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 

 Open data_transformer.ipynb 

 

 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 

 Well done!

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