Simple Portfolio Tracker With Dash, Plotly and Bootstrap - Python Tutorial

In this tutorial, I will show you how to create a simple dashboard to keep track of your stocks portfolio. The best part is that you will be able to use this template with your own projects and adapt it to your needs. If you own cryptocurrencies, it should be easy to create one for your crypto holdings as well! We will use Plotly to create the charts, Dash to run our dashboard in a browser context, and Bootstrap to give it some style. Use the timestamps below to jump around the video easily. RESOURCES =========================== Article link: https://bit.ly/2UcF7aD Github repository - https://bit.ly/3h2cPHw Dash Bootstrap Components - https://dash-bootstrap-components.opensource.faculty.ai/ Bootstrap Themes for Dash - https://hellodash.pythonanywhere.com/ I show you how to build a complete dashboard to analyze your portfolio in my advanced Plotly and Dash course. Check it in my learning hub - https://bit.ly/3pSpPoK Free Plotly Crash Course - https://bit.ly/3Hy8jwa Another video tutorial on how to use callbacks with Dash - https://bit.ly/3H0HqRV Like my scripts? https://paypal.me/fneves1 If you prefer Udemy - https://bit.ly/udemyfndataviz USEFUL BOOKS =========================== These books have helped me level up my skills on Plotly and Dash. Great book with a lot of details on Plotly and Dash apps - https://amzn.to/3AV879E Another great book, with the beginners in mind - https://amzn.to/3pRzE5w Python for Data Analysis - https://amzn.to/3Rkgz80 Web Scraping financial data - https://amzn.to/3QRGzYt TIMESTAMPS =========================== 00:00 Intro 02:45 Github repository 03:13 Transactions data 05:52 Collecting price history and saving it 09:15 The MEGA dictionary 12:30 Getting to the Portfolio dataframe 17:23 Charts with Plotly: Portfolio Value 21:27 Plotly themes options 22:07 Portfolio vs SP500 comparison 24:16 Indicators with Plotly 29:06 Preparing the final chart 31:30 Get more than just prices with yfinance 34:10 Top 15 stocks chart 35:37 Using Dash and Bootstrap 38:07 Dash layout setup ------------------------------------------------------------------------------------------------------------------- Disclosure: Some of the links above are affiliate links. This means that, at zero cost to you, I will earn an affiliate commission if you finalize the purchase through the link! #python #dash #plotly #portfolio #bootstrap #dashboard