Analyst Price-Target Analytics Dashboard
An investment analytics platform needed a technically complex dataset of historical analyst price-targets translated into investor-facing insights, dashboards, and future AI use-case concepts. Delivering SQL-driven analysis, a prototype dashboard, and concept-level agentic-AI recommendations.
Back to archiveTranslate a technically complex analyst price-target dataset into investment-facing insights, dashboards, and future agentic-AI use-case concepts.
Reviewing the data schema and limitations, defining focused questions about analyst behavior and market outcomes, developing SQL queries and statistical analysis, and building charts, a notebook, and a prototype dashboard — with concept-level-only AI recommendations and no production agents or trading systems.
A business-facing analysis with documented SQL logic, findings and limitations, a prototype dashboard, an executive presentation, and a small set of practical agentic-AI concepts relevant to wealth managers and institutional investors.