Experts Opinions

Gettings Started

Go to Marketplace

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Install module Expert Opinions


You will receive Dashboard Layout Expert Portfolios

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Calculate Dashboard

Go to Explorer 

workflows/com/finmars/expert-opinions/dashboard

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Open data_transformer.ipynb

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Run Execute Cell button

Scroll to Init method

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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

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So, in the end you need to verify that file /workflows/com/finmars/expert-opinions/dashboard/experts_portfolios.json

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If file is ready then

Go to Dashboard to see results

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Well done!

Module Structure

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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