Axys, R, d3.js, and HTML5 all offer incredibly powerful tools for investment management and reporting, but they are not set up to synergistically interact to fill each other’s gaps and leverage each other’s strengths. In my ideal scenario, Axys serves as the accounting system and performance calculator, R serves as the advanced financial/statistical engine, d3.js serves as the interactive reporting component, and HTML5 offers the user interface and ties everything together through websockets (nicely demoed here). After working and suffering with Axys for 12 years, I am amazed that it all seems to be coming together. I provided a bare proof of concept for Axys to d3.js in my post Axys to d3.js Error Catching and Formatting. Now let’s extend that to R and websockets through the generously contributed R websockets package. I have borrowed very heavily from the author's Youtube example presented in
Going forward I will only use R as the statistical engine and continue to rely on d3.js for the interactive reporting. How far I go with this depends heavily on user response. Please let me know if you would like me to continue down this path.
The list of acknowlegements is starting to get long. I really appreciate all the fine work done by Mike Bostock on d3.js https://github.com/mbostock/d3/wiki, the dedicated authors of the R package PerformanceAnalytics http://cran.r-project.org/web/packages/PerformanceAnalytics/index.html, Brian the author of http://illposed.net/websockets.html and the example, the author of RJSONIO http://cran.r-project.org/web/packages/RJSONIO/index.html, and Bruce McPherson at http://excelramblings.blogspot.com/ for the inspirational idea.