Australian Fund Managers Holdings Database
Budget: $30 – $250 AUD
I'm building a financial data platform for investment banks that needs complete portfolio holdings data for Australian active fund managers (e.g. Yarra Funds Management, Pendal, Alphinity, Hyperion, Bennelong, Ausbil etc).
The problem:
These fund managers only publicly disclose their top 10 holdings on their factsheets. I need complete portfolio holdings — every stock they hold and the exact portfolio weight — not just top 10.
I need direct database-level access to the complete portfolio holdings of every Australian active fund manager. The database you deliver should let me query each manager's positions, weights, dates of holding, and any available security identifiers so I can run my own analytics in SQL or connect through Python/R.
Periodic refreshes are acceptable; I simply want the data updated as often as you can reasonably source it, whether that ends up being daily, weekly, or on another frequent cadence you can commit to. Each refresh must overwrite or append cleanly so historical snapshots remain intact.
Please make sure:
Data covers the full universe of active Australian fund managers, not just a sample
Each record shows manager name, fund name, security identifier (ASX ticker, ISIN, Bloomberg ticker etc), position size, and valuation date
Delivery is a hosted relational database (PostgreSQL, MySQL) or cloud warehouse (BigQuery or Snowflake) — whichever you recommend. Credentials and schema documentation are part of the handoff
If you already have a reliable data source, confirm what licences are in place. If you need to scrape or aggregate multiple disclosures, outline the method so I can confirm compliance and longevity
Acceptance criteria:
Successful connection to the live database, ability to pull a sample query of at least five random fund managers with complete holdings, and confirmation that scheduled updates run automatically at the agreed frequency.
The problem:
These fund managers only publicly disclose their top 10 holdings on their factsheets. I need complete portfolio holdings — every stock they hold and the exact portfolio weight — not just top 10.
I need direct database-level access to the complete portfolio holdings of every Australian active fund manager. The database you deliver should let me query each manager's positions, weights, dates of holding, and any available security identifiers so I can run my own analytics in SQL or connect through Python/R.
Periodic refreshes are acceptable; I simply want the data updated as often as you can reasonably source it, whether that ends up being daily, weekly, or on another frequent cadence you can commit to. Each refresh must overwrite or append cleanly so historical snapshots remain intact.
Please make sure:
Data covers the full universe of active Australian fund managers, not just a sample
Each record shows manager name, fund name, security identifier (ASX ticker, ISIN, Bloomberg ticker etc), position size, and valuation date
Delivery is a hosted relational database (PostgreSQL, MySQL) or cloud warehouse (BigQuery or Snowflake) — whichever you recommend. Credentials and schema documentation are part of the handoff
If you already have a reliable data source, confirm what licences are in place. If you need to scrape or aggregate multiple disclosures, outline the method so I can confirm compliance and longevity
Acceptance criteria:
Successful connection to the live database, ability to pull a sample query of at least five random fund managers with complete holdings, and confirmation that scheduled updates run automatically at the agreed frequency.