Visual for return analysis

[BMltc]

Hi, I have a portfolio of equity stocks and i would like to know if there is a visual that can be used to explain the performance (sum of contribution, with contribution equalling to weight * return) through the country of each stocks, their type (arbitrary), sector etc etc... can you please help me?

[BMltc]

to be clear, I am searching for a visual using AI and being able to highlight if the performance is more driven by a specific country, sector or Type, any tips?

Many thanks

[v-easonf-msft]

Hi, @BMltc 

It is recommended to present the information you want to express in multiple visuals instead of in one same visual.

In addition, you can try to adjust the structure of the table, and use a clustered column bar chart with conditional formatting.

Best Regards,
Community Support Team _ Eason

[BMltc]

Understood, thank you. Is there any visual like key influencer able to detect automatically if a sector, type, etc etc contributed more than the others to the overall performance? I.e. if it worth mentioning a certain characteristic (column)? 

Many thanks

[v-easonf-msft · Accepted solution]

Hi, @BMltc 

I have not encountered a similar smart visual chart.
But you can check custom visuals in Microsoft App‘s Source.

Best Regards,
Community Support Team _ Eason

[BMltc]

many thanks community