QuantumLearner commited on
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6db6f70
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1 Parent(s): 1078087

Update app.py

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Files changed (1) hide show
  1. app.py +2 -16
app.py CHANGED
@@ -34,7 +34,6 @@ if 'symbol_ownership_params' not in st.session_state:
34
  def page1():
35
  st.title("CIK and Name Combinations")
36
  st.markdown("""
37
- **Description:**
38
  Fetch and display the list of Central Index Key (CIK). CIK is a unique identifier assigned by the SEC to entities that file disclosures.
39
  """)
40
 
@@ -85,7 +84,6 @@ def fetch_cik_name_combinations():
85
  def page2():
86
  st.title("Portfolio Allocation Over Time")
87
  st.markdown("""
88
- **Description:**
89
  Fetch and visualize portfolio allocation data over time for a specific CIK. Enter the CIK and specify a start date to analyze the portfolio's composition.
90
  """)
91
 
@@ -187,8 +185,7 @@ def page2():
187
 
188
  # Time-series plots for trends
189
  st.subheader("Portfolio Allocation Trends by Symbol")
190
- st.markdown("""
191
- **Explanation:**
192
  This chart shows the trends in portfolio allocation by individual symbols over time. The top N symbols by weight are displayed to highlight the most significant contributors to the portfolio.
193
  """)
194
  fig3 = plot_allocation_trends(allocation_data, "symbol", top_n)
@@ -196,7 +193,6 @@ def page2():
196
 
197
  st.subheader("Portfolio Allocation Trends by Industry")
198
  st.markdown("""
199
- **Explanation:**
200
  This chart illustrates the trends in portfolio allocation across different industries over time. The top N industries by weight are displayed to emphasize the major sectors in the portfolio.
201
  """)
202
  fig4 = plot_allocation_trends(allocation_data, "industryTitle", top_n)
@@ -206,15 +202,13 @@ def page2():
206
  st.markdown("---")
207
  st.subheader("Transposed Ticker Data")
208
  st.markdown("""
209
- **Explanation:**
210
  This table presents the portfolio allocation weights and market values for each ticker across different dates. It provides a detailed view of how each stock's weight and market value have evolved over time.
211
  """)
212
  transposed_ticker_data = transpose_data(allocation_data, "symbol")
213
  st.dataframe(transposed_ticker_data, use_container_width=True)
214
 
215
  st.subheader("Transposed Industry Data")
216
- st.markdown("""
217
- **Explanation:**
218
  This table displays the portfolio allocation weights and market values for each industry across different dates. It offers insights into the sector-wise distribution and changes in the portfolio.
219
  """)
220
  transposed_industry_data = transpose_data(allocation_data, "industryTitle")
@@ -438,7 +432,6 @@ def format_market_value(value):
438
  def page3():
439
  st.title("Investor Performance")
440
  st.markdown("""
441
- **Description:**
442
  Fetch and visualize various performance metrics for a specific institutional investor identified by their CIK. Analyze portfolio value, market value changes, performance relative to benchmarks, turnover metrics, and more.
443
  """)
444
 
@@ -538,7 +531,6 @@ def page3():
538
  # Plotting
539
  st.subheader("Portfolio Value and Change in Market Value (%)")
540
  st.markdown("""
541
- **Explanation:**
542
  This chart displays the portfolio's total market value over time alongside the percentage change in market value. It helps in understanding the growth or decline of the portfolio's value.
543
  """)
544
  fig1 = plot_portfolio_value_and_change(data)
@@ -546,7 +538,6 @@ def page3():
546
 
547
  st.subheader("Performance and Relative Performance to S&P 500")
548
  st.markdown("""
549
- **Explanation:**
550
  This chart compares the portfolio's performance against the S&P 500 benchmark. It shows how well the portfolio is performing relative to the broader market.
551
  """)
552
  fig2 = plot_performance_and_relative(data)
@@ -554,7 +545,6 @@ def page3():
554
 
555
  st.subheader("Portfolio Turnover Metrics")
556
  st.markdown("""
557
- **Explanation:**
558
  This chart illustrates the portfolio's turnover rate, including buy and sell activities. Turnover metrics provide insight into the trading frequency and strategy.
559
  """)
560
  fig3 = plot_turnover_metrics(data)
@@ -562,7 +552,6 @@ def page3():
562
 
563
  st.subheader("Cumulative Performance Over Time")
564
  st.markdown("""
565
- **Explanation:**
566
  This chart shows the cumulative performance of the portfolio over different time horizons (1-year, 3-year, 5-year, and since inception). It highlights long-term growth trends.
567
  """)
568
  fig4 = plot_cumulative_performance(data)
@@ -570,7 +559,6 @@ def page3():
570
 
571
  st.subheader("Holding Periods")
572
  st.markdown("""
573
- **Explanation:**
574
  This chart depicts the average holding periods for the portfolio and its top holdings. Holding periods indicate the investment duration and strategy stability.
575
  """)
576
  fig5 = plot_holding_periods(data)
@@ -578,7 +566,6 @@ def page3():
578
 
