The code in this repository runs a Plotly Dash app that displays profit/loss and other metrics to track performance per transaction or over time. The app also allows filtering of transactions by financial instrument type (i.e., stocks or options), long or short positions, bullish or bearish positions, transaction dates, instrument price, number of shares/contracts, custom user-provided tags, and other variables.
A video showing some of the app's features can be seen here or here.
Some screenshots from the app using fake example data are below:
From the top project directory, you can run these commands:
sudo docker build -t docker-app .
sudo docker run -p 8050:8050 docker-app
In the commands above, you may substitute a name of your own choosing for docker-app.
Then point your web browser at:
From the top-level directory, you can run these commands:
poetry install
poetry shell
python -m src.app.app
Then point your web browser at:
OR
From the top-level directory, you can run these commands
conda env create -f environment.yml
conda activate dashboard_pipeline10
python -m src.app.app
Then point your web browser at:
OR
Your own data can be uploaded to the app. The uploaded CSV files must conform to the format and schema of the example file at example_data/output_data/filled_orders.csv. Full Pandera schemas are in the src/schemas directory.