雲端看羅素 Russell 1000 index in a nutshell from cloud Member : 王少昕、陳柏臻、林祐毅、吳政洋 Advisor : 鄭為民 教授

What we learned from the project Outline Motivation Russell 1000 ETF Main functions Tools Project Website Screenshots What we learned from the project

Motivation

A large proportion of people in this generation participate in investment, ETF is a smart choice for most people. Exchange-traded fund (ETF) let index securitization, investors do not need to invest directly in a basket of securities, but invest indirectly through holding ETFs. For investor , ETFs have many advantages: Transaction and management are low-cost The portfolio is relatively stable Diversification of risk and high liquidity Single investment can reach various of investment results We chose to study Russell 1000 ETF as the object, and make some application to support we learn about ETF and relevant knowledge.

Russell 1000 ETF The ETF representing the Russell 1000 is called the iShares Russell 1000 ETF and is traded on the New York Stock Exchange (NYSE), ticker symbol “ IWB ”. Composed of the largest 1,000 companies in the US stock market(e.g. Apple, Microsoft、Facebook..) Russell 1000's company’s average market capitalization is more than $80 billion, which is seen as a key indicator of market investment. Russell 1000 is a broader index than the Dow Jones Industrial Average (DJIA) and the S&P500, although these three are considered as broad market benchmarks. Therefore, many managers prefer the Russell 1000 as a representative index for a large investment.

Three Main Functions Russell 1000 ETF Info Dynamic charting & Financial Statement Download Comparison & Observation of main stock symbols.  Prediction of the future trends.

Tools

Server Interface XAMPP is a Cross-platform and open source free software which integrates Apache web server + MariaDB + PHP + Perl Drupal is an open source software which can set up many different types of layout, UI on websites as possible as you can imagine.

Can host standalone apps on webpage. Shiny is an R package that makes it easy to build interactive web apps straight from R. Can host standalone apps on webpage.  R is a language and environment for statistical computing and graphics. Use R with other packages can make various application.

Project Website

Our website include three function of ShinyAPP and we will update the information financial in the future. Content Three apps

Screenshots

Search and download stocks trend chart and financial statements

Income Statement Balance Sheet Cash Flow Statement

Choose the stock symbols you want to comparison Observe the trends via line graphs & correlation coefficient.

According the past performance of main stock symbols by Russell 1000 ETF to predict the future performance  You can choose the time period of the past data reference and confidence interval

What we learned from the project Look into the financial market Use R language and relative packages Set up a web server and design web page Improve our English ability via reading literature Communication & Collaboration

Thanks for your attention !