Welcome to the evolving !

This is a repo for the evolving trading engine under the MacOS system.

Author

evolving ©Lorenzo, Released under the GPL-3.0 License.

Get in touch!

In order to get in touch with the author, join Gitter or wechat group.

• Gitter

  

• Wechat Group

  

How to contribute

To contribute in this repo, please open a pull request from your fork of this repo.

Repo structure

tree evolving
    evolving
    ├── LICENSE
    ├── README.md
    ├── evo
    ├── evolving
    │   ├── ascmds.py
    │   ├── evolving.py
    │   └── helper.py
    │   └── top_level.txt
    ├── requirements.txt
    ├── setup.py
    ├── tests
    │   ├── __init__.py
    │   ├── evolving.py
    │   └── helper.py
    └── wechatgroup.jpg

tree ~/.config/evolving
    ~/.config/evolving
    └── config.xml

Installation guide

1. Requirements

   • python >= 3.8.5
   • 同花顺 == Version 2.3.0

2. Dependencies

   brew install cliclick
   cliclick -V             # cliclick 4.0.1, 2018-04-10
   which cliclick          # /usr/local/bin/cliclick
   
   pip install `curl -fsSL https://raw.githubusercontent.com/zetatez/evolving/main/requirements.txt`
   

3. Installation

   • Building evolving from pip

     pip install evolving
     

   • Building evolving from source

     git clone git@github.com:zetatez/evolving.git ~/evolving; cd ~/evolving; python setup.py install
     

4. Configuration

   mkdir -p ~/.config/evolving
   
   # Note: 
   # 1. You need to log in broker and bank account manually at least once.
   # 2. If you want to use the email notification module, you need to register a 163 email account.
   echo """
   <evolving>
       <trading>
           <userid>77777777777</userid>
           <password>123456</password>
           <broker_code>PAZQ</broker_code>
           <broker_account>66666666</broker_account>
           <broker_password>123456</broker_password>
           <bank_name>工商银行</bank_name>
           <bank_account>666666666666666666</bank_account>
           <bank_password>123456</bank_password>
       </trading>
       <mail>
           <mail_host>smtp.163.com</mail_host>
           <mail_sender>mailAddress@163.com</mail_sender>
           <mail_license>SNRRQOKFKEUNNSFT</mail_license>
           <mail_receivers>mailAddress@163.com</mail_receivers>
       </mail>
   </evolving>
   """ > ~/.config/evolving/config.xml
   

   • Example of the config file ~/.config/evolving/config.xml:

   <evolving>
           <trading>
                   <!-- 同花顺账号 -->
                   <userid>77777777777</userid>
                   <!-- 同花顺账户密码 -->
                   <password>123456</password>
                   <!-- 券商代码: 拼音首字母组合, ex. PAZQ 指 “平安证券” -->
                   <broker_code>PAZQ</broker_code>
                   <!-- 券商账户 -->
                   <broker_account>66666666</broker_account>
                   <!-- 券商账户密码 -->
                   <broker_password>123456</broker_password>
                   <!-- 银行名称:中文即可,用不到 -->
                   <bank_name>工商银行</bank_name>
                   <!-- 银行账户 -->
                   <bank_account>666666666666666666</bank_account>
                   <!-- 银行账户密码 -->
                   <bank_password>112173</bank_password>
           </trading>
           <mail>
                   <!-- mail host -->
                   <mail_host>smtp.163.com</mail_host>
                   <!-- mail sender -->
                   <mail_sender>evolving@163.com</mail_sender>
                   <!-- mail license -->
                   <mail_license>SNRRQHKXDFEUNNSFT</mail_license>
                   <!-- mail receivers: multiple can be specified, separated by ';' -->
                   <!-- It is highly recommended to specify only one recevier, and same with mail_sender -->
                   <mail_receivers>evolving@163.com</mail_receivers>
           </mail>
   </evolving>
   

5. Authorization

   • Mac -> Systerm Preference -> Security & Privacy -> Privacy -> unluck -> Accessibility
     • Terminal
     • your IDE, ex. sublime, vscode, etc.
     • osascript
   • Mac -> Systerm Preference -> Security & Privacy -> Privacy -> unluck -> Full Disk Access
     • Terminal
     • your IDE, ex. sublime, vscode, etc.
     • osascript

6. Starting from the command line !

   ~/evolving/evo -s
   
   ******************************************
   *** Evo !                              ***
   *** Trading through the command line ! ***
   ******************************************
   os, sys, time, datetime, np, pd, plt, show, Service, Evolving, EvolvingSim, Msg, Mail, Logging, Tlog were imported
   s = Service()
   e = Evolving()
   es = EvolvingSim()
   e.keepInformed = True
   
   In [1]: s.loginClient()
   Out[1]: True
   
   In [2]: e.loginBroker()
   Out[2]: True
   
   In [3]: 
   ...
   

A brief tutorial can be found at wiki.

For more information

• Hints:

  • You need to log in broker and bank account manually at least once.

  • If you want to use the email notification module, you need to register a 163 email account.

  • Technically, there is no restriction on brokers, but I didn't develop it all. If you don't find the broker you want, please contact me at zetatez@icloud.com. Or you can make a little change to the asloginBroker of the script ascmd.py file and python setup.py install again.

    Up to now, The supported brokers are

    • <broker_code>ZXZQ</broker_code> -- 中信证券
    • <broker_code>PAZQ</broker_code> -- 平安证券
    • <broker_code>ZSZQ</broker_code> -- 浙商证券
    • <broker_code>GTJA</broker_code> -- 国泰君安
    • <broker_code>GJZQ</broker_code> -- 国金证券
    • <broker_code>XYZQ</broker_code> -- 兴业证券
    • <broker_code>ZJZQ</broker_code> -- 中金证券
    • <broker_code>ZTZQ</broker_code> -- 中泰证券

    Note: For different brokers, the display might be different. That is to say, the code might need to be slightly adjusted according to the different brokers.

• PyPi