Our dashboard is minimalistic but it can be easily extended and it does not matter how much additional information you need to show. Filter the entire dashboard by asset class or ratings group to better understand the.
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Use the dashboard to evaluate portfolio risk.
Investment portfolio dashboard. Your investment portfolio and the market in one glimpse. This simple to use exploratory dashboard can give you a quick sense of the rate of return investment distribution and portfolio risk associated with your investment choices. All these files are easy to use beautiful to present fully customizable unlocked and designed to make you awesome.
The data will allow managers to change allocations on the fly as well as keep their clients informed on performance. The investment portfolio dashboard is meant to keep investment managers up to date with portfolio performance and allocations. Anychart investment porfolio dashboard solution includes two parts.
Create client investment reports on the fly and share them securely over the web. Select countries in the upper view to filter the lower views w hich show the issuer and rating concentration. Build your portfolio now.
Back covid 19 analytics investment management analytics fraud and financial crime analytics risk and compliance analytics lending analytics finance and accounting analytics treasury management analytics sales analytics infrastructure management analytics vendor management analytics hr analytics recruitment analytics. Our charting framework is flexible enough to cope with any task. Download project portfolio dashboard.
Portfolio management is the art and science which consists of making decisions about investment content combination and policy matching investments to objectives asset allocation for individuals and institutions and balancing risk against performance. Investment portfolio dashboard track and monitor your investments by different countries asset classes and rating groups. Code of the solution that allows to use javascript library in this case anychart to create a dashboard.
My investment portfolio ytd ytd 1m 3m 1y 3y 5y 10y more metrics. Report and analyze stock trends to better allocate future investments. In contrast to the project management dashboard of an individual project it summarizes key performance indicators of virtually all projects the organization is undertaking.
Now you can get this and 4 other project portfolio management templates including simplified portfolio dashboard time line chart gantt chart templates. Register for free to get instant access to. This is a portfolio monitoring dashboard for a major investment client.
You can use edit modify it use it with other javascript libraries without any restrictions. Trading signals for our free strategies and portfolios. A project portfolio dashboard supports the executive level and general management of an organization in monitoring and controlling multiple projects.
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