增加选股策略
This commit is contained in:
oficcejo
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#!/usr/bin/env python3
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# -*- coding: utf-8 -*-
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"""
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净利增长策略UI模块
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"""
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import streamlit as st
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import pandas as pd
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from datetime import datetime
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from typing import List, Dict
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from profit_growth_selector import profit_growth_selector
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from notification_service import notification_service
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from profit_growth_monitor import profit_growth_monitor
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def display_profit_growth():
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"""显示净利增长策略界面"""
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# 检查是否显示监控面板
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if st.session_state.get('show_profit_growth_monitor'):
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display_profit_growth_monitor_panel()
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# 返回按钮
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if st.button("🔙 返回选股", type="secondary"):
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del st.session_state.show_profit_growth_monitor
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st.rerun()
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return
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st.markdown("### 顶部按钮区")
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col_select, col_monitor = st.columns([3, 1])
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with col_select:
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st.markdown("## 📈 净利增长策略 - 稳健成长股票筛选")
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with col_monitor:
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st.write("") # 占位
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if st.button("📊 策略监控", type="primary", use_container_width=True):
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st.session_state.show_profit_growth_monitor = True
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st.rerun()
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st.markdown("---")
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st.markdown("""
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### 📋 选股策略说明
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**筛选条件**：
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- ✅ 净利润增长率 ≥ 10%（净利润同比增长率）
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- ✅ 深圳A股
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- ✅ 非ST股票
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- ✅ 非创业板
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- ✅ 非科创板
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- ✅ 按成交额由小到大排名
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**量化交易策略**：
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- 💰 资金量：5万元
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- 📅 持股周期：5天
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- 💼 仓位控制：满仓
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- 📊 个股最大持仓：4成（40%）
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- 🎯 账户最大持股数：4只
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- 🛒 单日最大买入数：1只
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- 📈 买入时机：开盘买入
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- 📉 卖出时机：KDJ死叉或持股满5天
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> **注意**：当前监控服务暂时使用MA5下穿MA20作为卖出信号，后续将升级支持KDJ指标。
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""")
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st.markdown("---")
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# 参数设置
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col1, col2 = st.columns([2, 1])
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with col1:
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top_n = st.slider(
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"筛选数量",
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min_value=3,
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max_value=10,
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value=5,
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step=1,
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help="选择展示的股票数量"
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)
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with col2:
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st.info(f"💡 将筛选成交额最小的前{top_n}只股票")
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st.markdown("---")
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# 开始选股按钮
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if st.button("🚀 开始净利增长选股", type="primary", use_container_width=True):
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with st.spinner("正在获取数据，请稍候..."):
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# 创建选股器
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success, stocks_df, message = profit_growth_selector.get_profit_growth_stocks(top_n)
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if not success:
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st.error(f"❌ {message}")
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return
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st.success(f"✅ {message}")
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# 保存到session_state
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st.session_state.profit_growth_stocks = stocks_df
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st.session_state.profit_growth_time = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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# 显示选股结果
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if 'profit_growth_stocks' in st.session_state and st.session_state.profit_growth_stocks is not None:
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st.markdown("---")
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st.markdown("## 📈 选股结果")
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stocks_df = st.session_state.profit_growth_stocks
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select_time = st.session_state.profit_growth_time
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st.info(f"🕒 选股时间：{select_time} | 📊 股票数量：{len(stocks_df)} 只")
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# 显示股票列表
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display_stock_list(stocks_df)
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# 发送钉钉通知
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st.markdown("---")
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if st.button("📲 发送钉钉通知", type="secondary", use_container_width=True):
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send_dingtalk_notification(stocks_df)
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def display_stock_list(stocks_df: pd.DataFrame):
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"""显示股票列表"""
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for idx, row in stocks_df.iterrows():
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stock_code = row.get('股票代码', 'N/A')
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stock_name = row.get('股票简称', 'N/A')
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with st.expander(f"📊 {idx+1}. {stock_code} {stock_name}", expanded=True):
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display_stock_detail(row)
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def display_stock_detail(row: pd.Series):
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"""显示股票详细信息"""
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# 获取所有可能的字段
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financial_fields = [
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('净利润增长率', row.get('净利润增长率', row.get('净利润同比增长率', None))),
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('成交额', row.get('成交额', row.get('成交额[20241213]', None))),
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('股价', row.get('股价', row.get('最新价', None))),
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('市盈率', row.get('市盈率', row.get('市盈率TTM', None))),
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('市净率', row.get('市净率', row.get('市净率PB', None))),
