/okama-dash

Python financial widgets with okama and Dash (plotly)

Primary LanguagePythonMIT LicenseMIT

Python License Code style: black

Okama widgets

This repository has a set of interactive financial widgets (multi-page web application) build with okama package and Dash (plotly) framework:

  • Efficient Frontier builder
  • Compare assets historical performance: wealth indexes, rate of return and risk-metrics

okama package is used for quantitative finance and historical data.
Running financial widgets example is available on okama.io.

Historical data

Widgets go with free «end of day» historical stock markets data and macroeconomic indicators through okama package:

End of day historical data

  • Stocks and ETF for main world markets
  • Mutual funds
  • Commodities
  • Stock indexes

Currencies

  • FX currencies
  • Crypto currencies
  • Central bank exchange rates

Macroeconomic indicators

For many countries (USA, United Kingdom, European Union, Russia, Israel etc.):

  • Inflation
  • Central bank rates
  • CAPE10 (Shiller P/E) Cyclically adjusted price-to-earnings ratios

Other historical data

  • Real estate prices
  • Top bank rates

Installation

We recommend using Poetry for dependency management.
After installing Poetry:

poetry init
poetry shell  # activate the environment

Alternatively you can do it with pure python:

python -m venv venv
source venv/bin/activate  # Windows: \venv\scripts\activate
pip install -r requirements.txt

To run the project locally:

python app.py

For production, we recommend using gunicorn WSGI server and run the project with run_gunicorn.py.

License

MIT