Cleverspeck - Power Portfolio Management

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

連絡合作夥伴

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.

想要成為 Power BI 合作夥伴嗎?

認證合作夥伴可說是團隊的重要一環! 挖掘最新商機、建立人脈,並與世界各地的 Power BI 使用者分享公司的人才與經驗。

註冊

需要註冊方面的協助嗎?
請連絡 pbiptnr@microsoft.com

Request demo