FundWeb - Fund Monitoring System

This is a Flask-based fund monitoring system for monitoring fund net asset value and share changes.

Features

• Automatically fetch fund data
• Display fund net asset value changes
• Display fund share changes
• Provide API interface
• Scheduled task execution
• Web interface display

Environment Variables

Before using this system, you need to configure the following environment variables:

• SECRET_KEY - Secret key for Flask application
• FUND_API_URL - Fund data API URL
• DEFAULT_CUSTNOS - Default customer number list, comma-separated, e.g.: custno1,custno2

Installation and Running

Using Docker (Recommended)

docker-compose up --build

Local Running

1. Install dependencies:

   pip install -r requirements.txt

2. Configure environment variables:

   # Copy sample configuration file
   cp .env.sample .env
   
   # Edit .env file and fill in actual values
   # On Windows, you can use an editor to open it, on Linux/Mac you can use:
   # nano .env or vim .env

3. Run the application:

   python run.py

API Interfaces

• GET /api/funds/today-changes?custno=<custno> - Get today's fund changes
• GET /api/funds/nav-changes?custno=<custno> - Get fund net asset value changes
• GET /api/funds/volume-changes?custno=<custno> - Get fund share changes
• GET /api/funds/by-date?date=<date> - Get fund data for a specific date
• GET /api/funds/compare?datef=<date_from>&datet=<date_to> - Get fund data comparison for a date range
• POST /api/funds/refresh - Manually trigger data fetching

Scheduled Tasks

The system uses APScheduler to execute scheduled tasks, with the default configuration to execute the data fetching task daily at 18:25.

Security Notes

For security reasons, all sensitive information (such as API URL, customer numbers, etc.) should be configured through environment variables, and should not be hard-coded in the code.

License

MIT