker_type=ticker_type)
     if p is None: return None
     
     #删除无用的空列preclose，避免引起后续程序误判
@@ -1537,7 +1697,7 @@ def calc_rolling_return(drdf, period="Weekly"):
     #检查period类型
     periodlist = ["Weekly","Monthly","Quarterly","Annual"]
     if not (period in periodlist):
-        print("*** 错误#1(calc_rolling_return)，仅支持期间类型：",periodlist)
+        print("  #Error(calc_rolling_return), periodic type only support：",periodlist)
         return None
 
     #换算期间对应的实际交易天数
@@ -2173,6 +2333,473 @@ def get_price_security(security,start,end,source='auto'):
 
     return prices        
         
+#==============================================================================
+if __name__=='__main__':
+    ticker='600519.SS'
+    ticker='000858.SZ'
+    
+    ticker='SH600519'
+    ticker='sh600519'
+    ticker='sz000858'
+    
+    ticker='sz600519'
+    ticker='sh000858'
+    
+    ticker='600519.SH'
+    ticker='600519.sh'
+    ticker='000858.sz'
+    
+    ticker='000858.sh'
+    ticker='600519.sz'
+    
+    ticker='600519'
+    ticker='000858'
+    ticker='600519.CN'
+    ticker='000858.CN'
+    ticker='801010.SW'
+    ticker='880410.ZZ'
+    
+    ticker='01210.HK'
+    ticker='AAPL'
+    ticker='6758.T'
+    ticker='SONA.F'
+    
+    ticker1_cvt2yahoo(ticker)
+    
+def ticker1_cvt2yahoo(ticker):
+    """
+    功能：将一只股票、基金、债券代码转换为siat内部默认的yahoo格式
+    情形：后缀，前缀，无后缀和前缀
+    注意：中证行业代码若为沪深交易所收藏的，仍以SS/SZ为后缀，不可用ZZ后缀
+    """
+    ticker1=ticker.upper() #转为大写
+    
+    #后缀
+    result,prefix,suffix=split_prefix_suffix(ticker1)
+    if suffix in ['SS','SH','SZ','BJ','CN','SW','ZZ'] and len(prefix)==6:
+        if suffix in ['SH']:
+            suffix1='SS'
+        elif suffix in ['CN']:
+            suffix1,_=china_security_identify(prefix)
+        else:
+            suffix1=suffix
+            
+        """
+        #检查是否搞错SS/SZ/BJ
+        if suffix1 in ['SS','SZ','BJ']:
+            suffix1,_=china_security_identify(prefix)
+        """
+        ticker2=prefix+'.'+suffix1            
+        return ticker2
+
+    #前缀
+    head2=ticker1[:2]
+    rest2=ticker1[2:]
+    if head2 in ['SH','SZ','BJ','SW','ZZ'] and len(rest2)==6:
+        #suffix1,_=china_security_identify(rest2)
+        if head2 in ['SH']:
+            suffix1='SS'
+        else:
+            suffix1=head2
+        """    
+        #检查是否搞错SS/SZ/BJ
+        if suffix1 in ['SS','SZ','BJ']:
+            suffix1,_=china_security_identify(rest2)
+        """    
+        ticker2=rest2+'.'+suffix1            
+        return ticker2
+
+    #无前后缀，6位数字，默认为A股
+    if is_all_digits(ticker1) and len(ticker1) == 6:    
+        suffix1,_=china_security_identify(ticker1)
+        ticker2=ticker1+'.'+suffix1            
+        return ticker2
+
+    #其他：直接返回
+    return ticker1
+    
+#==============================================================================
+if __name__=='__main__':
+    ticker=['600519.SS','sz000858','002594.sz','aapl']
+
+    tickers_cvt2yahoo(ticker)
+
+def tickers_cvt2yahoo(ticker):
+    """
+    功能：将多只股票、基金、债券代码转换为siat内部默认的yahoo格式
+    """
+    #单个字符串：返回字符串
+    if isinstance(ticker,str):
+        result=ticker1_cvt2yahoo(ticker)    
+        return result
+
+    #列表：返回列表    
+    if isinstance(ticker,list): #避免下面的循环出错
+        tickerlist=[]
+        for t in ticker:
+            t2=ticker1_cvt2yahoo(t)
+            tickerlist=tickerlist+[t2]
+        
+        result=tickerlist
+        return result
+    
+    #其他：直接返回
+    return ticker    
+
+#==============================================================================
