Empowering Decisions: Advanced Portfolio Analysis and Management through Shiny
summary
Built a Shiny front end with an internal R package and Plumber API that serves realtime portfolio calculations, session‑tracked edits and logs; uses R6 classes to power editable reactive tables and AG‑Grid (enterprise) to support pivoting and millions of rows; runs asynchronous back‑end tasks with future/promises, caches market feeds with Memcached and reactivePoll (updates ~15 minutes), and authenticates via RStudio Connect. The system scales to thousands of scenarios, enforces validation, and speeds decision cycles. Plumber API powering R and Python apps AG Grid enterprise pivot
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chapters (11)
- 0:00Portfolio analysis with Shiny
- 1:54Spreadsheet limitations
- 3:43Finance with R and Shiny
- 5:32Interactive portfolio editing
- 7:22Portfolio workflow validation
- 9:10Advanced analysis modules
- 11:20Enhancing Shiny with JS
- 12:47AG Grid for tables
- 14:17Plumber API backend
- 16:46Real-world impact
- 17:55Conclusion & Q&A
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