Enterprise-grade investment intelligence in one file.
This single-page dashboard parses your Excel workbook directly in the browser, with configurable row limits per sheet after the header, and turns date-series investment data into live KPIs, allocation views, risk diagnostics, and forecast charts.
- Upload any similar workbook and the dashboard rebuilds every KPI, chart, and narrative insight instantly.
- Edit aliases inline to rename investments without changing the source workbook.
- Use the selector, range sliders, and summary cards to focus on a subset of investments or a custom time window.
Sample Workbook Format
Use a header row with Serial in column A, Investment Name in column B, and date columns from column C onward.
| Serial | Investment Name | 2024-01-01 | 2024-02-01 | 2024-03-01 |
|---|---|---|---|---|
| 1 | Alpha Fund | 10000 | 10250 | 10640 |
| 2 | Beta Growth | 8200 | 8010 | 8350 |
| 3 | Gamma Index | 12000 | 12180 | 12420 |
No backend
Plotly.js
SheetJS
Offline-ready
Responsive
Portfolio Overview
Select one or more investments to compute portfolio KPIs, investigate allocation, and inspect trend, risk, and forecast behavior across the selected date window.
Executive Summary
Upload a workbook to generate an executive summary.
Best Performer Analysis
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Worst Performer Analysis
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Volatility and Stability
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Diversification and Concentration
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Momentum and Trend
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AI-generated Investment Insights
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Total Portfolio Growth
Aggregated selected investments over time with an interactive range slider.
Portfolio Trend
Individual Investment Trends
Line comparison for all selected investments using alias labels.
Multi-line
Investment vs Date Heatmap
Cell intensity reveals relative portfolio value patterns across the selected time window.
Heatmap
Portfolio Allocation Treemap
Latest allocation by selected investment.
Allocation
Volatility / Stability Radar
Normalized stability comparison for each selected investment.
Radar
Cumulative Growth Area
Portfolio value uplift from the first visible date.
Area
Drawdown Profile
Negative deviation from peak portfolio value.
Risk
Moving Average Trend
Portfolio line with short and medium moving averages.
Trend
Bubble Risk vs Return
Return is mapped against volatility and bubble size reflects latest value.
Bubble
Waterfall Contribution Analysis
Each investment’s contribution to total portfolio change.
Waterfall
Portfolio Allocation Donut
Latest portfolio concentration split.
Donut
Monthly Performance Bars
Period-over-period portfolio change for the selected window.
Bars
Correlation Matrix
Pearson correlation among selected investment return series.
Matrix
Forecast Trend
Linear projection for the next periods based on the observed portfolio trend.
Forecast
Interactive Timeline Navigator
Secondary overview with range selector buttons for quick time slicing.
Navigator