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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.

Top Data Products for Portfolio Analysis

Find the right dataset, API, or database for Portfolio Analysis.

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Aggregated Basket Analytics for ETF/ETP/ETCs (Global Coverage)

by Goldbaum
End-of-day and historical basket analytics for products trading on global exchanges. Our service provides aggregated datasets and measures based on and index and basket constituents (equities, fixe...
Volume200K Financial security identification number (ISIN,Exchange Symbol, CUSIP, WKN, SEDOL), 24 Months of Historical Time Series (Rolling)
Quality100% Data Accuracy, 100% Analytics Accuracy
Country
USA
China
Japan
+ 246 others
History2 years of past data available
Use CasePortfolio Analysis, Trading + 3 more
Starts at
€5€4.50 / ISIN
10% Datarade discount
Free sample available
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Intraday Data Analytics for ETF/ETP/ETCs traded on European exchanges - 1 Year

by Goldbaum
Intraday datasets and analytics for products trading on European exchanges. Our service provides datasets and measures based on iNAV/iCVs, prices, creations/redemptions and volumes.
Volume4K Financial security identification number (ISIN), 100K Financial security identification number (Exchange Symbol, CUSIP, WKN, SEDOL)
Quality100% Data Accuracy, 100% Analytics Accuracy
Country
Germany
United Kingdom
France
+ 6 others
History1 years of past data available
Use CaseTrading, Product Research + 3 more
Starts at
€5€4.50 / ISIN
10% Datarade discount
Free sample available
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EOD and Historical Fund, Market and Index Data Analytics for ETF/ETP/ETCs (Global Coverage) - 10 Years

by Goldbaum
End-of-day and historical datasets and analytics for products trading on global exchanges. Our service provides datasets and measures based on NAV/CVs, shares, market closing levels, volumes and co...
Volume240 Months of Historical Time Series (Rolling), 25K Financial security identification number (ISIN)
Quality100% Data Accuracy, 100% Analytics Accuracy
Country
USA
China
Japan
+ 246 others
History10 years of past data available
Use CasePortfolio Analysis, Hedge Funds + 3 more
Starts at
€10€9 / ISIN
10% Datarade discount
Free sample available
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Corporate Business (SoS) Data

by Accutrend Data
Accutrend Corporate Business Data (CBD) contains all U.S corporate filings going back as far as the 1700s.
Volume77.2M ADC Universe Count, 408K ADC Avg. Monthly Hotline
Country
USA
History267 years of past data available
Use CasePortfolio Analysis, Market Research + 3 more
Available Pricing:
One-off purchase
Monthly license
Yearly license
Usage-based
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EOD and Historical Fund, Market and Index Data Analytics for ETF/ETP/ETCs (Global Coverage) - Unlimited

by Goldbaum
End-of-day and historical datasets and analytics for products trading on global exchanges. Our service provides datasets and measures based on NAV/CVs, shares, market closing levels, volumes and co...
Volume25K Financial security identification number (ISIN), 100K Financial security identification number (Exchange Symbol, CUSIP, WKN, SEDOL)
Quality100% Data Accuracy, 100% Analytics Accuracy
Country
USA
China
Japan
+ 246 others
History25 years of past data available
Use CasePortfolio Analysis, Risk Management + 3 more
Starts at
€20€18 / ISIN
10% Datarade discount
Free sample available
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Derivative Reference Data

by Exchange Data International
Receive up-to-date information on exchange traded futures and options. Use the derivative reference data file to efficiently identify any specific derivative contract in EDI's extensive database.
Country
USA
China
Japan
+ 30 others
Use CasePortfolio Valuation, Portfolio Management + 1 more
Available Pricing:
Monthly license
Yearly license
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Regulatory, Legal and Marketing Documentation for ETF/ETP/ETCs (Global Coverage) - Automatic Notifications System

by Goldbaum
Documentation for products trading on global exchanges. Our service provides fund, market and index documents such as prospectus or factsheets. An automatic notifications system alerts you when doc...
Volume10M Documents
Quality100% Document Reconciliation, 100% System-ready
Country
USA
China
Japan
+ 246 others
History1 years of past data available
Use CasePortfolio Analysis, Investing + 3 more
Starts at
€1€0.90 / ISIN
10% Datarade discount
Free sample available
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Fund, Market and Index Static Information for ETF/ETP/ETCs (Global Coverage) - Automatic Notifications System

by Goldbaum
Static datasets and information for products trading on global exchanges. Our service provides fund, market and index datasets such as fund or index return types, fund distribution policies or freq...
Volume300 Statics data values extracted and treated directly from these documents, 25K Financial security identification number (ISIN)
Quality100% Data Accuracy, 100% Document Reconciliation
Country
USA
China
Japan
+ 246 others
History1 years of past data available
Use CaseProduct Research, Trading + 3 more
Starts at
€5€4.50 / ISIN
10% Datarade discount
Free sample available
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Top Data Providers for Portfolio Analysis

Compare the best vendors offering data for Portfolio Analysis.

Based in United States of America

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, ensuring the data's pristine condition, wh...

Based in Luxembourg

Our API feeds packages of 100% accurate, system-ready, and up-to-date datasets and analytics (e.g. fund, market, index, ESG and smart) for ETFs/ETPs/ETCs and any other product traded on global exch...

Popular Data Types Used for Portfolio Analysis

Explore the most commonly used data types for Portfolio Analysis.

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.