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Dual Momentum Investing Dashboard

Usage:

To run the container, use this docker command as a template;

docker run \
  -it \
  -v <path/to/appdata>:/invest_dash \
  -p <host_port>:9090
  jamesonhm/invest_dash:latest

How it Works:

Updater

  • runs week-daily on an apscheduler background task
  • iterate over a slice of a list of stock symbols
  • polls the yahoo finance api to get the close price for the current symbol
  • Calculates Smoothed Rate of Change for each symbol and stores this with TS in the local sqlite DB

App

  • Returns list of top n symbols by momentum score
  • symbols' timeseries of score presented in chart

Frontend

  • use HTMX
  • symbol-score table
  • click-open chart for timeseries view

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Dual Momentum Investing Strategy Dashboard

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