Building a Portfolio Dashboard in Power BI

Building a portfolio dashboard in power bi

It is nice to read through my previous post and see how much TheBabylonians has progressed and evolved over time. Back then I was still in Uni studying for exams. Just started out working on my website for a couple of months and the portfolio tab looks ugly as hell. It was just a chunk of figures all over the place. Ever since then, I have decided to simplify it and make it more visual. Fewer numbers and more charts.

Today, I am going to revamp it from excel to Power BI. Both of them are under Microsoft. Since I am dealing with Power BI in my daily job, might as well put the skills to good use for my portfolio tracker.

I have tried putting the charts into a single dashboard. Unfortunately, it looks too small and compressed when I copy it over to WordPress. So I have decided to split them up into individual charts.

Firstly, the portfolio and net profits will be combined into a single view. I am trying to adopt a less is more mindset.

Additionally, I have also added how much I lost in absolute terms and % terms, something which was missing in the previous charts.

Secondly, Cost Allocation would be further categorised into asset classes.

In Power BI, I am able to tell, by colour code, the asset class which I spent the most money on. I think you can clearly spot my big blunder here.

Thirdly, Power BI released a new feature called decomposition tree. It is really an amazing tool that allows you to breakdown a particular figure you wish to analyse.

For example, I know I lost $4,800. But where are all the losses coming from? With the decomposition tree, I can breakdown the losses by category and by assets. So I know BTC is my biggest loser, followed by altcoins. I can then expand out altcoins to see who are the top losers.

The other traditional assets like stocks, REITs and gold is still holding up. But DBS which I bought at $21 is down about $300 now.

The same goes for portfolio breakdown.

The dividends chart is the same. I just display a higher granularity by month.

Note that there are some months the dividends are negative because some of the dividends are staking altcoins. The value of these coins goes up and down. Every end of the month, I just take the current total value minus the previous month total value to calculate dividends collected for that month.

This is otherwise known as “Adjusting for Fair Value Gains/Losses” in accounting.

Kinda miss all this stuff.

Lastly, I came up with a new table that shows my average cost price and cost-to-yield % based on their annualised dividends.

The average cost-to-yield right now is about 4.2%.

My personal criteria for building up a dividend portfolio is to look for high-quality assets that have at least a 5.5% yield. From a look at the above table, I think you can immediately tell who is the culprit here that is dragging everyone down. I am giving the crypto legion (NEO & ONT) till the end of this year.

BTC I am not going to sell. In fact, I might even add in some more small positions to average down. This is to prepare for a doom and gloom scenario of a potential meltdown in our monetary system.

The reason why you see BTC average cost price is $31,445 is because of the streamlining operations I did a while back. I converted some of my alts into BTC at a huge loss. It is a painful process, but a necessary one.

This is because I used to have 100% alts and 0% BTC. I have no idea what I was thinking back then. Oh, wells. Now my entire portfolio is in a big mess. Anyways, crypto is a bet which I took heavily and I intend to see through till the end. If all else fails, my maximum loss is capped at $7,000.

Anyways, do keep a lookout for our monthly update on the Portfolio Tab in the future!


  1. Hi,

    Very nice dashboard!
    I am also considering to start tracking my portfolio wihtin Power Bi.

    You mentioned that you update your portfolio view on monthly basis, how much there is manual work to be done during the update?

    I have thought that would it be possible to somehow have API (or other ways) to connect your stock broker data and use it directly to Power BI. This would allow that all the trade information could be gathered automatically insted manually, like new positions.

  2. Thats a pretty interesting take on cryptoanalysis. Do you mind sharing your powerBI file to understand the logic behind that calculation?

  3. It looks like an amazing PowerBI dashboard and what I’m looking for. Are you willing to share it as a template or is there any way to use your portfolio template?

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