Cleverspeck - Power Portfolio Management

Financial Portfolio Analysis tool to analyze what the most successful components of a deal are and simulate portfolio returns.

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Financial Portfolio

In this showcase, we leverage PowerBI to allow financial professionals to visualize and analyze their portfolio and fund performance. Using three sample investments, individuals will be able to analyze both internal and external sources of data to make informed, data driven decisions.

Using analysis techniques such as simple moving averages, Monte Carlo simulations, and a stochastic oscillator, analysts will benefit from being able to utilize these methods in one central workbook to evaluate when it is time for them to change their position or to drill into what the factors are of a successful deal. In this demo we use Twitter, Microsoft, and Booz Allen Hamilton to sample what a potential fund may look like.

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