Context Historic data of a personal investment portfolio in an online platform for SME lending fund in Portugal. Through this platform, companies obtain financing for a) treasury support, b) realization of investments and / or c) advance of invoices. Content **Date:** Transaction Date **Amount:** Money associated with the transaction **Description:** Company associated with the transaction (total money asked/ payment term) **Operation:** Transaction type Acknowledgements Inspiration Data set available to train analytics on a simple investment portfolio on a online platform.