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README.md

Finalytics Web Application

The Finalytics Web Application provides interactive dashboards for security analysis, portfolio optimization, and financial data screening. Built with Dioxus and powered by the Finalytics Rust library, it offers a fast, modern, and user-friendly interface for investors, analysts, and researchers.


🌐 Features

  • Security Screener: Filter and rank equities, cryptocurrencies, and other assets using advanced metrics.
  • Ticker Dashboards: Access dedicated dashboards for each ticker, including:
    • Performance Dashboard: Analyze historical returns, risk metrics, and benchmarks.
    • Financials Dashboard: Explore key financial statements and ratios.
    • Options Dashboard: View available options contracts and analytics.
    • News Dashboard: Stay updated with the latest news and headlines for each security.
  • Portfolio Optimization: Construct and analyze portfolios using state-of-the-art optimization algorithms.
  • Interactive Reports: Visualize results and analytics directly in your browser.
  • Cross-Platform: Runs on Windows, Linux, and macOS.

🚀 Getting Started

1. Install Dioxus CLI

cargo install dioxus-cli

2. Clone the Repository

git clone https://github.com/Nnamdi-sys/finalytics.git
cd finalytics/web

3. Run the Web Application Locally

dx serve --platform web

This will start a local development server. Open the provided URL in your browser to access the dashboards.


📖 Usage

  • Screener: Select filters and sorting options to find securities matching your criteria.
  • Ticker Dashboards: For each ticker, access:
    • Performance Dashboard for returns and risk metrics
    • Financials Dashboard for statements and ratios
    • Options Dashboard for contracts and analytics
    • News Dashboard for headlines and updates
  • Portfolio: Add tickers to your portfolio and run optimization routines to analyze risk and return.

🛠️ Development

The web app is built with Dioxus and Rust.
To modify or extend the application, edit the source files in this directory and use the Dioxus CLI for live reloading.


🌍 Live Demo

Try the hosted version at finalytics.rs.


📚 More Information