inst/shiny/Gryffindor/ui.R
In MatthiasSpeicher/gryffindorrobo: Run calculations that are useful to start a roboadvisor.
library(shiny)
library(shinydashboard)
library(leaflet)
library(RJSONIO)
library(rjson)
library(githubinstall)
#library(rCharts)
library(readr)
library(shinythemes)
library(devtools)
#install_github("nik01010/dashboardthemes")
library(dashboardthemes)
library(geojsonio)
#devtools::install_github("RinteRface/shinydashboardPlus")
library(shinyWidgets)
library(rgdal)
#install.packages("tinytex")
#tinytex::install_tinytex()
library(markdown)
library(rmarkdown)
library(shinycssloaders)
library(ggplot2)
#install_github("MatthiasSpeicher/gryffindorrobo")
library(gryffindorrobo)
header <- dashboardHeader(
title = shinyDashboardLogoDIY(boldText = tagList(shiny::icon("robot"),
"Gryffindor"),
mainText = "Robo-Advisor",
badgeText = "Group 2",
badgeBackColor = "#40E0D0",
badgeTextColor = "white"),
titleWidth = 300
)
sidebar <- dashboardSidebar(width = 280,
sidebarMenu(id = "tabs",
menuItem("Identify your goals",
tabName = "tab1"),
menuItem("Verify Risk Preference",
tabName = "tab2"),
menuItem("Geographical Preferences",
tabName = "tab3"),
menuItem("Industry Preferences",
tabName = "tab4"),
menuItem("Portfolio Construction",
tabName = "tab5")
), disable = TRUE
)
body <- dashboardBody(
# shinyDashboardThemes(
# theme = "purple_gradient"
# #theme = "grey_dark"
# ),
shinyjs::useShinyjs(),
shinyjs::extendShinyjs(text = "shinyjs.refresh = function() { location.reload(); }"),
tabItems(
# First Tab: Risk Evaluation
tabItem(tabName = "tab1", h2("Risk Evaluation"), # tab item header
fluidRow(
column(width = 4,
box(title = "Set Parameters",
width = 0.25,
uiOutput("initial_wealth"),
hr(style = "border-color: grey;"),
uiOutput("rpref"),
"Estimate your risk on the scale from 1 to 7,
where 1 is the lowest tolerance towards risk,
and 7 is the highest",
hr(style="border-color: grey;"),
fluidRow(
column(6, uiOutput("inv_horizon")),
column(6,
sliderTextInput(
inputId = "speed",
label = "Simulation Speed:",
#grid = TRUE,
#force_edges = TRUE,
choices = c("Very Slow",
"Slow",
"Moderate",
"Fast",
"Very Fast"),
selected = "Moderate"
),
br(),
br(),
h5(tags$b("Initialize Simulation:"),
align = "left"),
column(4, uiOutput("resetbutton")),
column(4, uiOutput("startbutton")),
column(4, uiOutput("play"))
)
),
tags$p("Press the", tags$em("Play"),
"button in order to initiate the simulation.
The button turns yellow. With the",
tags$em("Pause"), "button you can interrupt
the simulation and try to press the green
button in order to see one possible
realization. Use the red", tags$em("Stop"),
"button to reset the simulation and start
anew.")
), # end of box (delete ,)
actionBttn(
inputId = "button1",
label = "Next",
style = "unite",
color = "success"
)
),
################ end of first column object#####################################
################################################################################
column(width = 8,
tabBox(
id = "tabset1",
title = tagList(shiny::icon("dice"),
"Portfolio Simulation"),
width = 12,
height = "550",
tabPanel(
title = tagList(shiny::icon("chart-bar"),
"Histogram"),
plotOutput("distPlot", height = "500")
),
tabPanel(
title = tagList(shiny::icon("info"), "Details"),
"In order to get a good sense about the risks the
investor is faced with, this graph plots SIMULATED
and therefore POTENTIAL wealth evolvements, using the
paramteres provided.",
br(),
br(),
"The higher the bar corresponding to a certain wealth
level, the more likely will you end up with a final
wealth equal to that amount.
