DASH ENTERPRISE FOR FINANCE

Turn proprietary data and models into a financial advantage

Bring quantitative models, market signals, and analytical workflows together in secure, interactive applications. Investigate opportunities, evaluate scenarios, manage risk, and act with confidence.

Explore finance applications Talk to a financial data analytics expert

For quants, analysts, traders, portfolio managers, and risk teams making high-stakes financial decisions.

One application layer across research, trading, portfolios, and client delivery

Give every team applications shaped around its own data, models, and decisions, while standardizing how the institution develops, deploys, governs, and scales them.

Research and test

Bring market histories, economic indicators, company fundamentals, news, and alternative signals together to investigate patterns, test hypotheses, and develop proprietary models.

Price and assess

Combine curves, valuations, positions, scenario assumptions, and quantitative models to price instruments, compare outcomes, and understand exposure.

Construct and manage

Help investment teams test allocations, examine sensitivities, monitor performance, and adjust portfolios as markets and assumptions change.

Share and oversee

Deliver controlled applications that help traders, risk teams, sales desks, executives, and clients explore analysis and act on a consistent view.

See what financial teams can build with Dash Enterprise

Explore how interactive, code-backed applications can put proprietary data and quantitative models to work across trading, portfolio, risk, and client workflows.

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Earnings-call transcript explorer

Search and aggregate transcripts, compare keyword themes, filter by sector or index, and trace findings to their source context

Liability and analysis application

Set pricing inputs, run Monte Carlo simulations on demand, explore results and Greeks (risk sensitivities), and generate PDF reports to save and share

Live market monitoring and watchlist

Stream live trades via WebSockets, track intraday performance across a watchlist, and let AI agents query live market data through Dash MCP

MIPS real estate forecasting and portfolio simulation

Explore forecasts across markets, property types, and economic scenarios; simulate portfolio allocations; adjust forecast inputs

Intuit

Intuit halved experiment runtime and put rigorous A/B testing in every team’s hands

Intuit’s experimentation team built a suite of Dash Enterprise apps in Python, helping stakeholders across the company design, analyze, and simulate sequential experiments with consistent statistical methods.

50%

Reduction in experiment runtime

70%+

Time saved on experiments during peak tax season

500+

Users across Intuit’s Analytics, AI, and Data organization

Read the full story

Build on your existing tech stack

Dash Enterprise adds the application layer across market data, internal systems, and proprietary models, giving teams a controlled way to investigate, collaborate, and act.

Financial data and systems

Market and reference-data feeds
Orders, trades, positions, and transaction histories
Portfolio, holdings, and performance data
Risk, exposure, and valuation systems
Research, filings, news, and alternative data
Data warehouses, lakehouses, and internal APIs

Models and analytical logic

Pricing and valuation models
Forecasting models and trading signals
Portfolio construction and optimization
Scenario and sensitivity analysis
Risk and exposure calculations
Machine learning, NLP, and institution-specific logic

Plotly application layer

Interactive market, portfolio, and exposure analysis
Model execution and comparison
Assumption and scenario controls
Instrument, position, portfolio, and client drilldowns
Alerts, reviews, and investigation workflows
Reports, snapshots, and client-ready outputs

Teams and decisions

Quantitative analysts and data scientists
Traders and sales desks
Portfolio managers and investment teams
Risk and control functions
Research, product, and client teams
Executives and business stakeholders

DEPLOYMENT & GOVERNANCE

Deploy critical applications without compromising control

Publish, manage, and scale Dash applications within your organization’s chosen infrastructure. Maintain control over data access, authentication, application permissions, and the underlying analytical code.

Deploy within your environment

Run applications within private cloud, on-premises, or other infrastructure configurations required by the organization.

Control who can access what

Integrate authentication and role-based access controls so users only see the applications and information relevant to them.

Maintain a governed application lifecycle

Standardize how applications move from development into testing and production, with version control, monitoring, and controlled updates.

Keep analytical logic visible

Because the application is code-backed, models, calculations, and decision logic can be reviewed, tested, versioned, and audited.

Scale access across the organization

Make specialized applications available to operational teams, technical users, and business stakeholders without requiring them to work directly in Python.

Enterprise security and compliance standards

View certifications and documentation at trust.plotly.com

ISO27001

ISO27701

ISO42001

AICPA/SOC2