Stock Dashboard Instructions

Instructions for Modifying and Publishing Your Stock Dashboard

1. Open file named DASHBOARD_TO_BE_EDITED.qmd

2. Edit header text at top to include your name.

   • Here is the UNEDITED header:

   

   • Here is an example EDITED header:

   

3. Run Setup chunk to confirm all packages are installed and loaded.

4. Run Chunk 2, Functions for Dashboard, to initiate the required functions.

5. In Chunk 3, Specify Dashboard Inputs, modify input values.

   • Note that the date lines and the number of forecasts have been filled in dashboard you are editing.

   • Here are the UNEDITED inputs:

   

   • Here is an example of EDITED inputs:

   

6. In Chunk 5, Create Interactive Dygraph, modify the first line to specify the stock symbol without quotes.

   You are replacing the word SYMBOL with your stock symbol, in all caps without quotes.

   • Here is the UNEDITED first line:

   

   • Here is an example EDITED first line:

   

7. In Chunk 6, Create Plots for Comparisons, on line 218, modify the code to specify the stock symbol without quotes.

   You are, again, replacing the word SYMBOL with your stock symbol, in all caps without quotes.

   • Here is the UNEDITED code showing this line:

   

   • Here is an example EDITED first line:

   

8. Click Render button to render the dashboard.

9. Click the blue Publish icon and select RPubs.

   • You will be asked to create a free RPubs account which is quick and easy.

10. Publish dashboard. - Note that you may have to go to full screen for the dashboard to be fully view-able.

Optional

• This dashboard was created using the morph theme. There are many theme options but for the dygraph, some dark themes may make the dygraph difficult to read.

• The full list of Quarto themes is at this link.