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Investment Portfolio Analysis

Finance Dashboard

Finance dashboards target specific reporting issues and understand how to create a well-balanced portfolio.

Overview:

An investment portfolio analysis helps you gain valuable insights on financial assets, bonds, stocks, and commodities. Understand how to become more profitable, through the use of growth, income, and value elements within the investment portfolio analysis.

Investment Portfolio Analysis Finance Dashboard

Drill-down on data with 30+ data visualization components.

Audience:
  • Financial Advisors 
  • Stock Exchange Publications 
  • Department of Company Affairs 
  • Industry Associations
  • Market Analysts 
  • Financial Journals 
  • Broker Firms
  • Investors 
  • Security Analysts 
  • Economists 
  • Investment Bankers 
  • Corporations 
  • Clients 
KPIs:
  • Internal Rate of Return
  • Payback Period of an Investment 
  • Market Position Metrics 
  • Savings Levels Due to Improvement Efforts 
  • Return on Innovation Investment 
  • Number of Key Capital Investments that Meet or Exceed ROI Expectations 
  • ROI 
  • Net Profit Margin 
  • Net Profit 
  • Gross Profit Margin 
  • Gross Profit 
  • Gross Revenue 
  • Earnings Per Share 
  • Price-to-Earnings Per Share Ratio
  • Average Annual Growth Rate 
  • Compound Average Growth Rate 
  • Internal Rate of Return 
  • Break-Even Time 
Explore Finance BI Dashboards:
Business Intelligence Dashboard - Income Statement Finance Dashboard

Income Statement

Track revenue trends, visualize your profitability, and drill-down on specific data visualizations to discover the story behind your data.

View Income Statement Dashboard →

See Wyn in Action

Test drive with your own data, or take a Wyn tour in our demo video.

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