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Stock/Options Portfolio Dashboard Demo

Stock/options portfolio demo.

Designed by Stephen Few, a bullet chart “provides a rich display of data in a small space.” A variation on a bar chart, bullet charts compare a given quantitative measure (such as profit or revenue) against qualitative ranges (e.g., poor, satisfactory, good) and related markers (e.g., the same measure a year ago). Layout inspired by Stephen Few. Implementation based on work by Clint Ivy, Jamie Love of N-Squared Software and Jason Davies. The "update" button randomizes the values slightly to demonstrate transitions.

(function() {
/*
JSON data format
BCS:
title,
subtitle,
ranges: [(sold ask - owned bid), (sold bid - owned ask), max], // sorted, drop any > max
measures: [current value, max from ranges],
markers [{value: setup cost, color}, {value: 85% profit target, color}]
*/
// Chart design based on the recommendations of Stephen Few. Implementation
// based on the work of Clint Ivy, Jamie Love, and Jason Davies.
// http://projects.instantcognition.com/protovis/bulletchart/
d3.bullet = function() {
var orient = "left", // TODO top & bottom
reverse = false,
duration = 0,
ranges = bulletRanges,
markers = bulletMarkers,
measures = bulletMeasures,
width = 380,
height = 30,
tickFormat = null;
// For each small multiple…
function bullet(g) {
g.each(function(d, i) {
var rangez = ranges.call(this, d, i).slice().sort(d3.descending),
markerz = markers.call(this, d, i).slice().sort(d3.descending),
measurez = measures.call(this, d, i).slice().sort(d3.descending),
g = d3.select(this);
// Compute the new x-scale.
var x1 = d3.scale.linear()
.domain([0, Math.max(rangez[0], markerz[0].value, measurez[0])])
.range(reverse ? [width, 0] : [0, width]);
// Retrieve the old x-scale, if this is an update.
var x0 = this.__chart__ || d3.scale.linear()
.domain([0, Infinity])
.range(x1.range());
var markerx0 = function (d, i) {
return x0(d.value);
};
var markerx1 = function (d, i) {
return x1(d.value);
};
var markerColor = function (d, i) {
return d.color;
}
// Stash the new scale.
this.__chart__ = x1;
// Derive width-scales from the x-scales.
var w0 = bulletWidth(x0),
w1 = bulletWidth(x1);
// Update the range rects.
var range = g.selectAll("rect.range")
.data(rangez);
range.enter().append("rect")
.attr("class", function(d, i) { return "range s" + i; })
.attr("width", w0)
.attr("height", height)
.attr("x", reverse ? x0 : 0)
.transition()
.duration(duration)
.attr("width", w1)
.attr("x", reverse ? x1 : 0);
range.transition()
.duration(duration)
.attr("x", reverse ? x1 : 0)
.attr("width", w1)
.attr("height", height);
// Update the measure rects.
var measure = g.selectAll("rect.measure")
.data(measurez);
measure.enter().append("rect")
.attr("class", function(d, i) {
return "measure s" + i;
})
.attr("width", w0)
.attr("height", height / 3)
.attr("x", reverse ? x0 : 0)
.attr("y", height / 3)
.transition()
.duration(duration)
.attr("width", w1)
.attr("x", reverse ? x1 : 0);
measure.transition()
.duration(duration)
.attr("width", w1)
.attr("height", height / 3)
.attr("x", reverse ? x1 : 0)
.attr("y", height / 3);
// Update the marker lines.
var marker = g.selectAll("line.marker")
.data(markerz);
marker.enter().append("line")
.attr("class", "marker")
.attr("x1", function(d, i) { return markerx0(d, i); })
.attr("x2", function(d, i) { return markerx0(d, i); })
.attr("y1", height / 6)
.attr("y2", height * 5 / 6)
.attr("style", function(d, i) { return "stroke: " + markerColor(d, i); })
.transition()
.duration(duration)
.attr("x1", function(d, i) { return markerx1(d, i); })
.attr("x2", function(d, i) { return markerx1(d, i); });
marker.transition()
.duration(duration)
.attr("x1", function(d, i) { return markerx1(d, i); })
.attr("x2", function(d, i) { return markerx1(d, i); })
.attr("y1", height / 6)
.attr("y2", height * 5 / 6);
// Compute the tick format.
var format = tickFormat || x1.tickFormat(8);
// Update the tick groups.
var tick = g.selectAll("g.tick")
.data(x1.ticks(8), function(d) {
return this.textContent || format(d);
});
// Initialize the ticks with the old scale, x0.
var tickEnter = tick.enter().append("g")
.attr("class", "tick")
.attr("transform", bulletTranslate(x0))
.style("opacity", 1e-6);
tickEnter.append("line")
.attr("y1", height)
.attr("y2", height * 7 / 6);
tickEnter.append("text")
.attr("text-anchor", "middle")
.attr("dy", "1em")
.attr("y", height * 7 / 6)
.text(format);
// Transition the entering ticks to the new scale, x1.
tickEnter.transition()
