Trading portfolio monitoring Dashboard

For this project, the primary goal was to effectively monitor the performance of multiple trading portfolios over time. To achieve this, we initiated the process by meticulously collecting all relevant performance history from the various trading portfolios that we were analyzing. Once we had amassed this extensive data, we proceeded to centralize it into a single, comprehensive dataset. This step was crucial, as it allowed us to streamline our analysis and ensure consistency across the different portfolios.

After centralizing the data, we focused on creating the proper visualizations to represent the performance metrics effectively. We utilized Power BI, a powerful business analytics tool, to develop insightful and interactive visualizations. This platform enabled us to transform raw data into meaningful insights through various types of charts, graphs, and dashboards. By leveraging Power BI's capabilities, we were able to create dynamic reports that not only highlighted key performance indicators but also allowed for comparative analysis between the different portfolios over specified time frames.

To open the dashboard you can click on the picture below