Finance and Risk Analytics

Project Overview

This project focuses on portfolio analysis and financial risk assessment using historical stock market data. The objective was to construct and evaluate two investment portfolios tailored to different investor profiles:

• Portfolio A: Conservative Investor
• Portfolio B: Aggressive Investor

Using Python and Power BI, the project analyzes portfolio performance, risk, expected returns, and diversification to support data-driven investment decisions.

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Business Objectives

• Analyze historical stock market performance.
• Construct portfolios based on different investor risk profiles.
• Compare portfolio returns and risk.
• Evaluate portfolio diversification.
• Present investment insights through interactive dashboards and reports.

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Tools & Technologies

• Python
• Jupyter Notebook
• Power BI
• Microsoft Excel
• Pandas
• NumPy
• Matplotlib

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Project Workflow

1. Data Preparation

• Cleaned and validated historical financial data.
• Prepared datasets for portfolio analysis.

2. Portfolio Construction

• Developed a Conservative Portfolio focusing on stable, lower-risk investments.
• Developed an Aggressive Portfolio targeting higher returns with increased risk.

3. Financial Analysis

• Portfolio performance analysis
• Risk and return comparison
• Diversification analysis
• Stock performance evaluation

4. Dashboard Development

• Created interactive Power BI dashboards to visualize portfolio performance and investment insights.

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Key Analysis

• Historical Stock Performance
• Portfolio Return Analysis
• Risk Assessment
• Portfolio Comparison
• Diversification Analysis
• Performance Visualization

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Business Insights

• Compared conservative and aggressive investment strategies.
• Evaluated the relationship between portfolio risk and expected returns.
• Identified diversification opportunities to improve investment performance.
• Provided recommendations based on different investor profiles.

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Project Deliverables

This repository contains:

• Power BI Dashboard (.pbix)
• Jupyter Notebook (.ipynb)
• Dataset (.xlsx)
• Project Report (PDF)
• Technical Presentation (PPT) – Covers portfolio construction, financial analysis, dashboard development, and implementation.
• Business Presentation (PPT) – Summarizes investment insights and recommendations for stakeholders.
• Project Demonstration Video (.mp4) – Walkthrough of the analysis, dashboards, and key findings.

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Repository Structure

Finance-and-Risk-Analytics
│
├── DA_FinanceCapstone_Kartikey_Singh.ipynb
├── DA_FinanceCapstone_Kartikey_Singh.pbix
├── DA_FinanceCapstone_Kartikey_Singh.xlsx
├── DA_FinanceCapstone_Kartikey_Singh.pdf
├── DA_FinanceCapstone_Technicalppt_Kartikey_Singh.pptx
├── DA_FinanceCapstone_Presentationppt_Kartikey_Singh.pptx
├── DA_FinanceCapstone_Kartikey_Singh.mp4
└── README.md

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Skills Demonstrated

• Financial Data Analysis
• Portfolio Analysis
• Risk Assessment
• Investment Analytics
• Data Cleaning
• Data Visualization
• Business Intelligence
• Power BI
• Python
• Data Storytelling

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Author

Kartikey Singh

Data Analyst | Power BI | Python | SQL | Excel

LinkedIn: Kartikey_Singh

GitHub: Kartikey_Singh