Portfolio Valuation App Tutorial

In this tutorial you will learn how to use the FusionFabric.cloud components to build a portfolio valuation application. You will learn to do the following:

  • Define the portfolio composition and pricing data in Financial Model Builder.
  • Create a workflow to price the portfolio using Financial Model Builder.
  • Call the workflow using Excel Valuation Plugin.
  • Build a graphical user interface to call the portfolio pricer and display results using the FusionCreator App Builder.
  • Extend the application to include scenario computation.
  • Use GibHub to manage and share the files of your application.

The samples used in this tutorial are based on the tutorials from the Financial Model Builder Documentation. You are recommended to follow that content if you are unfamiliar with it.

At the end of this tutorial you are provided with a link to a GitHub public repository that contains all the files needed to run this application.