siat 3.2.19__py3-none-any.whl → 3.2.20__py3-none-any.whl
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
@@ -1,6 +1,6 @@
|
|
1
1
|
Metadata-Version: 2.1
|
2
2
|
Name: siat
|
3
|
-
Version: 3.2.
|
3
|
+
Version: 3.2.20
|
4
4
|
Summary: Securities Investment Analysis Tools (siat)
|
5
5
|
Home-page: https://pypi.org/project/siat/
|
6
6
|
Author: Prof. WANG Dehong, International Business School, Beijing Foreign Studies University
|
@@ -32,17 +32,22 @@ Requires-Dist: graphviz
|
|
32
32
|
Requires-Dist: luddite
|
33
33
|
Requires-Dist: pendulum
|
34
34
|
|
35
|
-
|
35
|
+
# Welcome to the Magic World of siat
|
36
36
|
|
37
37
|
# Version history
|
38
38
|
Current version: 3.2
|
39
|
+
|
39
40
|
This version unifies the architecture of stock, bond and investment fund together.
|
40
|
-
|
41
|
+
|
42
|
+
The unifcation not only makes it convenient to analyze stock, bond and investment fund in same scripts, but also make it easier to construct an investment portfolio with stock, bond and investment fund as components.
|
43
|
+
Version structure: X.Y.Z
|
44
|
+
|
41
45
|
X is the major version for architecture upgrade only.
|
42
46
|
Y is the functional version for functional enhancement.
|
43
47
|
Z is the minor version just for bug fixing.
|
44
48
|
# What is siat?
|
45
49
|
siat is a Python plug-in, which stands for security investment analysis toolkit.
|
50
|
+
|
46
51
|
It is specially designed for teaching and learning purposes on security investment in universities for undergraduate and postgraduate programs.
|
47
52
|
# Quick examples of using siat
|
48
53
|
|
@@ -51,24 +56,12 @@ It is specially designed for teaching and learning purposes on security investme
|
|
51
56
|
from siat import *
|
52
57
|
```
|
53
58
|
|
54
|
-
Successfully imported siat version 3.2.18
|
55
|
-
|
56
|
-
|
57
59
|
## Example 1: Apple stock price for the recent month
|
58
60
|
|
59
61
|
|
60
62
|
```python
|
61
63
|
apple=security_trend("AAPL")
|
62
64
|
```
|
63
|
-
|
64
|
-
Successfully retrieved 774 records for AAPL Apple
|
65
|
-
|
66
|
-
|
67
|
-
|
68
|
-
|
69
|
-

|
70
|
-
|
71
|
-
|
72
65
|
You may expect to more information, such as price trend in a recent year (MRY), with the high/low point, current price and average price, like below:
|
73
66
|
|
74
67
|
```python
|
@@ -77,17 +70,9 @@ apple=security_trend("AAPL", start="MRY",
|
|
77
70
|
average_value=True)
|
78
71
|
```
|
79
72
|
|
80
|
-
Successfully retrieved 1023 records for AAPL Apple
|
81
|
-
|
82
|
-
|
83
|
-
|
84
|
-
|
85
|
-

|
86
|
-
|
87
|
-
|
88
|
-
|
89
73
|
## Example 2: Comparing Price changes among Apple, Microsoft and NVidia
|
90
74
|
You may expect compare the price changes for the recent quarter (MRQ) for the three stocks.
|
75
|
+
|
91
76
|
Since there is a major stock split for NVidia in 2024 by 1:10, it is necessary to use adjusted prices (Adj Close) to compare these stock prices.
|
92
77
|
|
93
78
|
```python
|
@@ -99,61 +84,30 @@ comp=security_trend(['AAPL','MSFT','NVDA'],
|
|
99
84
|
annotate=True, annotate_value=True)
|
100
85
|
```
|
101
86
|
|
102
|
-
Searching for multiple security information for Adj Close, it may take great time ...
|
103
|
-
Looking security info for MSFT ...
|
104
|
-
Looking security info for AAPL ...
|
105
|
-
Looking security info for NVDA ...
|
106
|
-
|
107
|
-
|
108
|
-
|
109
|
-
|
110
|
-

|
111
|
-
|
112
|
-
|
113
|
-
|
114
87
|
## Example 4: Bollinger band for Apple in the recent quarter
|
115
88
|
|
116
89
|
|
117
90
|
```python
|
118
|
-
# Script security_technical only supports 4 popular technical indicators:
|
119
|
-
|
91
|
+
# Script security_technical only supports 4 popular technical indicators: MACD, Bollinger band, KDJ and RSI.
|
92
|
+
|
120
93
|
apple=security_technical("AAPL",
|
121
94
|
technical="Bollinger",
|
122
95
|
start="MRQ",
|
123
96
|
loc1="upper left", loc2="lower right")
|
124
97
|
```
|
125
98
|
|
126
|
-
Successfully retrieved 313 records for AAPL Apple
|
127
|
-
Smoothening curves ...
