Best Data for Portfolio Analysis

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Eugenio Caterino
Editor & Data Industry Expert
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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Alternative Data | Social Media-Based Insights on 800M+ Professionals & Companies for VC, Hedge Funds & Investment Analysis

by Xverum
5.0
USA
UK
Germany
+247
Free sample preview
API available
Starts at
$1,000$900 / month
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Financial Derivatives EoD Pricing | Index Futures and Options | Volatility, Stock Market Index | VIX, S&P500, DJIA, NASDAQ, DAX, CAC | USD, etc.

by Exchange Data International
USA
UK
Germany
+18
Free sample preview
Pricing available upon request
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Risk Modeling Data | 3,300 Global Issuers | Dataset for Portfolio Risk Modelling | Market-implied Credit Risk Modelling | Data for Inhouse Risk Models

by Lucror Analytics
USA
UK
Germany
+247
Free sample preview
API available
Pricing available upon request
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Quantitative Model Data | 3,300+ Global Issuers | Datasets for Quant Models | Quant-driven Portfolio Construction | Quantitative Risk Management

by Lucror Analytics
USA
UK
Germany
+247
Free sample preview
API available
Pricing available upon request
Logo of Lucror Analytics

Factor-based Investing Data | 3,300+ Global Issuers | Datasets for Factor-based Strategies | Factor Portfolios | Factor-based Portfolio Construction

by Lucror Analytics
USA
UK
Germany
+247
Free sample preview
API available
Pricing available upon request
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Bond Data | Credit Quality | Bond Fair Value | 3,300 Global Issuers | 80,000 Bonds | Portfolio Construction | Portfolio Optimization | Risk Management

by Lucror Analytics
USA
UK
Germany
+247
Free sample preview
API available
Pricing available upon request
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Accutrend

Coverage
USA
Canada
Accutrend Data Corporation provides insights into the ever-changing world of business information. Hundreds of fields of information are available to provide decision-makers with what is needed for financial risk management, statistics, analytics, research, marketing, and more.
CCPA&GDPR
Compliant
100%
Verified
500,000 +
Records/Month
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Inrate

Coverage
USA
UK
+248
Inrate, a Sustainability Data & ESG Ratings company, helps financial institutions view sustainable finance through an impact lens. We offer high-quality, granular analyses across a broad range of datasets used by investments teams from due diligence, portfolio analysis and reporting, to exit.
10,000+
Listed Issuers
190+
Sovereign Issuers
100+
Clients
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PredictLeads

5.01 Review
Coverage
USA
UK
+248
V
Verified Buyer
5.0

PredictLeads has been a game-changer in lead discovery for our business. With its clean datasets and real-time accuracy, we've uncovered a stream of new, high-quality leads. They have given us a competitive edge, enabling strategic outreach and boosting our overall business growth. Moreover, awesome customer service and response rate!

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Exchange Data International

Coverage
USA
UK
+248
With EDI you get high quality, affordable financial data customized to precisely fit your operational requirements.
ISO9001
Certified
ISO27001
Certified
1.5 m
Securities
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Cbonds

4.97 Reviews
Coverage
USA
UK
+248
V
Verified Buyer
4.8

We use the Cbonds API and are very satisfied with the data quality and the interface. Everything works smoothly, and the support has been reliable. We appreciate the service and look forward to continuing our cooperation.

Finnworlds

Coverage
USA
UK
+247
Finnworlds is a data provider offering Consumer Data, Company Funding Data, Intraday Stock Data, Bond Pricing Data, and 17 others. They are headquartered in Bulgaria.

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.