Datasets:

get-on-investing
/

investing-navigator-benchmarks

id int64 1 20	investor_profile stringlengths 12 20	experience_level stringclasses 4 values	portfolio_readiness_score int64 45 92	market_knowledge_score int64 40 90	risk_assessment_score int64 52 94	wealth_building_score int64 44 92	investment_education_score int64 58 96	market_navigation_score int64 42 91	overall_navigator_score int64 47 92	priority_action stringclasses 2 values	stocks_score int64 47 92	bonds_score int64 45 88	etf_score int64 55 90	reits_score int64 43 84	investment_style stringlengths 5 19	notes stringlengths 17 31
1	Young Professional	beginner	65	58	70	62	75	60	65	Market Knowledge	65	62	71	59	Growth	Early career investor
2	Mid-Career Manager	intermediate	78	75	82	76	85	73	78	Market Navigation	78	75	80	71	Balanced	Building retirement portfolio
3	Senior Executive	advanced	88	85	90	86	92	84	88	Market Navigation	88	85	87	80	Conservative Growth	Near retirement planning
4	Recent Graduate	beginner	55	48	60	52	65	50	55	Market Knowledge	55	53	61	50	Aggressive Growth	Student loan payoff first
5	Small Business Owner	intermediate	72	68	76	74	78	70	73	Market Knowledge	73	70	73	66	Mixed	Business and personal portfolio
6	Doctor Professional	intermediate	80	76	84	82	88	78	81	Market Navigation	81	78	83	74	Conservative	High income low time
7	Tech Employee	advanced	85	82	88	84	90	82	85	Market Navigation	85	82	85	77	Growth	Stock options heavy portfolio
8	Retired Teacher	expert	90	88	92	90	94	88	90	Market Navigation	90	86	88	82	Income	Dividend focused strategy
9	Single Parent	beginner	60	55	65	58	68	55	60	Market Knowledge	60	58	64	55	Conservative	Emergency fund priority
10	University Student	beginner	45	40	52	44	58	42	47	Market Knowledge	47	45	55	43	Aggressive	Long time horizon
11	Middle Manager	intermediate	75	70	78	74	82	72	75	Market Knowledge	75	72	77	68	Balanced	401k maximisation focus
12	Freelancer Designer	intermediate	68	64	72	66	76	65	69	Market Knowledge	69	66	71	63	Growth	Irregular income planning
13	Real Estate Agent	advanced	82	78	86	84	88	80	83	Market Navigation	83	80	83	76	Real Estate Heavy	Property investment focus
14	Finance Analyst	expert	92	90	94	90	96	90	92	Market Navigation	92	88	90	84	Sophisticated	Active portfolio management
15	Nurse Practitioner	intermediate	72	68	76	72	80	70	73	Market Knowledge	73	70	69	66	Moderate	Healthcare sector interest
16	Entrepreneur	advanced	85	80	88	86	90	83	85	Market Navigation	85	82	80	77	High Risk	Startup equity heavy
17	Government Worker	intermediate	75	72	78	76	82	74	76	Market Knowledge	76	73	77	69	Conservative	Pension supplement focus
18	Sales Manager	intermediate	78	74	80	78	84	76	78	Market Navigation	78	75	79	71	Balanced	Commission based income
19	Software Developer	advanced	88	85	90	86	92	86	88	Market Navigation	88	85	83	80	Growth	Index fund preference
20	Retired Engineer	expert	92	90	94	92	96	91	92	Market Navigation	92	88	90	84	Income	Capital preservation focus

Investing Navigator Benchmarks

Benchmark dataset of 20 investor profile cases with individual scores for portfolio readiness, market knowledge, risk assessment, wealth building, investment education, and market navigation.

Built by GetOnInvesting.com.

Dataset Description

This dataset contains benchmark data for an intelligent investing assistant helping users explore investment opportunities, understand financial concepts, and navigate the markets with greater confidence.

Columns

Column	Type	Description
id	integer	Case ID
investor_profile	string	Investor profile name
experience_level	string	beginner, intermediate, advanced, expert
portfolio_readiness_score	integer	Portfolio readiness score (0-100)
market_knowledge_score	integer	Market knowledge score (0-100)
risk_assessment_score	integer	Risk assessment score (0-100)
wealth_building_score	integer	Wealth building score (0-100)
investment_education_score	integer	Investment education score (0-100)
market_navigation_score	integer	Market navigation score (0-100)
overall_navigator_score	integer	Overall navigator score (0-100)
priority_action	string	Lowest scoring signal to act on first
stocks_score	integer	Stocks and equities score
bonds_score	integer	Bonds and fixed income score
etf_score	integer	ETFs and index funds score
reits_score	integer	Real estate REITs score
investment_style	string	Investment style category
notes	string	Case notes

Score Interpretation

Score	Status	Action
0-30	Critical	Immediate learning intervention required
31-60	At Risk	Active education and guidance needed
61-80	Healthy	On track — continue building knowledge
81-100	Excellent	Strong investor — ready for advanced strategies

Usage

import pandas as pd
df = pd.read_csv("investing_benchmarks.csv")
print(df.head())

Citation

GetOnInvesting.com. (2026). Investing Navigator. Zenodo. https://doi.org/10.5281/zenodo.21646993

Links

Platform	URL
Website	https://getoninvesting.com
GitHub	https://github.com/get-on-investing/Investing-Navigator
NPM	https://npmjs.com/package/@get-on-investing/investing-navigator
PyPI	https://pypi.org/project/investing-navigator
Zenodo	https://doi.org/10.5281/zenodo.21646993

License

MIT — GetOnInvesting.com

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