The blue vertical line corresponds to the average
terminal wealth an investor can expect when investing
in the proposed portfolio.",
br(),
br(),
"To get a feeling for the riskyness, also a down- and
upward boundary are included. The red vertical line
indicated the level of wealth the investor can expect
to have at least in 90 out of 100 cases. Please be
aware, that in 10 percent of the cases your terminal
wealth after the investment period will be below this
value.",
br(),
br(),
"The green vertical line on the other hand aims to
indicate the upside potential. Investing in the
proposed portfolio will return a terminal wealth that
is below that threshold in 90 out of 100 cases. However
there is a 10 percent chance that the terminal wealth
lies above this threshold.",
br(),
br(),
"Please note, that these data is not actual historical
stock data, but simulated. The goal of this graph is to
provide an intuitive picture of what may happen to your
initial capital invested at a certain risk level.",
br(),
br(),
"The boxes below this graph summerize
some main features of your investment."
)
),
# Dynamic valueBoxes
withSpinner(valueBoxOutput("horizonBox")),
valueBoxOutput("returnBox"),
valueBoxOutput("stdBox"),
valueBoxOutput("avgBox"),
valueBoxOutput("uplimBox"),
valueBoxOutput("lowlimBox")
)
)
###################### end of fluid row ########################################
),
###################### end of first tab item####################################
################################################################################
######## Second Tab: Risk Evaluation ###########################################
tabItem(tabName = "tab2", h2("Risk Evaluation"), # tab item header
fluidRow(
column(width = 4,
box(
title = "Estimate your risk preference",
width = 0.25,
sliderInput("rpref2","Risk: ",
value = 4,
min = 1,
max = 7,
step = 1),
"Estimate your risk on the scale from 1 to 7,
where 1 is the lowest tolerance towards risk,
and 7 is the highest"
),
fluidRow(
actionBttn(
inputId = "button2",
label = "Back",
style = "unite",
color = "danger"
),
actionBttn(
inputId = "button3",
label = "Next",
style = "unite",
color = "success"
))
),
################# end of first column object ###################################
################################################################################
column(width = 8,
tabBox(
id = "tabset1",
title = tagList(shiny::icon("dice"),
"Portfolio Simulation"),
width = 12,
height = "550",
tabPanel(title = tagList(shiny::icon("chart-bar"),
"Histogram"),
plotOutput("distPlotFinish",
height = "500")),
tabPanel(title = tagList(shiny::icon("info"),
"Details"),
"The goal of this graph is to facilitate
the choice of the right risk preference for
the investor. Essentially it is a copy of the
graph of the previous plot.",
br(),
"In order to get a feeling on how the choice
of the risk
preference might impact the final wealth, the
user might choose different levels of the risk
preference and take the one that suits best.")
