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# My Conso Tool ©

### Portfolio consolidator & optimizer

My experience working in a Family Office inspired me to build my own interactive/dynamic dashboard for the consolidation & opimization of an investor's portfolio.

It's capable of consolidating a portfolio across: Asset classes, geographies, counterparties, banks, accounts & currencies.

What sets this dashboard apart from others is that:

1. It requires no coding from the end user, only data entry and/or API integrations
2. All data entry occurs in a single standardized tab, file & format
3. The dashboard is compatible with all possible types of assets/debt, both listed & non-listed
4. Both standardized reporting as well as rich subset reporting tailored to each asset class
5. Not only reporting on historical values & performance, but also forward looking
6. Cloud-based, stable and scalable by design
7. All data entry & analysis done natively within 1 file, guaranteeing simplicity & a single version of the truth

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSeg1dO036TU3NHzM9i4XOye5cTgs7Xg5RMQRsuWfg17KGzDmw/viewform?usp=sf_link>" %}


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