example_modified.py

# %%
# -*- coding: utf-8 -*-
'''This is an example of how the scale and data definitions can be 'glued'
together to generate and output a point and figure chart as an html page.
'''

import pandas as pd
import datetime as dt
import os
import datadefs, scalefuncs
import yfinance

# %%
DEBUG = False
#Generate PnF Charts and output to html tables

#INIT chart
close_column_name = 'close'
percent_scale = 1
chart_type = datadefs.ChartType.Close # It could be .Close or .HighLow, if HL change the code!!
num_reversal_boxes = 3

print("\n\nGenerating charts...")

# %%
#Read in fake data
path = 'example_data.csv'
df = pd.read_csv(path, index_col='date', na_values='null')

# %%
# Use this if you want any ticker through Yahoo Finance
ticker = 'BTC-USD'
df = yfinance.download(ticker, start='2018-01-01', end='2025-11-15')
df

# %%
# You can select the subset you want:
df = df[['Close']]
#df = df[['Close', ticker]].copy()  # Select that column as a DataFrame
df.columns = ['close']               # Rename the column to 'close'
df

# %%
minVal = df[close_column_name].min()
maxVal = df[close_column_name].max()
start_date = df.index[0]
start_value = df[close_column_name].iloc[0]
chart = datadefs.Chart(start_date, num_reversal_boxes, chart_type=chart_type)
chart.set_chart_scale_traditional(minVal, maxVal) #set_chart_scale_percent(minVal, maxVal, percent_scale)

# %%
first_direction = scalefuncs.getFirstColumnDirection(df, close_column_name, chart.scale)

column = datadefs.Column(start_date=df.index[0], start_value=df[close_column_name].iloc[0],
                        direction=first_direction, num_reversal_boxes=chart.num_reversal_boxes,
                        chart_scale=chart.scale)

# %%
for date, price in df[close_column_name].items():
    box_value = scalefuncs.getBoxForValue(price, column.direction, chart.scale)
    if column.direction == datadefs.Direction.X:
        if price >= column.next_box:
            new_boxes = scalefuncs.getBoxesBetweenValues(column.next_box, box_value, column.direction, chart.scale)
            column.boxes += new_boxes
            column.next_box = scalefuncs.getNextBoxUp(price, chart.scale)
            column.reversal_box = scalefuncs.getReversalDn(price, chart.scale, column.num_reversal_boxes)
            if DEBUG: print('{0} {1}:  Price:{2:8.2f}  Next:{3}  Reversal:{4}\t{5}'.format(date, column.direction.value, price, column.next_box, column.reversal_box, column.print_boxes()))
        elif price <= column.reversal_box:
            chart.append_column(column)
            rev_box = column.reversal_box
            if DEBUG: print('{0}==>Reversal to O\t{1}-{2}\tPrice: {3:8.2f}\tNext:{4}\tReversal:{5}'.format(date, column.start_date, column.end_date, price, column.next_box, column.reversal_box))
            column = datadefs.Column(date, price, datadefs.Direction.O, chart.num_reversal_boxes, chart.scale)
            column.boxes = scalefuncs.getBoxesInReversals(rev_box, num_reversal_boxes, column.direction, chart.scale)
            if DEBUG: print('{0} {1}:  Price:{2:8.2f}  Next:{3}  Reversal:{4}\t{5}'.format(date, column.direction.value, price, column.next_box, column.reversal_box, column.print_boxes()))
        else:
            if DEBUG=='FULL':
                print('{0}:  Price:{1:8.2f}  Box:{2}  No Change'.format(date, price, box_value))

    elif column.direction == datadefs.Direction.O:
        if price <= column.next_box:
            new_boxes = scalefuncs.getBoxesBetweenValues(column.next_box, box_value, column.direction, chart.scale)
            column.boxes = new_boxes + column.boxes
            column.next_box = scalefuncs.getNextBoxDn(price, chart.scale)
            column.reversal_box = scalefuncs.getReversalUp(price, chart.scale, column.num_reversal_boxes)
            if DEBUG: print('{0} {1}:  Price:{2:8.2f}  Next:{3}  Reversal:{4}\t{5}'.format(date, column.direction.value, price, column.next_box, column.reversal_box, column.print_boxes()))
        elif price >= column.reversal_box:
            chart.append_column(column)
            rev_box = column.reversal_box
            if DEBUG: print('{0}==>Reversal to X\t{1}-{2}\tPrice: {3:8.2f}\tNext:{4}\tReversal:{5}'.format(date, column.start_date, column.end_date, price, column.next_box, column.reversal_box))
            column = datadefs.Column(date, rev_box, datadefs.Direction.X, chart.num_reversal_boxes, chart.scale)
            column.boxes = scalefuncs.getBoxesInReversals(rev_box, num_reversal_boxes, column.direction, chart.scale)
            if DEBUG: print('{0} {1}:  Price:{2:8.2f}  Next:{3}  Reversal:{4}\t{5}'.format(date, column.direction.value, price, column.next_box, column.reversal_box, column.print_boxes()))
        else:
            if DEBUG=='FULL':
                print('{0}:  Price:{1:8.2f}  Box:{2}  No Change'.format(date, price, box_value))

    else:
        raise SystemExit('This shouldn''t happen')
    column.end_date = date
chart.append_column(column)
PnF = chart.get_dataframe()

# %%
#OUTPUT SOMETHING USEFUL
print("exporting")
#ticker = 'test_data'
html = PnF.to_html()
for year in range(1990, 2022):
    html = html.replace('<th>' + str(year) + '-', '<th>' + str(year) + '-</br>')
html = html.replace('<td>X</td>', '<td><center><b><font color="black">X</font></b></center></td>')
html = html.replace('<td>O</td>', '<td><center><b><font color="black">O</font></b></center></td>')
out_path = os.path.join('', dt.datetime.now().isoformat()[:10])
if not os.path.exists(out_path):
    os.mkdir(out_path)
with open(os.path.join(out_path, ticker + '.html'), 'w') as export:
    export.writelines('''<html>
        <style>
        table {
            border-collapse: collapse;
        }
        th, td {
            border: 1px solid lightgray;
            padding: 0px;
        }
        </style>''')
    export.writelines(f'<body><h1>{ticker}</h1>')
    export.writelines('<h1>Point and figure</h2>')
    export.writelines(f'Scale: {chart.scale_type}</br>Reversal Boxes: {chart.num_reversal_boxes}</br>')
    export.writelines(f'Type: {chart.chart_type}</br>')
    export.write('<div>')
    export.write(html.replace(' 00:00:00', ''))
    export.writelines('</div>')
    export.writelines('</body>\n</html>')


print("Done")

# %%
# Scales calculations