Investment Dashboard Archives - PK: An Excel Expert

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Investor Relations Dashboard in Excel

January 15, 2026January 15, 2026 PKComments Off

In today’s competitive investment environment, clear, accurate, and timely communication with investors matters more than ever. Investors no longer rely only on static reports or long presentations. Instead, they expect

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Derivatives Trading Dashboard in Excel

December 17, 2025December 17, 2025 PKComments Off

In today’s fast-moving financial markets, derivatives trading plays a critical role in risk management, hedging, and speculative strategies. However, managing derivatives data without a structured system often leads to confusion,

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Wealth Management KPI Dashboard in Power BI

December 9, 2025December 9, 2025 PKComments Off

A Wealth Management KPI Dashboard in Power BI is a ready-to-use, interactive performance monitoring tool designed specifically for wealth managers, investment firms, private banks, and financial advisors. It helps decision-makers

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Venture Capital KPI Dashboard in Power BI

December 8, 2025December 8, 2025 PKComments Off

Venture capital firms operate in a fast-moving, high-risk environment. Therefore, partners, analysts, and fund managers must always track performance accurately. However, manual Excel reports, scattered data files, and delayed reviews

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Sovereign Wealth Funds Dashboard in Power BI

November 29, 2025November 29, 2025 PKComments Off

Global markets move fast, and investment managers need accurate insights at the right time. Sovereign wealth funds (SWFs) deal with billions of dollars, long-term strategies, and complex portfolios spread across

Dashboard Power BI

Venture Capital Dashboard in Power BI

November 26, 2025November 26, 2025 PKComments Off

Venture capital firms handle fast-moving investments, multiple funding rounds, changing valuations, and unpredictable market conditions. Because of this, investors need a clear and reliable way to track their portfolio performance.

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Hedge Funds KPI Dashboard in Power BI

November 17, 2025November 17, 2025 PKComments Off

A Hedge Funds KPI Dashboard in Power BI is a ready-to-use, interactive reporting system designed to measure key investment performance indicators across multiple funds. It gives you a clear view

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Venture Capital Dashboard in Excel

November 16, 2025November 16, 2025 PKComments Off

Venture capital teams handle high-value investments, portfolio risks, fund performance tracking, partner reviews, and industry trend analysis every day. Because of this, they need a clear and organized way to

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Wealth Management Dashboard in Excel

November 15, 2025November 15, 2025 PKComments Off

Managing wealth becomes easier when you track every investment, every contribution, and every performance indicator in one place. Yet, many individuals, financial advisors, and wealth managers still use scattered sheets,

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Wealth Tech Dashboard in Excel

November 5, 2025November 5, 2025 PKComments Off

In today’s data-driven financial world, investment decisions depend on analytics, not assumptions. Whether you are a wealth manager, financial consultant, or independent investor, understanding your investment performance in real-time makes