Introduction
Row
Overview
Develop a visualization dashboard based on a series of data about your own life. The actual data used for this project can range from daily sleep regimes, TV shows watched, types of food eaten, spending habits, commute times to work, travel habits, to blood pressure and nutrient intake. The amount of data you collect and harvest will differ based on your specified objectives. Ultimately the project must meet certain key objectives:
You must provide an written summary of your data collection, analysis and visualization methods, including the why you chose your methods, and what tools you utilized.
Your summary must outline ≥ 5 questions that can be evaluated using a data-driven approach. These questions should be more than just “How many miles did I run”, although a couple of your questions could be stated that way.
You must collect, manage, and store the data necessary for this visualization.
You must design and create an appropriate set of visualizations (try not to use just one type of visualization) within a dashboard/storyboard that provides insight into your specified questions, with a minimum of ≥ 1 interactive graphical element
Project Deliverables
To complete this assignment you must deliver two items:
A ≤ 3 page write up of the questions, data acquisition, storage, manipulation, visualization methods and a written summary of each visualization. This summary should be part of your final dashboard not a separate document.
The final visualization dashboard.
Row
Summary For This Project
For this project, I collected data on my stock portfolios from my Robinhood account. I used the Robinhood R package to directly connect to my Robinhood account from within R. This allowed me to easily retrieve and analyze data on my investments without the need for manual data entry or file imports. The Robinhood R package provided me with a convenient interface for interacting with the Robinhood API, and allowed for easy integration of Robinhood data into my R-based data analysis and visualization workflows. I focused on the performance of my investments over the past few years, with a particular emphasis on the severe loss that I experienced during that time.
For my visualizations, I created several charts and graphs to help me understand the performance of my investments. I used line charts to plot the value of my portfolio over time, bar charts to show the performance of individual stocks. I also used color coding and labeling to help distinguish between different stocks and to highlight important trends and patterns in the data.
From this analysis, I gained a deeper understanding of my investment performance and to identify areas where I could potentially make changes to improve my results in the future. The use of R allowed me to create powerful visualizations that made it easy to see trends and patterns in the data, and to communicate my findings to others.
Developed questions
1: What are the top stocks that I bought based on the frequency of orders?
2: How does my portfolio look like in the year of 2021? Gain or loss?
3: How do the stocks that I purchased in 2021 perform? Do they contribute to my loss?
4: What are the stocks that I heavily bought options on?
5: What is the volatility involved with my trading and how risk they are?
column
Top 10 Number of Orders by Symbol
Row
Top 10 Number of Orders by Symbol
Row
Analysis for this chart
Question: what are the top 10 stocks I bought most based on the frequency of orders? To answer this question, I created a pie chart to showcase the percentage of count of each of my stock purchase orders. From the view, we can see that PLTR is the top followed by TSLA and SQQQ.
Portfolio over time
Row
Stock Value Over Time {data-width= 800}
Row
Analysis for this chart
To understand how does my portfolio look like in the year of 2021, I created this line chart to showcase my portfolio value over time. There are a lot of up and downs, but the overall trend is shocking. The view shows a very sharp downward trend and all almost lost all my money. So severe loss for year of 2021.
Historical Stock Price With Growth Indicators (2021-2022)
Row
AMC
TSLA
PLTR
Row
Analysis for these 3 chart
How do the stocks that I purchased in 2021 perform? Do they contribute to my loss? To answer this question, I created three views for AMC, PLTR and TSLA. These three views will give us a rough idea of how they perform in the year of 2021. While TSLA stock price increased, I did not have too much positions of that. Instead, I had a great loss in option trading for stock AMC. Some of other stocks that aren’t showing here also contribute to my loss.
Top options trading by stock symbo
Top options trading by stock symbo
Analysis for this chart
What are the stocks that I heavily bought options on? To answer this question, I created Top options trading by stock symbol view. In this view, we can see that I heavily bought AMC options, followed by PLTR, NIO and AAPL. Red indicates using credit and green indicates using debit. The aggressive option trading really contribute to the loss I had.
Risk level of my portfolio During Jan2021 to July 2021
Row
Risk level of my portfolio During Jan2021 to July 2021
Row
Analysis for this chart
based on the “Daily Returns of My Portfolio (Jan2021 to July 2021)” chart, it looks like my portfolio experienced some volatility during this period. There are some spikes in daily returns, both positive and negative, indicating some fluctuations in the value of my portfolio.
The red text in the chart shows that the portfolio risk during this period was around 14.48%, indicating my account is having a high risk.
Row
Conclusion
In conclusion, my data collection and analysis using R allowed me to gain valuable insights into my stock portfolio and its performance over the past few years. By connecting directly to my Robinhood account, I was able to retrieve up-to-date data on my investments and visualize it in a way that made it easy to spot trends and patterns.
One key finding from my analysis was the severe loss that I experienced in the stock market in 2021. This highlighted the importance of carefully managing risk and diversifying my portfolio to mitigate losses. In particular, I learned that playing options for high-risk stocks can be a dangerous strategy, and that I should approach these investments with caution in the future.
Row
Developed questions answers
1: What are the top stocks that I bought based on the frequency of orders?
Answer: From the view, we can see that PLTR is the top followed by TSLA and SQQQ.
2: How does my portfolio look like in the year of 2021? Gain or loss?
Answer: There are a lot of up and downs, but the overall trend is shocking. The view shows a very sharp downward trend and all almost lost all my money. So severe loss for year of 2021.
3: How do the stocks that I purchased in 2021 perform? Do they contribute to my loss?
Answer: These three views will give us a rough idea of how they perform in the year of 2021. While TSLA stock price increased, I did not have too much positions of that. Instead, I had a great loss in option trading for stock AMC. Some of other stocks that aren’t showing here also contribute to my loss.
4: What are the stocks that I heavily bought options on?
Answer: I heavily bought AMC options, followed by PLTR, NIO and AAPL. Red indicates using credit and green indicates using debit. The aggressive option trading really contribute to the loss I had.
5: What is the volatility involved with my trading and how risk they are?
Answer: based on the “Daily Returns of My Portfolio (Jan2021 to July 2021)” chart, it looks like my portfolio experienced some volatility during this period. There are some spikes in daily returns, both positive and negative, indicating some fluctuations in the value of my portfolio. The red text in the chart shows that the portfolio risk during this period was around 14.48%, indicating my account is having a high risk.