Upload 15 files

app.py

@@ -27,7 +27,6 @@ from interface.retirement_planning_interface import (
     examples as retirement_planning_examples,  
     component_rows as retirement_planning_component_rows, 
 )
-from interface.about_interface import render_about_tab  # "Support Us" 탭 추가
 
 tabs_configuration = [
     ("🚀 Re-Balancing Calculator", rebalancing_inputs, rebalancing_output, rebalancing_update_output, rebalancing_examples, rebalancing_component_rows),
@@ -62,21 +61,7 @@ Or, if you prefer, you can also support us through KakaoPay at:
 
 If you have any questions or feedback, please contact us at: <a href="mailto:[email protected]">[email protected]</a>
 """)
-MARKDOWN11 = """
-# TuneIt 🔥 Investment Toolkit
 
-Welcome to the **TuneIt Investment Toolkit**! This all-in-one platform is designed to help you optimize your financial strategies, whether you're balancing your portfolio, analyzing market trends, planning for retirement, or maximizing dividends.
-
-Explore the tools below:
-
-- `🚀 Re-Balancing Calculator`: Adjust your portfolio to maintain your desired asset allocation.
-- `📈 Share Price Trend`: Analyze historical share price movements.
-- `📉 Dollar Cost Averaging Calculator`: Assess the benefits of spreading out your investments.
-- `💸 Dividend-Based Retirement Planning`: Calculate the investment required to achieve a dividend-based income stream during retirement.
-
-Dive into each tool to enhance your investment decisions and secure your financial future.
-
-"""
 # Helper function to add buttons
 def clear_buttons(inputs):
     clear_button = gr.ClearButton(value="Clear")

interface/rebalancing_interface.py

@@ -4,7 +4,7 @@ from modules.utils import currency_codes, current_time
 
 examples = [
     ["KRW", "458730 KRW 843 [8],\n368590 KRW 131 [2],\n458730 KRW 32 [8],\n368590 KRW 5 [2],", 0],
-    ["KRW", "SCHD USD 13.042951 [8],\nQQQ USD 0.579345 [2],",0],
+    ["KRW", "SCHD USD 41.776322 [8],\nQQQ USD 0.632312 [2],",0],
     ["USD", "AAPL USD 500 [20], \nMSFT USD 300 [15], \nGOOGL USD 400 [10], \nAMZN USD 50 [5], \nTSLA USD 200 [10], \nNVDA USD 250 [10], \nNFLX USD 150 [10], \nQQQ USD 450 [5], \nADBE USD 100 [10], \nPYPL USD 50 [5]", 10000]
 ]
 

modules/rebalancing.py

@@ -2,7 +2,7 @@ import math
 import FinanceDataReader as fdr
 import yfinance as yf
 from concurrent.futures import ThreadPoolExecutor
-from modules.utils import load_css, get_currency_symbol, format_quantity, plot_donut_chart, format_value, current_time
+from modules.utils import load_css, get_currency_symbol, format_quantity, format_value, current_time
 from collections import defaultdict
 
 def parse_input(holdings, cash_amount):
@@ -105,44 +105,6 @@ def build_portfolio(stock_inputs, main_currency):
 
     return portfolio, target_ratios, total_value
 
-def generate_portfolio_info(portfolio, total_value, main_currency):
-    css = load_css()
-    currency_symbol = get_currency_symbol(main_currency)
-    
-    # 보유 종목별 총액을 계산합니다.
-    holdings_totals = {
-        stock_code: {
-            'value': stock['price'] * stock['quantity'],
-            'weight': (stock['price'] * stock['quantity'] / total_value)
-        }
-        for stock_code, stock in portfolio.items()
-    }
-    
-    # 통화별 총액을 계산합니다.
-    currency_totals = defaultdict(lambda: {'value': 0, 'weight': 0})
-    for stock in portfolio.values():
-        currency = stock['currency']
-        value = stock['price'] * stock['quantity']
-        currency_totals[currency]['value'] += value
-        currency_totals[currency]['weight'] += value / total_value
-
-    # 현재 비중을 사용하여 포트폴리오 트리맵 차트를 생성합니다.
-    currunt_weights = {stock_code: details['weight'] for stock_code, details in holdings_totals.items()}
-    currunt_weights_chart = plot_donut_chart(currunt_weights)
-    
-    currency_weights = {currency: details['weight'] for currency, details in currency_totals.items()}
-    currency_weights_chart = plot_donut_chart(currency_weights)
-
-    # HTML 생성
-    portfolio_info = css + f"""
-    <div class="wrap-text">
-        <h3>Your Portfolio Holdings</h3>
-        {currunt_weights_chart}    
-    </div>
-    """
-
-    return portfolio_info
-
 def generate_rebalancing_analysis(portfolio, target_ratios, total_value, main_currency, cash_amount, allow_selling):
     css = load_css()
     currency_symbol = get_currency_symbol(main_currency)
@@ -290,7 +252,6 @@ def rebalancing_tool(main_currency, holdings, cash_amount, allow_selling):
     try:
         stock_inputs, cash_amount = parse_input(holdings, cash_amount)
         portfolio, target_ratios, total_value = build_portfolio(stock_inputs, main_currency)
-        portfolio_info = generate_portfolio_info(portfolio, total_value, main_currency)
         rebalancing_analysis = generate_rebalancing_analysis(portfolio, target_ratios, total_value, main_currency, cash_amount, allow_selling)
 