),
# Dynamic valueBoxes
withSpinner(valueBoxOutput("horizonBox1")),
valueBoxOutput("returnBox1"),
valueBoxOutput("stdBox1"),
valueBoxOutput("avgBox1"),
valueBoxOutput("uplimBox1"),
valueBoxOutput("lowlimBox1")
)
)
############# end of fluidrow ##################################################
################################################################################
),
######### end of second tab item ###############################################
################################################################################
# Third Tab: Geographical Preferences
tabItem(tabName = "tab3",
h2("Geographical Preferences"), # tab item header
######## Inputs to let the user choose regions via map
tabBox(
id = "tabset1",
height = "550",
title = tagList(shiny::icon("map-pin"),
"Geographical Preferences"),
width = 8,
tabPanel(
title = tagList(shiny::icon("globe-americas"), "Map"),
withSpinner(leafletOutput("mymap", height = "500"))
),
tabPanel(
title = tagList(shiny::icon("info"), "Details"),
"With the ticking boxes on the right hand side of the map
the investor has the possibility to (de)select regions
arround the world he or she does(n't) want to invest in. By
default all countries arround the world are selected. If for
any reason the investor doesn't want exposure to a certain
region in the portfolio, it might be deselected.",
br(),
br(),
"Please note: for diversification reasons it is highly
recommended not to deselect too many countries. However,
before going to the next tab, our algorithm will evaluate
the potential diversification possible, with the current
selection. If there is too less diversification potential,
you will be asked to select more regions or sectors
respectively.",
br(),
br(),
"Special Hint: Try out to invest in Antarctica in any case
;-)"
)
),
######## Inputs to let the user switch on and of industries
tabBox(
title = tagList(shiny::icon("industry"),
"Industry Preferences"),
width = 4,
id = "tabset1",
height = "550",
tabPanel(
title = tagList(shiny::icon("clipboard-check"), "Sectors"),
multiInput(
inputId = "industry1",
label = "Industries",
choices = c(
"Banks" = "banks",
"Resources" = "resources",
"Chemicals" = "chemicals",
"Construction" = "construction",
"Financials" = "financials",
"Food" = "food",
"Health" = "health",
"Industrial" = "industrial",
"Insurance" = "insurance",
"Energy" = "energy",
"Personal" = "personal",
"Tech" = "tech",
"Telecom" = "telecom",
"Utilities" = "utilities"
),
width = "100%",
options = list(
selected_header = "I don't want to invest in:",
non_selected_header = "Industries",
limit = 13 ####the user should't deselect all industries
)
)
),
tabPanel(title = tagList(shiny::icon("info"), "Details"),
"Many investors today have preferences towards
certain industries or do not want to (for example for
ethical reasons) do not want to invest in other
sectors. This freedom is enabled with this selection.
By default, the portfolio calculated in the next
step does include all available industries, but the
user can avoid exposure to a certain industry by
pushing it to the right side of the graph.",
br(),
br(),
"By clicking a second time on a deselcted industry,
it is selected again.",
br(),
br(),
"Please note: for diversification reasons it is
highly recommended not to deselect too many
industries. However, before going to the next tab,
our algorithm will evaluate the potential
diversification possible, with the current selection.
If there is too less diversification potential, you
will be asked to select more regions or sectors
respectively.")
),
hr(style = "border-color: grey;"),
fluidRow(
actionBttn(
inputId = "button4",
label = "Back",
style = "unite",
color = "danger"
),
actionBttn(
inputId = "button5",
label = "Next",
style = "unite",
color = "royal"
)
),
tableOutput("table"),
plotOutput("testgraph"),
textOutput("Error_regions"),
useSweetAlert()
),
######### end of third tab item ################################################
################################################################################
# Fourth Tab: Portfolio Construction"
tabItem(tabName = "tab4",
h2("Portfolio Construction"), # tab item header
fluidRow(
plotOutput("ourPF"),
radioButtons("format",
"Document format",
c("PDF", "HTML", "Word"),
inline = TRUE),
downloadButton("downloadReport"),
),
fluidRow( # Dynamic valueBoxes
valueBoxOutput("expectedValue"),
valueBoxOutput("yearlygain"),
valueBoxOutput("maxdrawdown"),
valueBoxOutput("std"),
valueBoxOutput("sharpe"),
valueBoxOutput("equity")
),
actionBttn(
inputId = "button6",
label = "Restart",
style = "unite",
color = "danger"
)
)
######### end of fourth tab item ###############################################
################################################################################
)
##### end of all tab items #####################################################
################################################################################
)
# End of the dashboardBody######################################################
################################################################################
ui <- dashboardPage(header, sidebar, body,tags$head(
tags$style(
HTML(".shiny-notification {
height: 100px;
width: 800px;
position:fixed;
top: calc(50% - 50px);;
left: calc(50% - 400px);;
}
"
)))
)
MatthiasSpeicher/gryffindorrobo documentation built on Dec. 27, 2019, 2:15 a.m.
