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Building an Investment Portfolio Dashboard with Python & Streamlit
Tracking data is something that everyone does these days, consciously or unconsciously. We tend to track information about the economy, our work and activities, personal habits, sports, and much more.
Common wisdom nowadays says that learning from the past, most times, will help us to compass and understand the future. And in the end, this would allow us to make better decisions.
So collecting, interpreting, and representing data are trendy skills no matter who you are or where your professional field is.
One example in a non-professional area might be when a person tracks his life savings on an investment portfolio with more than one broker.
Most likely, this person will need to look for economic and financial data; and compare it with the performance of his portfolio on every web page or an excel file, trying to connect the dots and calibrate his investments looking for better returns.
Depending on how he had his portfolio built, this could very fast go to a time-consuming activity. The time that for most people is usually scarce.
Instead, going deeper within the coding example of this article, he could find it handy to gather the data and track the performance of his investments in one place instead of different pages.
In my last article — Building an Economic Data Dashboard with Python & Streamlit. We start trying to solve the first part of the problem, which looks for economic and financial data in one place.
For the second part, the main objective will be to optimize the resources available to consult investments data.
This article intends to complete a single workflow process, so in the solution design, integrating this second one with the first dashboard will be one of the main concerns when coding the solution.
For example, this complete solution propose to start by analyzing economic data, then pass and see how this could influence the performance of the investment portfolio.
