siat 3.4.27__py3-none-any.whl → 3.4.32__py3-none-any.whl

siat/common.py

@@ -2461,7 +2461,7 @@ if __name__=='__main__':
     alist=['NIO','LI','XPEV','TSLA']
     print_list(alist)
 
-def print_list(alist,leading_blanks=1):
+def print_list(alist,leading_blanks=1,end='\n'):
     """
     功能：打印一个字符串列表，不带引号，节省空间
     """
@@ -2469,7 +2469,7 @@ def print_list(alist,leading_blanks=1):
     
     for i in alist:
         print(i,end=' ')
-    print('\n')
+    print(end,end='')
     
     return
 

siat/grafix.py

@@ -128,7 +128,8 @@ def plot_line(df0,colname,collabel,ylabeltxt,titletxt,footnote,datatag=False, \
     mark_top,mark_bottom：是否标记最高最低点
     输出：折线图
     返回值：无
-    注意：需要日期类型作为df索引
+    注意1：需要日期类型作为df索引
+    注意2：date_freq不为False时，必须设置date_range=True，否则无法完成日期设置！
     """
     
     #空值判断

siat/sector_china.py

@@ -151,13 +151,24 @@ def sector_list_china(indicator="新浪行业"):
 #==============================================================================
 if __name__=='__main__':
     sector_name="房地产"
+    sector_name="房"
+    sector_name="煤炭"
+    sector_name="华为"
+    
+    indicator='新浪行业'
     indicator="启明星行业"
     indicator="地域"
     indicator="行业"
     
-    sector_name="煤炭"
     sector_code_china(sector_name)
 
+def sector_code_sina(sector_name):
+    """
+    功能：套壳sector_code_china
+    """
+    sector_code_china(sector_name)
+    return
+
 def sector_code_china(sector_name):
     """
     功能：查找行业、板块名称对应的板块代码
@@ -175,26 +186,45 @@ def sector_code_china(sector_name):
         dfi['label']=dfi['label'].apply(lambda x: x.strip())
         
         try:
-            sector_code=list(dfi[dfi['板块']==sector_name]['label'])[0]
+            #sector_code=list(dfi[dfi['板块']==sector_name]['label'])[0]
+            dfi['match']=dfi['板块'].apply(lambda x: 1 if sector_name in x else 0)
+            found=found+dfi['match'].sum()
+            
+            sector_code=list(dfi[dfi['match']==1]['label'])
+            sector_name1=list(dfi[dfi['match']==1]['板块'])
+            
             #记录找到的板块分类
             indicator=i
-            #记录找到的板块概述
-            dff=dfi[dfi['板块']==sector_name]
             
-            if found > 0: print(" ")
+            #if found > 0: print(" ")
             if indicator == "行业": indicator = "证监会行业"
-            print("行业/板块名称："+sector_name)
-            print("行业/板块代码："+sector_code,end='')
-            print(", "+indicator+"分类")
-            found=found+1
+            
+            if len(sector_code)>0:
+                """
+                print("行业/板块名称:",sector_name1)
+                #print_list(sector_name1,leading_blanks=1)
+                
+                print("行业/板块代码:",sector_code,end='')
+                #print_list(sector_code,leading_blanks=1)
+                
+                print("（"+indicator+"分类）\n")
+                """
+                print("行业/板块名称:",end='')
+                print_list(sector_name1,leading_blanks=1)
+                
+                print("行业/板块代码:",end='')
+                print_list(sector_code,leading_blanks=1,end='')
+                print("（"+indicator+"分类）\n")
+                
+                
         except:
             # 无意义，仅为调试
-            x=1
+            pass
             continue
     
     #未找到板块代码
     if found==0:
-        print("  #Error(sector_code_china): unsupported sector name",sector_name)
+        print("*** Sorry, no sector name found for",sector_name)
         return 
     
     return 
@@ -220,6 +250,13 @@ if __name__=='__main__':
     indicator="行业"
     num=10
 
