Key insights
- An individual with a data/engineering background is applying their workflow to company analysis, using data querying, dashboard visualization, and a standardized view for comparison. This approach aims to streamline company evaluation, potentially leading to more efficient investment decisions. While not directly market-moving, the increasing accessibility and application of data-driven tools could contribute to more informed and efficient market participants.
Background: I'm in supply chain, and work with data daily. Typical workflow: query (SQL/Kusto) -> Dashboard (PowerBI) -> share with colleagues so they get the analysis without doing the work.
Lately I have been thinking: that same flow maps surprisingly well to analysing companies.
Query layer = pulling financial data (Yahoo Finance, APIs etc.)
Dashboard layer = visualising key metrics and trends
Share layer = having a consistent view so you can flick between companies and spot what matters
I have started to build something along these lines for myself - a frontend that connects to financial data and serves up a fixed set of metrics and visuals for a suite of companies. The goal: treat each company like a "region" or a "severity level" in my work dashboard. Just click, refresh, compare and learn.
Curious if anyone else here:
a) Comes from a data/engineering background
b) See the analogy too
c) Has tried building something similar
Would love to hear what you have done or what you would want in a tool like this.