StockData: An open investment transaction dataset

TL;DR

This paper introduces StockVis, an open and anonymized dataset of investment transactions to help researchers study and visualize financial data.

Contribution

StockVis is the first open and anonymized dataset of individual investment transactions for portfolio analysis.

Findings

StockVis contains 3–4 years of anonymized investment transaction records from a single investor in the U.S. stock market.

The dataset includes derived metadata on stocks and is accompanied by case studies and visual examples for further research.

Abstract

As the number of investment transactions grows, so does the importance of visual analysis to study financial data. Despite modern stock market platforms and research tools offering a range of stock data and visual analysis software, retail investment data is difficult to find due to privacy and security concerns. This challenge poses barriers to researchers and analysts interested in portfolio management, analysis, and visualization. This paper introduces StockVis, the first open and anonymized dataset of investment transactions from an individual investor. This freely accessible dataset can be used to study investment portfolio analysis, thereby improving strategic decision-making in portfolio management. StockVis features a comprehensive set of investment transactions focused on the U.S. stock market, encompassing the transaction records of a single anonymous investor over 3–4 years, complemented by derived metadata on the stocks of interest. We provide an overview of the dataset, detailing its features and the anonymization process and present some case studies and illustrative exemplar images as a foundation for further study. We are confident that the accessibility of this open data will significantly contribute to the research community, fostering enhanced exploration in the field of investment.

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