---
title: "Stock Return and Candlestick Chart"
output: 
  flexdashboard::flex_dashboard:
    orientation: columns
    vertical_layout: fill
    social: menu
    source_code: embed
---

```{r setup, include=FALSE}
library(flexdashboard)
```

```{r message=FALSE}
library(PerformanceAnalytics)
library(quantmod)
library(dygraphs)
library(lubridate)

# Function to calculate monthly returns on a stock 
daily_stock_returns <- function(ticker, start_year) {
    # Download the data from Yahoo finance
    symbol <- getSymbols(ticker, src = 'yahoo', auto.assign = FALSE, warnings = FALSE) 
    # Tranform it to monthly returns using the periodReturn function from quantmod
    data <- periodReturn(symbol, period = 'daily', subset=paste(start_year, "::", sep = ""), type = 'log')
  
    # Let's rename the column of returns to something intuitive because the column          name is what
    # will eventually be displayed on the time series graph.
    colnames(data) <- as.character(ticker)
    
    # We want to be able to work with the xts objects that result from this function 
    # so let's explicitly put them to the global environment with an easy to use 
    # name, the stock ticker.
    assign(ticker, data, .GlobalEnv)
}

```


Column {.tabset data-width=550}
-----------------------------------------------------------------------

### Daily Return

```{r message = FALSE}
# Choose the starting year and assign it to the 'year' variable. How about 2016?
year <- ymd("2017-01-03")

# Use the function the monthly returns on 5 stocks, and pass in the 'year' value
# Let's choose Apple, Alibaba, Canopy Growth Corporation, iShares NASDAQ 100 Index ETF and Aurora Cannabis Inc.; after you run these functions, have 
# a look at the global environment and make sure my five xts objects are there
daily_stock_returns('AAPL', year)
daily_stock_returns('BABA', year)
daily_stock_returns('WEED.TO', year)
daily_stock_returns('XQQ.TO', year)
daily_stock_returns('ACB.V', year)

# Merge the 5 daily return xts objects into 1 xts object.
merged_returns <- merge.xts(AAPL, BABA, WEED.TO, XQQ.TO, ACB.V)
# In order to correct percentage on the chart
merged_returns_percent <- merged_returns * 100
# Before we combine these into a portfolio, graph the individual returns and 
# see if anything jumps out as unusual. 
dygraph(merged_returns_percent, main = "Daily Return") %>% 
    dyAxis("y", label = "Return(%)") %>% 
    dyOptions(colors = RColorBrewer::brewer.pal(5, "Set1")) %>%
    dyHighlight(highlightSeriesBackgroundAlpha = 0.2,
                highlightSeriesOpts = list(strokeWidth = 2)) %>%
    dyRangeSelector(height = 65)
```


Column {.tabset data-width=450}
-----------------------------------------------------------------------

### AAPL

```{r}
# invisible string out so that it will not show on dashboard.
invisible(getSymbols("AAPL", src = "yahoo", from = year))
AAPL_xts <- AAPL
# Plot candlestick by dyCandlestick funciton
dygraph(AAPL_xts[, -5], main = "Apple Inc.") %>%
    dyCandlestick() %>%
    dyAxis("y", label = "Price") %>%
    dyOptions(colors = RColorBrewer::brewer.pal(5, "Set1")) %>%
    dyHighlight(highlightCircleSize = 4,
                highlightSeriesOpts = list(strokeWidth = 3),
                highlightSeriesBackgroundAlpha = 1) %>%
    dyRangeSelector(height = 65)
```

### BABA

```{r}
invisible(getSymbols("BABA", src = "yahoo", from = year))
BABA_xts <- BABA

dygraph(BABA_xts[, -5], main = "Alibaba Group Holding Limited") %>%
    dyCandlestick() %>%
    dyAxis("y", label = "Price") %>%
    dyOptions(colors = RColorBrewer::brewer.pal(5, "Set1")) %>%
    dyHighlight(highlightCircleSize = 4, 
                highlightSeriesOpts = list(strokeWidth = 3),
                highlightSeriesBackgroundAlpha = 1) %>%
    dyRangeSelector(height = 65)
```

### WEED.TO

```{r}
invisible(getSymbols("WEED.TO", src = "yahoo", from = year))
WEED_xts <- WEED.TO

dygraph(WEED_xts[, -5], main = "Canopy Growth Corporation") %>%
    dyCandlestick() %>%
    dyAxis("y", label = "Price") %>%
    dyOptions(colors = RColorBrewer::brewer.pal(5, "Set1")) %>%
    dyHighlight(highlightCircleSize = 4, 
                highlightSeriesOpts = list(strokeWidth = 3),
                highlightSeriesBackgroundAlpha = 1) %>%
    dyRangeSelector(height = 65)
```

### XQQ.TO

```{r}
invisible(getSymbols("XQQ.TO", src = "yahoo", from = year))
XQQ_xts <- XQQ.TO

dygraph(XQQ_xts[, -5], main = "iShares NASDAQ 100 Index ETF (CAD-Hedged)") %>%
    dyCandlestick() %>%
    dyAxis("y", label = "Price") %>%
    dyOptions(colors = RColorBrewer::brewer.pal(5, "Set1")) %>%
    dyHighlight(highlightCircleSize = 4, 
                highlightSeriesOpts = list(strokeWidth = 3),
                highlightSeriesBackgroundAlpha = 1) %>%
    dyRangeSelector(height = 65)
```

### ACB.V

```{r}
invisible(getSymbols("ACB.V", src = "yahoo", from = year))
ACB_xts <- ACB.V

dygraph(ACB_xts[, -5], main = "Aurora Cannabis Inc.") %>%
    dyCandlestick() %>%
    dyAxis("y", label = "Price") %>%
    dyOptions(colors = RColorBrewer::brewer.pal(5, "Set1")) %>%
    dyHighlight(highlightCircleSize = 4, 
                highlightSeriesOpts = list(strokeWidth = 3),
                highlightSeriesBackgroundAlpha = 1) %>%
    dyRangeSelector(height = 65)
```