Summary

Repository

I want to create an interface that presents information relevant to my 401k investment in one place instead of having to switch between different platforms. My solution is to combine data from Fidelity Investment, Yahoo Finance, Morningstar, Investopedia and mutual fund universe data from Kaggle for both tracking and research purposes. Utilizing my current knowledge of the Google Cloud Platform, coupled with the power of Python and APIs, I created a Tableau dashboard that centralizes the data concerning my 401k portfolio that I'm most interested in. This project involves:

• Fully designing the data pipeline from EXTRACT (from external sources like Yahoo Finance through a Python package, data written to Google Sheets) to TRANSFORM (pandas & APIs to communicate with BigQuery and Google Sheets) to LOAD (linking/blending tables for visualization in Tableau)
• Utilizing the ability of Tableau Desktop (design) & Tableau Online (publish) to connect to multiple data sources (Google Sheets and BigQuery) while optimizing performance based on the size of data
• Designing a user-friendly interface with tooltips and appropriate filters using calculated fields, parameters, text auto-split and set/URL actions

For better viewing experience of the dashboard, please enter full screen on a desktop device.

Next Steps

• Incorporate machine learning and data models (eg. Markov-Switching Multifractals, GARCH) to forecast volatility of individual investments and the portfolio
• Build a sandbox to visualize how a different mix of investments will perform in the future with a set of assumptions
• Design a robust interface to compare two investments
• Customize alerts for user-defined thresholds