An investment portfolio analysis helps you gain valuable insights on financial assets, bonds, stocks, and commodities. Understand how to become more profitable, through the use of growth, income, and value elements within the investment portfolio analysis.
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Interactive DashboardsCreate interactive BI dashboards with dynamic visuals.
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End-User BI ReportsCreate and deploy enterprise BI reports for use in any vertical.
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Wyn AlertsSet up always-on threshold notifications and alerts.
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Localization SupportChange titles, labels, text explanations, and more.
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Wyn ArchitectureA lightweight server offers flexible deployment.
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Wyn Enterprise 7.1 is ReleasedThis release emphasizes Wyn document embedding and enhanced analytical express... -
Choosing an Embedded BI Solution for SaaS ProvidersAdding BI features to your applications will improve your products, better serve your customers, and more. But where to start? In this guide, we discuss the many options.
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Visual GalleryInteractive sample dashboards and reports.
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Knowledge BaseGet quick answers with articles and guides.
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WhitepapersDetailed reports on the latest trends in BI.
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Choosing an Embedded BI Solution for SaaS ProvidersAdding BI features to your applications will impr... -
Overview:
Investment Portfolio Analysis Finance Dashboard
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Audience:
- Financial Advisors
- Stock Exchange Publications
- Department of Company Affairs
- Industry Associations
- Market Analysts
- Financial Journals
- Broker Firms
- Investors
- Security Analysts
- Economists
- Investment Bankers
- Corporations
- Clients
KPIs:
- Internal Rate of Return
- Payback Period of an Investment
- Market Position Metrics
- Savings Levels Due to Improvement Efforts
- Return on Innovation Investment
- Number of Key Capital Investments that Meet or Exceed ROI Expectations
- ROI
- Net Profit Margin
- Net Profit
- Gross Profit Margin
- Gross Profit
- Gross Revenue
- Earnings Per Share
- Price-to-Earnings Per Share Ratio
- Average Annual Growth Rate
- Compound Average Growth Rate
- Internal Rate of Return
- Break-Even Time
“Wyn is a great tool with an awesome support team.”
Wyn has been a game-changing addition to our tech stack. It has enabled us to save a massive amount of time for our engineering team by pushing more of the workload to BI-focused team members such as myself, and has allowed us to create new deliverables for clients at a speed that is unmatched.
Charles B.
President, Small-Business
"Writing reports are easy to use as well as very flexible to meet customers' needs."
Love the flexibility of creating reports from simple to very complicated. I have yet to find something that Wyn Enterprise hasn't been able to support. We also use Wyn Enterprise for a lot of our internal documents as well that are on a monthly scheduler to automatically execute.
Dwane B.
Business Analyst, Enterprise Business
"Remarkably simple yet very powerful"
Simple to install and deploy, great customer support and service. And support team have been AWSOME, always quick to answer a question or get you the resources you need to make your project a success.
Stephen J.
Director IT, Small-Business
"Great reporting platform and support team"
The reporting platform continues to evolve and keep up with changes in technology; the support team is solid and responds quickly, and the product team listens and responds to feedback and product needs. Our software solution requires a flexible reporting platform that allows users to run canned reports and build their own and this is a pretty good fit.
Ian P.
Product Development, Small-Business
social proofs
Loved by industry
experts and real users
Whether it’s your business or your commercial SaaS app, embed Wyn and empower users to design, share, and distribute interactive dashboards and reports.
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