Bring Financial Data to Life

Choosing the Right Chart for the Financial Question

Waterfall charts explain how profits move from one period to the next by isolating volume, price, mix, and cost effects. They turn tense meetings into constructive conversations, prompting targeted questions about the biggest drivers and their underlying assumptions.

Choosing the Right Chart for the Financial Question

Candlestick charts emphasize price momentum and sentiment, while OHLC prioritizes precision across open, high, low, and close. When spreads matter, OHLC shines; when storytelling matters, candlesticks persuade. Comment with your preference and why it works in your domain.

Choosing the Right Chart for the Financial Question

Treemaps reveal concentration risk across sectors, issuers, or strategies at a glance. Sunbursts extend hierarchy depth, ideal for multi-level portfolios. Use area to encode exposure and color for performance, then invite your team to debate rebalancing thresholds.

Choosing the Right Chart for the Financial Question

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Index to 100 and Consider Log Scales

Indexing series to a common baseline reveals relative performance without drowning in units. Log scales help when growth compounds or ranges explode. Annotate the baseline clearly so newcomers grasp why the comparison feels fair and intuitive.

Learn More

Visualize Drawdowns and Rolling Metrics

A drawdown curve tells a truth average returns often hide. Pair it with rolling volatility or Sharpe to show how pain and payoff travel together. Executives relate quickly when you frame risk as time spent underwater.

Learn More

Event Annotations for Earnings and Policy Shocks

Add subtle, well-labeled markers for earnings, guidance updates, and policy moves. Then link to source documents for credibility. Readers love context they can verify, and it invites comments comparing reactions across similar events.

Learn More

Fan Charts and Distribution Ridges

Fan charts communicate forecast dispersion across scenarios without pretending certainty. Ridge plots layer return distributions by regime, revealing fat tails and shifting volatility. Keep colors restrained so probability speaks louder than decoration, earning trust in tough discussions.

Tornado Charts for Sensitivity Analysis

Tornado charts rank inputs by impact on outcomes, making materiality visible. They turn arguments into experiments by asking which assumption deserves validation first. Encourage teams to comment on ranges and sources for each driver to refine credibility.

Storytelling With Numbers That People Remember

Open with the business question, state a falsifiable hypothesis, present evidence, then offer a decision. Keep visuals aligned to that arc so every mark advances the plot. Readers reward clarity by acting sooner and more confidently.

Tools and Workflows That Scale

Excel builds quick prototypes, Python and R automate repeatability, and platforms like Power BI and Tableau distribute insights. Mix them thoughtfully, documenting assumptions so anyone can rerun the story and reproduce key visuals on demand.

Automate data pulls, apply validation checks, and tag versions. Keep raw, staged, and modeled layers distinct. When someone asks where a number comes from, you will have a clean trail instead of a scramble.

Reusable templates and style guides reduce noise across teams. Store them in version control with examples and linting rules. New contributors ramp faster, and your visuals look coherent even under tight deadlines and shifting priorities.

No Tricky Axes or Cherry Picking

Start axes at zero when encoding magnitude, disclose breaks when necessary, and avoid selective time windows. Show counterexamples alongside success cases. Integrity compounds, and readers remember who told the whole story when stakes are high.

Communicate Uncertainty Explicitly

Show confidence intervals, distributions, and scenario ranges. Label assumptions and data sources. The goal is not to eliminate doubt but to make it actionable, guiding smarter questions and more resilient decisions under pressure.

Design for Accessibility and Color Vision

Use colorblind safe palettes, sufficient contrast, and descriptive alt text. Avoid relying solely on color; add patterns or markers. Accessible visuals reach more stakeholders and reduce misinterpretation when screens, printers, and lighting vary wildly.

Bring Financial Data to Life

Choosing the Right Chart for the Financial Question

Choosing the Right Chart for the Financial Question

Choosing the Right Chart for the Financial Question

Choosing the Right Chart for the Financial Question

Fan Charts and Distribution Ridges

Tornado Charts for Sensitivity Analysis

This is the heading

This is the heading

Storytelling With Numbers That People Remember

Tools and Workflows That Scale

No Tricky Axes or Cherry Picking

Communicate Uncertainty Explicitly

Design for Accessibility and Color Vision