import streamlit as st
from datetime import date
from functions import perform_portfolio_analysis, portfolio_vs_benchmark, portfolio_returns
def build_ui():
"""
This function builds the Streamlit UI for the portfolio management app.
"""
# Title and Introduction
title = 'PortfolioPro
'
st.markdown(title, unsafe_allow_html=True)
text = """
Welcome to PortfolioPro, an intuitive app that streamlines your investment portfolio management.
Effortlessly monitor your assets, benchmark against market standards, and discover valuable insights with just a few clicks.
Here's what you can do:
• Enter the ticker symbols exactly as they appear on Yahoo Finance and the total amount invested for each security in your portfolio.
• Set a benchmark to compare your portfolio's performance against market indices or other chosen standards.
• Select the start and end dates for the period you wish to analyze and gain historical insights.
Note: The app cannot analyze dates before a company's IPO or use non-business days as your start or end dates.
• Click "Run Analysis" to visualize historical returns, obtain volatility metrics, and unveil the allocation percentages of your portfolio.
Empower your investment strategy with cutting-edge financial APIs and visualization tools.
Start making informed decisions to elevate your financial future today.
Demo video: PortfolioPro - Demo
Kaggle Notebook: Building an Investment Portfolio Management App 💰 - by @lusfernandotorres
"""
st.markdown(text, unsafe_allow_html=True)
# Ticker and Value Input
if 'num_pairs' not in st.session_state:
st.session_state['num_pairs'] = 1
def add_input_pair():
st.session_state['num_pairs'] += 1
tickers_and_values = {}
for n in range(st.session_state['num_pairs']):
col1, col2 = st.columns(2)
with col1:
ticker = st.text_input(f"Ticker {n+1}", key=f"ticker_{n+1}", placeholder="Enter the symbol for a security.")
with col2:
value = st.number_input(f"Value Invested in Ticker {n+1} ($)", min_value=0.0, format="%.2f", key=f"value_{n+1}")
tickers_and_values[ticker] = value
st.button("Add Another Ticker", on_click=add_input_pair)
# Benchmark Input
benchmark = st.text_input("Benchmark", placeholder="Enter the symbol for a benchmark.")
# Date Input
col1, col2 = st.columns(2)
with col1:
start_date = st.date_input("Start Date", value=date.today().replace(year=date.today().year - 1), min_value=date(1900, 1, 1))
with col2:
end_date = st.date_input("End Date", value=date.today(), min_value=date(1900, 1, 1))
# Run Analysis Button
if st.button("Run Analysis"):
tickers_and_values = {k: v for k,v in tickers_and_values.items() if k and v > 0}
if not benchmark:
st.error("Please enter a benchmark ticker before running the analysis.")
elif not tickers_and_values:
st.error("Please add at least one ticker with a non-zero investment value before running the analysis.")
else:
start_date_str=start_date.strftime('%Y-%m-%d')
end_date_str=end_date.strftime('%Y-%m-%d')
status, result = portfolio_returns(tickers_and_values, start_date_str, end_date_str, benchmark)
if status == "error":
st.error(result)
else:
fig, fig1, fig2 = result
if fig is not None:
st.plotly_chart(fig)
if fig1 is not None:
st.plotly_chart(fig1)
if fig2 is not None:
st.plotly_chart(fig2)
# Signature
signature_html = """
"""
st.markdown(signature_html, unsafe_allow_html=True)