MaxMLang / portfolio-analysis

This is a shiny app that let's you create a simple portfolio data analysis report.

Portfolio Analyser R Shiny App

This R shiny App let's you analyse your Portfolio or single stocks. You can save your created portfolio into a CSV File and upload it later again. The App will create several plots on:

• Industry / country exposure
• Portfolio:
  • Return
  • Growth
  • CAPM model
  • Adjusted returns (Ra) and baseline return (rb)
• Single Stocks:
  • Return
  • CAPM Model
  • Adjusted returns (Ra) and baseline return (rb)

Note that a CAPM model uses several assumption that often do not hold in reality. (If yo are interest on that topic i recommend this article by David W. Mullins, Jr.)

App Link

https://maxmlang.shinyapps.io/portfolio_analysis/

Acknowledgements

• Tidyquant Package
• NASDAQ stock screener

Contributing

Contributions are always welcome! Link up with me or let me now about bugs or improvements.

Author

• @MaxMLang