Vision Upload Format: PeGroups

Vision Portfolio Management Application Layer: Data Feeds

| Application Feeds |

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Data Feed: PeGroups

Category: RangeGroupFeed

Summary:

The PeGroups feed is used to define and update PEGroup ranges and to classify Security instances into ranges based on a security's current priceToEarnings value using the peCurr method defined at Security. The security property peGroup stores the current range value. The RangeClassification class is described in more detail in the Portfolio Management Application Classes document.

Available Fields:

Field	PeGroup Property	Type	Description
--- 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 PEGroup classes with the instances defined by this feed.

• Using the ranges defined by this feed, the Security property peCurr is used to determine an PEGroup classification which is used to update the peGroup 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:

• FundamentalM: updates monthly earnings
• PriceFeed: updates prices

Sample Upload:

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

     Interface ExternalFeedManager upload: "PeGroups" using:
       "startValue     endValue   label
        NA             1          less than 1
        1              5          1 to 5
        5             10          5 to 10
        10            20          10 to 20
        20            NA          more than 20
      " ;