Investment Advisory Dashboard Template

Equity Research Dashboard Template

A polished dark-mode template for investment teams building equity advisory, screening, and portfolio analysis experiences.

• Macro analysis overview with GDP, rates, FX, and market context
• Strategy ranking modules for value, dividend, GARP, and quality investing
• Valuation screener table with DCF comparison and margin of safety
• Fundamental ratio filters for P/E, ROE, dividend yield, and leverage rules
• Portfolio optimization panel with allocation views and Sharpe-focused outputs

Built for investment advisory dashboards, internal research tools, and stock recommendation platforms. It helps teams present complex financial insights in a structured, credible, and easy-to-scan interface.