This RStudio presentation is part of the Developing Data Products Course Project.

The Simple Investments Shiny Application can be found here.

The code for the application can be found here.

The purpose of this application is to provide relevant financial information about publicly traded companies. The user can input the ticker symbol of a company and have access to all of their financial statements. In addition, the application incorporates some concepts from The Intelligent Investor, one of the most acclaimed investment books ever written.

One of the metrics provided in the application is the Net Current Asset Value per Share (NCAVPS), the formula for which can be found in the documentation of the application. Below is some example code used in order to calculate the NCAVPS of Apple.

suppressMessages(library(quantmod))
ticker <- "AAPL"
adj_ticker <- getFin(ticker)
financial <- get(adj_ticker)
balance_sheet <- suppressMessages(
      viewFinancials(financial, type = "BS", period = "Q"))
NCAVPS <- (balance_sheet[10,1] - balance_sheet[31,1])/balance_sheet[42,1]
NCAVPS

## [1] -19.31862

You will notice that in the Documentation, I have included the Version number, as well as the date the application was put on the Shiny servers; I have quite a few tools I would like to add to the application, which will be implemented in future versions. If you (the user) have ideas on how to improve the application, feel free to contact me.