|
128
|
-
|
129
|
-
|
130
|
-
|
131
|
-
|
132
|
-

|
133
|
-
|
134
|
-
|
135
|
-
|
136
99
|
## Example 5: CCI for Apple in recent quarter
|
137
100
|
|
138
101
|
|
139
102
|
```python
|
140
|
-
# Script security_technical2 supports about 20 popular technical
|
103
|
+
# Script security_technical2 supports about 20 popular technical methods.
|
104
|
+
|
141
105
|
apple=security_technical2("AAPL",
|
142
106
|
technical="CCI",
|
143
107
|
start="MRM",
|
144
108
|
loc1="upper left", loc2="lower right")
|
145
109
|
```
|
146
110
|
|
147
|
-
Successfully retrieved 185 records for AAPL Apple
|
148
|
-
|
149
|
-
|
150
|
-
|
151
|
-
|
152
|
-
|
153
|
-

|
154
|
-
|
155
|
-
|
156
|
-
|
157
111
|
# What sorts of security product does siat support?
|
158
112
|
1. Public company profile: world-wide
|
159
113
|
2. Stock & stock market index: world-wide
|
@@ -210,24 +164,33 @@ Thanks the above websites for their valuable data supply!
|
|
210
164
|
# How to install siat?
|
211
165
|
The author strongly recommends using siat together with Jupyter Notebook or Jupyter Lab in Anaconda.
|
212
166
|
In order to install siat for the very first time, open a Jupyter Notebook, and type in the following command:
|
167
|
+
|
213
168
|
!pip install siat
|
214
169
|
|
215
170
|
If the above method does not work, something might be wrong in your Python path settings. Try to open an Anaconda Prompt in Windows or a Terminal App in Mac or Linux, and type in the following command:
|
171
|
+
|
216
172
|
pip install siat
|
217
173
|
# How to upgrade siat?
|
218
174
|
In Jupyter Notebook or Jupyter Lab:
|
175
|
+
|
219
176
|
upgrade_siat()
|
220
177
|
|
221
178
|
If you suffer from slow internet connection (often in campus classrooms with many students), try to use alternative sources, such as:
|
179
|
+
|
222
180
|
upgrade_siat(alternative="tsinghua")
|
181
|
+
|
223
182
|
upgrade_siat(alternative="alibaba")
|
224
183
|
|
225
184
|
If the above methods do not work for you, you have to goto the traditional ways to use command-line script, such as:
|
185
|
+
|
226
186
|
pip install --upgrade siat
|
227
187
|
# Are there more detailed case studies on using siat?
|
228
188
|
YES!
|
189
|
+
|
229
190
|
There are hundreds of video case studies in the author's channel (most in Chinese, some in English).
|
191
|
+
|
230
192
|
https://space.bilibili.com/284812153
|
193
|
+
|
231
194
|
Welcome to follow the channel!
|
232
195
|
# How to report a bug or look for help?
|
233
196
|
Write to the author, Prof. WANG Dehong, wdehong2000@163.com
|
@@ -136,7 +136,7 @@ siat/valuation.py,sha256=NKfeZMdDJOW42oLVHob6eSVBXUqlN1OCnnzwyGAst8c,48855
|
|
136
136
|
siat/valuation_china.py,sha256=EkZQaVkoBjM0c4MCNbaX-bMnlG0e3FXeaWczZDnkptU,67784
|
137
137
|
siat/valuation_market_china_test.py,sha256=gbJ0ioauuo4koTPH6WKUkqcXiQPafnbhU5eKJ6lpdLA,1571
|
138
138
|
siat/var_model_validation.py,sha256=R0caWnuZarrRg9939hxh3vJIIpIyPfvelYmzFNZtPbo,14910
|
139
|
-
siat-3.2.
|
140
|
-
siat-3.2.
|
141
|
-
siat-3.2.
|
142
|
-
siat-3.2.
|
139
|
+
siat-3.2.20.dist-info/METADATA,sha256=nbos2VGpGWtUaE6WZqD8wxPZ44yonDhP7a78SBvesxg,7234
|
140
|
+
siat-3.2.20.dist-info/WHEEL,sha256=2wepM1nk4DS4eFpYrW1TTqPcoGNfHhhO_i5m4cOimbo,92
|
141
|
+
siat-3.2.20.dist-info/top_level.txt,sha256=r1cVyL7AIKqeAmEJjNR8FMT20OmEzufDstC2gv3NvEY,5
|
142
|
+
siat-3.2.20.dist-info/RECORD,,
|
File without changes
|
File without changes
|