portfoliodash_4.py

portf_allvalues = MEGA_DF.filter(regex='mktvalue').fillna(0) #  getting just the market value of each ticker
portf_allvalues['portf_value'] = portf_allvalues.sum(axis=1) # summing all market values

# For the S&P500 price return
sp500 = pdr.get_data_yahoo('^GSPC', start_stocks, end_sp)
clean_header(sp500)

#getting the pct change
portf_allvalues = portf_allvalues.join(sp500['adj_close'], how='inner')
portf_allvalues.rename(columns={'adj_close': 'sp500_mktvalue'}, inplace=True)
portf_allvalues['ptf_value_pctch'] = (portf_allvalues['portf_value'].pct_change()*100).round(2)
portf_allvalues['sp500_pctch'] = (portf_allvalues['sp500_mktvalue'].pct_change()*100).round(2)
portf_allvalues['ptf_value_diff'] = (portf_allvalues['portf_value'].diff()).round(2)
portf_allvalues['sp500_diff'] = (portf_allvalues['sp500_mktvalue'].diff()).round(2)
# KPI's for portfolio
kpi_portfolio7d_abs = portf_allvalues.tail(7).ptf_value_diff.sum().round(2)
kpi_portfolio15d_abs = portf_allvalues.tail(15).ptf_value_diff.sum().round(2)
kpi_portfolio30d_abs = portf_allvalues.tail(30).ptf_value_diff.sum().round(2)
kpi_portfolio200d_abs = portf_allvalues.tail(200).ptf_value_diff.sum().round(2)
kpi_portfolio7d_pct = (kpi_portfolio7d_abs/portf_allvalues.tail(7).portf_value[0]).round(3)*100
kpi_portfolio15d_pct = (kpi_portfolio15d_abs/portf_allvalues.tail(15).portf_value[0]).round(3)*100
kpi_portfolio30d_pct = (kpi_portfolio30d_abs/portf_allvalues.tail(30).portf_value[0]).round(3)*100
kpi_portfolio200d_pct = (kpi_portfolio200d_abs/portf_allvalues.tail(200).portf_value[0]).round(3)*100
# KPI's for S&P500
kpi_sp500_7d_abs = portf_allvalues.tail(7).sp500_diff.sum().round(2)
kpi_sp500_15d_abs = portf_allvalues.tail(15).sp500_diff.sum().round(2)
kpi_sp500_30d_abs = portf_allvalues.tail(30).sp500_diff.sum().round(2)
kpi_sp500_200d_abs = portf_allvalues.tail(200).sp500_diff.sum().round(2)
kpi_sp500_7d_pct = (kpi_sp500_7d_abs/portf_allvalues.tail(7).sp500_mktvalue[0]).round(3)*100
kpi_sp500_15d_pct = (kpi_sp500_15d_abs/portf_allvalues.tail(15).sp500_mktvalue[0]).round(3)*100
kpi_sp500_30d_pct = (kpi_sp500_30d_abs/portf_allvalues.tail(30).sp500_mktvalue[0]).round(3)*100
kpi_sp500_200d_pct = (kpi_sp500_200d_abs/portf_allvalues.tail(200).sp500_mktvalue[0]).round(3)*100