+if __name__=='__main__':
+    ticker='SH600519'
+    ticker='sh600519'
+    ticker='sz000858'
+    
+    ticker='sz600519'
+    ticker='sh000858'
+    
+    ticker='600519.SH'
+    ticker='600519.sh'
+    ticker='000858.sz'
+    
+    ticker='000858.sh'
+    ticker='600519.sz'
+    
+    ticker='600519'
+    ticker='000858'
+    ticker='600519.CN'
+    ticker='000858.CN'
+    ticker='801010.SW'
+    ticker='880410.ZZ'
+    
+    ticker='sh149996'
+    
+    ticker='01210.HK'
+    ticker='AAPL'
+    ticker='6758.T'
+    ticker='SONA.F'
+    
+    ticker1_cvt2ak(ticker)
+    
+def ticker1_cvt2ak(ticker):
+    """
+    功能：将一只股票、基金、债券代码转换为akshare格式
+    情形：后缀，前缀，无后缀和前缀
+    注意：中证行业代码若为沪深交易所收藏的，仍以SS/SZ为后缀，不可用ZZ后缀
+    """
+    ticker1=ticker.upper() #转为大写
+    
+    #后缀
+    result,prefix,suffix=split_prefix_suffix(ticker1)
+    if suffix in ['SS','SH','SZ','BJ','CN'] and len(prefix)==6:
+        if suffix in ['SH','SS']: prefix1='sh'
+        if suffix in ['SZ']: prefix1='sz'
+        if suffix in ['BJ']: prefix1='bj'
+        if suffix in ['CN']:            
+            suffix1,_=china_security_identify(prefix)
+            prefix1='sh'
+            if suffix1 in ['SS']: prefix1='sh'
+            if suffix1 in ['SZ']: prefix1='sz'
+            if suffix1 in ['BJ']: prefix1='bj'
+        """
+        #检查是否搞错SS/SZ/BJ
+        if suffix in ['SS','SH','SZ','BJ']:
+            suffix1,_=china_security_identify(prefix)
+            if suffix1 in ['SS','SH']: prefix1='sh'
+            if suffix1 == 'SZ': prefix1='sz'
+            if suffix1 == 'BJ': prefix1='bj'
+        """
+        ticker2=prefix1+prefix            
+        return ticker2
+
+    #前缀
+    head2=ticker1[:2]
+    rest2=ticker1[2:]
+    if head2 in ['SH','SS','SZ','BJ'] and len(rest2)==6:
+        if head2 in ['SH','SS']: prefix1='sh'
+        if head2 in ['SZ']: prefix1='sz'
+        if head2 in ['BJ']: prefix1='bj'
+        
+        """            
+        #检查是否搞错SS/SZ/BJ
+        if head2 in ['SH','SS','SZ','BJ']:
+            suffix1,_=china_security_identify(rest2)
+            if suffix1 == 'SS': prefix1='sh'
+            if suffix1 == 'SZ': prefix1='sz'
+            if suffix1 == 'BJ': prefix1='bj'
+        """    
+        ticker2=prefix1+rest2            
+        return ticker2
+
+    #无前后缀，6位数字，默认为A股
+    if is_all_digits(ticker1) and len(ticker1) == 6:    
+        suffix1,_=china_security_identify(ticker1)
+        prefix1='sh'
+        if head2 in ['SH','SS']: prefix1='sh'
+        if head2 in ['SZ']: prefix1='sz'
+        if head2 in ['BJ']: prefix1='bj'
+        
+        ticker2=prefix1+ticker1            
+        return ticker2
+
+    #其他：直接返回
+    return ticker1
+    
+#==============================================================================
+if __name__=='__main__':
+    ticker=['600519.SS','sz000858','002594.sz','aapl']
+
+    tickers_cvt2ak(ticker)
+
+def tickers_cvt2ak(ticker):
+    """
+    功能：将多只股票、基金、债券代码转换为akshare格式
+    """
+    #单个字符串：返回字符串
+    if isinstance(ticker,str):
+        result=ticker1_cvt2ak(ticker)    
+        return result
+
+    #列表：返回列表    
+    if isinstance(ticker,list): #避免下面的循环出错
+        tickerlist=[]
+        for t in ticker:
+            t2=ticker1_cvt2ak(t)
+            tickerlist=tickerlist+[t2]
+        
+        result=tickerlist
+        return result
+    
+    #其他：直接返回
+    return ticker    
+
+
+#==============================================================================
+if __name__=='__main__':
+    s='123456'
+    s='123456.'
