Investment Portfolio Dashboard ~ Indeed lately is being sought by consumers around us, perhaps one of you personally. Individuals are now accustomed to using the internet in gadgets to see video and image data for inspiration, and according to the name of this post I will discuss about Investment Portfolio Dashboard. Build your portfolio now. Our dashboard is minimalistic but it can be easily extended and it does not matter how much additional information you need to show. Now you can get this and 4 other project portfolio management templates including simplified portfolio dashboard time line chart gantt chart templates. My investment portfolio ytd ytd 1m 3m 1y 3y 5y 10y more metrics. Investment portfolio dashboard track and monitor your investments by different countries asset classes and rating groups. This is a portfolio monitoring dashboard for a major investment client. Code of the solution that allows to use javascript library in this case anychart to create a dashboard. 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. A project portfolio dashboard supports the executive level and general management of an organization in monitoring and controlling multiple projects. Our charting framework is flexible enough to cope with any task. 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. 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. You can use edit modify it use it with other javascript libraries without any restrictions. Register for free to get instant access to. Use the dashboard to evaluate portfolio risk. Your investment portfolio and the market in one glimpse. The data will allow managers to change allocations on the fly as well as keep their clients informed on performance. 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. Select countries in the upper view to filter the lower views w hich show the issuer and rating concentration.
Use the dashboard to evaluate portfolio risk. Register for free to get instant access to. Your investment portfolio and the market in one glimpse. If you are looking for Investment Portfolio Dashboard you've reached the perfect location. We ve got 12 graphics about investment portfolio dashboard including images, photos, photographs, backgrounds, and more. In these webpage, we additionally provide variety of images out there. Such as png, jpg, animated gifs, pic art, logo, black and white, transparent, etc.
Create client investment reports on the fly and share them securely over the web.
All these files are easy to use beautiful to present fully customizable unlocked and designed to make you awesome. Filter the entire dashboard by asset class or ratings group to better understand the. The investment portfolio dashboard is meant to keep investment managers up to date with portfolio performance and allocations. Download project portfolio dashboard.