🚀 Empower your investments
', 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('PortfolioPro
', unsafe_allow_html=True) st.markdown('An easy and simple way to keep track of your investment portfolio.
', 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("""