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Yodlee Aggregate Product
Provided By: Envestnet® | Yodlee®
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Yodlee Aggregate Product
Provided By: Envestnet® | Yodlee®
Seek out alpha-generating signals using Yodlee’s Aggregate Product that allows customers to leverage ready to use KPIs including number of users, transactions and spend for many for all consumer facing U.S. merchants (500+ tickers, 1600+ brands and growing). Our data delivery is in near real time.
Product offers
The following offers are available for this product. Choose an offer to view the pricing and access duration options for the offer. Select an offer and continue to subscribe. Your subscription begins on the date that your request is approved by the provider. Additional taxes or fees might apply.
Public offer
Overview
Powering the Envestnet® | Yodlee® Aggregate Product is near real-time (T+1) de-identified spending data analytics for millions of consumers in the U.S. Leading industry practices ensure data security and privacy while providing rich signals delivered ready for use. This allows customers to make data-driven decisions based on timely and essential KPIs covering 500+ tickers and growing. Usage can range from interim sales activity, event-driven activity, or business seasonality to competitor analysis, and many other uses.
Use Cases:
Backtesting:
Our transaction data helps you predict the revenue of consumer-facing public companies with high levels of accuracy.
Here is an example of the year-over-year performance of our data for Chipotle Mexican Grill, Inc. (NYSE: CMG) compared to SEC-reported revenue.
To view a sample of our Aggregate Product, please click here for summary data on 10 tickers available in our data. This spreadsheet shows the correlation of Yodlee’s data with SEC-reported company revenue up to the third quarter of 2020.
Revenue Trends:
The Envestnet | Yodlee Aggregate Product can help you gain insights into company and sector-wide performance.
Here is an example of revenue trends for major U.S. rental car companies. Data is indexed to August 2019. This is emphasized with the drop in the number of consumers making transactions at these companies, which is shown here .
Metadata:
Description | Value |
---|---|
Update Frequency | Daily, weekly, monthly, quarterly |
Data Source | Financial institutions |
Geographic Coverage | U.S. |
Time Period Coverage | 1.1.2014 to present |
Is Historical Data “point-in-time” | Yes |
Data Sets Format | Text (.txt) |
Granular or Scraped Data | Granular data aggregated after selection, normalization, de-biasing etc |
Key Fields | Ticker/brand, transaction date, users, transactions, spends |
Key Words | Consumer spending |
Number of Companies/Brands Covered | 500+ tickers/1600+ brands |
Key Data Points
Key data points include:
- Total number of transactions
- Total dollar amount spent
- Total number of unique users by brand/ticker
Data Schema
Any aggregate file will have a subset of the following fields depending on the time-period of aggregation, whether a ticker or brand-level aggregate file type, etc.:
Column Name | Description |
---|---|
ticker | Ticker with which that equity trades. |
brand | The name of the brand. For the brand-level data only. |
optimized_transaction_date | The date of the transaction. For the Daily Aggregate Product only. |
users | The total number of transacting users. |
txns | The total number of transactions. |
spends | The total dollar amount spent. |
year | The year of the transaction. For the Monthly Aggregate Product only. |
month | The month of the year. For the Monthly Aggregate Product only. |
week_start | The start date of the week. For the Weekly Aggregate Product only. |
week_end | The end date of the week. For the Weekly Aggregate Product only. |
quarter | The fiscal quarter. For the Quarterly Aggregate Product only. |
start_date | The start date of the fiscal quarter. For the Quarterly Aggregate Product only. |
end_date | The end date of the fiscal quarter. For the Quarterly Aggregate Product only. |
panel_file_created_date | The date on which the aggregate is included in the file. |
Need Help?
- If you have questions about our products, contact us using the support information.
- Please contact us for subscription and pricing information.
About Envestnet® | Yodlee®
Envestnet | Yodlee’s data aggregation platform enables financial institutions and FinTechs to help consumers achieve better financial outcomes through their innovative products and services. The power of Envestnet | Yodlee and our unique point of difference begins with the massive scale of financial data within our platform which is utilized to fuel our data intelligence capabilities. Additionally, we support de-identified data analytics and insights for institutional investors and investment research companies so they can better manage investments on behalf of their customers. Envestnet | Yodlee follows leading industry practices for data security and privacy and does not sell data that identifies consumers.
Data sets (8)
You will receive access to the following data sets
Name | Type | Data dictionary | AWS Region |
---|---|---|---|
Weekly Tickers Aggregate Product | Not included | US West (Oregon) | |
Weekly Brands Aggregate Product | Not included | US West (Oregon) | |
Quarterly Tickers Aggregate Product | Not included | US West (Oregon) | |
Quarterly Brands Aggregate Product | Not included | US West (Oregon) | |
Monthly Tickers Aggregate Product | Not included | US West (Oregon) | |
Monthly Brands Aggregate Product | Not included | US West (Oregon) | |
Daily Tickers Aggregate Product | Not included | US West (Oregon) | |
Daily Brands Aggregate Product | Not included | US West (Oregon) |
Usage information
By subscribing to this product, you agree that your use of this product is subject to the provider's offer terms including pricing information and Data Subscription Agreement . Your use of AWS services remains subject to the AWS Customer Agreement or other agreement with AWS governing your use of such services.