Finance · Investment
Investment Portfolio Monitor
Investment Portfolio Monitor is a Investment dashboard built with Tableau. It showcases real analytics data from the community, demonstrating what's possible when great data skills meet compelling storytelling.
Questions this dashboard answers
- How are asset classes performing vs benchmark?
- What is our risk-adjusted return?
- Where is the portfolio over-concentrated?
At a glance
Built withTableau
SectorFinance
Views7.7k
Published—
InvestmentFinanceTableau
Dashboard preview
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Questions this dashboard answers
- How are asset classes performing vs benchmark?
- What is our risk-adjusted return?
- Where is the portfolio over-concentrated?
At a glance
Built withTableau
SectorFinance
Views7.7k
Published—
InvestmentFinanceTableau