Summary

For many of us, our personal financial investments (including our retirement savings) tend to exist in a black box of obscurity. Mutual funds, IRAs, and similar investments can offer great financial returns, but investors often have little idea how they are contributing to the economy or society as a whole. If people can have more insight into their holdings — such as how socially responsible they are, which industries and countries they support, and how they compare with key benchmarks — then they can tailor their investments to support causes that help improve the world around us. This code pattern shows you how to create visualizations that provide key insights into your investments, and help you design a portfolio that reflects your personal values.

Description

This pattern presents methods and visualizations for analyzing investment portfolios. You’ll learn how to capture a user’s true holdings, including structured products and exchange-traded funds (ETFs) that are held in the portfolio. This data is then presented through a web interface that displays the composition of the portfolio by asset classes, geographies, and industry sectors, as well as the individual companies themselves. The web interface also includes visualizations for potentially problematic investment exposure, along with environmental, social, and governance scoring that can help investors determine how socially responsible their portfolios are.

When you have completed this pattern, you will understand how to:

• Load and retrieve data from the Investment Portfolio service
• Compute all of the exposures associated with a portfolio that may have composite investments present
• Construct a user interface with 3D graphics to display the analysis

Flow

1. User uploads a portfolio for analysis.
2. User selects a portfolio to analyze.
3. The code pattern queries the user’s portfolio, any look-through information on funds held in the portfolio, and calculates all of the analytics necessary to present the data visually through charts and graphics.

Instructions

Find the detailed steps for this pattern in the README. Those steps will show you how to:

• Deploy to IBM Cloud
• Run the application locally
• Troubleshoot