Portfolio Analytics
A portfolio analytics dashboard would provide users with deeper insights into their investments. Showing asset allocation, sector and geographic exposure and overall portfolio performance would make it much easier to understand diversification and identify areas that may need rebalancing.
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Comentarios3
souran
3 oct
Treemap chart also helps to explain the funds distribution visual:
souran
27 ago
Could you please also add a dashboard widget showing the top 5 gaining or losing funds in the portfolio along with their recent trends? or it could also show the top performing funds based on their weighting in my portfolio.
souran
4 ago
Sample screenshots for analysis: