flask_tpm/templates/strategy_tw.html

{% extends 'base.html' %}
{% if session.tw == 1 %}
    {% set active_page = 'strategy_tw' %}
{% else %}
    {% set active_page = 'strategy' %}
{% endif %}



{% block title %}Strategy Page{% endblock%}
{% block style %}
div.input-group > * {
    border-radius: 0px;
}
div.card{
    border-radius: 2px;
}
.card-header {
    color: #000093;
}
.scroll {
    max-height: 450px;
    overflow-y: auto;
}
@keyframes cursor {
    0% {
        opacity: 0;
    }
    40% {
        opacity: 0;
    }
    50% {
        opacity: 1;
    }
    90% {
        opacity: 1;
    }
    100% {
        opacity: 0.9;
    }
}
{% endblock style %}

{% block content %}
<div class="container-fluid" style="background-color: #ffffff;">
    <div class="container-fluid py-2">
        <div class="alert alert-dark m-0" role="alert">
            <ul class="fa-ul">
                <li><span class="fa-li"><i class="fa-solid fa-scroll"></i></span>兩次建立投資組合時間需大於60秒。</li>
                <li><span class="fa-li"><i class="fa-solid fa-scroll"></i></span>資產數量大於1檔才會開始建立投資組合。</li>
                <li><span class="fa-li"><i class="fa-solid fa-scroll"></i></span>未輸入投資組合名稱則會由系統隨機生成。</li>
            </ul>
        </div>
        <div class="modal fade" id="intro" tabindex="-1" data-bs-backdrop="static">
            <div class="modal-dialog modal-dialog-centered">
              <div class="modal-content">
                <div class="modal-header">
                    <h5 class="card-title text-xl font-bold pt-2">
                        {% if session.tw == 1 %}台股{% endif %}投資組合策略建立指南</h5>
                </div>
                <div class="modal-body">
                    <ol class="list-group list-group-flush list-group-numbered">
                        <li class="list-group-item">
                            <span class="ps-2">輸入投資組合名稱。</span>
                        </li>
                        <li class="list-group-item">
                            <span class="ps-2">選擇所參加的課程或競賽。</span>
                        </li>
                        <li class="list-group-item"><span class="ps-2">選擇資產後按下 <span class="badge bg-secondary">加入</span>。</li>
                        <li class="list-group-item"><span class="ps-2">按下 <button type="button" class="btn btn-outline-primary btn-sm" disabled>確認資產</button> 後查看資產價格動態圖表。</span></li>
                        <li class="list-group-item"><span class="ps-2">刪除不加入投資組合的資產。</span></li>
                        <li class="list-group-item"><span class="ps-2">選擇建立策略相關參數。</span></li>
                        <li class="list-group-item"><span class="ps-2">按下 <button type="button" class="btn btn-outline-danger btn-sm" disabled>確認建立</button> 並查看回傳訊息。</span></li>
                    </ol>
                </div>
                <div class="modal-footer">
                    <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">了解 !</button>
                </div>
              </div>
            </div>
        </div>
        <div class="card my-2" style="border-radius: 7px;">
            <div class="card-header d-flex">
                <div class="py-2 font-bold text-xl">
                    名稱與選擇資產
                </div>
            </div>
            <div class="card-body">
                <label for="portName" class="form-label font-bold">輸入投資組合名稱: </label>
                <input id="portName" name="portName" type="text" class="form-control mb-3" placeholder="EX. 112最帥" required>
                <label for="competition" class="form-label font-bold">選擇所屬課程或競賽: </label>
                <select id="competition" class="form-select mb-3" size="1">
                    {% include 'competitions.html' %}
                </select>
                <label for="stockAll" class="form-label font-bold">選擇資產: </label>
                <div class="d-flex">
                    <input name="assetSelect" class="form-control" list="datalistOptions" id="stockAll" placeholder="輸入資產名稱...">
                    <datalist id="datalistOptions">
                        {% if session.tw==0 %}
                            {% for key, data in data_us.items() -%}
                            <option value="{{ key|e }}">{{ key|e }} | {{ data|e }}</option>
                            {% endfor %}
                        {% endif %}
                        {% for key, data in data_tw.items() -%}
                        <option value="{{ key|e }}">{{ key|e }} | {{ data|e }} </option>
                        {% endfor %}
                    </datalist>
                    <button class="btn btn-secondary btn-sm"
                            type="button"
                            id="addStockBtn">
                        加入
                    </button>
                </div>
                <div>
                    <ol class="list-group list-group-numbered py-3" id="stock-list" type="1">
                        {% for s in stock %}
                        <li class="list-group-item">
                            <span class="px-2">{{ s|safe }}</span> 
                            <a class="btn btn-sm btn-danger float-right delete-btn">
                                <i class="fas fa-trash-alt"></i>
                            </a>
                        </li>
                        {% endfor %}
                    </ol>
                </div>
            </div>
        </div>
        <div class="card" style="border-radius: 7px;">
            <div class="card-header d-flex">
                <div class="py-2 font-bold text-lg">
                    價格動態圖表
                </div>
                <div class="btn-group ms-auto">
                    <button type="button" class="btn btn-outline-primary btn-sm" id="submit-btn">
                        確認資產
                    </button>
                </div>
                
