FACTSET PORTFOLIO ANALYSIS

FactSet Portfolio Analysis Native App allows users to connect with FactSet's Portfolio Analysis (PA) Engine through the PA Engine API. This app makes it easier than ever to start evaluating your portfolio instantly. Use this application to understand how your decisions affected the performance of your portfolio, decompose risk, classify your funds, and compare your returns to thousands of benchmarks and mutual funds.

搜集汇总

背景与挑战

背景概述

该数据集对应FactSet投资组合分析原生应用，通过API连接FactSet的投资组合分析引擎，便于用户快速评估投资组合表现、分解风险、分类资金并对比多种基准和共同基金。