Investment Portfolio Analytics
A portfolio analytics project that tracks performance, attribution, and risk against real market history. Python does the pulling and processing; Tableau does the showing.
What it tracks
The project follows portfolio market value and performance over time, breaks unrealized gains and losses down by position and by sector, and surfaces executive-style key metrics as of the latest available market date. It also lays the groundwork for volatility and risk analytics in later phases, so the structure was built to grow rather than to answer one question and stop.
How it's wired
It pulls historical adjusted closing prices from Yahoo Finance through the yfinance library, then runs against simulated holdings with randomized share counts and cost basis, so the workflow looks and behaves like the real thing without exposing any actual positions. The processing writes clean CSVs that feed an interactive Tableau dashboard for exploring performance over time.
The interesting part was not the dashboard.It was deciding what a finance team needs to see versus what just looks impressive.
What a finance team actually needs to see
I built it in phases, valuation and performance first, then risk on top. The genuinely interesting problem was separating signal from decoration: a dashboard can hold a dozen charts that impress in a demo and help no one make a decision. Figuring out the handful of views a team would actually use shaped what got built and what got cut.