Data

The data I want to use for my final project can be found here

https://data.world/riku-iki/nasdaq-financial-fundamentals

The dataset contains essential financial fundamental indicators for 2389 companies included into NASDAQ index extracted from https://finintelligence.com service. Dataset contains 10 indicators from Income, Cash Flow and Assets statements.All indicators in datasets are provided for calendar quarters for years of 2014, 2015 and 2016.Each record contains period, company name, stock tickers (some companies have several tickers), indicator name and amount. Data is originally extracted from companies SEC filings.

Sample of data

nasdaq<-read.csv("fundamentals_dataset.csv", stringsAsFactors = F)
head(nasdaq,10)
##     period                                company tickers
## 1  2014 Q1 1347 Property Insurance Holdings, Inc.     PIH
## 2  2014 Q1 1347 Property Insurance Holdings, Inc.     PIH
## 3  2014 Q1 1347 Property Insurance Holdings, Inc.     PIH
## 4  2014 Q1 1347 Property Insurance Holdings, Inc.     PIH
## 5  2014 Q1 1347 Property Insurance Holdings, Inc.     PIH
## 6  2014 Q1 1347 Property Insurance Holdings, Inc.     PIH
## 7  2014 Q1 1347 Property Insurance Holdings, Inc.     PIH
## 8  2014 Q1 1347 Property Insurance Holdings, Inc.     PIH
## 9  2014 Q2 1347 Property Insurance Holdings, Inc.     PIH
## 10 2014 Q2 1347 Property Insurance Holdings, Inc.     PIH
##                                                indicator      unit     amount
## 1                                                 Assets US Dollar 42,854,000
## 2           Cash and Cash Equivalents, at Carrying Value US Dollar 18,330,000
## 3  Cash and Cash Equivalents, Period Increase (Decrease) US Dollar  3,323,000
## 4                                          Final Revenue US Dollar  4,173,000
## 5         Income from Continuing Operations before Taxes US Dollar  2,307,000
## 6                                      Net Income (Loss) US Dollar  1,703,000
## 7                                           Total Equity US Dollar 26,692,000
## 8                           Total Liabilities and Equity US Dollar 42,854,000
## 9                                                 Assets US Dollar 69,628,000
## 10          Cash and Cash Equivalents, at Carrying Value US Dollar 56,899,000

Project idea

I would like to make a dashboard of the financial indicators. This will be intercative where there will be a sector dropdown box and a company ticker dropdown box for users to choose from. The sector data is not in my dataset and I will have to find another source and merge to putit in there.

The idea is to be have vosualizations of several financial health variables like revenue, ebita, ROA, ROE,and Leverage, on a quarterly basis on the visualizations. I am hoping to also accomadet the mean values for the sector in the visualization to indicate where the company stands compared to the sector.

Tools and Technology

I want to use Dash if possible to build my dashboard. I am a beginner in Python and would like to take this opportunity to work more with financial data on this platform.

However, as I am a beginner in Dash, I would like to keep the option of using the other tools I learnt in class, just in case I may need to switch.

Relevance

I have been working in the financial sector for over 14 years and theimportance of a dashboard to take a glimpse of the fundamentals data before embarking on more detailed analysis cannot be less emphasized. I would love to build a dashboard for the stocks trading on the Dhaka Stock Exchange someday, and this will be my pilot testing.