BlueGranite - Financial Portfolio Analysis

Financial services demo using Power BI: Analyzing portfolio returns and performing basic technical analysis for a group of securities.

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Portfolio Performance

In this showcase, we demonstrate how a financial professional can use Microsoft Power BI to analyze portfolio performance. Given a set of sample trades, they would be able to track the rate of return as well as how their allocations change over time.

In addition, momentum indicators such as the stochastic oscillator and moving average convergence divergence help technical analysts evaluate when it might be appropriate to make additional trades for the securities in their portfolio. Insights into both historical performance as well as where stocks are trending will be of benefit to anyone looking to evaluate and manage their trades.

This demo uses historical market prices for Microsoft, Tableau, and Qlik.

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인증 파트너는 팀의 중요한 부분입니다. 새로운 비즈니스 기회를 찾고, 연결하고, 전 세계 Power BI 사용자와 귀사의 재능과 경험을 공유하세요.

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