Components#

Reusable dashboard components (cards, tables, headers).

create_header_with_logo(logo_src: str | None, portfolio_name: str, start_date: str, end_date: str) → list[source]#

Build the dashboard header, optionally including a logo.

Parameters:

logo_src (str or None) – Image source for the logo (e.g. a base64 data URI). If None, the header is rendered without a logo section.
portfolio_name (str) – Portfolio name displayed as the header’s subtitle.
start_date (str) – Start date of the analysis period, displayed as-is (e.g. "2023-01-01").
end_date (str) – End date of the analysis period, displayed as-is.

Returns:

A list of Dash HTML components making up the header content, suitable for passing directly as children to a container component.

Return type:

list

create_metric_card(title: str, value: str, card_type: str = 'primary') → Div[source]#

Build a single metric card (title + value) for the dashboard’s KPI row.

Parameters:

title (str) – Metric label displayed above the value (e.g. "Sharpe Ratio").
value (str) – Pre-formatted metric value to display (e.g. "1.234").
card_type (str, default "primary") – Style variant appended as a CSS class to the value element (e.g. "success", "warning", "danger"), used to color-code the card.

Returns:

A Div containing the title (H4) and value (H2) elements, styled with the metric-card class.

Return type:

dash.html.Div

create_statistics_table(stats_data: list[dict], portfolio_name: str) → Div[source]#

Build a sortable Dash DataTable of performance statistics.

Parameters:

stats_data (list of dict) – Row data for the table, where each dict has "Metric" and "Value" keys.
portfolio_name (str) – Portfolio name used as the header label for the value column.

Returns:

A Div wrapping a dash_table.DataTable with columns Metric and portfolio_name, sortable natively and paginated at 25 rows per page.

Return type:

dash.html.Div

format_metric_value(metric_name: str, value: object) → str[source]#

Format a metric value for display based on its name and type.

The formatting rule is inferred from keywords found in metric_name: currency ($#,##0.00), percentage (0.00%), ratio (4 decimal places), or date (YYYY-MM-DD). Falls back to 4 decimal places for other numeric values, or str(value) otherwise.

Parameters:

metric_name (str) – Name of the metric, matched case-insensitively against CURRENCY_KEYWORDS, PERCENTAGE_KEYWORDS, RATIO_KEYWORDS, and DATE_KEYWORDS to select the formatting rule.
value (object) – The value to format. Typically an int, float, date-like object (with a strftime method), or None.

Returns:

The formatted value, or "N/A" if value is None or NaN.

Return type:

str