
Learn to build an interactive multi-page dashboard with Python Plotly and Dash, featuring sunburst charts, tables, and dropdowns to explore stock data and scrape financial information.
DEC 2023 UPDATE:
Finviz updated their webpage design and so the information about each company was not being fetched.
Please use the new BizExtractor.py file I uploaded.
Just use that one instead of the one provided in the ZIP file.
scrape stock data from the screener to learn sector and industry weights. merge screener data with last positions and latest prices to create sunburst charts in dash.
Learn to build bar charts comparing population by year for Germany and the United States, then create a faceted, multi-chart view by continent and year with 4-column facets.
Explore graph objects in Plotly to build charts from the ground up with go.Bar traces. Customize layout, bar mode, height, and templates to tailor multi-trace charts for dashboards.
Explore advanced figure customization in Plotly and Dash, adjusting margins, axes, grid, and colors, updating traces and text for interactive dashboards.
Create a portfolio value chart using Plotly graph objects in dark mode, featuring a date-based x-axis and portfolio value y-axis, with a customizable hover template.
Create and customize a dash data table in a dashboard by building a data frame of dictionaries, defining a dash_table element, running the app, and exploring sorting and filtering options.
Explore how a sunburst chart aggregates a portfolio from stocks to sectors and industries, enabling interactive exploration to identify underperformers like DocuSign and leaders like Nvidia, guiding rebalancing decisions.
Create a continuous color scale sunburst to show portfolio value and gains by region, using levels, color and value columns in Plotly, then build a Dash dashboard.
Learn to build a dash page with two rows and one column per row using an html component and a header, applying width, offset, and order for a symmetric layout.
Adapt a Dash documentation example by importing data, creating a simple dashboard with a div and a graph component, and arranging it in responsive columns to render a chart.
Learn to add interactivity to dashboards with callbacks and dropdowns in Plotly Dash, enabling interactive charts such as scatter plots using the Gap data set.
Create the Dash callback to link a year dropdown to updating a scatterplot figure. Build the app layout, filter the dataframe by the selected year, and render the updated chart.
Master dashboard customization with Dash bootstrap themes, add a sidebar and multi-page navigation. Use a local assets folder for offline styling by placing a CSS file in assets.
Learn to customize dashboards by changing themes and using Bootstrap class name to apply background color, margins, and text styles, with guidance from Dash and Bootstrap documentation.
Set up the dashboard's bootstrap-based sidebar and homepage, wiring a ticker dropdown to filter charts and tables while arranging a three-row layout with a sunburst, charts, and KPIs.
Build the ticker view with a dropdown tied to a ticker dictionary and a main chart, then show three dash tables alongside a sunburst explorer of industry, sector, and stock.
Learn how to implement callback functions in a Dash app, including advanced multi-output callbacks driven by a ticker selector to update charts and data tables.
Explore how a dash callback returns seven outputs, including the main figure and each table's columns and data, to drive interactive stock information.
You will learn how to create awesome dashboards using Plotly and Dash. The result will be a multipage interactive dashboard to help you monitor a stocks portfolio. The main goal is to give you the right tools to help you build any dashboard you need, or simply adapt existing ones! No coding experience is required.
This is an end-to-end project. This means I will guide you through all the steps and show you how you can adapt the code to your own needs.
Below you can find a high-level summary of what we will cover in over 4 hours of content:
Data Preparation and Scraping
Get started with the course materials
Read csv files and transform them into dataframes and dictionaries
Use a set of custom functions to scrape stocks information from multiple sources and store it
Use a special script to gain additional insights about your portfolio (works with Stocks, Crypto, ETF’s, etc), including average costs of your positions
Plotly
Quickly start using Plotly Express
Understand how Plotly Graph Objects can help you customize your graphs
Create any type of chart to tell your story, with your own data
Customize your graphs with very few lines of code
Learn how to explore the documentation to find what you need
Dash
Create your first Dash app
Organize the dashboard elements inside the app
Use Bootstrap themes to customize the app style
Create a Sidebar with navigation buttons
Create a dashboard with multiple pages
Explore Dash documentation and pick examples to adapt to your projects
You will be able to
Create a professional dashboard from scratch with just a few basic inputs
Keep track of your own portfolio performance, if you own one!
Retire your old Excel dashboards and explore new possibilities with Plotly and Dash
And much more: background colors, dark themes, multiple callbacks, multiple outputs, graph height and width, rows and columns, dash layout, bootstrap components, plotly express, plotly graph objects, dropdowns, custom labels, html components, plotly indicators, candlestick graphs, scatter plots, bar charts...