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Investment Management and Portfolio Optimization using R Programming

The application is hosted on ShinyApps.io and can be found HERE

DEMO

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Within this repository, I have included the source code for a Shiny Web Application that uses Perfomance Analytics and Quantmod to provide the user with an optimized portfolio based on the stocks given by the user. The portfolio is optimized by reducing the standard deviation of risk, and increasing the return of investment, based on historical data.
It provides the user with the following information based on the tickers submitted:

  1. Risk over the past 10 years
  2. Optimized Weights for the portfolio
  3. Correlation among the stocks in the portfolio
  4. An Annualized table and visualization on the returns of each stock in the portfolio

Packages used:

Shiny
quantmod
PerformanceAnalytics
tseries
ggplot
ggthemes
PortfolioAnalytics
ROI

This project has been developed after I watched a youtube series on portfolio optimization with R and also started reading the book "Technical Analysis with R" by Ko Chin Yu

In case the app is not active please contact me via email.

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Contains source code for Shiny Web application for portfolio optimization

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