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README
Apache-2.0

StockAnalysisSystem

This program is designed for Chinese market and Chinese accounting policies (currently). So this document will only provide Chinese version.

Gitee

https://gitee.com/SleepySoft/StockAnalysisSystem

Github

https://github.com/SleepySoft/StockAnalysisSystem

网盘下载:

应网友要求,对于网络访问受限的用户,提供网盘下载:

offline_analysis_result.zip (供服务使用)
analysis_report.xlsx (程序生成的分析报告,供人类阅读)

服务器已建成,微信机器人可以使用,添加下方的账号可以体验此功能(可将机器人拉入群聊,@TA 即可获得回复):
image
或者wx公众号:
image
如果有兴趣,也可以自己搭建一个机器人。欢迎入群交流。

最近更新内容:

完成自动更新服务:update_service.py,可以在配置中启用该服务

如何运行:

  • 环境准备看下面
  • 首先按需要修改doc/config_example.json,没有或不清楚的项目不需要改,更名为config.json并复制到运行目录下

由于界面和服务分离,所以无法像之前一样检测配置并弹出配置窗口(后面再做),故需要先把配置文件准备好。

  • 运行方式1:直接运行main.py,在弹出的窗口中选择local interface

这种方式将会调用本地接口,即和之前一样,界面和服务运行在同一个进程内

  • 运行方式2:先运行main_service.py,再运行main.py,在弹出的窗口中选择remote interface

这种方式将会调用远程接口,通过网络连接服务器,关闭界面不影响服务运行

已知问题:

  • 由于当前主要数据源tushare的接口限制经常更改,并且积分不同限制不仅仅是调用时间间隔不同, 而程序中的数据获取以5000分为标准实现。所以尽管调用时间间隔可以配置,然而一次能获取的数据范围却是无法配置的。 所以不同用户可能会出现数据获取失败的情况(详见Doc/TushareApi.xlsx)这种情况建议使用离线数据。

视频讲解(未更新,不过内部结构没变)

安装配置:https://www.bilibili.com/video/BV14z411b7AE/
设计与框架:https://www.bilibili.com/video/BV1nK411p7uD/
服务框架请看doc/design.vsd

运行环境

  • 由于图表引入了pyqtgraph,导致pyinstaller打包出现问题,并且尝试py2exe也不成功,故暂停以EXE形式发布Release

只想看结果

  • 打开analysis_report.xlsx (注:已转移到了度盘“分析数据”中)

大神看这里

  • 需要安装MongoDB
  • Python3.7,推荐Anaconda
  • requirements.txt你们懂的
  • 从main.py运行

新手看这里

  • 从网盘下载MongoDB及Anaconda并安装
  • 按WIN键,输入:“cmd”,选择用管理员运行命令行
  • 在命令行中执行命令:“conda create -n sas python=3.7”,需要确认就输入y回车
  • 如果提示找不到conda,请参考这篇文章,将你的anaconda加入到系统目录中:https://blog.csdn.net/u013211009/article/details/78437098
  • 如果一切正常,运行命令:“conda activate sas”,这时你的命令行会出现(sas)字样
  • 执行以下命令切换到代码目录:“cd "你的代码目录"”比如:cd "D:\Code\git\StockAnalysisSystem"
  • 切换到代码目录后运行命令:“pip install -r requirements.txt -i https://pypi.tuna.tsinghua.edu.cn/simple”
  • 如果提示pip版本太旧,按提示运行命令:“python -m pip install --upgrade pip -i https://pypi.tuna.tsinghua.edu.cn/simple” 完成后再执行上一条命令
  • 最后一步,运行命令:“python main.py”

  • 以后运行只需要打开cmd并切换到代码目录(一个简单的方法,用文件管理器打开代码目录,在上方的地址栏直接输入cmd回车即可)
  • 先运行命令:“conda activate sas”
  • 再运行命令:“python main_service.py”和“python main.py”

如何更新数据

  • 在配置文件中填入你的Ts Token

如果不需要更新可以随便乱填,需要更新的话:
注册一个tushare的账号:https://tushare.pro/register?reg=271027
想办法获取500以上的积分(如果没有,无法更新数据,但可以使用离线数据):https://tushare.pro/document/1?doc_id=13

