The dashboard provides various visualisations to analyse any given stock for a time period. The following charts are available in this dashboard –

• Candle Stick pattern – shows price action for a given ticker symbol

• EOY Returns – displays End Of Financial year returns

• Cumulative Returns – gives the cumulative returns over the currently selected time period.

• Monthly Returns – shows monthly returns across the selected time period. This chart also helps in understanding any seasonality effects on the stock price over a selected timeframe

• Return Quartiles – Provides insights into how much percentage a stock moves on a daily, weekly or monthly basis.

• Worst Drawdowns - The worst possible return one could see if they had bought high and sold low. Which in other words, the return one would get when they buy an asset at its peak value and sell it when it is at its trough or the lowest possible value. In other words, Maximum drawdown measures the maximum fall in the value of the investment, as given by the difference between the value of the lowest trough and that of the highest peak before the trough.

• Underwater plot -  shows the investment from a pessimistic point of view. It focuses on losses. It depicts drawdowns and shows how long it took for the portfolio’s value to recover to the previous peak, after suffering a loss. This chart makes it easy to distinguish between normal and extended periods of losses.

Key Takeaways

The dashboard allows to spot trends in price action and indentify factors such seasonality that affect the prices for any given stock.