This tool reads a dynamic stock portfolio from Google Sheets and visualizes the data in various ways using the RStudio Shiny package. The core question is: How can I make better trades in the stock market?
In my opinion, the data visualization provided by banks’ and brokers’ interfaces is quite limited. I wanted to create a tool for myself that goes beneath the surface to analyze my own investment behavior.
The logic is as follows: Transaction data and notes are entered into a Google Sheets file (simulated data, not my actual trades). I created the application interface using the RStudio Shiny package, built with the help of Gemini AI to meet my specific needs.
The program utilizes the Plotly library for generating the desired graphs. The long-term plan is to further develop the program with an offline AI to generate insights and summaries based on the raw data imported from Google Sheets.
You can watch a video below where I demonstrate the operating principles of the program (in Finnish, 14 min).
Below are screenshots showing how the simulated data appears in practice. These are captured from the Google Sheets file where the program retrieves its raw data.
