Finantrix
WealthSynth/Investment Portfolio Analytics Pack
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
$3,500
One-time license
461 synthetic households
Annual refresh: $1,000/yr
Tier 2 package
Low deviation from base corpus
Included in Download
JSON
Executive Brief PDF
25 free sample households included
Talk to Sales

Enterprise licensing and custom corpus options available. Contact us for volume pricing.

Low Deviation from Base Corpus

Requires light re-tagging and documentation. Available within 1–2 weeks of order.

Finantrix Insights

Sign up for Finantrix Insights for periodic updates of new and notable.

Protected by reCAPTCHA. No spam. Unsubscribe anytime.

About WealthSynth

WealthSynth is Finantrix's catalog of synthetic household datasets — privacy-safe test data for wealth-management, compliance, and RegTech teams, built from a documented base corpus across 31 tiered packages.

Browse all WealthSynth packages →
Good to Know
Bundle B06 · rank #6 of 31
JSON format
25 free sample households before you buy
Includes an executive brief PDF
Related Reading

Other Tier 2 Packages

Estate Planning & Wealth Transfer Pack
155 high-net-worth households with complex estate structures for planning software testing.
$3,500
Cryptocurrency & Digital Asset Pack
40 households with crypto-native financial profiles for digital asset platform testing.
$3,000
Ultra High Net Worth Pack
28 UHNW households ($10M–$200M) with family office complexity and bespoke planning scenarios.
$8,000