+def sector_rank_sina(indicator="涨跌幅",category="新浪行业",rank=5):
+    """
+    功能：套壳sector_rank_china
+    """
+    df=sector_rank_china(comp=indicator,indicator=category,num=rank)
+    return df
+
 def sector_rank_china(comp="涨跌幅",indicator="新浪行业",num=10):
     """
     功能：按照比较指标降序排列
@@ -233,14 +270,14 @@ def sector_rank_china(comp="涨跌幅",indicator="新浪行业",num=10):
     #complist=["涨跌幅","成交量","平均价格","公司家数"]
     complist=["涨跌幅","平均价格","公司家数"]
     if comp not in complist:
-        print("#Error(sector_rank_china): unsupported measurement",comp)
-        print("Supported measurements:",complist)
+        print("  #Warning(sector_rank_china): unsupported measurement",comp)
+        print("  Supported measurements:",complist)
         return None
     
     indicatorlist=["新浪行业","概念","地域","启明星行业","行业"]
     if indicator not in indicatorlist:
-        print("#Error(sector_list_china): unsupported sectoring method",indicator)
-        print("Supported sectoring method:",indicatorlist)
+        print("  #Warning(sector_list_china): unsupported sectoring method",indicator)
+        print("  Supported sectoring method:",indicatorlist)
         return None
     
     import akshare as ak
@@ -252,9 +289,9 @@ def sector_rank_china(comp="涨跌幅",indicator="新浪行业",num=10):
         df['label']=df['label'].apply(lambda x: x.strip())
         
     except:
-        print("#Error(sector_rank_china): data source tentatively unavailable for",indicator)
-        print("Possible reason: data source is self-updating.")
-        print("Solution: have a breath of fresh air and try later.")
+        print("  #Warning(sector_rank_china): data source tentatively unavailable for",indicator)
+        print("  Possible reason: data source is self-updating.")
+        print("  Solution: have a breath of fresh air and try later.")
         return None
     
     df.dropna(inplace=True)
@@ -322,12 +359,18 @@ def sector_rank_china(comp="涨跌幅",indicator="新浪行业",num=10):
     
     #处理空记录
     if len(df3) == 0:
-        print("#Error(sector_rank_china):data source tentatively unavailable for",comp,indicator)
-        print("Possible reason: data source is self-updating.")
-        print("Solution: have a breath of fresh air and try later.")
+        print("  #Warning(sector_rank_china):data source tentatively unavailable for",comp,indicator)
+        print("  Possible reason: data source is self-updating.")
+        print("  Solution: have a breath of fresh air and try later.")
         return
     
     df3.index=df3.index + 1
+    
+    df3_collist=list(df3)
+    df3['序号']=df3.index
+    df3=df3[['序号']+df3_collist]
+    
+    """
     print("\n===== 中国股票市场：板块"+comp+"排行榜（按照"+indtag+"分类） =====")
     if num > 0:
         print(df3.head(num))
@@ -339,6 +382,23 @@ def sector_rank_china(comp="涨跌幅",indicator="新浪行业",num=10):
     footnote1="*注：代表个股是指板块中涨幅最高或跌幅最低的股票"
     print(footnote1)
     print(" 板块数:",len(df),"\b, 数据来源：新浪财经,",today,"\b（信息为上个交易日）") 
+    """
+    if num > 0:
+        df4=df3.head(num)
+    else:
+        df4=df3.tail(-num)
+    
+    titletxt="中国股票市场：板块"+comp+"排行榜（按照"+indtag+"分类）"
+    import datetime; stoday = datetime.date.today()
+    footnote1="注：代表个股是指板块中涨幅最高或跌幅最低的股票\n"
+    footnote2="板块总数"+str(len(df))+"，数据来源：新浪财经，"+str(stoday)+"(截至昨日)"
+    footnote=footnote1+footnote2
+    
+    df_display_CSS(df4,titletxt=titletxt,footnote=footnote,facecolor='papayawhip',decimals=2, \
+                   first_col_align='center',second_col_align='left', \
+                       last_col_align='left',other_col_align='right', \
+                       titile_font_size='16px',heading_font_size='15px', \
+                       data_font_size='15px')
 
     return df3
 
@@ -349,6 +409,14 @@ if __name__=='__main__':
         
     num=10
 
+def sector_detail_sina(sector="new_dlhy",indicator="涨跌幅",rank=5):
+    """
+    功能：套壳sector_detail_china
+    """
+    df=sector_detail_china(sector=sector,comp=indicator,num=rank)
+    return df
+    
+
 def sector_detail_china(sector="new_dlhy",comp="涨跌幅",num=10):
     """
     功能：按照板块内部股票的比较指标降序排列
@@ -458,6 +526,11 @@ def sector_detail_china(sector="new_dlhy",comp="涨跌幅",num=10):
     pd.set_option('display.unicode.east_asian_width', True)
     