            </div>
            <div class="card-body">
                <div id="graph" style="max-height:50vh">
                    <span>
                        圖表將在此渲染。
                    </span>
                </div>
            </div>
        </div>
        <div class="card mt-3">
            <div class="d-flex p-2">
                <div class="p-2 font-bold text-lg">
                    投組最佳化配置
                </div>
                <div class="btn-group ms-auto">
                    <button type="button p-0" class="btn btn-outline-danger btn-sm" id="submit-port">
                        確認建立
                    </button>
                </div>
                
            </div>
            <div class="input-group"> 
                <span class="input-group-text bg-info">輸入數據時長</span>
                <select id="lookback" class="form-select">
                    <option value="21">1個月</option>
                    <option value="63">3個月</option>
                    <option selected value="126">6個月</option>
                    <option value="252">12個月</option>
                </select>
            </div>
            <div class="input-group"> 
                <span class="input-group-text bg-info">再平衡頻率</span>
                <select id="opt-frequency" class="form-select">
                    <option value="21">每月</option>
                    <option value="63">每季</option>
                    <option selected value="126">每半年</option>
                    <option value="252">每年</option>
                </select>
            </div>
            <div class="input-group"> 
                <span class="input-group-text bg-info">最佳化目標函數</span>
                <select id="role-select" class="form-select" onchange="changeFunc(value);">
                    <option selected value="max_sharpe">最大化夏普比率</option>
                    <option value="max_sortino">最大化索提諾比率</option>
                    <option value="min_volatility">最小化波動率</option>
                    <option value="quadratic_utility">最大化效用函數</option>
                </select>
            </div>
            <div class="input-group" style="display: none;" id="gamma"> 
                <span class="input-group-text bg-info">風險厭惡係數</span>
                <input type="number" id="util-gamma" name="targetAnnualVolatility" class="form-control fmt-pct" value="30" autocomplete="off">
                <span class="input-group-text">%</span>
            </div>
        </div>
        
        
        <div class="modal" id="portModal" tabindex="-1">
            <div class="modal-dialog">
              <div class="modal-content">
                <div class="modal-header">
                  <h5 class="modal-title font-bold text-xl py-2">確認建立投資組合</h5>
                  <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
                </div>
                <div class="modal-body">
                    <ol class="list-group list-group-flush list-group-numbered">
                        <li class="list-group-item">確認後將會暫時關閉建立功能，請等待完成訊息，勿頻繁提交建立請求。</li>
                        <li class="list-group-item">兩次投資組合建立時間需大於60秒。</li>
                    </ol>
                    <div class="input-group mt-3">
                        <span class="input-group-text">輸入筆記</span>
                        <textarea id="commentPort" class="form-control" aria-label="With textarea"></textarea>
                    </div>
                </div>
                <div class="modal-footer">
                    <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">取消</button>
                    <button id="sendPort" type="button" class="btn btn-primary" data-bs-dismiss="modal">確認</button>
                </div>
              </div>
            </div>
        </div>
        <div class="modal" id="confirmModal" tabindex="-1">
            <div class="modal-dialog">
              <div class="modal-content">
                <div class="modal-header">
                  <h5 id='modalTitle' class="modal-title font-bold text-xl">投資組合建立訊息</h5>
                  <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
                </div>
                <div class="modal-body">
                    <span id="confirmMes">
                        <div id="sucMes">
                            <span>投資組合已開始建立，請1分鐘後至結果分析查詢。</span> 
                        </div>
                    </span>
                </div>
                <div class="modal-footer">
                  <button type="button" class="btn btn-secondary" data-bs-dismiss="modal">確認</button>
                </div>
              </div>
            </div>
        </div>
        
    </div>
</div>

{% endblock %}
{% block script %}
<script src="{{ url_for('static', filename='js/addStock.js') }}"></script>
<script type="text/javascript">
    $('#intro').ready(function(){
        $('#intro').modal('show'); 
    });
</script>
<script src="https://cdn.plot.ly/plotly-latest.min.js"></script>
{% endblock script %}