579
  st.subheader("Portfolio Activity")
580
  st.markdown("""
581
- **Explanation:**
582
  This chart displays portfolio size changes and the number of securities added or removed. It provides an overview of portfolio expansion or contraction.
583
  """)
584
  fig6 = plot_portfolio_activity(data)
@@ -586,7 +573,6 @@ def page3():
586
 
587
  st.subheader("Market Value and Securities Count")
588
  st.markdown("""
589
- **Explanation:**
590
  This chart compares the portfolio's total market value against the number of securities held. It helps in understanding the diversification and valuation aspects of the portfolio.
591
  """)
592
  fig7 = plot_market_value_and_securities(data)
 
34
  def page1():
35
  st.title("CIK and Name Combinations")
36
  st.markdown("""
 
37
  Fetch and display the list of Central Index Key (CIK). CIK is a unique identifier assigned by the SEC to entities that file disclosures.
38
  """)
39
 
 
84
  def page2():
85
  st.title("Portfolio Allocation Over Time")
86
  st.markdown("""
 
87
  Fetch and visualize portfolio allocation data over time for a specific CIK. Enter the CIK and specify a start date to analyze the portfolio's composition.
88
  """)
89
 
 
185
 
186
  # Time-series plots for trends
187
  st.subheader("Portfolio Allocation Trends by Symbol")
188
+ st.markdown("""
 
189
  This chart shows the trends in portfolio allocation by individual symbols over time. The top N symbols by weight are displayed to highlight the most significant contributors to the portfolio.
190
  """)
191
  fig3 = plot_allocation_trends(allocation_data, "symbol", top_n)
 
193
 
194
  st.subheader("Portfolio Allocation Trends by Industry")
195
  st.markdown("""
 
196
  This chart illustrates the trends in portfolio allocation across different industries over time. The top N industries by weight are displayed to emphasize the major sectors in the portfolio.
197
  """)
198
  fig4 = plot_allocation_trends(allocation_data, "industryTitle", top_n)
 
202
  st.markdown("---")
203
  st.subheader("Transposed Ticker Data")
204
  st.markdown("""
 
205
  This table presents the portfolio allocation weights and market values for each ticker across different dates. It provides a detailed view of how each stock's weight and market value have evolved over time.
206
  """)
207
  transposed_ticker_data = transpose_data(allocation_data, "symbol")
208
  st.dataframe(transposed_ticker_data, use_container_width=True)
209
 
210
  st.subheader("Transposed Industry Data")
211
+ st.markdown("""
 
212
  This table displays the portfolio allocation weights and market values for each industry across different dates. It offers insights into the sector-wise distribution and changes in the portfolio.
213
  """)
214
  transposed_industry_data = transpose_data(allocation_data, "industryTitle")
 
432
  def page3():
433
  st.title("Investor Performance")
434
  st.markdown("""
 
435
  Fetch and visualize various performance metrics for a specific institutional investor identified by their CIK. Analyze portfolio value, market value changes, performance relative to benchmarks, turnover metrics, and more.
436
  """)
437
 
 
531
  # Plotting
532
  st.subheader("Portfolio Value and Change in Market Value (%)")
533
  st.markdown("""
 
534
  This chart displays the portfolio's total market value over time alongside the percentage change in market value. It helps in understanding the growth or decline of the portfolio's value.
535
  """)
536
  fig1 = plot_portfolio_value_and_change(data)
 
538
 
539
  st.subheader("Performance and Relative Performance to S&P 500")
540
  st.markdown("""
 
541
  This chart compares the portfolio's performance against the S&P 500 benchmark. It shows how well the portfolio is performing relative to the broader market.
542
  """)
543
  fig2 = plot_performance_and_relative(data)
 
545
 
546
  st.subheader("Portfolio Turnover Metrics")
547
  st.markdown("""
 
548
  This chart illustrates the portfolio's turnover rate, including buy and sell activities. Turnover metrics provide insight into the trading frequency and strategy.
549
  """)
550
  fig3 = plot_turnover_metrics(data)
 
552
 
553
  st.subheader("Cumulative Performance Over Time")
554
  st.markdown("""
 
555
  This chart shows the cumulative performance of the portfolio over different time horizons (1-year, 3-year, 5-year, and since inception). It highlights long-term growth trends.
556
  """)
557
  fig4 = plot_cumulative_performance(data)
 
559
 
560
  st.subheader("Holding Periods")
561
  st.markdown("""
 
562
  This chart depicts the average holding periods for the portfolio and its top holdings. Holding periods indicate the investment duration and strategy stability.
563
  """)
564
  fig5 = plot_holding_periods(data)
 
566
 
567
  st.subheader("Portfolio Activity")
568
  st.markdown("""
 
569
  This chart displays portfolio size changes and the number of securities added or removed. It provides an overview of portfolio expansion or contraction.
570
  """)
571
  fig6 = plot_portfolio_activity(data)
 
573
 
574
  st.subheader("Market Value and Securities Count")
575
  st.markdown("""
 
576
  This chart compares the portfolio's total market value against the number of securities held. It helps in understanding the diversification and valuation aspects of the portfolio.
577
  """)
578
  fig7 = plot_market_value_and_securities(data)