OpenBB/jupyterlab/dashboards/stocks_interactive.ipynb

{
 "cells": [
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "e9ad60bc",
   "metadata": {},
   "outputs": [],
   "source": [
    "import os\n",
    "from datetime import datetime, timedelta\n",
    "import ipywidgets as widgets\n",
    "import plotly.graph_objs as go\n",
    "import yfinance as yf\n",
    "import pandas as pd\n",
    "from IPython.display import display"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "beb36881",
   "metadata": {},
   "outputs": [],
   "source": [
    "views = {\n",
    "    \"Raw Data\": lambda x, y: x,\n",
    "    \"Percent Change\": lambda x, y: x.pct_change(),\n",
    "    \"Rolling Average\": lambda x, y: x.rolling(y).mean(),\n",
    "    \"Rolling Variance\": lambda x, y: x.rolling(y).var(),\n",
    "    \"Rolling Standard Deviation\": lambda x, y: x.rolling(y).var() ** 0.5,\n",
    "    \"Rolling Coefficient of Variation\": lambda x, y: (x.rolling(y).var() ** 0.5)\n",
    "    / (x.rolling(y).mean()),\n",
    "}\n",
    "\n",
    "\n",
    "def format_plotly(fig, calc, data, start, end):\n",
    "    fig.update_yaxes(title=None)\n",
    "    fig.update_xaxes(title=None)\n",
    "    if calc:\n",
    "        if len(calc) == 1:\n",
    "            fig_title = f\"{calc[0]} of {data} from {start.strftime('%Y/%m/%d')} to {end.strftime('%Y/%m/%d')}\"\n",
    "        else:\n",
    "            fig_title = f\"{', '.join(calc)} of {data} from {start.strftime('%Y/%m/%d')} to {end.strftime('%Y/%m/%d')}\"\n",
    "    fig.update_layout(\n",
    "        autosize=False,\n",
    "        width=1000,\n",
    "        height=500,\n",
    "        title={\n",
    "            \"text\": fig_title,\n",
    "            \"y\": 0.95,\n",
    "            \"x\": 0.5,\n",
    "            \"xanchor\": \"center\",\n",
    "            \"yanchor\": \"top\",\n",
    "        },\n",
    "    )\n",
    "\n",
    "\n",
    "last_tickers = \"\""
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "f8c2f65c",
   "metadata": {
    "tags": [
     "parameters"
    ]
   },
   "outputs": [],
   "source": [
    "def view_chart(calculation, data, rolling, start, end, tickers):\n",
    "    global last_tickers, df\n",
    "    if tickers and tickers[-1] == \",\":\n",
    "        if tickers != last_tickers:\n",
    "            df = yf.download(tickers, period=\"max\", progress=False)\n",
    "            last_tickers = tickers\n",
    "\n",
    "        start_n = datetime(start.year, start.month, start.day)\n",
    "        end_n = datetime(end.year, end.month, end.day)\n",
    "        fig = go.Figure()\n",
    "        for item in calculation:\n",
    "            calcs = views[item](df[data], rolling)\n",
    "            result = calcs.loc[(calcs.index >= start_n) & (calcs.index <= end_n)]\n",
    "        \n",
    "            if isinstance(result, pd.Series):\n",
    "                plot = go.Scatter(x=result.index, y=result, mode=\"lines\", name=f\"{tickers.split(',')[0]} {item}\")\n",
    "                fig.add_trace(plot)\n",
    "            else:\n",
    "                for val in result:\n",
    "                    plot = go.Scatter(x=result.index,y=result[val],mode=\"lines\",name=f\"{val.upper()} {item}\")\n",
    "                    fig.add_trace(plot)\n",
    "\n",
    "        format_plotly(fig, calculation, data, start, end)\n",
    "        # Jupyter-lab and Google Colab: do not use renderer argument\n",
    "        # VS Code: ADD: renderer=\"cocalc\"\n",
    "        # Voila: ADD: renderer=\"notebook\"\n",
    "        if os.environ.get('SERVER_SOFTWARE','jupyter').startswith('voila'):\n",
    "            fig.show(config={\"showTips\": False}, renderer=\"notebook\")\n",
    "        else:\n",
    "            fig.show(config={\"showTips\": False})\n",
    "\n",
    "w_auto = widgets.Layout(width=\"auto\")\n",
    "calc_widget = widgets.SelectMultiple(options=list(views.keys()), value=[\"Raw Data\"], layout=w_auto)\n",
    "data_widget = widgets.Dropdown(\n",
    "    options=[\"Open\", \"Close\", \"High\", \"Low\", \"Volume\"], value=\"Close\", layout=w_auto\n",
    ")\n",
    "rolling_widget = widgets.Dropdown(options=list(range(2, 101)), value=60, layout=w_auto)\n",
    "start_widget = widgets.DatePicker(value=datetime.today() - timedelta(days=365), layout=w_auto)\n",
    "end_widget = widgets.DatePicker(value=datetime.today(), layout=w_auto)\n",
    "tickers_widget = widgets.Text(value=\"TSLA,\", layout=w_auto)\n",
    "data_box = widgets.VBox([tickers_widget, data_widget, rolling_widget])\n",
    "date_box = widgets.VBox([start_widget, end_widget])\n",
    "controls = widgets.HBox([calc_widget, data_box, date_box], layout=widgets.Layout(width=\"60%\"))\n",
    "\n",
    "stocks_view = widgets.interactive_output(\n",
    "    view_chart,\n",
    "    {\"calculation\": calc_widget,\n",
    "    \"data\": data_widget,\n",
    "    \"rolling\": rolling_widget,\n",
    "    \"start\": start_widget,\n",
    "    \"end\": end_widget,\n",
    "    \"tickers\": tickers_widget,\n",
    "    }\n",
    ")\n",
    "\n",
    "title_html = '<h1>Stock Analysis Dashboard</h1>'\n",
    "warning_html = '<p style=\"color:red\"=>You MUST use a comma after EVERY stock you type in.</p>'\n",
    "app_contents = [widgets.HTML(title_html), controls, widgets.HTML(warning_html), stocks_view]\n",
    "app = widgets.VBox(app_contents)\n",
    "\n",
    "\n",
    "display(app)\n"
   ]
  }
 ],
 "metadata": {
  "kernelspec": {
   "display_name": "Python 3.9.7 64-bit ('base': conda)",
   "name": "python397jvsc74a57bd0e896a00ead8b521528d79ac9ef24990696f2b751eb283ab8e0d078c9c4971ffc"
  },
  "language_info": {
   "name": "python",
   "version": ""
  },
  "metadata": {
   "interpreter": {
    "hash": "e896a00ead8b521528d79ac9ef24990696f2b751eb283ab8e0d078c9c4971ffc"
   }
  }
 },
 "nbformat": 4,
 "nbformat_minor": 5
}