Investment Portfolio Management dashboard HTML Template
What is an Investment Portfolio Management dashboard Template?
An investment and mutual funds Software Ui Framework template is a pre-built dashboard that displays key metrics and data related to investments and mutual funds This Creative Bootstrap Dashboard template can be customised and used by investors, financial analysts, or other professionals who want to track and analyse their investment portfolios.
The investment and mutual funds Portfolio Management Dashboard template typically includes a range of visualisations and charts that display important investment metrics, such as returns, expenses, and asset allocation. Some of the common components of an Investment Portfolio Management dashboard template may include:
Performance Overview: This section displays a summary of the portfolio's performance over time, including returns, gains and losses, and other key metrics.
Asset Allocation: This section shows how the portfolio is allocated across different asset classes, such as stocks, bonds, and cash
Mutual Fund Holdings: This section displays the mutual funds that are held in the portfolio, including the fund name, ticker symbol, and current value
Investment Transactions: This section shows a history of investment transactions, including purchases, sales, and dividends
Expense Analysis: This section displays a breakdown of the expenses associated with the portfolio, including management fees, transaction fees, and other costs.
Overall, an Bootstrap 5 Admin Dashboard template provides a clear and concise overview of a portfolio's performance and holdings. By using a pre-built template, investors and financial professionals can save time and effort in creating their own custom Investment Portfolio Management dashboard while still gaining valuable insights into their investment portfolios
Examples of Investment and Mutual Funds Dashboard Template
There are several investment and mutual funds dashboard templates available for use Here are a few examples:
Microsoft Power BI Investment Portfolio Bootstrap Admin Panel Dashboard: This Responsive Bootstrap 5 Admin dashboard template is built on Microsoft Power BI and provides an overview of investment performance, asset allocation, and investment transactions It also includes interactive visualizations that allow users to drill down into specific details
Google Sheets Investment Tracker Template: This investment tracker template is built on Google Sheets and includes a variety of sheets to track investments, asset allocation, and performance It also includes a dashboard sheet that summarises the portfolio's performance and holdings.
Excel Investment Portfolio Tracker: This investment portfolio tracker is built on Microsoft Excel and includes a variety of sheets to track investment transactions, dividends, and returns. It also includes a Investment Portfolio Management dashboard sheet that displays performance metrics and a pie chart of asset allocation
Tableau Mutual Fund Analysis Dashboard: This Bootstrap Templates dashboard is built on Tableau and provides a detailed analysis of mutual fund performance, expenses, and holdings It includes several interactive visualisations that allow users to explore different aspects of mutual fund performance
Fidelity Investment Bootstrap Admin Web App Dashboard: Fidelity offers an investment Portfolio Dashboard Template for its customers that provides a comprehensive view of
their investment portfolio, including holdings, performance, and asset allocation It also includes personalised insights and recommendations based on the user's investment goals.
Overall, these investment and mutual funds WebApp Templates provide users with a variety of options for tracking and analysing their investment portfolios Users can choose a Responsive Web Application Kit template that best fits their needs and customise it to their specific requirements
Users of Investment and Mutual Funds Dashboard Template
The users of investment and mutual funds Bootstrap Admin Dashboard templates can include:
Individual Investors: Individual investors who manage their own investment portfolios can use Admin Dashboard UI Kit templates to track their holdings, monitor performance, and make informed investment decisions
Financial Advisors: Financial advisors can use investment and mutual funds Bootstrap UI framework templates to track the performance of their clients' portfolios and provide personalised insights and recommendations
Portfolio Managers: Investment Portfolio Management dashboard templates to track the performance of the funds they manage, monitor asset allocation, and identify trends and opportunities in the market
Fund Analysts: Fund analysts can use dashboard templates to conduct research on mutual funds, analyse performance, and compare different funds across various metrics
Investment Researchers: Investment researchers can use Bootstrap Admin Panel templates to analyse market trends, track economic indicators, and monitor the performance of various asset classes
Overall, Investment Portfolio Management dashboard templates can be useful for anyone who wants to track and analyse their investments, whether they are individual investors, financial professionals, or investment researchers