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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ESG Risk Scores via API/Datafeed for companies, governments, funds and portfolios 240 countries covered icon
240 countries covered
ESG Risk Scores via API/Datafeed for companies, governments, funds and portfolios 1 years of historical data icon
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 - buy sell hold and price consensus 249 countries covered icon
249 countries covered
Analyst Ratings API which includes buy hold sell and price consensus currently held by analysts as well as historical ratings. It also includes success score...
Tradefeeds Analyst Ratings API - analyst ratings and recommendations, consensus estimates, and price targets 249 countries covered icon
249 countries covered
Tradefeeds Analyst Ratings API - analyst ratings and recommendations, consensus estimates, and price targets 7 days of historical data icon
7 days 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 8.5K Companies icon
8.5K Companies
Company and ETF ESG Screens for global companies by ESG Analytics 106 countries covered icon
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  60K Companies icon
60K Companies
Global ESG Material Events and Sentiment Data by ESG Analytics  249 countries covered icon
249 countries covered
Global ESG Material Events and Sentiment Data by ESG Analytics  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...
Impact Cubed Sovereign ESG Factor Data for all sovereign debt issuers (190+ countries) 249 countries covered icon
249 countries covered
Impact Cubed Sovereign ESG Factor Data for all sovereign debt issuers (190+ countries) 20 years of historical data icon
20 years of historical data
Includes 29 factors on ESG, impact, climate, and SDG alignment for all sovereign debt issuers with time series from 2001. Unique pathway analysis allows inve...
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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...
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Accutrend
Based in USA
Accutrend
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...
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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.
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Clarity AI
Based in USA
Clarity AI
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
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...
>5 years
Historical
> 60 years
Curve tenors
>45
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Graviton
Based in Luxembourg
Graviton
Graviton is specialises in the Smart Deployment of Technology.
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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.