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import streamlit as st
from datetime import date
from functions import perform_portfolio_analysis, portfolio_vs_benchmark, portfolio_returns
def build_ui():
# Custom CSS
st.markdown("""
<style>
.big-font {
font-size:60px !important;
font-weight: bold;
color: #fffdfd;
}
.sidebar-header {
font-size:18px;
color: #fffdfd;
}
.description {
font-size:18px;
color: #fffdfd;
}
.subheader {
font-size: 25px;
color: #fffdfd;
}
.stButton>button {
color: #4F4F4F;
background-color: #E0E0E0;
border-radius: 5px;
}
</style>
""", unsafe_allow_html=True)
# Sidebar
with st.sidebar:
st.markdown('<p class="sidebar-header">PortfolioPro</p>', unsafe_allow_html=True)
st.markdown('<p class="subheader">🚀 Empower your investments</p>', unsafe_allow_html=True)
st.markdown("---")
# Ticker and Value Input
st.subheader("📊 Portfolio Composition")
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="e.g., AAPL")
with col2:
value = st.number_input(f"Value ($)", min_value=0.0, format="%.2f", key=f"value_{n+1}")
if ticker and value > 0:
tickers_and_values[ticker] = value
st.button("➕ Add Ticker", on_click=add_input_pair)
# Benchmark Input
st.markdown("---")
st.subheader("🏆 Benchmark")
benchmark = st.text_input("Enter benchmark symbol", placeholder="e.g., SPY")
# Date Input
st.markdown("---")
st.subheader("📅 Date Range")
start_date = st.date_input("Start Date", value=date.today().replace(year=date.today().year - 1), min_value=date(1900, 1, 1))
end_date = st.date_input("End Date", value=date.today(), min_value=date(1900, 1, 1))
# Run Analysis Button
st.markdown("---")
run_analysis = st.button("Run Analysis")
# Main content
st.markdown('<p class="big-font">PortfolioPro</p>', unsafe_allow_html=True)
st.markdown('<p class="description">An easy and simple way to keep track of your investment portfolio.</p>', unsafe_allow_html=True)
# Information boxes
col1, col2, col3 = st.columns(3)
with col1:
st.info("📈 Track Performance")
with col2:
st.info("🔍 Analyze Risk")
with col3:
st.info("💡 Gain Insights")
# Run Analysis
if run_analysis:
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')
with st.spinner('Analyzing your portfolio...'):
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, use_container_width=True)
if fig1 is not None:
st.plotly_chart(fig1, use_container_width=True)
if fig2 is not None:
st.plotly_chart(fig2, use_container_width=True)
# Extract data for AI analysis
portfolio_data = {
'return': fig2.data[0].y[-1],
'volatility': fig2.data[2].x[0],
'sharpe': fig2.data[2].marker.color[0]
}
benchmark_data = {
'return': fig2.data[1].y[-1],
'volatility': fig2.data[2].x[1],
'sharpe': fig2.data[2].marker.color[1]
}
# Signature
st.markdown("---")
st.markdown("""
<div style="text-align: center; color: #8d8d8d; font-size: 14px;">
Created by Luis Fernando Torres, 2024<br>
<a href="https://www.linkedin.com/in/luuisotorres/" target="_blank">LinkedIn</a> •
<a href="https://medium.com/@luuisotorres" target="_blank">Medium</a> •
<a href="https://www.kaggle.com/lusfernandotorres" target="_blank">Kaggle</a><br>
<a href="https://www.buymeacoffee.com/luuisotorres" target="_blank">Buy Me a Coffee ☕</a><br>
<a href="https://luuisotorres.github.io/" target="_blank">https://luuisotorres.github.io/</a>
</div>
""", unsafe_allow_html=True) |