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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Sustainability ESG Risk scores delivered via API. Coverage extends for 30k companies, 400 governments, 220k funds and portfolios. ESG risk tree with more tha...
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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...
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Tradefeeds Analyst Ratings API - analyst ratings and recommendations, consensus estimates, and price targets 15 years of historical data icon
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...
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8.5K Companies
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106 countries covered
22+ positive, negative and speciality screens for global companies. 8500 companies mapped to financial indices.
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60K Companies
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249 countries covered
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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...
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600K Data Points Crawled
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240 countries covered
Reported sustainability data of 2200+ companies globally across 350+ natural and human capital metrics. 5 years of historical coverage.
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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...
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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.