Valuation

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Used to store a point in time valuation of Portfolio Holding, Account, or Service.

Custom Field Label & API Name

Type

Description

Amount

cloupra__Amount__c

Currency(16, 2)

The amount to which the portfolio holding values at a particular time

Date

cloupra__Date__c

Date

The date at which the portfolio holding's valuation is made

Description

cloupra__Description__c

Text Area(255)

The description of valuation

Portfolio_Holding

cloupra__Portfolio_Holding__c

Lookup(Portfolio Holding)

The Portfolio holding to which this record relates.

Provider

cloupra__Provider__c

Lookup (Account)

The provider related to the the current valuation of the portfolio holding.

Service

cloupra__Service__c

Lookup(Service)

The service related to the the current valuation of the portfolio holding.

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