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📊 Institutional Tracker Dashboard (Smart Money Flow)

The Institutional Tracker Dashboard is a powerful analytical tool built with Streamlit that provides real-time, aggregated insights into institutional (or "Smart Money") buying and selling activity across defined index scopes (e.g., Nifty 50, Nifty 200, Nifty 500).

It visualizes a proprietary Institutional Score derived from volume, delivery, open interest, momentum, and VWAP-based indicators — helping traders and analysts identify high-conviction accumulation trends and sector rotation opportunities.


✨ Features

📈 Ticker Scorecard

  • Detailed, sortable table of all stocks with computed Institutional Score.
  • Includes supporting metrics:
    • Momentum30 – 30-day price thrust
    • Delivery % – Genuine accumulation measure
    • OI Change % – Futures open interest trend
    • OBV Trend – Volume-based confirmation
    • VWAP Gap % – Institutional cost basis proximity
  • Color-coded Smart Money Trend to highlight strong vs. weak accumulation.

🔄 Sector Rotation Graph

  • An RRG-style (Relative Rotation Graph) scatter plot that compares:
    • X-Axis: Average 30-day Momentum
    • Y-Axis: Average Sector Institutional Score
  • Identifies sectors in four phases:
    • 🟢 Leading – Strong accumulation & momentum
    • 🔵 Improving – Accumulation rising, momentum yet to confirm
    • 🔴 Lagging – Weak in both
    • 🟡 Waning – Momentum high, accumulation cooling

🌐 Market Breadth Overview

  • Aggregated analysis comparing Institutional Score vs. SMT Trendline.
  • Detects whether overall accumulation is accelerating or decelerating.
  • Highlights the number of stocks above key score thresholds (55, 75).

💡 Advanced Insights

  • Flags mean-reversion setups based on VWAP divergence.
  • Evaluates accumulation persistence by comparing OI trend and Delivery%.
  • Enables sector-level relative strength tracking for swing or positional strategies.

🛠️ Installation and Setup

Prerequisites

  • Python 3.9+
  • Internet connection (for live NSE data via nselib)

Step 1: Clone the Repository

git clone <your-repository-url>
cd institutional_tracker

Step 2: Create a Virtual Environment (Recommended)

On Linux/macOS

python -m venv venv
source venv/bin/activate

On Windows

python -m venv venv
.\venv\Scripts\activate

Step 3: Install Dependencies

pip install -r requirements.txt

Step 4: Prepare the Data

Before running the dashboard, generate the institutional report using:

python main.py --index-scope 500 or 200 or 100 or 50

This will produce a file like:

exports/nifty500_INSTITUTIONAL_REPORT_20251011.xlsx

🚀 Running the Dashboard

Once setup is complete, launch the dashboard from the project root:

streamlit run src/dashboard.py

The dashboard will automatically open in your web browser.

📂 Project Structure

institutional_tracker/ ├── main.py ├── README.md ├── requirements.txt │ ├── config/ │ ├── config.py │ ├── data/ │ ├── delivery/ # Historical delivery % data │ ├── oi/ # F&O Open Interest snapshots │ ├── sectors/ # Sector-wise aggregated data │ │ ├── nifty50_sectors.csv │ │ ├── nifty100_sectors.csv ← auto-generated if missing │ │ ├── nifty200_sectors.csv ← auto-generated if missing │ │ ├── nifty500_sectors.csv ← auto-generated if missing │ ├── tickers/ # Nifty constituent CSVs │ │ ├── ind_nifty50list.csv │ │ ├── ind_nifty100list.csv │ │ ├── ind_nifty200list.csv │ │ ├── ind_nifty500list.csv │ ├── exports/ # Generated institutional score reports │ ├── nifty50_INSTITUTIONAL_REPORT_20251011.xlsx │ ├── src/ │ ├── dashboard.py # Streamlit-based dashboard │ ├── institutional_score.py # Institutional score computation logic │ ├── sector_aggregator.py # Sector-wise aggregation and RS calculation │ ├── data_loader.py # Data loading and auto-generation logic │ ├── utils/ │ │ ├── data_processing.py # Helper functions and transformations │ │ ├── init.py │ ├── init.py

📊 Scoring Model Overview

Metric Weight Range Interpretation
Delivery % 30% 40–80 Genuine accumulation
OI Change % 25% -5–10 F&O build-up strength
Momentum (30D) 15% -10–20 Short-term price thrust
OBV Trend 15% -0.5–0.5 Volume confirmation
VWAP Gap % 15% -2–+2 Institutional cost proximity

Final Institutional Score = Weighted normalized composite (0–100 scale)

🧠 Future Enhancements (Planned)

  • 📅 Multi-timeframe scoring (Weekly, Monthly)

  • 🔔 Alert generation for strong accumulation breakouts

  • 🧭 Watchlist integration with TradingView links

  • 📈 Trend persistence and Smart Money reversal visualization

  • ☁️ Optional cloud-based update scheduler

🙌 Acknowledgments

  • NSE India API (via nselib)
  • Yahoo Finance (yfinance) for price and volume data
  • Plotly & Streamlit for visualization

🧑‍💻 Author

Aryashree Pritikrishna

Principal Architect | Full Stack, Cloud & Data Engineering

🔗 LinkedIn | GitHub

About

The Institutional Tracker Dashboard is a powerful analytical tool built with Streamlit that provides real-time, aggregated insights into institutional (or "Smart Money") buying and selling activity across defined index scopes (e.g., Nifty 50, Nifty 200, Nifty 500)

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