Content Comparison

Asset category

Position > Category

portfolio_positions:
asset_class_allocation:category

The category of the asset types, used for the rolled up pie chart segments and the expandable table sections.
Example: Growth

Asset class

Position > Title

portfolio_positions:
asset_class_allocation:title

The name of the asset type.
Example: International Equity

Value

Position > Value

portfolio_positions:
asset_class_allocation:value

The value of the asset type.
Example: $24,409.75

Weight

Position > Weight

portfolio_positions:
asset_class_allocation:weight

The percentage weighting of the asset type.
Example: 31.89%