Tatton Investment Management
Design and automate creation of monthly fund fact sheets
I designed and coded these HTML investment fund fact sheets. I used the Highcharts library to build interactive donut and line charts, and DocRaptor to automatically build PDF versions of each HTML fact sheet. I also built the back-end to enable upload of FactSet fund data and analyst comment to automate production of 60+ fact sheets per month in HTML and PDF.
Links to the fact sheets and PDF versions are now emailed to investors by the firm.