Manage your investments in one place
Keep track of your investment portfolio with our Tableau dashboard
that loads and updates all your positions on a daily basis.
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Dashboard demo
The dashboard provides valuable insights into returns, risks, asset allocation, and dividends. It allows for in-depth analysis into positions and comparison with the total investment portfolio.
Simple and clear to manage
1. Collect your trades
Download a file with all your trades through a broker platform like DEGIRO or collect them manually.
2. Purchase our template and fill-in
Purchase our template including access to a demo version of the dashboard. Upload the template to Google drive and fill it in based on the information from step 1.
3. Connect to Tableau
After you complete the template, you can link it to the demo dashboard and load all your positions. You publish the dashboard to tableau public giving you access to a nice interactive dashboard of all your investments.
Discover the advantages
Organized in one place
The dashboard provides a clear view of all your investments, so that you can quickly see what's in your portfolio and how positions compare to each other.
Optimize your portfolio
Analyze the average return and risk profile of your portfolio and see how individual positions compare to this. Next up, you could start thinking about rebalancing your portfolio by allocating more capital to positions with "high" returns and "low" risk compared to your overall portfolio.
Portfolio allocation
A rule of thumb in investing is to have a good spread in different sectors, security types, countries, currencies and strategy. This is to reduce portfolio risk and get a better balance.
Start using the dashboard today
€60,00 €89,00
One time payment
✔ European and U.S. ETF's, stocks, and bonds.
✔ Live tracking of investments.
✔ Comprehensive analysis of investments.
✔ Upload trades from a broker account (DEGIRO, SaxoBank).
✔ Tableau dashboard and Google Sheets template.
✔ Instruction videos on how to build and use the dashboard.
✔ Complex calculations are done for you (return, risk, cash in/out flow).
About
Hi! Welcome to investvisuals.com. I am Dominic the owner of the website and I started this website with already some work experience in investing and creating dashboards. I have combined my passion for investing and dashboard design by using Tableau and the Google Suite to built this investment dashboard. With the investment dashboard I hope you can better manage your investments and see opportunities to optimize your portfolio!
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