Posit::Conf 2024 – Advanced Portfolio Analysis and Management through Shiny

This talk from Posit::Conf 2024 explores the creation of an advanced portfolio analysis system using Shiny and Plumber API. Focused on delivering real-time insights and interactive tools, the system transforms financial analysis with user-centric design and reusable Shiny modules. The talk will delve into how complex financial data is made dynamic and interactive via an internal R package integrating with an ag-grid javascript library to enhance user engagement and decision-making efficiency. A highlight is the Plumber API’s dual role: powering the current system and hosting other enterprise applications in other languages (python), demonstrating remarkable cross-platform integration. This system exemplifies the innovative potential of R in financial analytics.

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