     df3.index=df3.index + 1
+
+    df3_collist=list(df3)
+    df3['序号']=df3.index
+    df3=df3[['序号']+df3_collist]    
+    """
     print("\n=== 中国股票市场："+sector_name+"板块，成份股排行榜（按照"+comp+"） ===\n")
     if num > 0:
         print(df3.head(num))
@@ -469,7 +542,29 @@ def sector_detail_china(sector="new_dlhy",comp="涨跌幅",num=10):
     footnote1="\n 注：市值的单位是亿元人民币, "
     print(footnote1+"板块内成份股个数:",len(df))
     print(" 数据来源：新浪财经,",today,"\b（信息为上个交易日）") 
-
+    """
+    if num > 0:
+        df4=df3.head(num)
+    else:
+        df4=df3.tail(-num)
+    
+    titletxt="中国股票市场："+sector_name+"板块，成份股排行榜（基于"+comp+"）"
+    
+    import datetime; stoday = datetime.date.today()
+    if "流通市值" in df3_collist:
+        footnote1="市值单位：亿元，板块成份股："+str(len(df))+'\n'
+        footnote2="数据来源：新浪财经，"+str(stoday)+"(截至昨日)"
+    else:
+        footnote1="板块成份股："+str(len(df))+'，'
+        footnote2="数据来源：新浪财经，"+str(stoday)+"(截至昨日)"
+    footnote=footnote1+footnote2
+    
+    df_display_CSS(df4,titletxt=titletxt,footnote=footnote,facecolor='papayawhip',decimals=2, \
+                   first_col_align='center',second_col_align='left', \
+                       last_col_align='right',other_col_align='right', \
+                       titile_font_size='16px',heading_font_size='15px', \
+                       data_font_size='15px')    
+    
     return df2
 
 #==============================================================================
@@ -481,6 +576,13 @@ if __name__=='__main__':
     sector="yysw"
     sector="xyz"
 
+def sector_position_sina(ticker,sector="new_dlhy"):
+    """
+    功能：套壳sector_position_china
+    """
+    df=sector_position_china(ticker=ticker,sector=sector)
+    return df
+
 def sector_position_china(ticker,sector="new_dlhy"):
     """
     功能：查找一只股票在板块内的百分数位置
@@ -547,7 +649,10 @@ def sector_position_china(ticker,sector="new_dlhy"):
     #确定比较范围
     complist=['changepercent','turnoverratio','settlement','per','pb','nmc','mktcap']
     compnames=['涨跌幅%','换手率%','收盘价(元)','市盈率','市净率','流通市值(亿元)','总市值(亿元)']
-    compdf=pd.DataFrame(columns=['指标名称','指标数值','板块百分位数%','板块中位数','板块最小值','板块最大值'])
+    compdf=pd.DataFrame(columns=['指标名称','指标数值','板块分位数%','板块中位数','板块最小值','板块最大值'])
+    
+    from scipy.stats import percentileofscore
+    
     for c in complist:
         v=list(sdf[c])[0]
         vlist=list(set(list(df[c])))
@@ -557,10 +662,11 @@ def sector_position_china(ticker,sector="new_dlhy"):
         vmedian=round(np.median(vlist),2)
         
         pos=vlist.index(v)
-        pct=round((pos+1)/len(vlist)*100,2)
+        #pct=round((pos+1)/len(vlist)*100,2)
+        pct=percentileofscore(vlist,v)
         
         s=pd.Series({'指标名称':compnames[complist.index(c)], \
-                     '指标数值':v,'板块百分位数%':pct,'板块中位数':vmedian, \
+                     '指标数值':v,'板块分位数%':pct,'板块中位数':vmedian, \
                     '板块最小值':vmin,'板块最大值':vmax})
         try:
             compdf=compdf.append(s,ignore_index=True)
@@ -568,7 +674,7 @@ def sector_position_china(ticker,sector="new_dlhy"):
             compdf=compdf._append(s,ignore_index=True)
         
