changes.mady.by.user Marcus Brändle
Saved on Nov 27, 2023
Principle
Decision / Discussion
Aggregation
transaction values can be aggregated to segment or portfolio level
Scope is Portfolio
the interface should always deliver data on the scope of a single portfolio
Currency
all figures are delivered in reporting currency
Benchmark Data
no benchmark data needed
Breakdown Segments
same as in Valuation
...