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.
Our Data Partners
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...
Analyst Ratings API by Finnworlds
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by Finnworlds
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...
Company and ETF ESG Screens for global companies by ESG Analytics
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by ESG Analytics
8.5K Companies
106 countries covered
22+ positive, negative and speciality screens for global companies. 8500 companies mapped to financial indices.
Global ESG Material Events and Sentiment Data by ESG Analytics
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by ESG Analytics
60K Companies
249 countries covered
3 years of historical data
Environmental, Social & Governance events mapped to companies globally. Sentiment analysis gives a range of positive and negative (with a score in between) t...
600K Data Points Crawled
100% Traceability
240 countries covered
Reported sustainability data of 2200+ companies globally across 350+ natural and human capital metrics. 5 years of historical coverage.
Accutrend
Based in USA
All of our core functions remain in-house- providing an immense level of control and flexibility. We own our data and harvest it directly from the source, en...
Compliant
Verified
Records/Month
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
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...
Clarity AI
Based in USA
Clarity AI is the first sustainability and impact tech platform and a highly innovative company offering end-to-end solutions to optimize the sustainability ...
FinPricing
Based in Canada
FinPricing provides highly accurate global financial market data from real time to historical via GUI and API. The data are collected from various sources, i...
Historical
Curve tenors
Interest rate coverage
Graviton
Based in Luxembourg
Graviton is specialises in the Smart Deployment of Technology.
User friendly
Unique technical solutions
Completed Data
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.