I will build a python dashboard for portfolio performance and risk
Python for Quant Finance, Backtesting, Market Data and FX
About this Gig
Turn portfolio data into an interactive Python dashboard that explains performance and risk.
I will build a locally runnable Streamlit app using your clean daily price/return data and fixed portfolio weights in one base currency, up to 10000 dates. You receive source code, setup instructions and documented calculation assumptions.
BASIC: 1 page, up to 5 assets and 3 charts covering cumulative returns, volatility and drawdown.
STANDARD: up to 10 assets and 5 charts, with date filters, correlations and CSV export.
PREMIUM: up to 20 assets and 7 charts, plus 3 agreed static stress scenarios and methodology notes. Basic and Standard cover the baseline portfolio case.
Please message me with sample data, weights, metrics and a layout preference before ordering. Basic includes 1 revision; Standard and Premium include 2.
Scope excludes brokerage connections, live feeds, cloud hosting, authentication, trade-ledger reconciliation and investment recommendations. Data cleaning or complex cash flows need a separate quote. English or French documentation.
Technology:
Jupyter Notebook
•
NumPy
Expertise:
Statistics
•
Time series analysis
•
Financial ratios
Programming language:
Python
Tools:
Other
FAQ
Is hosting or live market data included?
Delivery is a locally runnable Python dashboard with source and setup instructions. Hosting, paid data feeds, broker connections, authentication and ongoing maintenance are separately scoped.
What data should I provide?
Send clean daily prices or returns, fixed portfolio weights, base currency, benchmark if required and the metrics you need. Identify fees, dividends and missing-data conventions. Dynamic holdings and cash-flow accounting need a custom quote.