+    s='123456a'
+
+    is_all_digits(s)
+ 
+def is_all_digits(s):
+    """
+    功能：检查字符串s是否为全数字构成
+    """
+    import re
+    return bool(re.match(r'^\d+$', s))
+
+#==============================================================================
+if __name__=='__main__':
+    ticker6='AAPL'
+    ticker6='01211'
+    ticker6='600519'
+    ticker6='149996'
+    
+def china_security_identify(ticker6):
+    """
+    功能：区分中国内地证券代码前缀，返回后缀SS/SZ/BJ
+    情形：股票，基金，债券，指数
+    注意：ticker6需为6位数字字符，目前仅限沪深京交易所，未包括期货期权交易所
+    """
+    suffix='SS'
+    stype='stock'
+    
+    #检查是否为6位数字字符
+    if not is_all_digits(ticker6) or len(ticker6) != 6:
+        suffix=''
+        stype=''
+        return suffix,stype
+        
+    head1=ticker6[:1]
+    head2=ticker6[:2]
+    head3=ticker6[:3]
+    
+    #股票代码
+    if head2 in ['60','68']: #上交所：60-主板，68-科创板
+        suffix='SS'
+        stype='stock'
+        return suffix,stype
+    if head2 in ['00','30']: #深交所：00-主板，30-创业板
+        suffix='SZ'
+        stype='stock'
+        return suffix,stype
+    if head1 in ['8']: #北交所
+        suffix='BJ'  
+        stype='stock'
+        return suffix,stype
+    
+    #沪深基金
+    if head2 in ['50','51']: #上交所：50-封闭式，51-ETF
+        suffix='SS'
+        stype='fund'
+        return suffix,stype
+    if head2 in ['15','16','18']: #深交所：15-ETF，16-LOF，18-封闭式
+        suffix='SZ'
+        stype='fund'
+        return suffix,stype
+    
+    #沪深债券
+    if head3 in ['271','270','240','188','185','184','175','163','155','152', \
+                 '143','138','137','136','127','124','122','118','115','113', \
+                 '100','020','019','018','010']:
+        suffix='SS'
+        stype='bond'
+        return suffix,stype
+    
+    #有重复
+    if head3 in ['149','148','133','128','127','123','114','112','111','110', \
+                 '108','102','101','100']:
+        suffix='SZ'
+        stype='bond'
+        return suffix,stype
+    
+    #沪深B股
+    if head3 in ['900']:
+        suffix='SS'
+        stype='stockb'
+        return suffix,stype
+    if head3 in ['200']:
+        suffix='SZ'
+        stype='stockb'
+        return suffix,stype  
+
+    #其他
+    return '',''    
+    
+#==============================================================================
+if __name__=='__main__':
+    ticker='850831'
+    
+    start='2023-1-1'
+    end='2023-4-4'
+    info_types=['Close','Volume']
+    
+    df3=fetch_price_swindex(ticker,start,end)
+
+def fetch_price_swindex(ticker,start,end,info_types=['Close','Volume'],adjust=-2*365):
+    """
+    功能：获取申万行业指数的信息
+    ticker：申万行业指数
+    start,end：日期期间
+    info_types：信息测度，默认['Close']，还可以为['Close','Open','High','Low',
+                                     'Volume','Adj Close']
+    特点：为compare_indicator使用，包括指数名称
+    """
+    df=None
+    
+    # 检查日期期间的合理性
+    result,startpd,endpd=check_period(start,end)
+    if not result:
+        #print("  #Error(fetch_price_swindex): invalid date period between",start,"and",end)
+        return None
+    
+    start1=date_adjust(start,adjust=adjust)
+    _,start1pd,_=check_period(start1,end)
+    
+    import akshare as ak
+    try:
