There’s no shortage of index and ETF tracker charts, but what’s missing is the ability to compare more than one across the longer term data ranges. This is critical because some ETFs gain as other crash – but what are the best offsets?
In fact, what would be really useful is to compare more than one portfolio of mixed ETFs to see which one’s improve on the other.
We’ve loaded a few key ETF’s NAV data into a SQL database, going right back to year 2000 – so the 2007 housing and 2020 covid crash are included.
Use the date slider to home in on an investment window to see how a range of different portfolios performed.
Requirement
Track ETFs and other Net Asset Value NAV items for comparison across dates, to verify if hedging investments can smooth over troughs such as the 2023 bond crash.
Delivered
Data cleansing and dashboard using Power BI.
Power BI with data cleansing
Multiple portfolio comparisons
Z-Score consolidation to enable variance comparison
Summary heatmaps showing returns of interest
Frontend
Power BI
Middleware
DAX & T-SQL
Backend
SQL Server from CSVs
How we can help you?
We love building data solutions for organisations who can make the most of their potential.