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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200K Financial security identification number (ISIN,Exchange Symbol, CUSIP, WKN, SEDOL)
100% End-of-day data released as exchanges and providers do (no lags)
249 countries covered
End-of-day and historical basket analytics for products trading on global exchanges. Our service provides aggregated datasets and measures based on and index...
100K Financial security identification number (Exchange Symbol, CUSIP, WKN, SEDOL)
100% End-of-day data released as exchanges and providers do (no lags)
9 countries covered
Intraday datasets and analytics for products trading on European exchanges. Our service provides datasets and measures based on iNAV/iCVs, prices, creations/...
Helios Mercury
by Helios
Helios
63.1K audio recordings
1 country covered
15 years of history data
Helios MERCURY is built upon Helios quant technology, is specially designed for fundamental researchers and traders, and features an easy-to-understand dashb...
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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
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Goldbaum
Based in Luxembourg
Goldbaum
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...
80%
Increase in Data Productivity
100%
Accuracy
min 10%
ROI
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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.