Where is Your Risk? - A Comparative Portfolio Dashboard

Sunny Lee
Posted on Mar 12, 2020

Introduction

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 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...
View all posts by Sunny Lee >

Leave a Comment

No comments found.

View Posts by Categories


Our Recent Popular Posts


View Posts by Tags

#python #trainwithnycdsa 2019 airbnb Alex Baransky alumni Alumni Interview Alumni Reviews Alumni Spotlight alumni story Alumnus API Application artist aws beautiful soup Best Bootcamp Best Data Science 2019 Best Data Science Bootcamp Best Data Science Bootcamp 2020 Best Ranked Big Data Book Launch Book-Signing bootcamp Bootcamp Alumni Bootcamp Prep Bundles California Cancer Research capstone Career Career Day citibike clustering Coding Course Demo Course Report D3.js data Data Analyst data science Data Science Academy Data Science Bootcamp Data science jobs Data Science Reviews Data Scientist Data Scientist Jobs data visualization Deep Learning Demo Day Discount dplyr employer networking feature engineering Finance Financial Data Science Flask gbm Get Hired ggplot2 googleVis Hadoop higgs boson Hiring hiring partner events Hiring Partners Industry Experts Instructor Blog Instructor Interview Job Job Placement Jobs Jon Krohn JP Morgan Chase Kaggle Kickstarter lasso regression Lead Data Scienctist Lead Data Scientist leaflet linear regression Logistic Regression machine learning Maps matplotlib Medical Research Meet the team meetup Networking neural network Neural networks New Courses nlp NYC NYC Data Science nyc data science academy NYC Open Data NYCDSA NYCDSA Alumni Online Online Bootcamp Online Training Open Data painter pandas Part-time Portfolio Development prediction Prework Programming PwC python python machine learning python scrapy python web scraping python webscraping Python Workshop R R language R Programming R Shiny r studio R Visualization R Workshop R-bloggers random forest Ranking recommendation recommendation system regression Remote remote data science bootcamp Scrapy scrapy visualization seaborn Selenium sentiment analysis Shiny Shiny Dashboard Spark Special Special Summer Sports statistics streaming Student Interview Student Showcase SVM Switchup Tableau team TensorFlow Testimonial tf-idf Top Data Science Bootcamp twitter visualization web scraping Weekend Course What to expect word cloud word2vec XGBoost yelp