Congratulations!

Case Study: Mortgage Trading Analysis in Power BI

Nick Edwards

Capital Markets Analyst at Mynd

This was tough!

• Advanced case study
  • Complex concepts in the financial system
  • Advanced Power BI skills
• You became a trader in the capital markets

In chapter 1 you...

• Learned how money moves from people, banks, and lenders in the financial system
• Learned the basics of mortgage and loan agreements
• Used Power Query to prepare the datasets
• Created complex IF() statements

In chapter 2 you...

• Learned about trading mortgages in the capital markets
  • Whole loan and Mortgage-backed securities
• Created a benchmark based on UMBS prices
• Used Power Query and M to transform multiple datasets into a usable format for trade analysis
• Calculated trade premiums to determine the total revenue earned on the trade
• Calculated the weighted average trade price

In chapter 3 you...

• Learned about competitive markets
• Calculated loan profit margin
• Used AI-driven tools to find influencers in the data
• Determined what kind of pricing decisions should be made

Best of luck!

Case Study: Mortgage Trading Analysis in Power BI