The investment portfolio dashboard is meant to keep investment managers up to date with portfolio performance and allocations. The data will allow managers to change allocations on the fly as well as keep their clients informed on performance.
Dashboard Example (sample data)
Click on the image to open and interact with the dashboard:
Goals
Report and analyze stock trends to better allocate future investments.
Understand the market and the direction it is heading.
Objectives
Maximize investment opportunity
KPI Architecture
Objectives
KPIs
Measures
Data Source
Maximize investment opportunity
Performance measures
Total Assets
Current Price/Portfolio
Count of Clients
Client
Assets per Client
Current Price/Portfolio/Client
Percent Change Performance
Historical Price
Beta
Historical Price
Earnings per Share
Historical Price
Market Capitalization
Historical Price
Price per Earnings
Historical Price
52 Weeks High/Low
Historical Price
Data Requirements
#
Source
Table Name
Table Details (type, # rows, key fields)
1
Market price tool
CurrentPrice
Current price regularly updated per security
2
Market price tool
HistoricalPrice
Historical prices and other information per security
The following resources will enable you to design your dashboard and data model with sample
data and then apply it to your own data. Note that you will need to have a previously
installed version of Sisense (you can use the free trial version if you’re
not a customer).
