●Industry 03

Financial services & investing
from price move to investment view.

Decision-focused chart workflows for portfolio teams, analysts, investor relations, and financial publishers.

Industry context How the work happens

Not a generic chart request.

Financial charts must preserve period, unit, benchmark, and methodology. The useful scenario is not simply ‘show growth’; it connects a market or company movement to a portfolio, valuation, or communication decision.

3 Detailed workflows on this page

01
Monthly portfolio review of sector rotationMulti-asset portfolio manager
02
Investor-relations explanation of revenue and marginInvestor relations director
03
Consumer lending risk by origination vintageCredit risk analytics lead

Scenario 01 Multi-asset portfolio manager

Monthly portfolio review of sector rotation

Trigger

Leadership changed interest-rate guidance and the investment committee wants to see which sectors led the subsequent rotation.

Business question

Did the portfolio benefit from the move toward rate-sensitive sectors relative to the benchmark?

Source data

Month-end total-return indices rebased to 100, using the same currency and dividend treatment.

Decision

Maintain the overweight in Industrials, trim Technology, or treat the move as short-term noise.

Deliverable

A narrated line animation for the investment committee and a still chart in the monthly letter.

TOTAL RETURN INDEX · START = 100

Industrials led after the guidance shift

IndustrialsTechnologyUtilitiesBenchmark

What the chart should make obvious

Industrials added eight index points more than the benchmark after March, while Technology recovered only late in the period.

Rebase every series to 100
Mark the guidance month
Do not mix price return with total return

Build with Multi-line Signals

View the exact example data

Month,Industrials,Technology,Utilities,Benchmark
Jan,100,100,100,100
Feb,102,104,101,102
Mar,105,103,103,103
Apr,109,101,106,104
May,113,104,108,106
Jun,116,107,110,108

Synthetic example data for demonstrating the workflow. Replace it with approved source data before publishing.

Scenario 02 Investor relations director

Investor-relations explanation of revenue and margin

Trigger

Quarterly revenue beat guidance but gross margin compressed, requiring a balanced earnings presentation.

Business question

Can investors see that growth accelerated while mix and launch costs temporarily reduced margin?

Source data

Approved quarterly financial statements and management guidance; no preliminary or non-public figures.

Decision

Sequence the earnings narrative around durable growth first, then address the margin bridge and forward outlook.

Deliverable

A line-and-column animation for the earnings webcast with a static SEC-filing-compatible final frame.

REVENUE $M · GROSS MARGIN %

Revenue accelerated as margin reset

What the chart should make obvious

Revenue growth accelerated through the launch period while margin began recovering in the latest quarter, supporting a two-part rather than purely celebratory narrative.

Separate dollar and percentage units
Use only approved reported figures
Hold the latest quarter during commentary

Build with Line + Column Story

View the exact example data

Quarter,Revenue,Gross margin
Q1,118,68
Q2,126,69
Q3,139,67
Q4,158,64
Q1 FY26,176,65

Synthetic example data for demonstrating the workflow. Replace it with approved source data before publishing.

Scenario 03 Credit risk analytics lead

Consumer lending risk by origination vintage

Trigger

Thirty-day delinquency increased in the latest dashboard and the risk committee needs to know whether it is seasonal or vintage-specific.

Business question

Which origination cohort deteriorated fastest during its first six months on book?

Source data

Monthly loan performance snapshot grouped by origination quarter and months-on-book, excluding charged-off accounts from the denominator only per policy.

Decision

Tighten underwriting for the affected acquisition segment or maintain policy if deterioration is broad and seasonal.

Deliverable

A cohort line animation for the risk committee with methodology notes in the appendix.

30+ DPD RATE · MONTHS ON BOOK

Q3 vintage diverged in month four

Q1 vintageQ2 vintageQ3 vintage

What the chart should make obvious

The Q3 vintage separates sharply in month four, directing investigation toward underwriting or channel mix rather than a portfolio-wide seasonal explanation.

Use identical months-on-book windows
State the delinquency definition
Avoid implying causation before segment analysis

Build with Multi-line Signals

View the exact example data

Month on book,Q1 vintage,Q2 vintage,Q3 vintage
1,0.8,0.9,0.9
2,1.1,1.2,1.3
3,1.5,1.6,1.8
4,1.8,1.9,2.7
5,2.0,2.2,3.4
6,2.2,2.4,3.9

Synthetic example data for demonstrating the workflow. Replace it with approved source data before publishing.

Production From example to output

Turn the scenario into your chart

Use the example dataset to test the visual structure, then replace it with approved data from the named source system and validate the decision context before export.

FAQ Industry questions

Before you publish

How should financial charts disclose methodology?

Label currency, period, return type, benchmark, rebasing, and material exclusions near the chart or in an adjacent source note.

Can animated charts be used in regulated investor communications?

They can support communication, but the underlying figures, claims, risk language, and final materials must follow the organization’s legal, compliance, and disclosure controls.

Ready to make
your data move?

Open the studio

Financial services & investingfrom price move to investment view.

Not a generic chart request.

Industrials added eight index points more than the benchmark after March, while Technology recovered only late in the period.

Revenue growth accelerated through the launch period while margin began recovering in the latest quarter, supporting a two-part rather than purely celebratory narrative.

The Q3 vintage separates sharply in month four, directing investigation toward underwriting or channel mix rather than a portfolio-wide seasonal explanation.

Turn the scenario into your chart

How to create an animated chart from CSV data

Prepare CSV data for animated charts

Before you publish

Ready to makeyour data move?

Financial services & investing
from price move to investment view.

Ready to make
your data move?