Best Data for Portfolio Analysis
Data-driven portfolio analysis refers to the statistical study about the structure and likely outcomes for a combination of grouped assets. Analysts use often a mix of financial market and alternative data to benchmark their portfolio’s performance against the market potential.
Recommended Data for Portfolio Analysis
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51 countries covered
Power your investment decisions, research projects, or business analytics with FIDA's detailed Portfolio Inventories & fund detailed investments, providing u...
240 countries covered
1 years of historical data
Sustainability ESG Risk scores delivered via API. Coverage extends for 30k companies, 400 governments, 220k funds and portfolios. ESG risk tree with more tha...
7K Companies
240 countries covered
7 years of historical data
The Thematic Impact Portfolio Tool allows investors to construct an impact portfolio based on companies' activities (i.e., products & services they sell) and...
249 countries covered
Analyst Ratigns API is a data delivery method that allows you to get instantly data on real-time buy, hold, sell ratings and price consensus as well as hist...
249 countries covered
15 years of historical data
The analyst ratings API is a format of obtaining data on real-time and historical analyst recommendations (buy, sell and hold), consensus estimates and price...
8.5K Companies
106 countries covered
22+ positive, negative and speciality screens for global companies. 8500 companies mapped to financial indices.
InfoTrie
Based in Singapore
InfoTrie: Global Data Intelligence Leader since 2012. Unleash insights from unstructured data. Alternative datasets on E-commerce, SEC Filings, B2B Data, Se...
Asset Classes
Languages
Active Users
Exchange Data International
Based in United Kingdom
With EDI you get high quality, affordable financial data customized to precisely fit your operational requirements.
Certified
Certified
Securities
Cbonds
Based in Netherlands
Cbonds is a global data provider with the main focus on the fixed income market. Founded in 2000, the agency has gained a reputation as a respected and compe...
Customers
Entities
Types of identifiers
Finnworlds
Based in Bulgaria
Finnworlds is a data provider offering Stock Quote Data, Stock Fundamental Data, Company Data, Bond Pricing Data, and 17 others. They are headquartered in Bu...
TagX
Based in India
TagX is a Data aggregator working with a wide range of industries. We also help companies in annotating and curate their existing datasets.
Contact us today...
Compliant
Compliant
180+
GIST
Based in Switzerland
GIST is a pioneering data and analytics company working at the intersection of sustainability, economics, and big data. Our data and software solutions help ...
sustainability KPIs captured
of all impacts calculated
listed companies covered
Frequently Asked Questions about Portfolio Analysis
Learn everything about Portfolio Analysis. Understand data sources, popular use cases, and data quality.
What is portfolio analysis?
Portfolio analysis means the activity which measures the structure and monetary output for a given set of financial assets.
Why is portfolio analysis important?
The use of market data portfolio analysis is important as it helps predict the assets’ future financial performance. The action sets the stage for portfolio optimization where high potential stocks, bonds, and other assets are bought to produce the maximum ROI for a given level of risk.