Regular Investment Demo

It's a regular investment demo, to help you understand this strategy.

If you are no aware of regular investment, you'd better google it for a general understanding.

This demo just help you to understand it, but not teach you.

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这是一个定投策略的小demo，帮助你理解定投策略。

如果你对定投完全不了解，那最好还是先去查资料心里有个数。

这篇demo旨在帮助你理解定投，而不是教会你 : )

ISSUES

If you have any recommended suggestions, please leave me a issue, I will try my best to achieve your requirements. Such as make a applets on wechat, even though I can not achieve it now.

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如果您有任何的建议，请直接提交issue，我会尽力满足您的需求。比如说想在微信端实现小程序来跑这个demo，尽管我现在还不会 :)

ATTENTION PLEASE

INVESTMENT IS RISKY

投资有风险

How to use

python count.py --strategy=fix --start_time=2016-1-1 --interval=5 --money=1000 --duration=1 --index=1

• Result

     index       time
0  2347.72  2014-9-26
1  2357.71  2014-9-29
2  2363.87  2014-9-30
3  2382.79  2014-10-8
4  2389.37  2014-10-9
Curve of SSE Composite Index has saved in /home/yichao.li/fund/pics/SSE-Composite-Index.png

Your start time is not a trading day. So I postpone it to the next trading day.

Your strategy of investment is    fix

           Start investment at    2016-01-04
             End investment at    2017-01-03
        Investment duration is    1 year(s)
        Investment interval is    5 trading day(s)
         Captial investment is    1000.00 RMB

         Your captial money is    49000.00 RMB
  Your ruturn of investment is    50888.19 RMB

           Your final yield is    3.85%
          Your annual yield is    3.85%

       Your final max yield is    9.91%
      Your annual max yield is    9.91%
 Your yield curve has saved in    /home/yichao.li/fund/pics/Yield-of-SSE-Composite-Index.png

• Argument Explain

1. strategy

--strategy=fix
--strategy=covering

It means that which investment strategy you use to test, fix means in every trading day, you invest fixed money on fund whatever the magnitude of index. In contrast, covering means you invest not fixed money on fund according to the magnitude of index.

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这个参数是可选的投资策略，fix意味着每一期都投资固定的金额，covering意味着会根据基金指数情况选择合适的投资金额。

2. start_time

--start_time=2016-1-1 

It mens that when to start to invest, time after 2016-1-1 is available.

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代表什么时候开始投资，2016-1-1以后的日期都有效。

3. interval

--interval=5 

It means interval day, 1 means every day, 5 means every week, 21 means every month.

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投资的时间间隔，1代表每天投资，5代表每周投一次，21代表每月投一次。

4. money

--money=1000 

It means capital money in trading day.

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代表每期投资的本金额

5. duration

--duration=1 

It means how many years you want to invest.

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投资年限

6. index

--index=1

It means which index you choose to test, optional index is in [1, 2, 3, 4, 5]

1 refer to SSE Composite Index,000001;

2 refer to SZSE Component Index,399001;

3 refer to SSE 50 Index,000016;

4 refer to CSI 300 Index,399300;

5 refer to CSI Smallcap 500 index,000905.

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代表要测试哪一个指数，可选的在[1, 2, 3, 4, 5]中

1 是上证指数

2 是深圳指数

3 是上证50

4 是沪深300

5 是中证500

• Picture Show