dorsa-arezooji / portodash

A Shiny R app for Visualizing Investment Portfolios + Risk Analysis + Optimization

What is PortoDash?

• PortoDash is a cloud based, easy to use dashboard for investment portfolios and financial analysis!
• It visualizes your assets and portfolio, provides risk/return metrics, and more to help you choose which asssts to invest in.

Disclaimer!
While PortoDash offers insights, it does not provide any financial advice!

What does it do?

• PortoDash offers a number of return and risk models to choose from!
• It calculates the returns and risks of your portfolio's assets to visualize your investment portfolio.
• It also offers interactive visualizations of your assets and portfolio to help you gain insight.
• It helps you optimize your portfolio by visualizing and comparing it to the efficient frontier.

How to use it?

🔗 You can try PortoDash here.

• There, you can find a comprehensive documentation.
• You can also use this sample dataset to get started.

Features Coming Soon 💡

• PortoPredict: Interactive machine learning for financial forecasting
• PortOptimizer: Automatic optimization of asset weights
• Indicators
• Dark mode

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© Dorsa Arezooji 2021