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PortfolioAnalytics
Portfolio Analytics
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Build a dashboard to combine the analytics
#8
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wilsonleong
closed
3 years ago
wilsonleong
commented
3 years ago
[x] Generate output file(s) to feed the dashboard
[x] Build the dashboard
Dashboard to include the following (pre-requisites):
**Output files***
[x] portfolio summary (i.e. investments in stocks, ETFs and mutual funds)
[x] portfolio summary including FX, cash & gold (i.e. total net worth)
[x] IRR
Headline metrics
[x] total net worth
[x] unrealised PnL
[x] YTD realised PnL (trading profits vs dividends)
[x] YTD IRR %
Charts and tables
[x] by fund manager
[x] Portfolio Performance vs SPX
[ ] Performance yesterday, this week, this month, this year (both $ and %)
[x] Top 5 movers (amount and %)
[x] Bottom 5 movers (amount and %)
[x] Currency breakdown (value in CCY, value in USD or HKD, % of total)
[x] Performance of each individual stock/ETF/mutual fund over time plotted as separate lines
[ ] XY plot of IRR (x-axis: profit/loss in USD | y-axis: annualised IRR% | bubble size: % of total portfolio)
Dashboard to include the following (pre-requisites):
**Output files***
Headline metrics
Charts and tables