mrkyc / portfolio-analysis-power-bi

Analysis and monitoring of the investment portfolio with Power BI dashboard.
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portfolio-analysis-power-bi

Analysis and monitoring of the investment portfolio with Power BI dashboard.

Table of contents

  1. Overview
  2. Dashboard appearance

Overview

The provided code represents a reduced repository from https://github.com/mrkyc/portfolio-analysis.

The purpose of this repository is to showcase a nice-looking Power BI dashboard that utilizes portfolio data. It is designed to provide a comparison of median profit, maximal drawdown, security unit counts and money invested between various years. Additionally, in the second dashboard page there is a comprehensive overview of the current status of the portfolio.

Dashboard appearance

Page 1 - different values by years

image

Page 2 - current status

image