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('所属行业', row.get('所属行业', row.get('所属同花顺行业', None))),
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]
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# 检查是否有任何有效数据
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has_any_data = any(is_valid_value(value) for _, value in financial_fields)
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# 决定布局
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if has_any_data:
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col1, col2 = st.columns(2)
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else:
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col1 = st.container()
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col2 = None
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with col1:
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st.markdown("#### 📊 基本信息")
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st.markdown(f"**股票代码**: {row.get('股票代码', 'N/A')}")
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st.markdown(f"**股票名称**: {row.get('股票简称', 'N/A')}")
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# 只有当有财务数据时才显示财务指标
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if col2 is not None:
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with col2:
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st.markdown("#### 💼 财务指标")
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for field_name, value in financial_fields:
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if is_valid_value(value):
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formatted_value = format_value(value, get_suffix(field_name))
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st.markdown(f"**{field_name}**: {formatted_value}")
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# 添加监控按钮
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st.markdown("---")
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st.markdown("#### 📊 策略监控")
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stock_code = row.get('股票代码', '')
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stock_name = row.get('股票简称', '')
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price = row.get('股价', row.get('最新价', None))
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# 去掉代码后缀
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if isinstance(stock_code, str) and '.' in stock_code:
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stock_code = stock_code.split('.')[0]
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# 转换价格
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try:
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price_float = float(price) if price and not pd.isna(price) else None
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except:
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price_float = None
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if stock_code and stock_name:
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add_stock_to_monitor_button(stock_code, stock_name, price_float)
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def add_stock_to_monitor_button(stock_code: str, stock_name: str, price: float = None):
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"""添加股票到监控的按钮"""
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button_key = f"add_monitor_{stock_code}"
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if st.button(f"➕ 加入策略监控", key=button_key, use_container_width=True):
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# 获取价格
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if price is None:
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st.warning("⚠️ 无法获取股票价格，请手动输入")
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return
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# 添加到监控
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success, message = profit_growth_monitor.add_stock(
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stock_code=stock_code,
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stock_name=stock_name,
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buy_price=price
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)
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if success:
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st.success(f"✅ {message}")
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else:
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st.error(f"❌ {message}")
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def display_profit_growth_monitor_panel():
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"""显示净利增长监控面板"""
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st.markdown("## 📊 净利增长策略监控")
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st.markdown("---")
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# 获取监控中的股票
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monitoring_stocks = profit_growth_monitor.get_monitoring_stocks()
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# 标签页
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tab1, tab2, tab3 = st.tabs(["📊 监控列表", "⚠️ 卖出提醒", "📜 历史记录"])
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with tab1:
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display_monitoring_list(monitoring_stocks)
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with tab2:
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display_sell_alerts()
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with tab3:
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display_history()
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def display_monitoring_list(stocks: List[Dict]):
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"""显示监控列表"""
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st.markdown("### 📊 持仓监控")
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if not stocks:
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st.info("📭 监控列表为空，请先添加股票")
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return
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st.info(f"📊 当前监控 {len(stocks)} 只股票")
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for stock in stocks:
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with st.expander(f"📊 {stock['stock_code']} {stock['stock_name']}", expanded=False):
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col1, col2, col3 = st.columns([2, 2, 1])
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with col1:
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st.markdown(f"**买入价格**: {stock['buy_price']:.2f}元")
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st.markdown(f"**买入日期**: {stock['buy_date']}")
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with col2:
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st.markdown(f"**持股天数**: {stock['holding_days']}天")
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st.markdown(f"**加入时间**: {stock['add_time']}")
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with col3:
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if st.button("🗑️ 移除", key=f"remove_{stock['stock_code']}", use_container_width=True):
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success, msg = profit_growth_monitor.remove_stock(stock['stock_code'], "手动移除")
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if success:
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st.success(msg)
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st.rerun()
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else:
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st.error(msg)
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def display_sell_alerts():
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"""显示卖出提醒"""
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st.markdown("### ⚠️ 卖出提醒")
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alerts = profit_growth_monitor.get_unprocessed_alerts()
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if not alerts:
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st.info("📭 暂无新的卖出提醒")
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return
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st.warning(f"⚠️ 有 {len(alerts)} 条待处理提醒")
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for alert in alerts:
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with st.container():
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st.markdown("---")
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col1, col2 = st.columns([3, 1])
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with col1:
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st.markdown(f"### 📊 {alert['stock_code']} {alert['stock_name']}")
