BlueGranite - Financial Portfolio Analysis
Financial services demo using Power BI: Analyzing portfolio returns and performing basic technical analysis for a group of securities.
Entre em contato com o parceiro Assista ao vídeo
- Gold Cloud Platform
- Gold Data Analytics
- Gold Data Platform
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.
Quer se tornar um parceiro do Power BI?
Parceiros certificados são uma parte importante da equipe! Encontre novas oportunidades de negócios, faça conexões e compartilhe os talentos e a experiência da sua empresa com os usuários do Power BI em todo o mundo.
Inscreva-seSaiba por que você deve se tornar um parceiro