from dash.dependencies import Input, Output
from Portfolio import Portfolio
fidelity_holdings_path = 'Portfolio_Position_Apr-04-2020.csv'
etf_holdings_paths = {
"SPY": 'holdings-daily-us-en-spy.xlsx',
"MTUM": 'MTUM_holdings.csv',
"USMV": 'USMV_holdings.csv',
}
quandl_api_key = '-zM7wKFJ3BGagyXxkPwX'
date = '2019-12-31'
my_ptf = Portfolio('my_ptf', quandl_api_key)
my_ptf.add_holdings(fidelity_holdings_path, "Fidelity Individual")
my_ptf.clean_tickers()
my_ptf.explode_etfs(etf_holdings_paths)
my_ptf.get_fundamentals(date, 'MRT')
my_ptf.get_metadata()
my_ptf.merge_holdings_fundamentals()
fig = px.sunburst(my_ptf.df,
path=['sector', 'industry', 'ticker'],
values='weight',
color='weight',
color_continuous_scale='RdBu',
color_continuous_midpoint=my_ptf.df.weight.mean(),
maxdepth=2)
app = dash.Dash(
