Faculty Advisor

Ginzberg, Michael J.

Faculty Advisor

Wong, Wilson

Faculty Advisor

Sarnie, Robert

Abstract

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.

Publisher

Worcester Polytechnic Institute

Date Accepted

2020-01-31

Major

Management Engineering

Major

Computer Science

Project Type

Major Qualifying Project

Accessibility

Unrestricted

Advisor Department

Business

Advisor Department

Computer Science

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