Portfolio Performance Monitoring Dashboard

Portfolio Performance Monitoring Dashboard


A portfolio of 103 stocks including almost two years of historical data is presented using multiple visualizations. This dashboard displays time series data on the left and static data for any point in time. All visualizations on the screen are linked.


THe Panopticon Developer SDK is available in .NET and Java and may be embedded in HTML-only, thin client, or thick client applications. Programmers can use the language of their choice to integrate real-time visual data analysis into their own applications. The SDK includes our robust yet flexible StreamCube™ OLAP data model designed to accept real-time data streams, an application programming interface (API), and a set of controls along with comprehensive documentation that explains every aspect of how to use the software.
Closed Caption:

in this example looking up of earlier
all the biggest stocks globally from
soft 2007
to you near the end 2008 we can see
on the left hand side stock acre of the
heights
on the stock representing the holding up
to a point in time
on the color presenting change from stop
barriers
and I can see we start in a change
financial started to go
poorly July 2007 like
worse my summers and the market drop
substantially
October 2008 during that period
technology had a very good run up until
October consumer goods
was very good throughout the whole
period as was done the bottom
utilities again very good poems across
period
very consistent performance on the right
hand side
we're looking at a map the stream after
showing
particular point in time in this case
the right hand side
MC not just sector level
but the bull level performance which
stocks being wild animals been badly
utilities been doing very well and is
being represented by EM
by track such a time back so that say we
look back to last october
you can see nearly all financials bright
red HSBC
remaining Wells Fargo and gradually
800 as well go back further
before the period actually back American
UPS
no stocks looking pretty good and what
nigga so we can choose which time slot
no dates that we want to focus on tree
map or another display
looking at competition to a total amount
that's the conclusion intensive
percentage terms
and you can see financial starting out
about 25 percent
total portfolio going down 2015
we can see that here in the tree map
ending at this ice it right back
first time 3c
how big financial tools in terms of our
articles trial location
and how shrunk due to the market we're
looking at a line graph representation
golf each industry & Company color
is the period change and size is a week
check so is singing Feliz has
commitments and financials
as we can see miss pollitt I'll s just
feel trapped financials those whose he's
reduced
on stocks times out consumer goods
student
detail stock is
spills like rush the stocks Ashley the
minimal change across the parrot Google
miss les mostly no change miss the cut
back in
financials saying
LeMans bankamerica
neiman's again neiman's
like this column's Morgan Stanley
and angels there was some
the bank's with very high volatility
let's have a look at daily changes
again we see similar pitcher Volkswagen
remember this I picked up
comments a few basis we can see that
be volatility financials compared to the
rest
market now months outperformance
month underperformance appeared Alex
public rising roll
to compare performance cost particular
industries and companies across time
I hey we can see consumer goods for a
good performance utilities and telecoms
been closely telecoms not has good
performance utilities
since solutions track technology
industrial zone gas
industrial since before going on gas
right up until March 2009 and then it
seems to you
track healthcare financials healthcare
financials
seem to be very closely correlated
across the period as to consumer
services
I would expect himself seen a good
to be correlated they consume could
being very highly rated across a period
seen s way box pack n Procter & Gamble
pics cuz tracking it down slightly go
down to the individual stocks
and handling correlations stocks was
being stopped former
Chevron color
peach Bulls very poor I N G

Video Length: 05:18
Uploaded By: PanopticonSoftwareAB
View Count: 675

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Portfolio Performance Monitoring
Portfolio Performance Monitoring

Published By:
Business Spreadsheets

Description:
The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on ...

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