Python Interactive Portfolio Tree Visualizer
Budget: $250 – $750 USD
I need a Simple Python-based tool that allows user to input an excel file which renders an investment portfolio as a hierarchical tree and lets me explore the tree breakdown in real time. The core of the assignment is user interactivity: every node—whether it is a Portfolio Group level (Branch) or under it a Porfolio(Leaf Level) the lowest level —should respond instantly to common gestures so I can look into the breakdown, rearrange, or simply inspect the tree.
The data will visualise is an investment portfolio breakdown that I can provide in JSON or CSV. I would like the structure to load dynamically so I can swap in new datasets without touching the code.
The interface must respond to:
• Click events – expand / collapse branches and select individual holdings
• Drag-and-drop – reorder or move nodes to model rebalancing scenarios
• Hover effects – can see the Currency on Portfolio and the full name
Feel free to use libraries such as Plotly Dash, PyVis, Bokeh or any graph-oriented framework you prefer, as long as the final solution runs locally with a simple `python app.py` (or similar) command and is commented clearly.
Deliverables
• Fully-working Python source code with clear comments
• A small sample dataset that mimics the expected portfolio format
• README explaining setup, dependencies and how to feed new data
Acceptance criteria
1. Tree renders correctly with supplied dataset.
2. All three interactions work smoothly on modern browsers.
3. No hard-coded file paths; data location is configurable.
If this sounds like a challenge you enjoy, let me know how you would approach it and any libraries you favour. And I will share more details
The data will visualise is an investment portfolio breakdown that I can provide in JSON or CSV. I would like the structure to load dynamically so I can swap in new datasets without touching the code.
The interface must respond to:
• Click events – expand / collapse branches and select individual holdings
• Drag-and-drop – reorder or move nodes to model rebalancing scenarios
• Hover effects – can see the Currency on Portfolio and the full name
Feel free to use libraries such as Plotly Dash, PyVis, Bokeh or any graph-oriented framework you prefer, as long as the final solution runs locally with a simple `python app.py` (or similar) command and is commented clearly.
Deliverables
• Fully-working Python source code with clear comments
• A small sample dataset that mimics the expected portfolio format
• README explaining setup, dependencies and how to feed new data
Acceptance criteria
1. Tree renders correctly with supplied dataset.
2. All three interactions work smoothly on modern browsers.
3. No hard-coded file paths; data location is configurable.
If this sounds like a challenge you enjoy, let me know how you would approach it and any libraries you favour. And I will share more details