Last updated Mar. 13, 2023 by Peter Jakes
Although there are many different types of data analysis, portfolio analysis is one of the most important for investors. It can help you look at all your investments in one place and ensure they meet your goals.
This type of analysis will also show you what kinds of investments have done well so far, which is great if you want to keep buying more shares in those companies or even start investing in them yourself.
1. NetBase Quid
NetBase Quid is a text analytics platform that provides real-time insights into consumer opinions, behaviors, and motivations.
It is a cloud-based platform that is easy to use and provides various tools for text analytics.
There is no extra cost for using the NetBase service, but you will have to pay if you want them to host your data or access to more features than the free package.
2. MeaningCloud
MeaningCloud is an AI-powered text analytics platform that can be accessed from anywhere. It works with any language, so it’s perfect if you work with multiple languages or want to analyze content written in different languages.
This tool offers sentiment analysis, topic extraction, and text classification capabilities, making it a powerful solution for businesses wanting to get the most out of their data.
3. Infegy
Infegy is a SaaS platform that delivers social media analytics for brands and agencies. It provides insights about your audience, what they say about you, and how to get them to talk more about your brand.
Infegy also allows you to set up alerts so that when someone mentions your brand or specific keywords on social media platforms like Facebook, Instagram, Twitter, YouTube, and Reddit, it will send an email alerting you of the mention so that you can respond accordingly.
With this tool, you can also track customer service issues across multiple channels, including phone calls and emails,s as well as analyze conversion rates for each channel used by customers.
Good read: 21 Easy Steps to Achieve Financial Freedom Fast
4. Yseop
Yseop is a natural language processing tool that lets you analyze text. You can use it to find the most important words in your text and figure out their key concepts.
It also gives you an overview of how well-written your text is by showing how often certain words appear together.
Yseop gives you some control over what it will analyze and how it will do so. Still, there are also some limitations: for example, if you’re analyzing social media posts on Twitter or Instagram (which Yseop does).
You have to provide specific hashtags for the platform before Yseop starts analyzing them for key concepts and word frequencies, which can be difficult to do manually from within the tools themselves.
5. IBM Watson
IBM Watson is a cognitive computing platform that provides text and social media analytics. Many companies and organizations, including the United States government, use it.
Watson is cloud-based, which means it can be accessed anywhere you have an internet connection no need to install anything on your computer or phone.
Watson can be integrated into multiple apps like Slack and Salesforce, allowing users to get real-time information about their company anytime.
This makes IBM Watson useful for data analytics in addition to portfolio analysis because it works quickly and efficiently while still providing accurate results
6. Linguamatics
Linguamatics is a leading provider of data science solutions for the financial services industry.
Linguamatics offers products and services, including data science and analytics, financial data, and a language technology platform.
The company’s mission is to provide innovators with artificial intelligence (AI) technology to enhance customer engagement while reducing costs in the financial services industry.
7. MindNet Natural Language Interface (NLI)
NLI is a natural language processing tool. It can be used to analyze data, such as financial news and text, in several ways.
It provides analytics on sentiment analysis (how positive/negative is the content?), highlighting key themes, and identifying important topics within your data set.
The system also allows you to interact via text-based commands or chatbots, making it easy for users unfamiliar with coding or programming language tools.
8. Microsoft Cognitive Services
Microsoft Cognitive Services is a suite of AI-based APIs that help you build intelligent applications. It uses artificial intelligence to analyze, predict and interpret behaviors and relationships between entities in any system. The Microsoft Cognitive Services include:
- Bing Speech API
- Content Moderator API
- Custom Vision Service
- Face APIs
- LUIS (Language Understanding Intelligent Service)
Microsoft Cognitive Services also includes a variety of prebuilt models for image classification, face detection, facial recognition, emotion detection, and more that you can use with minimal effort.
9. Thematic
Thematic is a powerful tool for text analytics. It is a cloud-based solution that lets you analyze large volumes of unstructured data. Thematic’s flexibility makes it ideal for organizations that analyze millions of documents, web pages, and emails.
Fortune 500 companies and government agencies have used thematic to find useful information in their business intelligence reports or internal documents.
The software can also perform sentiment analysis on social media sites like Twitter and Reddit or extract useful keywords from job descriptions on Indeed or LinkedIn.
10. Textalytics Semantic API
Textalytics Semantic API is a natural language processing API that extracts meaning from text.
Using Textalytics Semantic API, you can classify documents into categories based on their content. The API can be used for text classification and entity extraction, meaning it can identify entities such as people, places, and organizations in any text.
Since the API uses a combination of machine learning algorithms (such as topic modeling), it can analyze large volumes of unstructured data without needing any training data beforehand.
11. Semantria for Excel by Lexalytics
Semantria for Excel is a tool that allows you to analyze the semantics of texts across various industries. This can be used for your own projects, or it can be used in conjunction with other tools, such as the Semantria Text Analytics Platform.
Semantria for Excel uses ML algorithms to extract key concepts and find relationships between terms, phrases, sentences, and paragraphs within a text document.
You can use this information as part of your analytics process, whether you’re trying to understand customer sentiments or how well certain keywords are performing on social media platforms like Twitter or Facebook.
Semantria’s platform makes it easy to analyze complex client data sets because it doesn’t require any coding knowledge from users who want access through Excel templates; the only thing you’ll need is a basic familiarity with Microsoft Office 365 applications like Word/Excel, etc.
12. AlchemyAPI
AlchemyAPI is a text analytics company that offers a variety of tools and services. It’s one of the most popular APIs available today.
Over 250 developers use its services to analyze natural language data from websites, emails, phone calls, and social media posts.
