Plotly Package

Data Visualization

Various Interactive Plots using Plotly Package

Yeongeun Jeon
11-07-2021 
pacman::p_load("quantmod",
               "dplyr", "lubridate",
               "plotly", "ggplot2")

주식 불러오기

# 카카오
kakao <- getSymbols("035720.KS", auto.assign = FALSE,
                    # src='yahoo',
                    from = "2018-01-01", to = today())

colnames(kakao) <- c("Open", "High", "Low", "Close", "Volume", "Adjusted")
kakao <- cbind(Date = index(kakao), data.frame(kakao))

# 삼성성
samsung <- getSymbols("005930.KS", auto.assign = FALSE,
                    from = "2018-01-01", to = today())

colnames(samsung) <- c("Open", "High", "Low", "Close", "Volume", "Adjusted")
samsung <- cbind(Date = index(samsung), data.frame(samsung))

CandleStick

Version 1

inc <- list(line = list(color = 'red'))   # 상승할 때 색깔
dec <- list(line = list(color = 'blue'))  # 하락할 때 색깔
# Verson 1
kakao %>%
  plot_ly(x = ~Date, type="candlestick",
          open = ~Open, close = ~Close,
          high = ~High, low = ~Low,
          increasing = inc, decreasing = dec) %>%
  # add_lines(x = ~Date, y = ~Close, line = list(color = 'black', width = 0.75), inherit = F) %>%
  layout(title= "CandleStick Chart",
         yaxis = list(title = "Price",
                      tickformat = "digits"))

Version 2

kakao %>%
  plot_ly(x = ~Date, type="candlestick",
          open = ~Open, close = ~Close,
          high = ~High, low = ~Low,
          increasing = inc, decreasing = dec) %>%
  # add_lines(x = ~Date, y = ~Close, line = list(color = 'black', width = 0.75), inherit = F) %>%
  layout(title= "CandleStick Chart",
         xaxis = list(rangeslider = list(visible = F)), # Without Rangeslider
         yaxis = list(title = "Price",
                      tickformat = "digits"))

Version 3

cs1 <- kakao %>%
  plot_ly(x = ~Date, type="candlestick",
          open = ~Open, close = ~Close,
          high = ~High, low = ~Low,
          increasing = inc, decreasing = dec) %>%
  layout(title= "CandleStick Chart",
         yaxis = list(title = "Price",
                      tickformat = "digits"))

# Volume plot
cs2 <- kakao %>%   
  dplyr::mutate(direction = ifelse(Close >= Open, "Increasing", "Decreasing")) %>%
  plot_ly(x=~Date, y=~Volume, type='bar',
          color = ~direction, colors = c('blue','red'))  %>% 
  layout(yaxis = list(title = "Volume",
                      tickformat = "digits"),
         showlegend = FALSE)

subplot(cs1, cs2,  
        heights = c(0.7, 0.2), nrows=2,
        shareX = TRUE, titleY = TRUE )

Timezone

Version 1

kakao %>%
  plot_ly(x = ~Date, y = ~Close,
          type = 'scatter',
          mode = 'lines',
          fill = 'tozeroy',
          fillcolor='rgba(114, 186, 59, 0.5)',              
          line = list(color = 'rgb(114, 186, 59)'),
          text = ~paste("Date: ", Date, "<br>Close:", Close),         # Interactive Text
          hoverinfo = 'text') %>%
  layout(
    title = "",
    # plot_bgcolor = "#f8f8f8",
    yaxis = list(
      # title = "Close",
      zeroline = F,
      tickformat = "digits"
    ),
    xaxis = list(
      # title = "Date",
      # range = c(0,365),
      zeroline = F,
      showgrid = F
    )
  )

Version 2

accumulate_by <- function(dat, var) {
  var <- lazyeval::f_eval(var, dat)
  lvls <- plotly:::getLevels(var)
  dats <- lapply(seq_along(lvls), function(x) {
    cbind(dat[var %in% lvls[seq(1, x)], ], frame = lvls[[x]])
  })
  dplyr::bind_rows(dats)
}


df <- kakao %>%
  filter(Date >= today()-months(12))

df$ID <- 1:dim(df)[1]                         # 1부터 행 갯수만큼의 숫자NAdf <- df %>% accumulate_by(~Date) %>%         # Play에 맞게 그려질..
  mutate_at(vars(frame), as.character)

