This is a simple and interactive dashboard that allows you to visualize key financial metrics of DJIA companies.
The purpose of this project is to dynamically fetch financial data from a previously created SQL database (Fin_Database), preprocess it to extract the necessary metrics, and display it in a user-friendly dashboard. Users can select one or more companies (tickers), view important financial ratios and metrics, and visualize data using different types of charts.
Here’s a breakdown of the key components:
- Data Gathering: Data is pulled from a financial database via PostGresSQL using the
DataFetcherclass, which gathers all the necessary financial information for the selected companies. - Preprocessing: Once the data is fetched, the
PreProcessingFinancialsclass handles all the required transformations and manipulations of the raw financial data. This includes parsing balance sheets, income statements, and other sections to prepare the data for calculations. - Metrics Calculation: After preprocessing, the
CalculateMetricsclass takes over. It calculates a series of important financial ratios and metrics such as Current Ratio, Debt-to-Equity Ratio, Accounts Receivable, etc. These metrics are directly used in the dashboard. - Dashboard Display: Finally, the pre-processed and calculated data is displayed in a simple, one-page Streamlit dashboard. The user can select the tickers they want to analyze, and the relevant financial metrics are dynamically displayed. Plotly is also used to visualize trends and comparisons between companies.
This dashboard is still under construction and the next steps currently being worked on are:
- Enhancing dashboard layout
- Adding more visualizations for trends over time (e.g., accounts receivable growth).
- Adding more filtering options (e.g., fiscal periods, specific sections like income statements or cash flow statements).
- Improving caching for performance, especially with larger datasets.