Portfolio Analyser with excel like interactive table

I’ve started contributing an example to the Panel gallery with an excel like interactive table. You can edit cells which then updates other cells. You can select rows which then updates plots.


Any ideas for improvements are appreciated. What would you like to see?

You can checkout the PR and code here.

I wanted to use this example to compare Panel + Tabulator to Dash + AG Grid. I think Panel + Tabulator does a nice job. What do you think?




@Marc , what are those three buttons in the lower left corner?

They are just button from my video recorder :slight_smile:

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What would you like to see?

I would like to see no weekend or holiday gaps in the candlestick chart. :wink: :sweat_smile:

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@Marc , Import and export csv buttons would be slick. One thing I like about JSpreadsheet over Tabulator is the ease with which you can copy and paste cells. An import function is probably the next best thing.

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Hi @riziles

Where do i find the jspreadshet extension?

For Tabulator, you can enable copy-paste in tabulator by including "clipboard": True in your configuration parameter.

I’ve tried and it works.

Check out Clipboard | Tabulator

From tabulator to excel

I could not get it working from Excel to Tabulator though

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Yes, my understanding is that Tabulator copy and paste is wholesale only, not individual cells. FYI, I haven’t really had to time to work on the JSpreadsheet extension. I posted this ages ago: JSpreadsheet , but it needs a lot of work.

Hi @Marc,

This is great again, though my trading platforms keep records of buys and sales etc I tend to keep another sheet with this info that combines everything I can see this taking its place, I don’t know how feasible or if should be included but…

Some possible features that I’m thinking of

Ability to change candle time or select download time frame if poss
Ability to easily log buy in and sell out price, percent made lost, maybe I bought in at two different prices at two different dates just to be super complicated
Ability to highlight the above trades on graph at a click so I can quickly see my reasoning behind buy in
Show investment percentage change for quick gauge on the good bad and ugly choices I’ve made
Crosshair hover info of candle maybe
A box to note platform trade carried on, notes is probably fine, I was thinking an auto select drop down but could be about half a million avenues here
Ability to log trade fee - maybe this could indicate what min % change is required to sell for break even
Generally I’m a buy low sell high but what about the shorters… Do you just work with negative percents as a positive
Save load ability for safe keeping


Oh, this looks awesome!