fig <- df %>% plot_ly(
  x = ~ID,
  y = ~Close,
  frame = ~frame,
  type = 'scatter',
  mode = 'lines',
  fill = 'tozeroy',
  fillcolor='rgba(114, 186, 59, 0.5)',
  line = list(color = 'rgb(114, 186, 59)'),
  text = ~paste("Date: ", Date, "<br>Close:", Close),      # Interactive Text
  hoverinfo = 'text'
) %>% layout(
  title = title,
  yaxis = list(
    title = "Close",
    zeroline = F
  ),
  xaxis = list(
    # type = 'date',
    # tickformat = ".",
    tickvals = list(df$ID),     # 원래 값 값
    ticktext = list(df$Date),   # 대응되는 바꿀값 (x축 바꾸기)    title = "Date",
    # range = c(0,365),
    zeroline = F,
    showgrid = F
  )
)
fig <- fig %>%
  animation_opts(
    frame = 1,        
    transition = 0,
    redraw = FALSE
  )
fig <- fig %>% animation_slider(
  currentvalue = list(
    prefix = "Date"
  )
)

fig

Line Plot

Version 1

plot_ly(kakao, type = 'scatter', mode = 'lines')%>%
  add_trace(x = ~Date, y = ~Close, name = 'KAKAO',
            line = list(color = "#663399", width = 2, dash = "dash"))%>%   
  layout(showlegend = F,
         xaxis = list(rangeslider = list(visible = T),   # X축 아래에 rangeslider 표시                          
                      rangeselector=list(                # 오른쪽 위에 버튼 표시시
                        buttons=list(
                          list(count=1, label="1m", step="month", stepmode="backward"),
                          list(count=6, label="6m", step="month", stepmode="backward"),
                          list(count=1, label="YTD", step="year", stepmode="todate"),   # 이번년도만만
                          list(count=1, label="1y", step="year", stepmode="backward"),
                          list(step="all")))),
         yaxis = list(
           tickformat = "digits"
         ))

Version 2

accumulate_by <- function(dat, var) {
  var <- lazyeval::f_eval(var, dat)
  lvls <- plotly:::getLevels(var)
  dats <- lapply(seq_along(lvls), function(x) {
    cbind(dat[var %in% lvls[seq(1, x)], ], frame = lvls[[x]])
  })
  dplyr::bind_rows(dats)
}

df <- rbind( cbind(kakao, name = "kakao", "ID" = year(kakao$Date) + yday(kakao$Date)/366),
             cbind(samsung, name = "samsung", "ID" = year(samsung$Date) + yday(samsung$Date)/366)) %>%
  filter(Date >= today()-months(1)) 

df <- df %>%
  accumulate_by(~ID)

fig <- df %>%
  plot_ly(
    x = ~ID, 
    y = ~Close,
    split = ~name,
    frame = ~frame,
    type = 'scatter',
    mode = 'lines', 
    line = list(simplyfy = F)
  ) %>% layout(
  xaxis = list(
    zeroline = F
    # tickvals = list(df$ID),     # 원래 값 값
    # ticktext = list(df$Date)    # 대응되는 바꿀값 (x축 바꾸기)  ),
  yaxis = list(
    zeroline = F,
    tickformat = "digits"
  )
)  %>% animation_opts(
  frame = 200, 
  transition = 0, 
  redraw = FALSE
)
fig <- fig %>% animation_slider(
  hide = T
)
fig <- fig %>% animation_button(
  x = 1, xanchor = "right", y = 0, yanchor = "bottom"
)

fig

Bar Plot

Version 1

df  <- kakao %>%
  filter(Date >= today()-months(1)) %>%
  mutate( Return = c(NA, round( diff(Close)/ Close[1:(length(Close)-1)] *100, 2) )) %>%  # 맨 앞은 diff하면 무조건 NA
  mutate("Movement" = ifelse(Return > 0, "Up", "Down"))

plot_ly(df, x = ~Date, y = ~Return, type = 'bar', 
        color = ~Movement, colors = c("blue", "red"),
        text = ~Return, textposition = "outside")  %>%
  layout(yaxis = list(tickformat = "digits",
                      title = "Return (%)"),
         showlegend = FALSE)

Version 2

df <- data.frame("Date" = kakao$Date, "k.v" = kakao$Volume, "s.v" = samsung$Volume) %>%
  filter(Date >= today()-months(1)) 

plot_ly(df, x = ~Date, y = ~k.v, type = 'bar', name = 'kakao',
        marker = list(color = '#6666CC',
                      line = list(color = '#333399'))) %>% 
  add_trace(y = ~s.v, name = 'Samsung',
            marker = list(color = '#66CC66',
                          line = list(color = '#336633'))) %>% 
  layout(yaxis = list(title = "Volume",
                      tickformat = "digits" ))

Reuse

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