KSIF Dashboard

A comprehensive financial dashboard built with Streamlit for Korea Securities Investment Fund (KSIF). This dashboard provides real-time portfolio monitoring, position tracking, P&L analysis, and benchmark comparisons.

Features

📊 Multi-Page Application

• 🏠 Dashboard: Core overview with Position Summary and P&L Report
• 💼 Positions: Detailed portfolio positions view
• 📋 Transactions: Comprehensive trade history with filtering capabilities
• 📈 Reports: Benchmark comparison and portfolio performance analysis
• 👥 Teams: Team management and performance tracking
• ⚙️ Settings: Application configuration and user preferences

🎛️ Interactive Controls

• Date Range Picker: Filter data by custom date ranges
• Team Filter: View data for specific teams or all teams
• Currency Filter: Display values in different currencies (KRW, USD, EUR, JPY)
• Period Selection: Daily, Weekly, MTD, YTD analysis options

📱 User Interface

• Clean, modern design matching the KSIF brand
• Responsive layout with intuitive navigation
• Real-time data updates
• Interactive charts and tables

Installation & Setup

Prerequisites

• Python 3.12+
• Poetry (for dependency management)

Installation

1. Clone the repository (if not already done):

   git clone <repository-url>
   cd ksif-kis-api

2. Install dependencies:

   poetry install --no-root

3. Run the dashboard:

   poetry run streamlit run app/ksif_dashboard.py

4. Open your browser and navigate to:

   http://localhost:8501
   

Usage

Running the Dashboard

To start the dashboard, use the following command:

poetry run streamlit run app/ksif_dashboard.py

The dashboard will be available at http://localhost:8501 in your web browser.

Navigation

• Sidebar Navigation: Click navigation buttons to switch between pages:
  • 🏠 Dashboard: Main overview with positions and P&L
  • 💼 Positions: Detailed portfolio view
  • 📋 Transactions: Trade history and transaction management
  • 📈 Reports: Benchmark comparisons and performance analysis
  • 👥 Teams: Team management interface
  • ⚙️ Settings: Application configuration
• Header Controls: Use date range picker, team filter, and currency selector to customize the view (available on all pages)
• Interactive Elements: Click on charts, tables, and buttons to explore data in detail

Data Integration Points

The current implementation uses placeholder data with comments indicating where real data sources should be integrated:

1. Position Data: Replace generate_position_data() with actual KIS API calls
2. P&L Data: Replace generate_pl_data() with real trading system data
3. Transaction Data: Replace generate_transaction_data() with actual trade history
4. Benchmark Data: Replace generate_benchmark_data() with financial market data APIs

Technical Architecture

Dependencies

• Streamlit: Web application framework
• Plotly: Interactive charts and visualizations
• Pandas: Data manipulation and analysis
• NumPy: Numerical computing support
• python-kis: Korea Investment & Securities API integration

File Structure

app/
├── ksif_dashboard.py          # Main dashboard application
├── ...                       # Additional modules (to be added)

docs/
├── references/
│   ├── v0-ksif-dashboard.md   # Original design specification
│   └── ...

pyproject.toml                 # Poetry configuration and dependencies

Key Components

1. Layout Management: Streamlit columns and containers for responsive design
2. Data Generation: Placeholder functions that simulate real data sources
3. Visualization: Plotly charts for interactive data exploration
4. Styling: Custom CSS for professional appearance
5. State Management: Streamlit session state for user interactions

Customization

Styling

The dashboard uses custom CSS defined in the main application file. Key style elements include:

• Color scheme: Blue (#4A90E2), Green (#7ED321), Red (#D0021B)
• Typography: Clean sans-serif fonts
• Layout: Card-based design with subtle shadows

Data Sources

To connect real data sources, modify these functions in app/ksif_dashboard.py:

• generate_position_data(): Connect to KIS API for current positions
• generate_pl_data(): Connect to trading system for P&L calculations
• generate_transaction_data(): Connect to trade database
• generate_benchmark_data(): Connect to market data providers

Configuration

Environment variables and configuration can be managed through:

• .env files for API keys and secrets
• config/ directory for application settings
• Streamlit's secrets management for production deployment

Development

Adding New Features

1. Create new widget functions following the existing pattern
2. Add navigation menu items in create_sidebar()
3. Implement new data generation/integration functions
4. Update the main layout in the main() function

Testing

# Run the application locally
poetry run streamlit run app/ksif_dashboard.py

# Access at http://localhost:8501

Deployment

The dashboard can be deployed using:

• Streamlit Cloud: Direct deployment from GitHub
• Docker: Containerized deployment
• AWS/Azure/GCP: Cloud platform deployment

Contributing

1. Follow the existing code structure and naming conventions
2. Add comments for data integration points
3. Test all interactive elements
4. Update this README for any new features

License

© 2025 Korea Securities Investment Fund. All rights reserved.