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.
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Helios MERCURY - Voice Sentiment Data (USA) - Emotion Signals Gathered from Earnings Calls 63.1K audio recordings icon
63.1K audio recordings
Helios MERCURY - Voice Sentiment Data (USA) - Emotion Signals Gathered from Earnings Calls USA covered icon
USA covered
Helios MERCURY - Voice Sentiment Data (USA) - Emotion Signals Gathered from Earnings Calls 15 years of historical data icon
15 years of historical data
Helios MERCURY is built upon Helios quant technology, is specially designed for fundamental researchers and traders, and features an easy-to-understand dashb...
Global ESG Material Events and Sentiment 60K Companies icon
60K Companies
Global ESG Material Events and Sentiment 249 countries covered icon
249 countries covered
Global ESG Material Events and Sentiment 3 years of historical data icon
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...
Clarity AI Sustainability ESG Risk Scores: Data for a wide coverage of companies, governments and funds through API 249 countries covered icon
249 countries covered
Clarity AI Sustainability ESG Risk Scores: Data for a wide coverage of companies, governments and funds through API 3 years of historical data icon
3 years of historical data
Sustainability ESG Risk scores delivered via API. Our coverage extends for 30k companies, 400 governments and 220k funds. ESG risk tree composed of more than...
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SafeGraph
Based in USA
SafeGraph
SafeGraph is a data company that builds datasets on the physical world for teams at ESRI, Microsoft, Sysco, and Goldman Sachs. Our high-precision Places data...
7.1M
POI in US and CAN
5,500+
Brands in US and CAN
>90%
Fill Rates
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Accutrend Data
Based in USA
Accutrend Data
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...
CCPA&GDPR
Compliant
100%
Verified
500,000 +
New Records/Month
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Exchange Data International
Based in United Kingdom
Exchange Data International
With EDI you get high quality, affordable financial data customized to precisely fit your operational requirements.
ISO9001
Certified
ISO27001
Certified
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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.