Charting one ETF H IGH CH ARTER F OR F IN AN CE IN R Jonathan K. - - PowerPoint PPT Presentation

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Charting one ETF H IGH CH ARTER F OR F IN AN CE IN R Jonathan K. - - PowerPoint PPT Presentation

Nov 20, 2023 5 likes •436 views

Charting one ETF H IGH CH ARTER F OR F IN AN CE IN R Jonathan K. Regenstein, Jr. Director of Financial Services, RStudio, Inc. Five ETF prices in one xts object etf_prices_xts SPY EFA IJS EEM AGG 2012-12-31 128.3092

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Charting one ETF

H IGH CH ARTER F OR F IN AN CE IN R

Jonathan K. Regenstein, Jr.

Director of Financial Services, RStudio, Inc.

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HIGHCHARTER FOR FINANCE IN R

Five ETF prices in one xts object

etf_prices_xts SPY EFA IJS EEM AGG 2012-12-31 128.3092 49.16410 75.06590 39.89233 98.19626 2013-01-02 131.5977 49.92501 77.12553 40.67489 98.08131 2013-01-03 131.3004 49.44080 77.02349 40.38705 97.83374 2013-01-04 131.8771 49.69155 77.62656 40.46800 97.93983 2013-01-07 131.5166 49.47539 77.17194 40.16218 97.88681 2013-01-08 131.1382 49.19869 76.87505 39.80238 97.97523 2013-01-09 131.4716 49.44944 77.09772 39.97328 97.90449 2013-01-10 132.5168 50.08064 77.19049 40.32409 97.89565 2013-01-11 132.5077 50.18440 77.13483 40.00026 97.99291 2013-01-14 132.4177 50.24492 77.11628 40.17117 98.08131

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A line chart of SPY

etf_prices_xts$SPY SPY 2012-12-31 128.3092 2013-01-02 131.5977 2013-01-03 131.3004 2013-01-04 131.8771 2013-01-07 131.5166 2013-01-08 131.1382 2013-01-09 131.4716 2013-01-10 132.5168 2013-01-11 132.5077 2013-01-14 132.4177

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Start with a blank chart

highchart(type = "stock")

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Add data

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY)

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Chart the price of EEM

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$EEM, color = "green")

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Let's chart some ETF prices!

H IGH CH ARTER F OR F IN AN CE IN R

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Chart the price of many stocks from xts

H IGH CH ARTER F OR F IN AN CE IN R

Jonathan K. Regenstein, Jr.

Director of Financial Services, RStudio, Inc.

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Multiple ETFs for charting

etf_prices_xts SPY EFA IJS EEM AGG 2012-12-31 128.3092 49.16410 75.06590 39.89233 98.19626 2013-01-02 131.5977 49.92501 77.12553 40.67489 98.08131 2013-01-03 131.3004 49.44080 77.02349 40.38705 97.83374 2013-01-04 131.8771 49.69155 77.62656 40.46800 97.93983 2013-01-07 131.5166 49.47539 77.17194 40.16218 97.88681 2013-01-08 131.1382 49.19869 76.87505 39.80238 97.97523 2013-01-09 131.4716 49.44944 77.09772 39.97328 97.90449 2013-01-10 132.5168 50.08064 77.19049 40.32409 97.89565 2013-01-11 132.5077 50.18440 77.13483 40.00026 97.99291 2013-01-14 132.4177 50.24492 77.11628 40.17117 98.08131

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Add another series

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY) %>% hc_add_series(etf_prices_xts$IJS)

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Color each series

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY, color = "blue") %>% hc_add_series(etf_prices_xts$IJS, color = "red")

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Naming the series

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_add_series(etf_prices_xts$IJS, color = "red", name = "IJS")

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Two price histories on a customized chart

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Three ETFs

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_add_series(etf_prices_xts$IJS, color = "red", name = "IJS") %>% hc_add_series(etf_prices_xts$EEM, color = "green", name = "EEM")

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Let's practice charting several price histories!

H IGH CH ARTER F OR F IN AN CE IN R

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Title, subtitle and axes (not of evil)!

H IGH CH ARTER F OR F IN AN CE IN R

Jonathan K. Regenstein, Jr.

Director of Financial Services, RStudio, Inc.

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Adding a title

highchart(type = "stock") %>% hc_title(text = "5 ETFs Price History")

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Adding a subtitle

highchart(type = "stock") %>% hc_title(text = "5 ETFs Price History") %>% hc_subtitle(text = "daily prices")

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Title, subtitle, and data

highchart(type = "stock") %>% hc_title(text = "5 ETFs Price History") %>% hc_subtitle(text = "daily prices") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_add_series(etf_prices_xts$IJS, color = "red", name = "IJS") %>% hc_add_series(etf_prices_xts$EEM, color = "green", name = "EEM") %>% hc_add_series(etf_prices_xts$EFA, color = "purple", name = "EFA") %>% hc_add_series(etf_prices_xts$AGG, color = "orange", name = "AGG")

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Customizing the y-axis

highchart(type = "stock") %>% hc_title(text = "5 ETFs Price History") %>% hc_subtitle(text = "daily prices") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_add_series(etf_prices_xts$IJS, color = "red", name = "IJS") %>% hc_add_series(etf_prices_xts$EEM, color = "green", name = "EEM") %>% hc_add_series(etf_prices_xts$EFA, color = "purple", name = "EFA") %>% hc_add_series(etf_prices_xts$AGG, color = "orange", name = "AGG") hc_yAxis(title = list(text = "Prices (USD)"), labels = list(format = "${value}"),

  • pposite = FALSE)
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Let's practice the title, subtitle and y- axis

H IGH CH ARTER F OR F IN AN CE IN R

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Tooltips and legends

H IGH CH ARTER F OR F IN AN CE IN R

Jonathan K. Regenstein, Jr.

Director of Financial Services, RStudio, Inc.

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Customizing the tooltip

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_tooltip(pointFormat = "text in the tooltip")

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Dynamic tooltip

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_tooltip(pointFormat = "${point.y}")

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Rounding the tooltip

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_tooltip(pointFormat = "${point.y: .2f}")

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Dynamic tooltip names

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_tooltip(pointFormat = "{point.series.name}: ${point.y: .2f})

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Adding a legend

highchart(type = "stock") %>% hc_add_series(etf_prices_xts$SPY, color = "blue", name = "SPY") %>% hc_add_series(etf_prices_xts$IJS, color = "red", name = "IJS") %>% hc_add_series(etf_prices_xts$EEM, color = "green", name = "EEM") %>% hc_add_series(etf_prices_xts$EFA, color = "purple", name = "EFA") %>% hc_add_series(etf_prices_xts$AGG, color = "orange", name = "XXX") %>% hc_yAxis(title = list(text = "Prices (USD)"), labels = list(format = "${value}"),

  • pposite = FALSE) %>%

hc_tooltip(pointFormat = "{point.series.name}: ${point.y: .2f}") %>% hc_legend(enabled = TRUE)

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Let's go customize some tooltips and add some legends!

H IGH CH ARTER F OR F IN AN CE IN R