2024-08-24 –, Breakout Room
We will detail how we built Sharesies’ self-service analytics tool, Theia, using Python, Dash and Snowflake, then how we further utilised similar infrastructure to build a portal that connects NZX and ASX listed companies to the retail investors that invest directly in them.
Utilising Python, Dash and Snowflake, Sharesies have built a portal to connect NZX and ASX listed companies with the people who invest directly in them. As of today, over 20% of NZX listed companies have the ability to make data driven decisions based on retail investor data they self serve via dashboards.
In this presentation, we cover the thinking and design that went into building this portal as a collaborative piece, while also underscoring how and why python tooling made it a lovable experience. In particular, we will
- summarise the tech stack behind our setup (covering Dash and Snowflake);
- provide reasoning behind our decision to move away from traditional Business Intelligence (BI) tools and utilise open source software for both internal and external audiences;
- detail how our infrastructure is setup by describing specific tooling we have built to enable interactive performance, tighten security around access, and improve developer experience.;
- and also give a walkthrough of the dashboards we have built for Sharesies Open
Intermediate
Ash is a Senior Data Analyst at Sharesies. With a strong background in SQL and deepening expertise in Python developed over the past two years, Ash is passionate about leveraging data to create impactful commercial use cases and drive those around him to be more data driven. He leads the development and maintenance of Sharesies self-service analytics tool, Theia, and collaborates across Sharesies and with external business customers to extract meaningful insights. Ash is dedicated to empowering users by making data accessible and actionable.
Richard is a platform developer at Sharesies, where he uses Python to enhance developer tools, implement self-service infrastructure, and assist teams in developing novel software solutions for business challenges. His background includes a PhD in computer graphics focused on editable motion capture solutions, a post-doctoral fellowship that delivered a self-optimising compiler eliminating dynamic type-checking overheads, and a stint developing navigation schemes for a VR film. Outside of work, Richard dedicates time to his young family, engages in occasional CodeWars challenges, and dreams up ideas for a future FinTech focused on tackling the struggle of budgeting.