ui.R

library(shiny)
library(tidyverse)

rebalance_ui <-
  navbarPage(
    "Schwab Portfolio Rebalancer",
    tabPanel(
      "1. Instructions",
      fluidRow(
        column(
          br(),
          p("This application visualizes planned changes in a Charles Schwab portfolio and assists in the arithmetic needed to manually rebalance assets.", style = "text-align:justify;color:black;background-color:#bbdbeb;padding:15px;border-radius:10px"),
          # br(),

          p("To export the data necessary to use this tool, navigate to the ",
            a("Accounts > Positions", href = "https://client.schwab.com/Areas/Accounts/Positions"),
            " screen on the Charles Schwab client site and select the Export option located in the upper-right hand corner of the page. The image to the right is a screenshot of what should subsequently display. The downloaded file can then be uploaded to the application using the Import tab.",
            style = "text-align:justify;color:black;background-color:#bbdbeb;padding:15px;border-radius:10px"
          ),
          width = 5
        ),
        column(
          imageOutput("image", width = "10%"),
          width = 5
        )
      )
    ),
    tabPanel(
      "2. Import",
      sidebarLayout(
        sidebarPanel(
          fileInput("file1", "Choose CSV File",
            multiple = FALSE,
            accept = c(
              "text/csv",
              "text/comma-separated-values,text/plain",
              ".csv"
            )
          ),
          tags$hr(),
          numericInput(
            "nskip",
            "Skip rows",
            1,
            min = 0,
            max = 10,
            step = 1
          ),
          radioButtons("sep", "Separator",
            choices = c(
              Comma = ",",
              Semicolon = ";",
              Tab = "\t"
            ),
            selected = ","
          ),
          checkboxInput("view_og", "View original file", F)
        ),
        mainPanel(
          tableOutput("contents")
        )
      )
    ),
    tabPanel(
      "3. Allocate",
      sidebarLayout(
        sidebarPanel(
          textInput("input_ticker", "Add additional asset ticker", ""),
          actionButton("add_ticker", "Update ticker list"),
          br(), br(),
          uiOutput("sliders")
        ),
        mainPanel(
          br(),
          plotOutput("plot_comparison")
        )
      )
    ),
    tabPanel(
      "4. Trades",
      sidebarLayout(
        sidebarPanel(
          checkboxInput(
            "threshold_option",
            "Avoid small trades?",
            T
          ),
          numericInput(
            "threshold_dollar",
            "Avoid trades below $",
            25,
            min = 0,
            max = 125,
            step = 5
          ),
          br(), br(),
          tableOutput("report_allocation")
        ),
        mainPanel(
          tableOutput("trades") # ,
          # "Data current as of ",textOutput("datetime")
        )
      )
    )
  )