Student Work

Transaction Validation and Analysis

Öffentlich

Herunterladbarer Inhalt

open in viewer

While working for a large investment firm, our team aimed to enhance its reporting capabilities. We updated the firm’s system for portfolio performance tracking and reporting and created a tool to confirm, automate, and customize commentary describing investment performance. In addition, we developed scripts to validate transaction data, generate commentary on top contributors and detractors for gross profit month over month, and utilize timeseries data to investigate trends and perform statistical analysis. Our Azure Validaton Dashboard visualizes data with Microsoft Power Business Intelligence and provides users the ability to customize their view and drill through the raw data to find what caused certain alerts and movement in performance of strategies.

  • This report represents the work of one or more WPI undergraduate students submitted to the faculty as evidence of completion of a degree requirement. WPI routinely publishes these reports on its website without editorial or peer review.
Creator
Publisher
Identifier
  • E-project-013120-173530
Advisor
Year
  • 2020
Center
Sponsor
Date created
  • 2020-01-31
Resource type
Major
Rights statement

Beziehungen

In Collection:

Objekte

Artikel

Permanent link to this page: https://digital.wpi.edu/show/vh53wz20k