R Package Documentation
Browse R Packages
We want your feedback!
Note that we can't provide technical support on individual packages. You should contact the package authors for that.
library(shiny)
library(shinydashboard)
library(leaflet)
library(RJSONIO)
library(rjson)
library(githubinstall)
#library(rCharts)
library(readr)
library(shinythemes)
library(devtools)
#install_github("nik01010/dashboardthemes")
library(dashboardthemes)
library(geojsonio)
#devtools::install_github("RinteRface/shinydashboardPlus")
library(shinyWidgets)
library(rgdal)
#install.packages("tinytex")
#tinytex::install_tinytex()
library(markdown)
library(rmarkdown)
library(shinycssloaders)
library(ggplot2)
#install_github("MatthiasSpeicher/gryffindorrobo")
library(gryffindorrobo)
header <- dashboardHeader(
title = shinyDashboardLogoDIY(boldText = tagList(shiny::icon("robot"),
"Gryffindor"),
mainText = "Robo-Advisor",
badgeText = "Group 2",
badgeBackColor = "#40E0D0",
badgeTextColor = "white"),
titleWidth = 300
)
sidebar <- dashboardSidebar(width = 280,
sidebarMenu(id = "tabs",
menuItem("Identify your goals",
tabName = "tab1"),
menuItem("Verify Risk Preference",
tabName = "tab2"),
menuItem("Geographical Preferences",
tabName = "tab3"),
menuItem("Industry Preferences",
tabName = "tab4"),
menuItem("Portfolio Construction",
tabName = "tab5")
), disable = TRUE
)
body <- dashboardBody(
# shinyDashboardThemes(
# theme = "purple_gradient"
# #theme = "grey_dark"
# ),
shinyjs::useShinyjs(),
shinyjs::extendShinyjs(text = "shinyjs.refresh = function() { location.reload(); }"),
tabItems(
# First Tab: Risk Evaluation
tabItem(tabName = "tab1", h2("Risk Evaluation"), # tab item header
fluidRow(
column(width = 4,
box(title = "Set Parameters",
width = 0.25,
uiOutput("initial_wealth"),
hr(style = "border-color: grey;"),
uiOutput("rpref"),
"Estimate your risk on the scale from 1 to 7,
where 1 is the lowest tolerance towards risk,
and 7 is the highest",
hr(style="border-color: grey;"),
fluidRow(
column(6, uiOutput("inv_horizon")),
column(6,
sliderTextInput(
inputId = "speed",
label = "Simulation Speed:",
#grid = TRUE,
#force_edges = TRUE,
choices = c("Very Slow",
"Slow",
"Moderate",
"Fast",
"Very Fast"),
selected = "Moderate"
),
br(),
br(),
h5(tags$b("Initialize Simulation:"),
align = "left"),
column(4, uiOutput("resetbutton")),
column(4, uiOutput("startbutton")),
column(4, uiOutput("play"))
)
),
tags$p("Press the", tags$em("Play"),
"button in order to initiate the simulation.
The button turns yellow. With the",
tags$em("Pause"), "button you can interrupt
the simulation and try to press the green
button in order to see one possible
realization. Use the red", tags$em("Stop"),
"button to reset the simulation and start
anew.")
), # end of box (delete ,)
actionBttn(
inputId = "button1",
label = "Next",
style = "unite",
color = "success"
)
),
################ end of first column object#####################################
################################################################################
column(width = 8,
tabBox(
id = "tabset1",
title = tagList(shiny::icon("dice"),
"Portfolio Simulation"),
width = 12,
height = "550",
tabPanel(
title = tagList(shiny::icon("chart-bar"),
"Histogram"),
plotOutput("distPlot", height = "500")
),
tabPanel(
title = tagList(shiny::icon("info"), "Details"),
"In order to get a good sense about the risks the
investor is faced with, this graph plots SIMULATED
and therefore POTENTIAL wealth evolvements, using the
paramteres provided.",
br(),
br(),
"The higher the bar corresponding to a certain wealth
level, the more likely will you end up with a final
wealth equal to that amount.
