Combining data tables
Disclaimer: The financial information provided is for the purpose of illustrating the use of River and should not be considered financial advice. River Solutions makes no representations or warranties regarding its accuracy or completeness and accepts no liability for any losses or damages arising from its use.
Context
Who doesn't want to know what famous investor Warren Buffett's company is buying and selling?
Thanks to the 13-F reports we know what their positions are every quarter. This simple model show how to combine investment positions between two quarters, leveraging River's data quality checks to automatically identify positions that have appeared.
Features
- Combine tables from two quarters using the Lookup component.
- Use River's data quality checks to warn for new stocks appearing.
- Calculate changes in % ownership
- Displays a graph in Excel
When opening the workbook in Excel, click "Enable Editing" at the top, otherwise River won't be enabled for the workbook.