Tier 2
Investment Portfolio Analytics Pack
461 households with diversified investment portfolios for analytics platform testing.
Overview
Portfolio analytics platforms require diverse, realistic investment data that captures the full range of asset allocation strategies, account types, and rebalancing scenarios. This dataset provides 461 households with detailed investment portfolios including taxable brokerage, retirement accounts, and alternative investments. Each household includes asset allocation targets, drift scenarios, and rebalancing triggers.
What's Inside
461 households with multi-account investment portfolios
Asset allocation across equities, fixed income, alternatives, and cash
Taxable brokerage, traditional IRA, Roth IRA, and 401(k) account structures
Portfolio drift and rebalancing trigger scenarios
Alternative investment allocations: private equity, hedge funds, REITs
96-month portfolio value trajectories with market event overlays
Use Cases
Portfolio analytics platform QA and regression testing
Rebalancing engine stress testing
Performance attribution model validation
Risk analytics tool development
Ideal Buyers
Portfolio analytics vendorsRebalancing software platformsWealth management technology firmsCustodians
Example firms: Orion Portfolio Solutions, Riskalyze, Morningstar, BlackRock Aladdin, SS&C Advent
Tags
Portfolio AnalyticsRebalancingAsset AllocationPerformance AttributionRisk
Low Deviation from Base Corpus
Requires light re-tagging and documentation. Available within 1–2 weeks of order.
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