Transaction Validation and AnalysisPublic
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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.
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