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st.markdown(f"**提醒类型**: {alert['alert_type']}")
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st.markdown(f"**提醒原因**: {alert['alert_reason']}")
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st.markdown(f"**提醒时间**: {alert['alert_time']}")
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with col2:
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st.markdown("#### 💰 市场数据")
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current_price = alert.get('current_price')
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if current_price is not None:
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try:
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price_val = float(current_price)
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st.markdown(f"**当前价格**: {price_val:.2f}元")
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except (ValueError, TypeError):
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st.markdown(f"**当前价格**: {current_price}")
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holding_days = alert.get('holding_days')
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if holding_days is not None:
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st.markdown(f"**持有天数**: {holding_days}天")
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def display_history():
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"""显示历史记录"""
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st.markdown("### 📜 历史记录")
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# 子标签
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sub_tab1, sub_tab2 = st.tabs(["⚠️ 提醒历史", "🗑️ 移除历史"])
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with sub_tab1:
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alerts = profit_growth_monitor.get_all_alerts(50)
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if alerts:
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st.info(f"📊 共 {len(alerts)} 条提醒记录")
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for alert in alerts:
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st.markdown(f"- **{alert['alert_time']}** | {alert['stock_code']} {alert['stock_name']} | {alert['alert_type']}")
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else:
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st.info("📭 暂无提醒历史")
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with sub_tab2:
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removed = profit_growth_monitor.get_removed_stocks(50)
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if removed:
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st.info(f"📊 共 {len(removed)} 条移除记录")
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for stock in removed:
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st.markdown(f"- **{stock['remove_time']}** | {stock['stock_code']} {stock['stock_name']} | {stock['remove_reason']}")
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else:
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st.info("📭 暂无移除历史")
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def is_valid_value(value):
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"""判断值是否有效"""
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if value is None:
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return False
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if pd.isna(value):
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return False
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if str(value).strip() in ['', 'N/A', 'nan', 'None']:
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return False
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return True
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def format_value(value, suffix=''):
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"""格式化显示值"""
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if isinstance(value, (int, float)):
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if abs(value) >= 100000000: # 亿
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return f"{value/100000000:.2f}亿{suffix}"
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elif abs(value) >= 10000: # 万
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return f"{value/10000:.2f}万{suffix}"
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else:
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return f"{value:.2f}{suffix}"
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return f"{value}{suffix}"
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def get_suffix(field_name: str) -> str:
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"""获取字段后缀"""
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suffix_map = {
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'净利润增长率': '%',
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'成交额': '元',
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'股价': '元',
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}
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return suffix_map.get(field_name, '')
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def send_dingtalk_notification(stocks_df: pd.DataFrame):
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"""发送钉钉通知"""
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try:
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if not notification_service.config['webhook_enabled']:
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st.warning("⚠️ Webhook通知未启用，请在系统配置中启用")
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return
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# 构建消息
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keyword = notification_service.config.get('webhook_keyword', 'aiagents通知')
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message_text = f"### {keyword} - 净利增长选股完成\n\n"
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message_text += "**筛选策略**: 净利润增长率≥10% + 深圳A股 + 非ST/创业/科创\n\n"
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message_text += f"**筛选数量**: {len(stocks_df)} 只\n\n"
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message_text += "**精选股票**:\n\n"
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for idx, row in stocks_df.iterrows():
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stock_code = row.get('股票代码', 'N/A')
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stock_name = row.get('股票简称', 'N/A')
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message_text += f"{idx+1}. {stock_code} {stock_name}\n\n"
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message_text += f"**生成时间**: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
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message_text += "_此消息由AI股票分析系统自动发送_"
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# 直接发送钉钉Webhook
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if notification_service.config['webhook_type'] == 'dingtalk':
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import requests
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data = {
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"msgtype": "markdown",
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"markdown": {
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"title": f"{keyword}",
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"text": message_text
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}
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}
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response = requests.post(
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notification_service.config['webhook_url'],
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json=data,
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headers={'Content-Type': 'application/json'},
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timeout=10
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)
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if response.status_code == 200:
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st.success("✅ 钉钉通知发送成功")
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else:
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st.error(f"❌ 钉钉通知发送失败: HTTP {response.status_code}")
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else:
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st.warning("⚠️ 当前仅支持钉钉通知")
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except Exception as e:
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st.error(f"❌ 发送通知失败: {str(e)}")
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Reference in New Issue
Block a user