---
license: mit
tags:
- investing-navigator
- investment-assistant
- portfolio-planning
- financial-education
- market-navigation
- wealth-building
- investment-learning
- getoninvesting
pretty_name: Investing Navigator Benchmarks
size_categories:
- n<1K
---

# Investing Navigator Benchmarks

[![DOI](https://zenodo.org/badge/DOI/10.5281/zenodo.21646993.svg)](https://doi.org/10.5281/zenodo.21646993)

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](https://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

```python
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](https://getoninvesting.com)