The company launched in 2010 after receiving funding from Google Ventures’ startup incubator program. AlchemyAPI currently offers three main products:
- AlchemyVision (visual intelligence) – this tool allows developers to analyze images using computer vision algorithms; for example, you could use it to determine whether pictures contain specific objects or people by searching for specific keywords within them
- AlchemyAPI Sentiment Analysis API (sentiment analysis) – this tool analyzes text based on how positive or negative it is in tone
- AlchemyAPI Language Detection API (language detection) determines what language an article has been written in.
13. TEMIS Luxid Platform
TEMIS Luxid is a cloud-based text analytics platform that allows clients to find insights in their content by using the following features:
- A library of more than 100 pre-built models can be used out of the box or customized to meet specific needs.
- An interface that allows users to easily choose and combine different data sources, including emails, websites, social media posts, and more.
- Various tools for analyzing text based on criteria, such as sentiment analysis (determining whether a piece of writing has a positive or negative tone) or topic classification (identifying types of things mentioned in a piece).
14. Converseon ConveyAPI and Related Services
Converseon ConveyAPI is a cloud-based platform that allows developers to analyze text from various sources. ConveyAPI can be used to analyze text from social media, news, blogs, and chat, as well as other types of documents.
Converseon offers several different methods for integrating its tools into your website or application:
- The first option is simply accessing the data through an API key. This requires you to build your own crawler that pulls information directly from their servers to get content analyzed by their algorithms.
- The second option is using one of their pre-built applications such as their Twitter Sentiment Analysis Tool or Blog Analysis Tool, which are free but require registration before use.
You don’t have access to the raw data behind these applications unless you use their paid versions;
However, they provide some pretty cool visualizations with little effort on your part if you just want quick results without having much technical knowledge.
What is portfolio analysis in marketing
Portfolio analysis is the process of analyzing various marketing campaigns to compare them and determine which are the most effective.
\The goal of such an analysis is to improve and deliver more efficient, effective advertising within a company’s budget.
It is a useful tool for companies that have invested in multiple advertising channels to determine which ones are providing the best results for the company’s investment and then focus on these channels in their future marketing initiatives.
Meaning of portfolio analysis
Portfolio analysis is a method of determining the risk level of your investment portfolio. It involves comparing the returns and risks of investments with each other and against a benchmark to determine if they’re contributing to or detracting from the overall portfolio’s growth.
Since investing primarily aims to grow your money over time, it’s important to know what kind of return you can expect and how volatile it might be.
The greater the risk, the greater the potential reward and the greater the possibility of unexpected losses that your contingency plan might not cover.
Frequently Asked Questions
What is the portfolio analysis tool?
The portfolio analysis tool is a framework for analyzing equity portfolios. It determines the proper allocation between stocks, bonds, and cash to achieve an investor’s goals and risk tolerance.
The tool was developed in 1970 by Harry Markowitz, who subsequently won a Nobel prize for his work in portfolio theory. Dimensional Fund Advisors originally developed the Portfolio Analysis Tool (PAT).
Dimensional Fund Advisors created the PAT to help investors create properly diversified and constructed portfolios to meet their investment goals and risk tolerance.
What is the name of JP Morgan’s portfolio analytics tool?
JP Morgan created Enhanced Analytics for Portfolio Construction (EAPC) to help their analysts build and monitor portfolio allocations.
The goal was to create a tool that would make it easier for them to monitor the performance of their existing portfolio, as well as changes in asset allocation.
The system is based on the idea of “what if” questions, where an analyst can enter hypothetical scenarios and see how they would impact their portfolio as a whole.
Good read: How to Apply For a Portfolio Loan
How do I create a portfolio tracker in Excel?
There are two different ways to create a portfolio tracker: manually, by entering each of your transactions into a spreadsheet, or automatically, by linking a brokerage account to Excel.
The latter option uses computer software already built into your brokerage account (i.e., TradingView) to automatically retrieve the pricing data and insert it into the spreadsheet.
How do you check if my portfolio is good or not?
There are many ways to check if your portfolio is good or not. Here are some of them:
1. Look at the company’s profile on sites like Glassdoor and Indeed. These sites will give you more information about the company.
2. Look at the company’s website, especially information about its culture, product, etc.
3. Go to the company’s social media profiles and see what people say about it there. You can also see if the company has a blog that posts useful information for those interested in getting a job in that specific company.
What are the three types of portfolio management?
The most common types of portfolio management are tactical, strategic, and passive. Tactical management is all about reacting to the stock market by looking at individual holdings and making changes in response to their fluctuations in the market.
This is a good way to use some investment opportunities and can help you get rid of some losers you’ve accumulated over time.
Tactical management can be very hands-on or limited to following rules you set up in advance and leaving them alone until they need updating.
Strategic management is more about determining how much risk you’re willing to take based on your goals for your money and then using that information to determine which investments are right for you.
Passive management relies less on specific decisions about what to do with your investments and more on finding an investment strategy that will provide the returns you expect while allowing you to avoid worrying about your portfolio.
Passive management is great if you don’t want surprises or are just starting out with investing—it’s less work than actively managing your portfolio because you’re relying on someone else’s expertise instead of your own.
What are the six steps to effective portfolio management?
There are six steps to effective portfolio management. These steps help investors to be able to invest according to their investment plan and to be able to monitor the progress of their investments. These six steps are:
1.) Setting objectives
2.) Determining risk tolerance
3.) Choosing an asset allocation strategy
4.) Conducting a regular risk assessment
5.) Planning for major life events
6.) Monitoring results
Summary
These are great tools for text and social media analytics. They allow you to analyze sentiment, trends, campaign impact, and competitor activity. You can also use these tools to get insights into customer feedback.
