Simple Portfolio Tracker With Dash, Plotly and Bootstrap - Python Tutorial
In this tutorial, I will show you how to create a simple dashboard to keep track of your stocks portfolio. The best part is that you will be able to use this template with your own projects and adapt it to your needs. If you own cryptocurrencies, it should be easy to create one for your crypto holdings as well!
We will use Plotly to create the charts, Dash to run our dashboard in a browser context, and Bootstrap to give it some style. Use the timestamps below to jump around the video easily.
RESOURCES
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Article link: https://bit.ly/2UcF7aD
Github repository - https://bit.ly/3h2cPHw
Dash Bootstrap Components - https://dash-bootstrap-components.ope...
Bootstrap Themes for Dash - https://hellodash.pythonanywhere.com/
I show you how to build a complete dashboard to analyze your portfolio in my advanced Plotly and
Dash course. Check it in my learning hub - https://bit.ly/3pSpPoK
Free Plotly Crash Course - https://bit.ly/3Hy8jwa
Another video tutorial on how to use callbacks with Dash - https://bit.ly/3H0HqRV
Like my scripts? https://paypal.me/fneves1
If you prefer Udemy - https://bit.ly/udemyfndataviz
USEFUL BOOKS
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These books have helped me level up my skills on Plotly and Dash.
Great book with a lot of details on Plotly and Dash apps - https://amzn.to/3AV879E
Another great book, with the beginners in mind - https://amzn.to/3pRzE5w
Python for Data Analysis - https://amzn.to/3Rkgz80
Web Scraping financial data - https://amzn.to/3QRGzYt
TIMESTAMPS
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00:00 Intro
02:45 Github repository
03:13 Transactions data
05:52 Collecting price history and saving it
09:15 The MEGA dictionary
12:30 Getting to the Portfolio dataframe
17:23 Charts with Plotly: Portfolio Value
21:27 Plotly themes options
22:07 Portfolio vs SP500 comparison
24:16 Indicators with Plotly
29:06 Preparing the final chart
31:30 Get more than just prices with yfinance
34:10 Top 15 stocks chart
35:37 Using Dash and Bootstrap
38:07 Dash layout setup
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Disclosure: Some of the links above are affiliate links. This means that, at zero cost to you, I will earn an affiliate commission if you finalize the purchase through the link!
#python #dash #plotly #portfolio #bootstrap #dashboard
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