Investment Portfolio Performance Tracking & KPI Reporting

Overview This project centered on building an interactive investment performance tracking solution for a financial services firm. The goal was to automate reporting, visualize portfolio performance, and enable management to make data-driven investment decisions.

Requirement Gathering: Conducted stakeholder meetings to define investment KPIs — ROI, risk exposure, portfolio diversification, and sector performance.

Business Analysis & Documentation: Created a comprehensive requirements document outlining data sources, report structure, and visualization goals.

Data Modeling: Cleaned and structured transaction data in Excel, leveraging Power Query for transformation.

Wireframing: Designed dashboard blueprints in Lucidchart to define layout and data flow.

Dashboard Development: Built a Power BI dashboard with interactive visuals for tracking ROI trends, risk scores, and portfolio distribution.

Reporting & Recommendations: Delivered insights that highlighted underperforming sectors and guided investment rebalancing.

Requirements Specification Document

Data Model & Power Query Setup

Power BI Dashboard (ROI, Risk, and Sector Performance)

Wireframe Blueprint

Summary Insight Presentation

Impact The firm achieved a 10% improvement in investment decision accuracy through real-time visibility into performance metrics and risk exposure, leading to more strategic asset allocation.

Tools Used Power BI · Excel · Power Query · Lucidchart