The blue vertical line corresponds to the average
terminal wealth an investor can expect when investing
in the proposed portfolio.",
br(),
br(),
"To get a feeling for the riskyness, also a down- and
upward boundary are included. The red vertical line
indicated the level of wealth the investor can expect
to have at least in 90 out of 100 cases. Please be
aware, that in 10 percent of the cases your terminal
wealth after the investment period will be below this
value.",
br(),
br(),
"The green vertical line on the other hand aims to
indicate the upside potential. Investing in the
proposed portfolio will return a terminal wealth that
is below that threshold in 90 out of 100 cases. However
there is a 10 percent chance that the terminal wealth
lies above this threshold.",
br(),
br(),
"Please note, that these data is not actual historical
stock data, but simulated. The goal of this graph is to
provide an intuitive picture of what may happen to your
initial capital invested at a certain risk level.",
br(),
br(),
"The boxes below this graph summerize
some main features of your investment."
)
),
# Dynamic valueBoxes
withSpinner(valueBoxOutput("horizonBox")),
valueBoxOutput("returnBox"),
valueBoxOutput("stdBox"),
valueBoxOutput("avgBox"),
valueBoxOutput("uplimBox"),
valueBoxOutput("lowlimBox")
)
)
###################### end of fluid row ########################################
),
###################### end of first tab item####################################
################################################################################
######## Second Tab: Risk Evaluation ###########################################
tabItem(tabName = "tab2", h2("Risk Evaluation"), # tab item header
fluidRow(
column(width = 4,
box(
title = "Estimate your risk preference",
width = 0.25,
sliderInput("rpref2","Risk: ",
value = 4,
min = 1,
max = 7,
step = 1),
"Estimate your risk on the scale from 1 to 7,
where 1 is the lowest tolerance towards risk,
and 7 is the highest"
),
fluidRow(
actionBttn(
inputId = "button2",
label = "Back",
style = "unite",
color = "danger"
),
actionBttn(
inputId = "button3",
label = "Next",
style = "unite",
color = "success"
))
),
################# end of first column object ###################################
################################################################################
column(width = 8,
tabBox(
id = "tabset1",
title = tagList(shiny::icon("dice"),
"Portfolio Simulation"),
width = 12,
height = "550",
tabPanel(title = tagList(shiny::icon("chart-bar"),
"Histogram"),
plotOutput("distPlotFinish",
height = "500")),
tabPanel(title = tagList(shiny::icon("info"),
"Details"),
"The goal of this graph is to facilitate
the choice of the right risk preference for
the investor. Essentially it is a copy of the
graph of the previous plot.",
br(),
"In order to get a feeling on how the choice
of the risk
preference might impact the final wealth, the
user might choose different levels of the risk
preference and take the one that suits best.")
