Investment Portfolio Management dashboard HTML Template

What is an Investment Portfolio Management dashboard Template?

An investment and mutual funds Software Ui Framework template is a pre-built dashboard that displays key metrics and data related to investments and mutual funds. This Creative Bootstrap Dashboard template can be customized and used by investors, financial analysts, or other professionals who want to track and analyze their investment portfolios.

The investment and mutual funds Portfolio Management Dashboard template typically includes a range of visualizations and charts that display important investment metrics, such as returns, expenses, and asset allocation. Some of the common components of an Investment Portfolio Management dashboard template may include:

Performance Overview: This section displays a summary of the portfolio’s performance over time, including returns, gains and losses, and other key metrics.

Asset Allocation: This section shows how the portfolio is allocated across different asset classes, such as stocks, bonds, and cash.

Mutual Fund Holdings: This section displays the mutual funds that are held in the portfolio, including the fund name, ticker symbol, and current value.

Investment Transactions: This section shows a history of investment transactions, including purchases, sales, and dividends.

Expense Analysis: This section displays a breakdown of the expenses associated with the portfolio, including management fees, transaction fees, and other costs.

InvestX Admin 

Watch Video 

InvestX Admin – LTR Style Bootstrap Dashboard – Light

MORE INFO / BUY NOW DEMO

InvestX Admin – LTR Style Bootstrap Dashboard – Dark

MORE INFO / BUY NOW DEMO

InvestX Admin – LTR Style Mini Sidebar Dashboard – Light

MORE INFO / BUY NOW DEMO

InvestX Admin – LTR Style Mini Sidebar Dashboard – Dark

MORE INFO / BUY NOW DEMO

InvestX Admin – LTR Style Horizontal Dashboard – Light

MORE INFO / BUY NOW DEMO

InvestX Admin – LTR Style Horizontal Dashboard – Dark

MORE INFO / BUY NOW DEMO

InvestX Admin – LTR Style Bootstrap Dashboard – Dark

MORE INFO / BUY NOW DEMO

Overall, an Bootstrap 5 Admin Dashboard template provides a clear and concise overview of a portfolio’s performance and holdings. By using a pre-built template, investors and financial professionals can save time and effort in creating their own custom Investment Portfolio Management dashboard while still gaining valuable insights into their investment portfolios.

Examples of Investment and Mutual Funds Dashboard Template

There are several investment and mutual funds dashboard templates available for use. Here are a few examples:

Microsoft Power BI Investment Portfolio Bootstrap Admin Panel Dashboard: This Responsive Bootstrap 5 Admin dashboard template is built on Microsoft Power BI and provides an overview of investment performance, asset allocation, and investment transactions. It also includes interactive visualizations that allow users to drill down into specific details.

Google Sheets Investment Tracker Template: This investment tracker template is built on Google Sheets and includes a variety of sheets to track investments, asset allocation, and performance. It also includes a dashboard sheet that summarises the portfolio’s performance and holdings.

Excel Investment Portfolio Tracker: This investment portfolio tracker is built on Microsoft Excel and includes a variety of sheets to track investment transactions, dividends, and returns. It also includes a Investment Portfolio Management dashboard sheet that displays performance metrics and a pie chart of asset allocation.

Tableau Mutual Fund Analysis Dashboard: This Bootstrap Templates dashboard is built on Tableau and provides a detailed analysis of mutual fund performance, expenses, and holdings. It includes several interactive visualizations that allow users to explore different aspects of mutual fund performance.

Fidelity Investment Bootstrap Admin Web App Dashboard: Fidelity offers an investment Portfolio Dashboard Template for its customers that provides a comprehensive view of their investment portfolio, including holdings, performance, and asset allocation. It also includes personalized insights and recommendations based on the user’s investment goals.

Overall, these investment and mutual funds WebApp Templates  provide users with a variety of options for tracking and analyzing their investment portfolios. Users can choose a Responsive Web Application Kit template that best fits their needs and customize it to their specific requirements.

InvestX Admin 

Watch Video 

InvestX Admin – RTL Style Bootstrap Dashboard – Dark

MORE INFO / BUY NOW DEMO

InvestX Admin – RTL Style Bootstrap Dashboard – Light

MORE INFO / BUY NOW DEMO

InvestX Admin – RTL Style Mini Sidebar Dashboard – Dark

MORE INFO / BUY NOW DEMO

InvestX Admin – RTL Style Mini Sidebar Dashboard – Light

MORE INFO / BUY NOW DEMO

InvestX Admin – RTL Style Horizontal Dashboard – Dark

MORE INFO / BUY NOW DEMO

InvestX Admin – RTL Style Horizontal Dashboard – Light

MORE INFO / BUY NOW DEMO

InvestX Admin – RTL Style Bootstrap Dashboard – Dark

MORE INFO / BUY NOW DEMO

Users of Investment and Mutual Funds Dashboard Template

The users of investment and mutual funds Bootstrap Admin Dashboard templates can include:

Individual Investors: Individual investors who manage their own investment portfolios can use Admin Dashboard UI Kit templates to track their holdings, monitor performance, and make informed investment decisions.

Financial Advisors: Financial advisors can use investment and mutual funds Bootstrap UI framework templates to track the performance of their clients’ portfolios and provide personalized insights and recommendations.

Portfolio Managers: Investment Portfolio Management dashboard templates to track the performance of the funds they manage, monitor asset allocation, and identify trends and opportunities in the market.

Fund Analysts: Fund analysts can use dashboard templates to conduct research on mutual funds, analyze performance, and compare different funds across various metrics.

Investment Researchers: Investment researchers can use Bootstrap Admin Panel templates to analyze market trends, track economic indicators, and monitor the performance of various asset classes.

Overall, Investment Portfolio Management dashboard templates can be useful for anyone who wants to track and analyse their investments, whether they are individual investors, financial professionals, or investment researchers.