financial-charts

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English

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Translation

Chinese

Financial Charts

金融图表

Create publication-quality financial visualizations: Sankey flows, waterfalls, bar charts, and line charts.

创建具备出版级质量的金融可视化内容：桑基流向图、瀑布图、柱状图和折线图。

Quick Reference

快速参考

Need	Function	Script
Income statement flow	`create_income_statement_sankey()`	`sankey_chart.py`
Profit walkdown	`create_profit_walkdown()`	`waterfall_chart.py`
Revenue bridge	`create_revenue_bridge()`	`waterfall_chart.py`
Margin comparison	`create_margin_comparison_chart()`	`bar_chart.py`
Revenue segments	`create_revenue_segment_chart()`	`bar_chart.py`
Trend analysis	`create_trend_chart()`	`line_chart.py`
Multi-line comparison	`create_multi_line_chart()`	`line_chart.py`

需求	函数	脚本
利润表流向	`create_income_statement_sankey()`	`sankey_chart.py`
利润拆解	`create_profit_walkdown()`	`waterfall_chart.py`
收入桥接	`create_revenue_bridge()`	`waterfall_chart.py`
利润率对比	`create_margin_comparison_chart()`	`bar_chart.py`
收入细分板块	`create_revenue_segment_chart()`	`bar_chart.py`
趋势分析	`create_trend_chart()`	`line_chart.py`
多折线对比	`create_multi_line_chart()`	`line_chart.py`

Workflow

工作流程

Identify chart type from Quick Reference
Prepare data in required format
Select theme (default, corporate, dark, apple, tech, financial, minimal)
Run script with parameters
Output as .png, .html, or .pdf

从快速参考中确定图表类型
按要求格式准备数据
选择主题（默认、企业、深色、苹果、科技、金融、极简）
带参数运行脚本
输出为.png、.html或.pdf格式

Example: Income Statement Sankey

示例：利润表桑基图

Creates a flow diagram like Apple's FY22 visualization (see

assets/chart-example.png

python

from scripts.sankey_chart import create_income_statement_sankey

create_income_statement_sankey(
    revenue_sources={
        "iPhone": 205.5e9,
        "Mac": 40.2e9,
        "iPad": 29.3e9,
        "Wearables": 41.2e9,
        "Services": 78.1e9,
    },
    cost_of_revenue=223.6e9,
    operating_expenses={"R&D": 26.2e9, "SG&A": 25.1e9},
    other_expenses={"Tax": 19.3e9, "Other": 0.3e9},
    company_name="Apple",
    fiscal_period="FY22",
    theme="apple",
    output_path="apple_income_flow.png",
)

生成类似苹果FY22可视化效果的流向图（见

assets/chart-example.png

）：

python

from scripts.sankey_chart import create_income_statement_sankey

create_income_statement_sankey(
    revenue_sources={
        "iPhone": 205.5e9,
        "Mac": 40.2e9,
        "iPad": 29.3e9,
        "Wearables": 41.2e9,
        "Services": 78.1e9,
    },
    cost_of_revenue=223.6e9,
    operating_expenses={"R&D": 26.2e9, "SG&A": 25.1e9},
    other_expenses={"Tax": 19.3e9, "Other": 0.3e9},
    company_name="Apple",
    fiscal_period="FY22",
    theme="apple",
    output_path="apple_income_flow.png",
)

Example: Waterfall Chart

示例：瀑布图

python

from scripts.waterfall_chart import create_profit_walkdown

create_profit_walkdown(
    revenue=100e6,
    cost_of_goods_sold=60e6,
    operating_expenses={"R&D": 10e6, "SG&A": 15e6},
    other_items={"Tax": -3e6},
    title="Q4 Profit Walkdown",
    output_path="walkdown.png",
)

python

from scripts.waterfall_chart import create_profit_walkdown

create_profit_walkdown(
    revenue=100e6,
    cost_of_goods_sold=60e6,
    operating_expenses={"R&D": 10e6, "SG&A": 15e6},
    other_items={"Tax": -3e6},
    title="Q4 Profit Walkdown",
    output_path="walkdown.png",
)

Themes

主题

All scripts accept

theme

parameter:

```
default
```
- Professional blue/green
```
corporate
```
- Traditional business
```
dark
```
- Dark mode dashboards
```
apple
```
- Apple-style clean
```
tech
```
- Modern tech
```
financial
```
- Banking style
```
minimal
```
- Grayscale with accents

所有脚本均支持

theme

参数：

```
default
```
- 专业蓝绿色调
```
corporate
```
- 传统商务风格
```
dark
```
- 深色模式仪表盘
```
apple
```
- 苹果式简洁风格
```
tech
```
- 现代科技风格
```
financial
```
- 银行风格
```
minimal
```
- 灰度配重点色

Dependencies

依赖项

bash

pip install plotly kaleido

bash

pip install plotly kaleido

Extended Reference

扩展参考

For detailed API, all parameters, and advanced customization, see

references/chart-guide.md

如需详细API、所有参数及高级自定义内容，请查看

references/chart-guide.md

。