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Documentation Index

Fetch the complete documentation index at: https://docs.dakota.com/llms.txt

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Field Reference Table

Field NameLabelTypeLength
x3yret__c3Y Returnpercent0
unique_performance__cUnique Performancestring1300
nilsson_style__cNilsson Stylestring255
monthly_return__cMonthly Returnpercent0
x1yret__c1Y Returnpercent0
annualized_return__cAnnualized Returnpercent0
regulatory_filing__cRegulatory Filingstring255
curdd__cCurrent Drawdownpercent0
investment_strategy__cInvestment Strategyreference to: Investment18
x10yret__c10Y Returnpercent0
source_type__cSource Typepicklist255
rvpi__cRVPIdouble0
recordtypeidRecord Type IDreference to: RecordType18
account_name__cAccount Namestring255
recoveryddavg__cRecovery DD Avgpercent0
called__cCalledcurrency0
moic__cMOICdouble0
manager_provided_disclosures__cManager Provided Disclosurestextarea131072
manager_presentation_url__cManager Presentation URLurl255
submitted_by__cSubmitted Bystring255
sharpe__cSharpedouble0
source__cSourcestring255
tvpi__cTVPIdouble0
lastvieweddateLast Viewed Datedatetime0
rate_of_return__cRate of Returnpercent0
nameNamestring255
performance_as_of_date__cPerformance As Of Datedate0
provided_id__cProvided IDstring255
performance_fee__cPerformance Feepercent0
performance_verified__cPerformance Verifiedboolean0
risk1y__cRisk 1Ypercent0
lastmodifieddateDate Modifieddatetime0
ror__cRORpercent0
owneridOwner IDreference to: User18
asset_class_picklist__cAsset Classpicklist255
systemmodstampSystem Modstampdatetime0
capital_drawn__cCapital Drawncurrency0
lastmodifiedbyidLast Modified By IDreference to: User18
net_multiple__cNet Multipledouble0
net_irr_percentage__cNet IRR Percentagestring255
correquity__cCorrelation Equitydouble0
style__cStylepicklist255
islatest__cIs Latestboolean0
isupdated__cIs Updatedboolean0
performance__cPerformancepercent0
inception_date__cInception Datedate0
calmar__cCalmardouble0
avgret__cAverage Returnpercent0
risk__cRiskpercent0
recoveryddmax__cRecovery DD Maxpercent0
realfin_id__cRealfin IDstring255
createddateDate Entereddatetime0
account__cAccountreference to: Account18
performance_year__cPerformance Yearstring4
sortino__cSortinodouble0
roundturn__cRound Turndouble0
total_return__cTotal Returnpercent0
yield_dpi__cYield DPIdouble0
sub_asset_class__cSub Asset Classpicklist255
nilsson_id__cNilsson IDstring255
performance_aum__cPerformance AUMcurrency0
performance_since_inception__cPerformance Since Inceptionpercent0
as_of_date__cAs Of Datedate0
createdbyidCreated By IDreference to: User18
ytd__cYTDpercent0
nilsson_type__cNilsson Typestring255
mgmt_fee__cManagement Feepercent0
straive__cStraiveboolean0
ytd1__cYTD1percent0
annual_net_return__cAnnual Net Returnpercent0
net_irr__cNet IRRpercent0
semidev__cSemideviationpercent0
vintage__cVintagestring4
lastreferenceddateLast Referenced Datedatetime0
sector__cSectorpicklist255
active__cActiveboolean0
x5yret__c5Y Returnpercent0
geomret__cGeometric Returnpercent0
isprocessed__cIs Processedboolean0
maxdd__cMax Drawdownpercent0
minimum_investment__cMinimum Investmentcurrency0
strat__cStrategystring255
sfidSalesforce IDid18