bayesline.api.equity.BaseAssetTearsheet#

model BaseAssetTearsheet#

What every report’s tearsheet carries: its subject and its date axis.

portfolio_path is the portfolio the subject was taken under, as a list to account for fund-of-funds structures, and is empty when the whole report was taken. The same asset yields a different tearsheet under each portfolio, so a report’s metrics only mean something alongside it.

A tearsheet may roll up across every asset the portfolio holds, in which case its subject is the portfolio rather than an asset: asset_id_type is "portfolio_id", asset_id and asset_name are the portfolio, and the input identifiers – an asset-only notion – are null.

dates is the axis a report’s metrics are given over. A metric requested without history holds a single value, the one at the last of those dates, so a tearsheet asked for no history at all is every metric at its latest date.

Fields#
Field	Type	Required	Default
`asset_id`	`str` \| `None`	Yes
`asset_id_type`	`Literal`[‘bayesid’, ‘portfolio_id’]	No	`'bayesid'`
`asset_name`	`str` \| `None`	Yes
`dates`	`list`[`date`]	Yes
`input_asset_id`	`str` \| `None`	Yes
`input_asset_id_type`	`str` \| `None`	Yes
`portfolio_path`	`list`[`str`]	No	factory

field asset_id: str | None [Required]#

field asset_id_type: Literal['bayesid', 'portfolio_id'] [Optional]#

field asset_name: str | None [Required]#

field dates: list[date] [Required]#

field input_asset_id: str | None [Required]#

field input_asset_id_type: str | None [Required]#

field portfolio_path: list[str] [Optional]#