.duration(duration)
.attr("transform", bulletTranslate(x1))
.style("opacity", 1);
// Transition the updating ticks to the new scale, x1.
var tickUpdate = tick.transition()
.duration(duration)
.attr("transform", bulletTranslate(x1))
.style("opacity", 1);
tickUpdate.select("line")
.attr("y1", height)
.attr("y2", height * 7 / 6);
tickUpdate.select("text")
.attr("y", height * 7 / 6);
// Transition the exiting ticks to the new scale, x1.
tick.exit().transition()
.duration(duration)
.attr("transform", bulletTranslate(x1))
.style("opacity", 1e-6)
.remove();
});
d3.timer.flush();
}
// left, right, top, bottom
bullet.orient = function(x) {
if (!arguments.length) return orient;
orient = x;
reverse = orient == "right" || orient == "bottom";
return bullet;
};
// ranges (bad, satisfactory, good)
bullet.ranges = function(x) {
if (!arguments.length) return ranges;
ranges = x;
return bullet;
};
// markers (previous, goal)
bullet.markers = function(x) {
if (!arguments.length) return markers;
markers = x;
return bullet;
};
// measures (actual, forecast)
bullet.measures = function(x) {
if (!arguments.length) return measures;
measures = x;
return bullet;
};
bullet.width = function(x) {
if (!arguments.length) return width;
width = x;
return bullet;
};
bullet.height = function(x) {
if (!arguments.length) return height;
height = x;
return bullet;
};
bullet.tickFormat = function(x) {
if (!arguments.length) return tickFormat;
tickFormat = x;
return bullet;
};
bullet.duration = function(x) {
if (!arguments.length) return duration;
duration = x;
return bullet;
};
return bullet;
};
function bulletRanges(d) {
return d.ranges;
}
function bulletMarkers(d) {
return d.markers;
}
function bulletMeasures(d) {
return d.measures;
}
function bulletTranslate(x) {
return function(d) {
return "translate(" + x(d) + ",0)";
};
}
function bulletWidth(x) {
var x0 = x(0);
return function(d) {
return Math.abs(x(d) - x0);
};
}
})();
[
{"title":"AIG BCS","subtitle":"Jan 2016 50/55","ranges":[2.65, 3.20, 5],"measures":[3.17, 3.20],"markers":[{"value": 2.10, "name": "cost", "color": "tomato"}, {"value": 4.57, "name": "target", "color": "limegreen"}]},
{"title":"BRK.B BCS","subtitle":"Jan 2016 110/120","ranges":[4.85, 10],"measures":[8.70, 12.90],"markers":[{"value": 5.60, "name": "cost", "color": "tomato"}, {"value": 9.34, "name": "target", "color": "limegreen"}]}
]
<!DOCTYPE html>
<meta charset="utf-8">
<style>
body {
font-family: "Helvetica Neue", Helvetica, Arial, sans-serif;
margin: auto;
padding-top: 40px;
position: relative;
width: 960px;
}
button {
position: absolute;
right: 10px;
top: 10px;
}
.bullet { font: 10px sans-serif; }
.bullet .marker { stroke: #000; stroke-width: 2px; }
.bullet .marker.time {stroke: tomato; stroke-width: 2px; }
.bullet .tick line { stroke: #666; stroke-width: .5px; }
.bullet .range.s0 { fill: #eee; }
.bullet .range.s1 { fill: #ddd; }
.bullet .range.s2 { fill: #ccc; }
.bullet .measure.s0 { fill: lightsteelblue; }
.bullet .measure.s1 { fill: steelblue; }
.bullet .title { font-size: 14px; font-weight: bold; }
.bullet .subtitle { fill: #999; }
</style>
<button>Update</button>
<script src="https://d3js.org/d3.v3.min.js"></script>
<script src="bullet.js"></script>
<script>
var margin = {top: 5, right: 40, bottom: 20, left: 120},
width = 960 - margin.left - margin.right,
height = 50 - margin.top - margin.bottom;
var chart = d3.bullet()
.width(width)
.height(height);
d3.json("bullets.json", function(error, data) {
var svg = d3.select("body").selectAll("svg")
.data(data)
.enter().append("svg")
.attr("class", "bullet")
.attr("width", width + margin.left + margin.right)
.attr("height", height + margin.top + margin.bottom)
.append("g")
.attr("transform", "translate(" + margin.left + "," + margin.top + ")")
.call(chart);
var title = svg.append("g")
.style("text-anchor", "end")
.attr("transform", "translate(-6," + height / 2 + ")");
title.append("text")
.attr("class", "title")
.text(function(d) { return d.title; });
title.append("text")
.attr("class", "subtitle")
.attr("dy", "1em")
.text(function(d) { return d.subtitle; });
d3.selectAll("button").on("click", function() {
svg.datum(randomize).call(chart.duration(1000)); // TODO automatic transition
});
});
function randomize(d) {
if (!d.randomizer) d.randomizer = randomizer(d);
d.markers = d.markers.map(d.randomizer);
return d;
}
function randomizer(d) {
var x = d3.max(d.ranges);
return function(d) {
if (d.name == "target")
{
d.value = x * 0.9;
}
return d;
};
}
</script>
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