  • 重要:根据你的权限修改StockAnalysisSystem\core\Utility\CollectorUtility.py中的TS_DELAYER_TABLE

如果你不知道该你的积分的限制,可以先把注释后面的值填进去。如果出现"抱歉,您每分钟最多访问该接口x次"的错误,把x填到表中对应的接口位置

  • 启动程序,勾选需要更新的数据并点击更新按钮

如何导入离线数据

  • 下载离线数据并解压到当前目录,得到offline_data文件夹一个(约7G)
  • 方法1:

在安装数据库的机器上打开界面,选择Config->系统配置
选择正确的MongoBin目录,如C:\Program Files\MongoDB\Server\4.x\bin
点击Import,选择offline_data下你需要导入的数据库(每个都导入一次)

  • 方法2:

使用命令行切换到offline_data目录下
运行命令:"C:\Program Files\MongoDB\Server\4.2\bin\mongorestore.exe" --host 127.0.0.1 --port 27017 -d StockAnalysisSystem StockAnalysisSystem
注意:其中mongorestore.exe按实际情况选择目录;除StockAnalysisSystem外还需要分别导入SasCache和StockDaily,命令同理

  • 如果你的数据库有密码,请自行查阅命令手动导入

联系作者

如果有任何意见及建议,或者对此项目感兴趣的,请联系我:
微博:SleepySoft
邮箱:sleepysoft##163.com
QQ群:931499339,进群验证码:SleepySoft
如果遇到BUG,可以给我发邮件,或直接在git上提交issue


本程序的目的

  1. 自动选择合适的数据抓取模块和数据源下载所需要的数据
  2. 数据抓取模块能够进行有效性检测,并且能够方便地扩充和替换,可以通过适配器接入其它的库
  3. 增加一个数据源以及将其本地化所需的代码应尽可能少
  4. 能进行离线分析
  5. 分析模块(策略模块)应该可以动态扩充和组合
  6. 最终能生成矩阵式excel报告:以证券为行,以分析方法为列,相交点为此分析方法对此证券的评分;最后一列为该证券的总分

功能说明

主要功能

  • 报告格式说明

报告为表格矩阵,以股票代码为列,以分析算法为行,相交格子为该算法对此股票的评分(0 - 100)

0:VETO
1 -50:FAIL
51 - 75:FLAW
76 - 90:WELL
91 - 100:PASS

结果分为两页,第一页为评分,第二页为分析算法输出的详细信息,以供人工核对及查阅
绿色为PASS,红色为FAIL,灰色为不适用,或因数据缺失导致无法分析
最后一列为总评分,在一行中,只要有一个评分为FAIL,则总评分为FAIL;如果不存在FAIL但存在灰色结果,则总评分为灰色的PASS
当前分析算法还不够完善,结果仅供参考,遇到和自己分析存在偏差的情况,请参阅详细信息并进行人工复核

扩展功能

  • Stock Memo

image image image


历史更新

移除功能:

  • 年报下载插件

网站接口变化,现在已无法下载。如果有可用的库,欢迎推荐。谢谢。之前下载的年报可以在网盘下载,很大。

  • 证监会立案调查数据

网站不再提供该服务,如果有替代数据源,欢迎推荐。谢谢。

将网络服务全部做成Sub Service,并将Service Provider等放入SubService下
加入Sub Service管理,可以在config.json中配置需要启用或禁止的子服务

参考config_example.json中的注释

加入微信机器人,基于WeChatSpy。原因是新号无法使用网页微信,故无法使用wxpy

可以添加微信号StockAnalysisSystem体验功能
也可以添加公众号SleepySoft体验公众号功能
注:由于没有云服务器,所以有时候服务可能无法使用(个人电脑偶尔要调试程序)

限售股解禁: https://tushare.pro/document/2?doc_id=160
回购数据
增减持数据: https://tushare.pro/document/2?doc_id=175

开发计划:

  • 接入更多数据

实际控制人数据(巨潮): http://webapi.cninfo.com.cn/#/dataBrowse?id=266

  • 加入更多分析算法

量价分析

  • 整合测试入口,执行一个文件即可运行所有测试
  • 加入实时数据
  • 盯盘
  • 投资图谱
  • 做成WebService,通过APP操作

赞助此项目:

如果此项目对您有用,欢迎资助,此资助将被用于服务器租用及数据购买。

image

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