import pandas as pddf = pd.read_excel('data.xlsx')df.groupby('region').sum()model.fit(X_train, y_train)import numpy as npplt.plot(forecast)df.dropna(inplace=True)from sklearn import metricsprint(df.describe())np.mean(returns) * 252

Financial Analysis & Reporting

Our financial analysis and reporting service organizes assets, liabilities, budgets and investment data. Explore balance-sheet templates, budget variance analysis and portfolio dashboards.

Examples

Balance sheet

Assets vs. liabilities and equity in one clean statement.

ETF wealth dashboard

Tracking NIFTYBEES, GOLDBEES, BANKBEES and SILVERBEES holdings.

Investment strategy

Monthly and quarterly returns to decide when to buy or hold.

How we do it in Python

returns = prices.pct_change()
volatility = returns.std() * (252 ** 0.5)
print(volatility.round(3))

Excel sheets

Financial Analysis Model

Financial engine with budget vs. actual variance analysis.

Executive SummaryFinancial_EngineVariance_Analysis

Download Excel

Advanced ETF Wealth Dashboard

Portfolio of four Indian ETFs with detail sheets.

EXECUTIVE_DASHBOARDNIFTYBEES_DetailGOLDBEES_DetailBANKBEES_DetailSILVERBEES_Detail