Discussion 1 – Kickoff & Dashboard Preview

Discussion 1 – Kickoff & Dashboard Preview#

Day 1 is all about getting you access to the data and getting you up and running with a few example codes. This will allow you to iterate overnight and be ready for the next day.

  • Start with the workshop introduction to revisit goals, prerequisites, and how the two days fit together.

  • Immediately launch the quick Streamlit example to run app_01.py and see the end goal.

  • Follow the doit basics guide to prepare the CRSP excerpt and rebuild the docs (doit pull_crsp_data → publish docs).

  • After the excerpt exists, dive into Streamlit basics to customize the progressive apps.

  • Use Intro to FTSFR data as a reference once you’re ready to clone the external repository.

Session Goals#

  • Understand the workshop deliverable and how we’ll collaborate over the next two days.

  • Launch and customize the Streamlit examples (app_01, app_02, app_03, app_04_crsp).

  • Run the doit pipeline to produce a CRSP excerpt and rebuild the documentation site.

  • Confirm you can clone the FTSFR repo and pull WRDS data from other asset classes.

Agenda — Day 1#

Segment A · Lecture & Live Demo (12:00 – 1:30 pm)#

  1. Orientation: Who am I? What are the goals of the workshop?

  2. Progressive Streamlit tour with code comparisons.

  3. Discussion: What makes a financial dashboard useful?

  4. Preview the Financial Time-Series Forecasting Repository (FTSFR) and how it fits into the workshop. What other asset classes might you be interested in?

Segment B · Breakout Lab (1:30 – 2:30 pm)#

  • Customize the hello world app, point the intermediate app to a new CSV (maybe from FTSFR)

  • Develop your own visualizations of the data (e.g., from a different asset class)

Segment C · Lecture & Guided Walkthrough (2:30 – 4:00 pm)#

  1. Deep dive into the FTSFR project and the time series forecasting benchmark it provides.

  2. Clone the FTSFR repository, configure .env + subscriptions.toml, and test WRDS access.

  3. Export a slim CRSP CSV for further visualization work.

Suggested Next Steps Before Discussion 2#

  • Spend time with each app (app_01, app_02, app_03, app_04_crsp) and note one enhancement you want to attempt tomorrow.

  • Finish cloning the FTSFR repository, configure credentials, and pull the CRSP dataset (export a workshop-friendly CSV for quick iteration).

  • Note two questions or ideas about forecasting/narrative framing that you want addressed in the benchmarking lecture.