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.

FactSet投资组合分析原生应用（FactSet Portfolio Analysis Native App）支持用户通过投资组合分析引擎应用程序编程接口（PA Engine API）接入FactSet旗下的投资组合分析（Portfolio Analysis，PA）引擎。该应用可让用户以远超以往的便捷性，即刻开展投资组合评估工作。用户可借助此应用明晰自身决策对投资组合业绩的影响、完成风险分解、对旗下基金进行分类，并将自身投资收益与数千项业绩基准及共同基金进行对比。

搜集汇总

背景与挑战

背景概述

该数据集是FactSet Portfolio Analysis的原生应用程序，通过PA Engine API连接到FactSet的Portfolio Analysis引擎，旨在简化投资组合的即时评估。其主要功能包括分析投资决策对表现的影响、分解风险、分类资金，并将回报与大量基准和共同基金进行比较，帮助用户进行全面的投资组合分析。