portfolio-analyzer

Automating Excel reporting for portfolio analysis is achieved by computing risk metrics, Brinson attribution, and performance comparisons from NAV data, directly generating a comprehensive six-sheet Excel workbook.

Brinson attribution is a three-factor method used for portfolio benchmarking that decomposes active return into allocation, selection, and interaction effects across asset classes and industries to explain performance differences.

Yes, you need Wind data access to calculate portfolio risk metrics and performance attribution, along with an input portfolio Excel file containing NAV and attribution data to process the analysis.

Generating a six-sheet Excel workbook for multiple portfolio comparisons requires providing an input portfolio Excel file with NAV and attribution data to produce dashboard overviews, risk analysis, and transaction details.

Yes, you can use Python pandas and numpy for asset-class and industry attribution analysis, as the Skill leverages these dependencies alongside openpyxl to compute metrics and format the Excel output.

A key limitation is that openpyxl handles Excel formatting and workbook generation but cannot fetch market data, meaning you must independently secure Wind data access and structure input NAV files before reporting.