bayesline.api.equity.PortfolioName

bayesline.api.equity.PortfolioName#

model PortfolioName#

A portfolio identifier enriched with metadata used by the picker UI.

The GUI uses this to render the portfolio list with awareness of fund-of-funds structure: portfolios with fof_depth > 0 are parents that can be expanded hierarchically (see PortfolioHierarchySettings.auto_decompose_levels).

Fields#

Field

Type

Required

Default

fof_depth

int

No

0

name

str

Yes

field fof_depth: int [Optional]#

Maximum descent depth from this portfolio in its source’s fund-of-funds graph. 0 for a leaf or a portfolio with no FoF children; N for a parent whose deepest reachable descendant is N levels below it.

field name: str [Required]#

The portfolio identifier.