๐น Forward Pricing Visualisation
Understand the Mechanics Behind Forward Price Calculations for Equities with Discrete Dividends
This Power BI report illustrates how stock price, interest rates, dividend amounts, and dividend timing interact to form a forward price โ using a live, dynamic calculation engine built in DAX.
๐งญ Key Features:
๐ Single-Value Sliders to adjust inputs like Share Price, Interest Rate, Dividend Amount, and Ex-Dividend Date
๐ Real-Time Forward Price Updates as assumptions change
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Visual Timeline lets users model forward prices across varying tenors
๐งฎ Accurate Pricing Logicโโโโโโโโโโโโโโโโโโโโ
๐ฏ Discrete Dividend Support reflects realistic payout assumptions rather than continuous yields
โจ Sleek and intuitive layout designed for experimentation and education
๐ก Use this dashboard to:
Model forward prices for different underlying sizes, dividend sizes and interest rate scenarios.
Explore how dividend timing affects equity forwards
Understand the building blocks behind basis convergence
Teach the interaction between spot pricing, interest rates, and dividend discounting