Datasets:
Formats:
csv
Size:
< 1K
Tags:
investing-navigator
investment-assistant
portfolio-planning
financial-education
market-navigation
wealth-building
License:
Upload investing_benchmarks.csv
Browse files- investing_benchmarks.csv +21 -0
investing_benchmarks.csv
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id,investor_profile,experience_level,portfolio_readiness_score,market_knowledge_score,risk_assessment_score,wealth_building_score,investment_education_score,market_navigation_score,overall_navigator_score,priority_action,stocks_score,bonds_score,etf_score,reits_score,investment_style,notes
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1,Young Professional,beginner,65,58,70,62,75,60,65,Market Knowledge,65,62,71,59,Growth,Early career investor
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2,Mid-Career Manager,intermediate,78,75,82,76,85,73,78,Market Navigation,78,75,80,71,Balanced,Building retirement portfolio
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3,Senior Executive,advanced,88,85,90,86,92,84,88,Market Navigation,88,85,87,80,Conservative Growth,Near retirement planning
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4,Recent Graduate,beginner,55,48,60,52,65,50,55,Market Knowledge,55,53,61,50,Aggressive Growth,Student loan payoff first
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5,Small Business Owner,intermediate,72,68,76,74,78,70,73,Market Knowledge,73,70,73,66,Mixed,Business and personal portfolio
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6,Doctor Professional,intermediate,80,76,84,82,88,78,81,Market Navigation,81,78,83,74,Conservative,High income low time
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7,Tech Employee,advanced,85,82,88,84,90,82,85,Market Navigation,85,82,85,77,Growth,Stock options heavy portfolio
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8,Retired Teacher,expert,90,88,92,90,94,88,90,Market Navigation,90,86,88,82,Income,Dividend focused strategy
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9,Single Parent,beginner,60,55,65,58,68,55,60,Market Knowledge,60,58,64,55,Conservative,Emergency fund priority
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10,University Student,beginner,45,40,52,44,58,42,47,Market Knowledge,47,45,55,43,Aggressive,Long time horizon
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11,Middle Manager,intermediate,75,70,78,74,82,72,75,Market Knowledge,75,72,77,68,Balanced,401k maximisation focus
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12,Freelancer Designer,intermediate,68,64,72,66,76,65,69,Market Knowledge,69,66,71,63,Growth,Irregular income planning
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13,Real Estate Agent,advanced,82,78,86,84,88,80,83,Market Navigation,83,80,83,76,Real Estate Heavy,Property investment focus
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14,Finance Analyst,expert,92,90,94,90,96,90,92,Market Navigation,92,88,90,84,Sophisticated,Active portfolio management
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15,Nurse Practitioner,intermediate,72,68,76,72,80,70,73,Market Knowledge,73,70,69,66,Moderate,Healthcare sector interest
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16,Entrepreneur,advanced,85,80,88,86,90,83,85,Market Navigation,85,82,80,77,High Risk,Startup equity heavy
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17,Government Worker,intermediate,75,72,78,76,82,74,76,Market Knowledge,76,73,77,69,Conservative,Pension supplement focus
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18,Sales Manager,intermediate,78,74,80,78,84,76,78,Market Navigation,78,75,79,71,Balanced,Commission based income
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19,Software Developer,advanced,88,85,90,86,92,86,88,Market Navigation,88,85,83,80,Growth,Index fund preference
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20,Retired Engineer,expert,92,90,94,92,96,91,92,Market Navigation,92,88,90,84,Income,Capital preservation focus
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