Portfolio Analysis
Portfolio Analysis
Top Data Products for Portfolio Analysis
Find the right dataset, API, or database for Portfolio Analysis.
by Goldbaum
Availability
Monthly subscription
Yearly subscription
One-off purchase
Usage Based
Features
Based on ETF Data
Global geo coverage
2 years of past data available
Fits 5 use cases
Includes 100K - 200K Financial security identification number (ISIN,Exchange Symbol, CUSIP, WKN, SEDOL) and 1 - 24 Months of Historical Time Series (Rolling)
Has 100% Data Accuracy, 100% Analytics Accuracy, 100% System-ready, and 100% End-of-day data released as exchanges and providers do (no lags)
by Goldbaum
Availability
One-off purchase
Monthly subscription
Yearly subscription
Usage Based
Features
Based on ETF Data
Global geo coverage
1 years of past data available
Fits 5 use cases
Includes 3K - 4K Financial security identification number (ISIN), 7.5K - 100K Financial security identification number (Exchange Symbol, CUSIP, WKN, SEDOL), and 1 - 12 Months of Historical Time Series (Rolling)
Has 100% Data Accuracy, 100% Analytics Accuracy, 100% System-ready, and 100% End-of-day data released as exchanges and providers do (no lags)
by Goldbaum
Availability
Monthly subscription
Yearly subscription
One-off purchase
Usage Based
Features
Based on ETF Data
Global geo coverage
10 years of past data available
Fits 5 use cases
Includes 1 - 240 Months of Historical Time Series (Rolling), 7.5K - 25K Financial security identification number (ISIN), and 20K - 100K Financial security identification number (Exchange Symbol, CUSIP, WKN, SEDOL)
Has 100% Data Accuracy, 100% Analytics Accuracy, 100% System-ready, and 100% End-of-day data released as exchanges and providers do (no lags)
by Goldbaum
Availability
Monthly subscription
Yearly subscription
One-off purchase
Usage Based
Features
Based on ETF Data
Global geo coverage
25 years of past data available
Fits 5 use cases
Includes 7.5K - 25K Financial security identification number (ISIN) and 15K - 100K Financial security identification number (Exchange Symbol, CUSIP, WKN, SEDOL)
Has 100% Data Accuracy, 100% Analytics Accuracy, 100% System-ready, and 100% End-of-day data released as exchanges and providers do (no lags)
by Goldbaum
Availability
Yearly subscription
Monthly subscription
One-off purchase
Usage Based
Features
Based on ETF Data
Global geo coverage
1 years of past data available
Fits 5 use cases
Includes 250K - 10M Documents
Has 100% Document Reconciliation and 100% System-ready
by Goldbaum
Availability
Monthly subscription
Yearly subscription
One-off purchase
Usage Based
Features
Based on ETF Data
Global geo coverage
1 years of past data available
Fits 5 use cases
Includes 50 - 300 Statics data values extracted and treated directly from these documents, 7.5K - 25K Financial security identification number (ISIN), 15K - 100K Financial security identification number (Exchange Symbol, CUSIP, WKN, SEDOL), and 20K - 100K Regulatory, legal and marketing documents treated and pre-analysed each month (prospectus, factsheets...)
Has 100% Data Accuracy, 100% Document Reconciliation, and 100% System-ready
Top Data Providers for Portfolio Analysis
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Based in Luxembourg
Popular Data Types Used for Portfolio Analysis
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Frequently Asked Questions about Portfolio Analysis
Learn everything about Portfolio Analysis. Understand data sources, popular use cases, and data quality.
Table of Contents
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.