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FinDash · Financial Dashboard

An interactive financial dashboard built with Streamlit, Pandas, Plotly, and yfinance. Automatically imports a company's financial statements and computes key metrics with visual trends and alerts.

Features

  • Automated data import — Enter any ticker, pull income statement, balance sheet, and cash flow from Yahoo Finance
  • Key financial metrics:
    • ROE (Return on Equity)
    • ROA (Return on Assets)
    • EBITDA
    • Current Ratio / Quick Ratio
    • Debt Ratio
    • Free Cash Flow
    • Working Capital
  • Interactive charts — Profitability, liquidity, cash flow trends with Plotly
  • Smart alerts — Flags low ratios, high debt, negative cash flow, and declining ROE
  • Raw data view — Inspect the full dataset in a formatted table

Screenshots

Overview & Alerts

Overview

Profitability & Leverage

Profitability

Liquidity Ratios

Liquidity

Cash Flow & Working Capital

Cash Flow

Revenue & Net Income Trend

Revenue

Installation

# Clone the repo
git clone https://github.com/mud-mos23/financial-dashboard.git
cd financial-dashboard

# Install dependencies
pip install -r requirements.txt

# Run the app
streamlit run app.py

Usage

  1. Enter a ticker symbol (e.g., AAPL, MSFT, GOOGL, TSLA) in the sidebar
  2. Click Analyze
  3. Explore the interactive dashboard with charts and alerts

Tech Stack

Library Purpose
Streamlit Web app framework
yfinance Financial data from Yahoo Finance
Pandas Data processing & analysis
Plotly Interactive visualizations
NumPy Numerical computations

Metrics Explained

Metric Formula What It Tells You
ROE Net Income ÷ Shareholders' Equity How well the company generates profit from equity
ROA Net Income ÷ Total Assets How efficiently assets are used to generate profit
EBITDA Operating Income + Depreciation Approximate operating cash flow before non-cash charges
Current Ratio Current Assets ÷ Current Liabilities Ability to pay short-term obligations (>1.5 is healthy)
Quick Ratio (Current Assets - Inventory) ÷ Current Liabilities More conservative liquidity measure
Debt Ratio Total Liabilities ÷ Total Assets Financial leverage (<50% is generally safer)
Free Cash Flow Operating CF - CapEx Cash available after maintaining assets
Working Capital Current Assets - Current Liabilities Short-term financial health

License

MIT

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Interactive financial dashboard with Streamlit, Pandas, Plotly and yfinance

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