R_Stocks

R Shiny Dashboard Sample to Display Financial Info

Using public financial data together with in R to create an interactive Shiny App to check how noisy the stock market can be and definitely not a tool to guide your personal finances.

• Further Description at: https://jalcocert.github.io/JAlcocerT/R-Stocks/

Repository Structure

• The analysys Rmd file I used - R_Stocks_Analysis.Rmd
• The final interactive dashboard - R_Stocks_Shiny.Rmd
  • Stocks Analysis: yfR
  • Dividend Analysis: yfR, QuantMod, PriceR, QuandDl (optional)
  • Portfolio Analysis: yfR, QuantMod, PriceR
• The R-Stocks App:
  • Docker and the R-Stocks Shiny App
  • Versioning of the Docker Container Images at GHCR

🎯 Features and RoadMap

• The R Shiny App:

V1 Features ✔️

 

• Visualize historical trends on the specified stocks/index

• Visualize the dividend trends on different stocks, considering the different splits over the time

• Portfolio Analysis - Check how the valuation and dividend of a given number of stocks initially

• Improve UI

• V1.1: Selecting the stocks as environment variable in docker-compose.yml

• The R FlexhDashboard: https://jalcocert.github.io/R_Stocks/
  • Given SP500 historical data, to classify months as per 'boom/burst'

Powered Thanks To ❤️

This project uses several open source libraries.

I am listing here the ones that served as major pilars for making the project come alive.

Data Sources

See the API's used

 

• https://github.com/ropensci/yfR
• https://github.com/stevecondylios/priceR
• https://github.com/joshuaulrich/quantmod
• https://github.com/quandl/quandl-r

• Other Data sources:
  • For the Flexdashboard: https://github.com/datasets/s-and-p-500
  • https://finance.yahoo.com/quote/GC=F/
  • https://www.macrotrends.net/1333/historical-gold-prices-100-year-chart
  • FED https://fred.stlouisfed.org/series/FEDFUNDS

Visualizations

I need to mention the importance of additional open source tools that made the visualizations look better.

See the visualizations tools

 

• https://github.com/plotly/plotly.R
• https://github.com/rstudio/shiny
• https://bootswatch.com/
• https://github.com/rstudio/bslib
• https://r-graph-gallery.com/38-rcolorbrewers-palettes.html

Ways to Contribute 📢

• Please feel free to fork the code - try it out for yourself and improve or add others tabs. The data that is queried give many possibilities to create awsome visualizations.

• Support extra evening code sessions:

IMPORTANT! - NO INVESTMENT ADVICE

The repository and its content is for informational purposes only on how to create a Shiny dashboard / Flexdashboard in R with publicly available data, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Nothing contained on this repository is a recommendation to buy or sell any securities or any other financial instruments.

This program is distributed in the hope that it will motivate you to learn R Shiny and contribute to Open Source, but WITHOUT ANY WARRANTY.

📜 License

This program is free software; you can redistribute it and/or modify
it under the terms of the GNU General Public License (GPL) version 3.0:

Freedom to use: You can use the software for any purpose, without any restrictions.
Freedom to study and modify: You can examine the source code, learn from it, and modify it to suit your needs.
Freedom to share: You can share the original software or your modified versions with others, so they can benefit from it too.
Copyleft: When you distribute the software or any derivative works, you must do so under the same GPL-3.0 license. This ensures that the software and its derivatives remain free and open-source.