/yfinance-powerbi-live-stock-dashboard

Live stock analysis dashboard built with Power BI. Fetches real-time data from Yahoo Finance & implements access control through RLS.

MIT LicenseMIT

Stock Analysis with Power BI and Yahoo Finance

This repository contains the code and resources for a Power BI dashboard that displays live stock data from Yahoo Finance.

Power BI dashboard

Description

This project uses Power BI to visualize and analyze real-time stock data. It leverages the following components:

  • Data Source: Yahoo Finance
  • Data Access: Through their website https://finance.yahoo.com/lookup/
  • Local Data: "stockquotes.xlsx" containing company names and their sectors.
  • Visualization Tool: Power BI
  • Access Management: Row-Level Security (RLS) based on user expertise in specific sectors.

Getting Started

  1. Download the repository: Clone or download this repository locally.
  2. Set up Power BI Desktop: Install and launch the latest version of Power BI Desktop.
  3. Import data:
    • Live data: In Power BI Desktop, connect to the "Yahoo Finance" data source and utilize the URL mentioned to access specific stock information.
    • Local data: Import the "stockquotes.xlsx" file into Power BI Desktop.
  4. Create your reports and visualizations: Utilize Power BI's features to create insightful dashboards and reports for stock analysis.
  5. Configure RLS (optional): Enable RLS in Power BI Desktop to restrict user access to data based on their expertise in specific sectors categorized in the "stockquotes.xlsx" file.

Disclaimer

This project is for educational purposes only and does not constitute financial advice. Users are advised to conduct their own research and due diligence before making any investment decisions.