DolphinDB/codes/Sample_cal_indicators.dos

login(`admin, `123456)
loadPlugin("ODBC")

clearCachedModules()
use fundit::fundCalculator
use fundit::dataPuller
use fundit::returnCalculator
use fundit::indicatorCalculator
use fundit::task_fundPerformance


end_day = 2024.06.28
//end_day = today()

/* TEST CASE 1.1  */

fund_ids = "'HF000004KN','HF000103EU','HF00018WXG'";

/* TEST CASE 1.2
tb_updated_funds = get_fund_list_by_nav_updatetime(null, 2024.07.19T10:00:00);

// take 1000 funds for testing
fund_ids = tb_updated_funds.fund_id[0:1000].concat("','")$STRING;
fund_ids = "'" + fund_ids + "'";
*/

d_indicators = fundit::indicatorCalculator::cal_fund_indicators('HF', fund_ids, end_day, true);
d_bfi_indicators = fundit::indicatorCalculator::cal_fund_bfi_indicators('HF', fund_ids, end_day, true);

                     
d_indicators['PBI-INCEP']
d_indicators['PBI-YTD']
d_indicators['PBI-3Y']
d_indicators['PBI-5Y']
d_indicators['MS-3Y']
d_bfi_indicators['BFI-INCEP']

/* TEST CASE 2 */

d_indicators = calFundPerformance('MF', 2024.09.25);