Vision Upload Format: McapGroups

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

Data Feed: McapGroups

Category: RangeGroupFeed

Summary:

    The McapGroups feed is used to define and update MCapGroup ranges and to classify Security instances into ranges based on a security's latestMarketCapUS value. The security property marketCapGroup stores the current range value. The RangeClassification class is described in more detail in the Portfolio Management Application Classes document.

Available Fields:

FieldMCapGroup
Property		TypeDescription
--- Required Fields ---
startValue lowerBound Number minimum value in range
endValue upperBound Number maximum value in range
label name - label that describes range

Special Processing Rules:

  • This feed replaces all existing instances of the MCapGroup classes with the instances defined by this feed.

  • Using the ranges defined by this feed, the Security property latestMarketCapUS is used to determine an MCapGroup classification which is used to update the marketCapGroup property at the security.

  • Use the value NA to indicate a range is unbounded for its start or end point. Ranges are assumed to be contiguous.

Related Feeds:

  • SecurityMaster: defines Security instances and updates latestMarketCapUS property

Sample Upload:

The following tab-delimited feed could be used to define and update market capitalization groups. The fields must be supplied in this order. The header line should be included, but the header values are ignored: 

     Interface ExternalFeedManager upload: "McapGroups" using:
       "startValue     endValue     label
        NA             250          less than $250M
        250            500          $250M - $500
        500            1000         $500M - $1B
        1000           2500         $1B - $2.5B
        2500           5000         $2.5B - $5B
        5000           10000        $5B - $10B
        10000          NA           greater than $10B
      " ;