Investment Dashboard Archives - PK: An Excel Expert

ESG Investment Firms Dashboard in Excel

June 9, 2026June 9, 2026 PKComments Off

ESG Investment Firms Dashboard in Excel gives ESG fund managers, sustainable investment analysts, portfolio operations teams, and finance leaders a structured way to review AUM, capital deployed, management fees, net

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Sovereign Wealth Funds KPI Dashboard in Excel

May 16, 2026May 16, 2026 PKComments Off

Sovereign Wealth Funds (SWFs) managed over $11.5 trillion in assets globally in 2025, with the top 100 funds growing AUM by 8.4% year-over-year according to the Global SWF 2025 report.

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Hedge Funds Dashboard in Power BI

January 24, 2026January 24, 2026 PKComments Off

Managing hedge fund performance without clear visibility often creates blind spots, delayed decisions, and missed opportunities. However, modern investment teams no longer rely on static reports or scattered spreadsheets. Instead,

Dashboard

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

Dashboard

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,

Dashboard Power BI

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

Dashboard Power BI

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.

Dashboard Power BI

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