Expanding Jupyter Notebook Stock Portfolio Analyses with Interactive Charting in Dash by Plotly. Part 2 of Leveraging Python for Stock Portfolio Analyses. In part 1 of this series I discussed how, since I’ve become more accustomed to using pandas, that I have signficantly increased my use of Python for financial analyses. During the part 1 post, we reviewed how to largely automate the tracking and benchmarking of a stock portfolio’s performance leveraging pandas and the Yahoo Finance API. At the end of that post you had generated a rich dataset, enabling calculations such as the relative percentage and dollar value returns for portfolio positions versus equally-sized S&P 500 positions during the same holding periods. You could also determine how much each position contributed to your overall portfolio return and, perhaps most importantly, if you would have been better off investing in an S&P 500 ETF or index fund. Finally, you used Plotly for visualizations, which made it much easier to understand which positions drove the most value, what their YTD momentum looked like relative to the S&P 500, and if any had traded down and you might want to consider divesting, aka hit a “Trailing Stop”. ...

My two most recent blog posts were about Scaling Analytical Insights with Python; part 1 can be found here and part 2 can be found here. It has been several months since I wrote those, largely due to the fact that I relocated my family to Seattle to join Amazon in November; I’ve spent most of the time on my primary project determining our global rollout plan and related business intelligence roadmap. ...

If you would like to read Part 1 of this Series, please find it at this link. A fair amount has happened since my Scaling Analytical Insights with Python (Part 1) post back in August. Since that time, I decided to resign from FloSports in order to join Amazon’s Kindle Content Acquisition team as a Sr. Product Manager -- this obviously includes moving my family from Austin, TX to Seattle. While this was taking place behind the scenes, I had every intention to return to my write up of Part 2 of this series. Note that I’ve decided to put Part 3 on hold, and I may potentially not revisit the topic of using Python for financial analysis for a decent while. ...

In recent months, I’ve written about some of the critical undertakings and initiatives which I oversee as VP of Product at FloSports. These have included my efforts to build a data informed culture through product experimentation, our overall approach to our analytics tech stack, and our approach to building and reviewing our rolling financial forecasts. ...

As VP of Product at FloSports, I oversee our data warehouse roadmap and manage a team consisting of a senior product manager, product revenue developers, data engineers, and data analysts. Some of the responsibilities that I really enjoy about this work include working at the forefront of business intelligence, leveraging data and product analytics tools such as Periscope Data, Mode Analytics and Segment, and collaborating with very bright people to drive measurable results and accelerate our growth. ...