     compdf.reset_index(drop=True,inplace=True)     
-
+    """
     print("\n======= 股票在所属行业/板块的位置分析 =======")
     print("股票: "+sname+" ("+ticker+")")
     print("所属行业/板块："+sector_name+" ("+sector+", "+indicator+"分类)")
@@ -586,7 +692,23 @@ def sector_position_china(ticker,sector="new_dlhy"):
     today = datetime.date.today()
     print('') #空一行
     print("注：板块内成份股个数:",len(df),"\b, 数据来源：新浪财经,",today,"\b(信息为上个交易日)")
-
+    """
+    if indicator=="行业": indicator="证监会行业"
+    
+    titletxt="上市公司地位分析："+sname+"，"+sector_name+"行业/板块（"+indicator+"分类）"
+    import datetime; stoday = datetime.date.today()
+    footnote1=""
+    footnote2="成分股总数："+str(len(df))+"，数据来源：新浪财经，"+str(stoday)+"(截至昨日)"
+    footnote=footnote1+footnote2
+    
+    print("") #空一行
+    df_display_CSS(compdf,titletxt=titletxt,footnote=footnote,facecolor='papayawhip',decimals=2, \
+                   first_col_align='left',second_col_align='right', \
+                       last_col_align='right',other_col_align='right', \
+                       titile_font_size='16px',heading_font_size='15px', \
+                       data_font_size='15px')    
+    
+    
     return df,compdf    
     
 
@@ -3564,7 +3686,11 @@ def stock_peers_sw(ticker):
             try:
                 print_industry_component_sw(iname=hangye)
             except:
-                print("  #Warning(stock_peers_sw): failed to search peers for",ticker)
+                print("\n #Warning(stock_peers_sw): failed to search peers for",ticker)
+                print("  Possible solutions:")
+                print("  1. If siat is outdated, uninstall and then reinstall")
+                print("  2. Try upgrade pandas and akshare if outdated")
+                print("  3. If anaconda is outdated, uninstall and install a newer one")
 
     return
         

{siat-3.4.27.dist-info → siat-3.4.32.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: siat
-Version: 3.4.27
+Version: 3.4.32
 Summary: Securities Investment Analysis Tools (siat)
 Home-page: https://pypi.org/project/siat/
 Author: Prof. WANG Dehong, International Business School, Beijing Foreign Studies University

