Experts Opinions
Gettings Started
Go to Marketplace
Install module Expert Opinions
You will receive Dashboard Layout Expert Portfolios
Calculate Dashboard
Go to Explorer
workflows/com/finmars/expert-opinions/dashboard
Run Execute Cell button
Scroll to Init method
Each expert calculated independently, because calculation time is too big, so, depends on how many experts you need to
processed_expert = process_single_expert(experts[0])
and then press Calculate, when finished do
processed_expert = process_single_expert(experts[1])
And so on
When all experts are calculated you need to scroll down, to next Cell, and combine results into single JSON
So, in the end you need to verify that file /workflows/com/finmars/expert-opinions/dashboard/experts_portfolios.json
If file is ready then
Go to Dashboard to see results
Module Structure
data_transformer.ipynb - main jupyter python script that works with Finmars REST API to calculate all metrics and export results as .json into same folder
experts.json - meta file with all information about expert and its portfolios and closing periods, it used in data_transformer.ipynb
expert_portfolios.json - result file that used in Dashboard Layout to output all the calculation to User Interface
expert_N_result.json - result file of single expert, tmp file, used to be concatenated into single result file data_transformer.ipynb
experts_mock.json - example file of expected structure in experts.json
experts_portfolios_mock - example file of expected result of data_transformer.ipynb
index.html - actual dashboard page that showed in Finmars Dashboard Layout