),
# Dynamic valueBoxes
withSpinner(valueBoxOutput("horizonBox1")),
valueBoxOutput("returnBox1"),
valueBoxOutput("stdBox1"),
valueBoxOutput("avgBox1"),
valueBoxOutput("uplimBox1"),
valueBoxOutput("lowlimBox1")
)
)
############# end of fluidrow ##################################################
################################################################################
),
######### end of second tab item ###############################################
################################################################################
# Third Tab: Geographical Preferences
tabItem(tabName = "tab3",
h2("Geographical Preferences"), # tab item header
######## Inputs to let the user choose regions via map
tabBox(
id = "tabset1",
height = "550",
title = tagList(shiny::icon("map-pin"),
"Geographical Preferences"),
width = 8,
tabPanel(
title = tagList(shiny::icon("globe-americas"), "Map"),
withSpinner(leafletOutput("mymap", height = "500"))
),
tabPanel(
title = tagList(shiny::icon("info"), "Details"),
"With the ticking boxes on the right hand side of the map
the investor has the possibility to (de)select regions
arround the world he or she does(n't) want to invest in. By
default all countries arround the world are selected. If for
any reason the investor doesn't want exposure to a certain
region in the portfolio, it might be deselected.",
br(),
br(),
"Please note: for diversification reasons it is highly
recommended not to deselect too many countries. However,
before going to the next tab, our algorithm will evaluate
the potential diversification possible, with the current
selection. If there is too less diversification potential,
you will be asked to select more regions or sectors
respectively.",
br(),
br(),
"Special Hint: Try out to invest in Antarctica in any case
;-)"
)
),
######## Inputs to let the user switch on and of industries
tabBox(
title = tagList(shiny::icon("industry"),
"Industry Preferences"),
width = 4,
id = "tabset1",
height = "550",
tabPanel(
title = tagList(shiny::icon("clipboard-check"), "Sectors"),
multiInput(
inputId = "industry1",
label = "Industries",
choices = c(
"Banks" = "banks",
"Resources" = "resources",
"Chemicals" = "chemicals",
"Construction" = "construction",
"Financials" = "financials",
"Food" = "food",
"Health" = "health",
"Industrial" = "industrial",
"Insurance" = "insurance",
"Energy" = "energy",
"Personal" = "personal",
"Tech" = "tech",
"Telecom" = "telecom",
"Utilities" = "utilities"
),
width = "100%",
options = list(
selected_header = "I don't want to invest in:",
non_selected_header = "Industries",
limit = 13 ####the user should't deselect all industries
)
)
),
tabPanel(title = tagList(shiny::icon("info"), "Details"),
"Many investors today have preferences towards
certain industries or do not want to (for example for
ethical reasons) do not want to invest in other
sectors. This freedom is enabled with this selection.
By default, the portfolio calculated in the next
step does include all available industries, but the
user can avoid exposure to a certain industry by
pushing it to the right side of the graph.",
br(),
br(),
"By clicking a second time on a deselcted industry,
it is selected again.",
br(),
br(),
"Please note: for diversification reasons it is
highly recommended not to deselect too many
industries. However, before going to the next tab,
our algorithm will evaluate the potential
diversification possible, with the current selection.
If there is too less diversification potential, you
will be asked to select more regions or sectors
respectively.")
),
hr(style = "border-color: grey;"),
fluidRow(
actionBttn(
inputId = "button4",
label = "Back",
style = "unite",
color = "danger"
),
actionBttn(
inputId = "button5",
label = "Next",
style = "unite",
color = "royal"
)
),
tableOutput("table"),
plotOutput("testgraph"),
textOutput("Error_regions"),
useSweetAlert()
),
######### end of third tab item ################################################
################################################################################
# Fourth Tab: Portfolio Construction"
tabItem(tabName = "tab4",
h2("Portfolio Construction"), # tab item header
fluidRow(
plotOutput("ourPF"),
radioButtons("format",
"Document format",
c("PDF", "HTML", "Word"),
inline = TRUE),
downloadButton("downloadReport"),
),
fluidRow( # Dynamic valueBoxes
valueBoxOutput("expectedValue"),
valueBoxOutput("yearlygain"),
valueBoxOutput("maxdrawdown"),
valueBoxOutput("std"),
valueBoxOutput("sharpe"),
valueBoxOutput("equity")
),
actionBttn(
inputId = "button6",
label = "Restart",
style = "unite",
color = "danger"
)
)
######### end of fourth tab item ###############################################
################################################################################
)
##### end of all tab items #####################################################
################################################################################
)
# End of the dashboardBody######################################################
################################################################################
ui <- dashboardPage(header, sidebar, body,tags$head(
tags$style(
HTML(".shiny-notification {
height: 100px;
width: 800px;
position:fixed;
top: calc(50% - 50px);;
left: calc(50% - 400px);;
}
"
)))
)
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Browse R Packages
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Note that we can't provide technical support on individual packages. You should contact the package authors for that.
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