Where is Your Risk? - A Comparative Portfolio Dashboard

Posted on Mar 12, 2020


When managing a portfolio, it is essential to assess the overall risk of the portfolio and understand where the risk is coming from. In an effort to better illustrate the risk breakdown of a portfolio, I created a R Shiny Web App that allows users to better visualize the risk distribution for their current portfolio and compare it against a hypothetical portfolio of their choice, analyzing by asset classes and by individual financial holdings.

A User Guide

  1. Open the link to the app: Comparative Portfolio Dashboard
  2. Enter in portfolio tickers for "Current Tickers" and "Comparative Tickers". 
    • The app accepts any tickers that is available publicly on Yahoo Finance. 
    • Tip: You can use "Top 100 ETFs" as a Glossary if looking for general exposure for an asset class. 
  3. Enter in the weights for each ticker for "Current Weights" and "Comparative Weights".  The prompt indicates that it should sum to 1. 
  4. Click Submit. 
  5. Click into the "Portfolio Dashboard" tab to view your results. 

About Author

Sunny Lee

Sunny graduated from Northwestern University with a double major in Economics and Statistics. She joined Goldman Sachs as a Sales Analyst in 2015 and took subsequent roles at the firm as a Fixed Income Trader and as a...
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