I will create an interactive investment dashboard
Expert Data and Investment Reporting Analyst
About this Gig
Need a dashboard that actually makes your data easy to act on?
I build clean, interactive dashboards for finance, investment, and business data whether you need something in Excel, Power BI, Tableau, or a custom web app.
My background: I've worked in investment reporting for ultra-high-net-worth family offices across APAC, and as a data analyst in the energy sector. I understand what investors, managers, and clients actually need to see not just charts for the sake of charts.
What I offer:
Interactive dashboards with filters, drill-downs, and live data upload
Clean, professional design no cluttered defaults
Custom branding and color themes to match your business
Clear documentation so you (or your team) can update it later
Tools I work in: Excel, Power BI, Tableau, and vanilla HTML/JS/Chart.js for fully custom web dashboards.
Great for: investment/portfolio tracking, KPI reporting, sales or operations dashboards, client-facing reports, and internal analytics tools.
I'll ask a few quick questions upfront about your data and audience so the first draft is close to right, then refine from there.
Message me before ordering if you want to talk through what fits your data best.
Platform:
Excel
•
Google Sheets
•
Power BI
Development technology:
VBA
•
Python
•
Power Query
Expertise:
Formatting
•
Pivot tables
•
Macros
•
Dashboard
•
Charts