+        prices= ak.index_hist_sw(symbol=ticker,period="day")
+    except: pass
+
+    found=df_have_data(prices)
+    if found not in ['Found','Empty']: return df
+
+    prices.columns=['Code','Date','Close','Open','High','Low','Volume','Amount']
+    million=1000000
+    prices['Volume']=prices['Volume']*million
+    prices['Amount']=prices['Amount']*million
+    
+    import pandas as pd
+    prices['date']=pd.to_datetime(prices['Date'])
+    prices.set_index('date',inplace=True)
+    
+    prices2=prices[(prices.index >= start1pd) & (prices.index <= endpd)]
+
+    
+    if isinstance(info_types,str):
+        typelist=[info_types]
+    else:
+        typelist=info_types
+
+    import pandas as pd
+    df=pd.DataFrame()
+        
+    for t in typelist:
+        try:
+            df[t]=prices2[t]
+        except:
+            continue
+
+    collist=list(df)
+    pcollist=['Open','High','Low','Adj Close']
+    for p in pcollist:
+        if p not in collist:
+            df[p]=df['Close']
+        
+    df['Code']=ticker
+    df['Type']='swindex'
+    df['Name']=ticker_name(ticker)
+    
+    #print("  Successfully retrieved",len(df),"records for sw index",ticker)
+    
+    return df
+
+#==============================================================================
+if __name__=='__main__':
+    ticker='sh018003'
+    fromdate='2024-1-1'
+    todate='2024-4-17'
+    trend_type='净值'
+    
+    f=get_price_oef_china(ticker,fromdate,todate)
+
+def get_price_oef_china(ticker,fromdate,todate):
+    """
+    功能：单纯获取中国开放式基金的单位净值趋势
+    """
+    #检查日期
+    result,start,end=check_period(fromdate,todate)
+    if not result:
+        print("  #Error(get_price_oef_china): invalid date period:",fromdate,todate)
+        return None
+
+    #print("Searching for open-ended fund (OEF) trend info in China ...")
+    import akshare as ak   
+
+    fund1=ticker[:6]; fund2=ticker[-6:]
+    if fund1.isdigit():
+        fund=fund1
+    elif fund2.isdigit():
+        fund=fund2
+    else:
+        fund=ticker
+        
+    fund_name=ticker_name(fund,'fund')
+
+    #单位净值
+    found='None'; df2=None
+    try:
+        df1 = ak.fund_open_fund_info_em(fund, indicator="单位净值走势")
+        df1.rename(columns={'净值日期':'date','单位净值':'Close'}, inplace=True)
+        df1['Open']=df1['High']=df1['Low']=df1['Close']
+        df1['Volume']=0
+        df1['name']=ticker_name(fund,'fund')
+        
+        df1['date']=df1['date'].apply(lambda x: pd.to_datetime(x))
+        df1.set_index(['date'],inplace=True) 
+            
+        df2=df1[['Open','Close','High','Low','Volume','name']]
+        df2=df2[(df2.index >= start) & (df2.index <= end)]
+        
+        if len(df2)==0:
+            found='Empty'
+        else:
+            found='Found'    
+    except:
+        pass
+    
+    return df2    
+
+#==============================================================================
+
 #==============================================================================
 #==============================================================================
 #==============================================================================