FinAssetPortfolioTgtAlloc

ActualAmount

• Type: currency
• Properties: Filter, Nillable, Sort
• Description: Represents the actual amount of all assets.

ActualLastUpdated

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: Represents the last updated time of the Actual Percent.

ActualPercent

• Type: percent
• Properties: Filter, Nillable, Sort
• Description: Represents the actual allocation percentage of all assets.

AssetClass

• Type: picklist
• Properties: Filter, Group, Restricted picklist, Sort
• Description: Defines the major category of the asset type.

AssetSubclass

• Type: picklist
• Properties: Filter, Group, Nillable, Restricted picklist, Sort
• Description: Defines the subclass of the asset class.

CurrencyIsoCode

• Type: picklist
• Properties: Filter, Group, Restricted picklist, Sort
• Description: If multiple currencies is enabled, contains the currency ISO code associated with the record.

Description

• Type: string
• Properties: Filter, Group, Nillable, Sort
• Description: Describes the asset allocation.

LastReferencedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date when a user referenced this record.

LastViewedDate

• Type: dateTime
• Properties: Filter, Nillable, Sort
• Description: The most recent date when a user viewed this record.

Name

• Type: string
• Properties: Filter, Group, idLookup, Sort
• Description: Name of the asset portfolio target allocation.

NegativeTolerance

• Type: double
• Properties: Filter, Nillable, Sort
• Description: Represents the allowed amount the actual allocation can be below the target, by rule.

OwnerId

• Type: reference
• Properties: Filter, Group, Sort
• Description: The ID of the user who owns this record.

  This field is a relationship field.

• Relationship Name: Owner
• Refers To: User

PositiveTolerance

• Type: double
• Properties: Filter, Nillable, Sort
• Description: Represents the allowed amount the actual allocation can be above the target, by rule.

Sector

• Type: picklist
• Properties: Filter, Group, Nillable, Restricted picklist, Sort
• Description: Represents a group of stocks that have a lot in common.

TargetId

• Type: reference
• Properties: Filter, Group, Sort
• Description: Associates the target object with the asset allocation.

  This field is a polymorphic relationship field.

• Relationship Name: Target
• Refers To: Account, FinancialAccount

TargetPercent

• Type: percent
• Properties: Filter, Sort
• Description: Represents the target allocation for the asset classification category.

VarianceAmount

• Type: currency
• Properties: Filter, Nillable, Sort
• Description: Represents the difference between the Target and Actual Amount.

VariancePercent

• Type: percent
• Properties: Filter, Nillable, Sort
• Description: Represents the difference between the Target Percent and Actual Percent.

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

FinAssetPortfolioTgtAllocChangeEvent

Change events are available for the object.

FinAssetPortfolioTgtAllocFeed

Feed tracking is available for the object.

FinAssetPortfolioTgtAllocHistory

History is available for tracked fields of the object.

FinAssetPortfolioTgtAllocOwnerSharingRule

Sharing rules are available for the object.

FinAssetPortfolioTgtAllocShare

Sharing is available for the object.