         return rebalancing_analysis

modules/utils.py

@@ -59,74 +59,3 @@ def get_currency_codes():
 
 currency_codes = get_currency_codes()
 
-
-import matplotlib.pyplot as plt
-import numpy as np
-from io import BytesIO
-import base64
-from matplotlib import font_manager
-
-# Global dictionary to store color mapping
-color_map_storage = {}
-
-def get_color_for_label(index, color_map, num_labels):
-    """Retrieve or generate color for the given index."""
-    if index not in color_map_storage:
-        cmap = plt.get_cmap(color_map)
-        # Generate a color based on index (inverse of the index for color intensity)
-        color_map_storage[index] = cmap(1 - index / (num_labels - 1))
-    return color_map_storage[index]
-
-def plot_donut_chart(data, color_map='Blues', font_path='./font/Quicksand-Regular.ttf', legend_fontsize=30):
-    # 데이터 필터링: 비중이 0이 아닌 항목만 추출
-    filtered_data = {k: v for k, v in data.items() if v > 0}
-    
-    if not filtered_data:
-        return '<p>No data to display.</p>'  # 데이터가 없는 경우 처리
-
-    # 비중에 따라 데이터를 정렬
-    sorted_data = sorted(filtered_data.items(), key=lambda item: item[1], reverse=True)
-    labels, sizes = zip(*sorted_data)
-    
-    # 색상 맵을 설정
-    num_labels = len(labels)
-    
-    # 원형 차트의 색상 리스트 생성
-    colors = [get_color_for_label(i, color_map, num_labels) for i in range(num_labels)]
-
-    # 도넛 차트 시각화
-    fig, ax = plt.subplots(figsize=(12, 8), dpi=300)  # figsize와 dpi를 설정하여 해상도 높이기
-    wedges, _ = ax.pie(
-        sizes,
-        colors=colors,
-        labels=[None]*num_labels,  # 라벨을 없애기
-        autopct=None,              # 값 표시를 없애기
-        startangle=-90,            # 12시 방향부터 시작
-        pctdistance=0.85,
-        wedgeprops=dict(width=0.4, edgecolor='w')  # 도넛 차트
-    )
-    
-    # y축 뒤집기
-    ax.invert_yaxis()
-    
-    # 범례 생성
-    handles = [plt.Line2D([0], [0], marker='o', color='w', label=f'{label} {size * 100:.1f}%',
-                         markersize=15, markerfacecolor=get_color_for_label(i, color_map, num_labels))
-               for i, (label, size) in enumerate(zip(labels, sizes))]
-    
-    # 범례 추가, 제목 제거, 글자 크기를 키우고 범례 박스를 조정
-    ax.legend(handles=handles, loc='upper left', bbox_to_anchor=(1, 1), 
-              prop=font_manager.FontProperties(fname=font_path, size=legend_fontsize), frameon=False)
-    
-    # 축을 숨깁니다.
-    ax.axis('off')
-    
-    # SVG로 저장
-    buf = BytesIO()
-    plt.savefig(buf, format='svg', bbox_inches='tight')  # bbox_inches='tight'를 추가하여 범례가 잘리는 문제를 방지
-    plt.close(fig)
-    buf.seek(0)
-    
-    # SVG 데이터를 base64로 인코딩
-    svg_str = buf.getvalue().decode('utf-8')
-    return f'<img src="data:image/svg+xml;base64,{base64.b64encode(svg_str.encode("utf-8")).decode("utf-8")}" />'