Portfolio Dashboard means a computer software program for the administration and audit of a pool of investments an organization dedicates to various business projects. It tracks and measures the status of investment activity through a range of key performance indicators. The organization can use the dashboard to report on assets performance to owners, investors, sponsors and other interested parties and business stakeholders.
The purpose of portfolio dashboard is to streamline the reporting process. The dashboard provides entrepreneurs with investment status reminders and a simple report-creation wizard. A dashboard report may include a range of business-critical information about investment activity and portfolio management. For example, there can be such indicators as ROI, assets coverage ratio, capital enhancement, income, expenses, risk tolerance, and others.
Portfolio dashboards are often used by brokers and advisors to monitor and measure investment portfolio performance. A typical portfolio dashboard provides the following tools for investment analysis and reporting:
- OLAP pivots
- Investment maps
- Financial reports
- What-if scenarios.