163 lines
4.7 KiB
Python
163 lines
4.7 KiB
Python
"""Portfolio configuration UI components."""
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from __future__ import annotations
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import streamlit as st
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import numpy as np
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import pandas as pd
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from app.utils.portfolio_init import get_portfolio_config, update_portfolio_config
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def render_portfolio_config() -> None:
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"""渲染投资组合配置界面."""
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st.title("投资组合配置")
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# 获取当前配置
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config = get_portfolio_config()
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# 基本配置部分
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st.header("基本配置")
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col1, col2 = st.columns(2)
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with col1:
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initial_capital = st.number_input(
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"初始投资金额",
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min_value=100000,
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max_value=100000000,
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value=int(config["initial_capital"]),
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step=100000,
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format="%d"
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)
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with col2:
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currency = st.selectbox(
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"币种",
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options=["CNY", "USD", "HKD"],
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index=["CNY", "USD", "HKD"].index(config["currency"])
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)
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# 仓位限制配置
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st.header("仓位限制")
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position_limits = config["position_limits"]
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col1, col2 = st.columns(2)
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with col1:
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max_position = st.slider(
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"单个持仓上限",
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min_value=0.05,
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max_value=0.50,
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value=float(position_limits["max_position"]),
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step=0.01,
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format="%.2f",
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help="单个股票最大持仓比例"
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)
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min_position = st.slider(
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"单个持仓下限",
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min_value=0.01,
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max_value=0.10,
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value=float(position_limits["min_position"]),
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step=0.01,
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format="%.2f",
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help="单个股票最小持仓比例"
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)
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with col2:
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max_total_positions = st.slider(
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"最大持仓数",
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min_value=5,
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max_value=50,
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value=int(position_limits["max_total_positions"]),
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step=1,
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help="投资组合中的最大股票数量"
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)
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max_sector_exposure = st.slider(
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"行业敞口上限",
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min_value=0.20,
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max_value=0.50,
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value=float(position_limits["max_sector_exposure"]),
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step=0.05,
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format="%.2f",
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help="单个行业的最大持仓比例"
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)
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# 配置预览
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st.header("当前配置概览")
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df = pd.DataFrame([
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["初始资金", f"{initial_capital:,} {currency}"],
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["单个持仓上限", f"{max_position:.1%}"],
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["单个持仓下限", f"{min_position:.1%}"],
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["最大持仓数", max_total_positions],
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["行业敞口上限", f"{max_sector_exposure:.1%}"],
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], columns=["配置项", "当前值"])
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# 统一转为字符串以避免 Arrow 在混合类型列上报错
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df["当前值"] = df["当前值"].astype(str)
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st.table(df.set_index("配置项"))
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# 保存按钮
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if st.button("保存配置"):
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try:
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update_portfolio_config({
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"initial_capital": initial_capital,
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"currency": currency,
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"position_limits": {
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"max_position": max_position,
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"min_position": min_position,
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"max_total_positions": max_total_positions,
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"max_sector_exposure": max_sector_exposure
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}
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})
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st.success("配置已更新！")
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except Exception as e:
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st.error(f"配置更新失败：{str(e)}")
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# 投资组合限制可视化
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st.header("仓位限制可视化")
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# 生成示例数据
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example_positions = np.random.uniform(
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min_position,
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max_position,
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min(max_total_positions, 10)
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)
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example_positions = example_positions / example_positions.sum()
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example_sectors = {
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"科技": 0.30,
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"金融": 0.25,
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"消费": 0.20,
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"医药": 0.15,
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"其他": 0.10
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}
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col1, col2 = st.columns(2)
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with col1:
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st.subheader("示例持仓分布")
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positions_df = pd.DataFrame({
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"股票": [f"股票{i+1}" for i in range(len(example_positions))],
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"持仓比例": example_positions
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})
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positions_df = positions_df.sort_values("持仓比例", ascending=True)
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st.bar_chart(
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positions_df.set_index("股票")["持仓比例"],
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use_container_width=True
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)
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with col2:
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st.subheader("示例行业分布")
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sectors_df = pd.DataFrame({
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"行业": list(example_sectors.keys()),
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"敞口": list(example_sectors.values())
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})
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st.bar_chart(
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sectors_df.set_index("行业")["敞口"],
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use_container_width=True
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)
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