The Dashboard Spy

June 15, 2006

Capital Management Dashboard Screenshots – Portfolio Summary, Trade Transaction Metrics

Filed under: Dashboard Screenshots — dashboardspy @ 9:05 am

A Dashboard Spy over at vardentech.com is involved with the development of enterprise dashboards for tracking securities trading portfolios and investment transaction metrics. He sent the following dashboard screenshots and says that "eReportal, developed by Varden Technologies, is a web-based, enterprise-wide reporting platform for the investment management sector. Connecting to all ODBC-compliant or adaptable systems and data sources, eReportal is unique in that it provides industry-specific reporting tools and report styles while giving back reporting to business users, who now can design, create, and send out highly-graphical and interactive reports, without requiring IT involvement, in a matter of minutes. It meets all financial reporting objectives inclusive of operational, trading, compliance, and pre-sales. Reports can be created, ad-hoc, on-the-fly or be scheduled while transmissions can be achieved through highly customizable web portals, PDAs, and/or emails with multiple levels of viewing authorizations. The beauty is that implementations are completed historically within 3-4 weeks since connections have been written to many industry-standard systems and data sources".

The first dashboard is a portfolio summary dashboard with the Asset Allocation mix shown as a pie chart on the upper left. The upper right portlet is a table showing top holdings by security name and percentage holding. The bottom part of that table shows the most recent transactions. Details include action (buy or sell), security name, trade date, quantity and price. The bottom of the dashboard shows a wide chart plotting market value of securities classified by maturity.

The second screenshot is a trade metrics dashboard that shows key metrics important to the management of an investment firm. Trade counts, execution amounts and average commissions per trade are shown.

Portfolio Enterprise Dashboard

Trade Metrics Dashboard

Homework: Investment management is distilled into all sorts of formulas and principles, as anyone studying for their CFA (Chartered Financial Analyst) certification will tell you. Here are some books on investment management. The management of an investment firm, however, is challenging because of the sometimes quirky nature and needs of the traders and portfolio managers. This book, High Performing Investment Teams : How to Achieve Best Practices of Top Firms, explores this very nicely.

So what or who is The Dashboard Spy? As his about page states, The Dashboard Spy is just a guy interested in the design of enterprise dashboards. He could not find any executive dashboard design source books (or even screenshots of real business dashboards) and so set about creating his own. Finally convinced to post his extensive collection of dashboard screenshots online, he was amazed to find how popular it has become. If you have a nice screenshot of a digital dashboard, balanced scorecard, or any business intelligence graphic to share, please send an email to info _at_ dashboardspy.com. Also check out The Dashboard Spy's favorite books on business dashboards.

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