{siat-3.4.27.dist-info → siat-3.4.32.dist-info}/RECORD

@@ -18,7 +18,7 @@ siat/capm_beta.py,sha256=cxXdRVBQBllhbfz1LeTJAIWvyRYhW54nhtNUXv4HwS0,29063
 siat/capm_beta2.py,sha256=lUuCPVSxebkA2yye1PXu1V2Jd2UKEwD_kIA25DCIDTs,29750
 siat/capm_beta_test.py,sha256=ImR0c5mc4hIl714XmHztdl7qg8v1E2lycKyiqnFj6qs,1745
 siat/cmat_commons.py,sha256=Nj9Kf0alywaztVoMVeVVL_EZk5jRERJy8R8kBw88_Tg,38116
-siat/common.py,sha256=hRRYWfmxAz1gSz2DJBoY8z8li0cbDMw-EiJIvThuhZY,151708
+siat/common.py,sha256=O9-IYeP7z1KHO2YFr-auc_HzBf78nPb-1LY3byb5Avo,151723
 siat/compare_cross.py,sha256=3iP9TH2h3w27F2ARZc7FjKcErYCzWRc-TPiymOyoVtw,24171
 siat/compare_cross_test.py,sha256=xra5XYmQGEtfIZL2h-GssdH2hLdFIhG3eoCrkDrL3gY,3473
 siat/concepts_iwencai.py,sha256=m1YEDtECRT6FqtzlKm91pt2I9d3Z_XoP59BtWdRdu8I,3061
@@ -60,7 +60,7 @@ siat/future_china.py,sha256=F-HsIf2Op8Z22RzTjet1g8COzldgnMjFNSXsAkeGyWo,17595
 siat/future_china_test.py,sha256=BrSzmDVaOHki6rntOtosmRn-6dkfOBuLulJNqh7MOpc,1163
 siat/global_index_test.py,sha256=hnFp3wqqzzL-kAP8mgxDZ54Bd5Ijf6ENi5YJlGBgcXw,2402
 siat/google_authenticator.py,sha256=ZUbZR8OW0IAKDbcYtlqGqIpZdERpFor9NccFELxg9yI,1637
-siat/grafix.py,sha256=4e8_w2QT8cJo0uoKyICvod9b5a-L4-qFHnlr4YVnPwg,87359
+siat/grafix.py,sha256=HwtDRINvpfiWcrXsR5h6Ghvspitww5xRvP2eS4UfDFw,87465
 siat/grafix_test.py,sha256=kXvcpLgQNO7wd30g_bWljLj5UH7bIVI0_dUtXbfiKR0,3150
 siat/holding_risk.py,sha256=G3wpaewAKF9CwEqRpr4khyuDu9SU2EGyQUHdk7cmHOA,30693
 siat/holding_risk_test.py,sha256=FRlw_9wFG98BYcg_cSj95HX5WZ1TvkGaOUdXD7-V86s,474
@@ -94,7 +94,7 @@ siat/risk_evaluation.py,sha256=I6B3gty-t--AkDCO0tKF-291YfpnF-IkXcFjqNKCt9I,76286
 siat/risk_evaluation_test.py,sha256=YEXM96gKzTfwN4U61AS4Rr1tV7KgUvn4rRC6f3iMw9s,3731
 siat/risk_free_rate.py,sha256=ZMr4cHikPvXvywr54gGqiI3Nvb69am6tq3zj2hwzANE,12384
 siat/risk_free_rate_test.py,sha256=CpmhUf8aEAEZeNu4gvWP2Mz2dLoIgBX5bI41vfUBEr8,4285
-siat/sector_china.py,sha256=_-NgVSI2AMRCZw3U85ov6CgU5riii4Y9oY-rfUrfVSk,132551
+siat/sector_china.py,sha256=A2252BymgpV1LEdZ4DU6SJue7ZMrW4GU8fBfhuqp09w,137485
 siat/sector_china_test.py,sha256=1wq7ef8Bb_L8F0h0W6FvyBrIcBTEbrTV7hljtpj49U4,5843
 siat/security_price.py,sha256=2oHskgiw41KMGfqtnA0i2YjNNV6cYgtlUK0j3YeuXWs,29185
 siat/security_price2.py,sha256=Y4suVC-4koUSI_n8kY0l0y4lo_CTcoeM_kwTHiIFzyM,26291
@@ -139,8 +139,8 @@ siat/valuation_china.py,sha256=EkZQaVkoBjM0c4MCNbaX-bMnlG0e3FXeaWczZDnkptU,67784
 siat/valuation_market_china_test.py,sha256=gbJ0ioauuo4koTPH6WKUkqcXiQPafnbhU5eKJ6lpdLA,1571
 siat/var_model_validation.py,sha256=R0caWnuZarrRg9939hxh3vJIIpIyPfvelYmzFNZtPbo,14910
 siat/yf_name.py,sha256=9U_XfEeMlS3TrCrO3Bww21nuFgghbnO-cqDJMhQWqew,16193
-siat-3.4.27.dist-info/LICENSE,sha256=NTEMMROY9_4U1szoKC3N2BLHcDd_o5uTgqdVH8tbApw,1071
-siat-3.4.27.dist-info/METADATA,sha256=q5-qoM2N-gp0-nDdPBTIigtYlPFAQldahmL6euBi0a0,8010
-siat-3.4.27.dist-info/WHEEL,sha256=GJ7t_kWBFywbagK5eo9IoUwLW6oyOeTKmQ-9iHFVNxQ,92
-siat-3.4.27.dist-info/top_level.txt,sha256=r1cVyL7AIKqeAmEJjNR8FMT20OmEzufDstC2gv3NvEY,5
-siat-3.4.27.dist-info/RECORD,,
+siat-3.4.32.dist-info/LICENSE,sha256=NTEMMROY9_4U1szoKC3N2BLHcDd_o5uTgqdVH8tbApw,1071
+siat-3.4.32.dist-info/METADATA,sha256=-WEvTLN8wDtXLa77mhBGt9tMIXvoxwAfku48zsdom0s,8010
+siat-3.4.32.dist-info/WHEEL,sha256=GJ7t_kWBFywbagK5eo9IoUwLW6oyOeTKmQ-9iHFVNxQ,92
+siat-3.4.32.dist-info/top_level.txt,sha256=r1cVyL7AIKqeAmEJjNR8FMT20OmEzufDstC2gv3NvEY,5
+siat-3.4.32.dist-info/RECORD,,