Portfolio update
- Source
- positions.xlsx
- Run
- complete
- Result
- ready to review
Turn files, APIs, databases and code into reports, dashboards and data apps.Work in the workspace, ask Minerva or automate in code. Keep the source, run and output together.
Each step adds value without hiding the one before it. Begin with a table and chart, then build towards the repeatable workflow your team actually needs.
Start with Excel, CSV, JSON, an API or a database.
Open the data as a table, then turn it into a clear first chart.
Change the chart, title, axes, labels, legend and supporting text.
Combine datasets and views into a designed, client-ready dashboard, report or factsheet with your theme.
Share the result on the web or export it as PNG, PDF or PPTX.
Save the workflow, rerun it, schedule it or trigger it through the API.
Turn the useful workflow into a focused data app your team can run again.
Prepare a report in the workspace, ask Minerva to do the groundwork or run the workflow with code. For each supported route, Novem keeps the source, job, run and result visible.
See how Minerva works →Update the client factsheet using the available data.
novem -j daily_report -R @data.csv @config.jsonnovem -j daily_report -r logecho "0 8 * * *" | novem -j daily_report -w config/schedulePerformance, allocation and risk notes from named positions, benchmark feeds and market data.
Every workflow should answer four questions: who can act, what the run can touch, where the data lives and what record remains.
Confirm identity, workspace roles and admin controls for the deployment.
Test that customer data, outputs and logs stay inside the agreed boundary.
Confirm how credentials are scoped to the job and its sources.
Inspect the status, timings, logs and outputs for the offered route.
No. Keep Looker, Tableau or Metabase for exploration. Novem focuses on repeatable delivery: producing the agreed outputs, rerunning them on schedule and retaining the evidence the team needs.
Minerva prepares work inside Novem using the sources and actions available to it. Your team reviews what happens next.
Novem provides MCP and REST interfaces for supported resources. Ask us which routes are available for your workflow.
We will show you the live output, how it runs on schedule and how your team can inspect each rerun.