Gold Data Contracts¶

Gold is the analytical presentation layer. It reshapes canonical state for decision-making, BI, portfolio analysis, Tax summaries, and household/wealth analytics.

Gold is not allowed to become a second financial engine. Its contract is presentation grain plus physical schema, with financial meaning inherited from canonical upstream state.

Contract catalog¶

Contract ID	Physical table	Domain	Grain	Producer	Order
`df_p_tax_year_summary`	`gold.Tax_Year_Summary`	Taxes	`FY`	`TaxEngine`	302
`df_p_tax_income_breakdown`	`gold.Tax_Income_Breakdown`	Taxes	`FY-Head-SubHead-Source`	`TaxEngine`	303
`df_p_tax_reconciliation`	`gold.Tax_Reconciliation`	Taxes	`FY-SubHead`	`TaxEngine`	304
`df_p_tf_wealth_monthly_totals`	`gold.Core_Monthly_Fact`	Wealth	`Month`	`WealthPresentationEngine`	110
`df_p_tf_net_worth_monthly_summary`	`gold.Wealth_Asset_Breakdown`	Wealth	`Month-Asset`	`WealthPresentationEngine`	110
`df_p_tf_category_spend_analytics`	`gold.Cashflow_Expense_Breakdown`	Wealth	`Month-ExpenseCategory`	`WealthPresentationEngine`	120
`df_p_tf_income_streams_monthly`	`gold.Cashflow_Income_Breakdown`	Wealth	`Month-IncomeCategory`	`WealthPresentationEngine`	130
`df_p_tf_wealth_risk_analytics`	`gold.Wealth_FIRE_Analytics`	Wealth	`Month`	`WealthPresentationEngine`	140
`df_p_tf_budget_forecast_monthly`	`gold.Forecast_Budget_Variance`	Wealth	`Month`	`WealthPresentationEngine`	160
`df_p_tf_investment_analytics`	`gold.Investment_Portfolio_Summary`	Investments	`Month-ISIN`	`InvestmentQuantEngine`	170
`df_p_tf_monthly_cashflow_summary`	`gold.Cashflow_Efficiency_Analytics`	Wealth	`Month`	`WealthPresentationEngine`	180
`df_p_tf_cashflow_activity_summary`	`gold.Cashflow_Activity_Summary`	Wealth	`Month`	`WealthPresentationEngine`	190
`df_f_investment_analytics_isin`	`gold.Investment_By_ISIN`	Investments	`Date-ISIN`	`InvestmentQuantEngine`	200
`df_f_investment_analytics_subtype`	`gold.Investment_By_Subtype`	Investments	`Date-Subtype`	`InvestmentQuantEngine`	210
`df_f_investment_analytics_class`	`gold.Investment_By_Class`	Investments	`Date-Class`	`InvestmentQuantEngine`	220
`df_f_investment_analytics_instrument_type`	`gold.Investment_By_Instrument_Type`	Investments	`Date-InstrumentType`	`InvestmentQuantEngine`	230
`df_f_investment_analytics_sector`	`gold.Investment_By_Sector`	Investments	`Date-Sector`	`InvestmentQuantEngine`	240
`df_f_investment_analytics_industry`	`gold.Investment_By_Industry`	Investments	`Date-Industry`	`InvestmentQuantEngine`	250
`df_f_investment_analytics_portfolio`	`gold.Investment_By_Portfolio`	Investments	`Date`	`InvestmentQuantEngine`	260
`df_f_investment_analytics_geo`	`gold.Investment_By_Geo`	Investments	`Date-Geo`	`InvestmentQuantEngine`	270
`df_f_investment_analytics_country`	`gold.Investment_By_Country`	Investments	`Date-Country`	`InvestmentQuantEngine`	280
`df_f_investment_analytics_currency`	`gold.Investment_By_Currency`	Investments	`Date-Currency`	`InvestmentQuantEngine`	290

Physical schemas¶

The following tables are generated directly from schema/gold.py.

`gold.Tax_Year_Summary`¶

Contract ID: df_p_tax_year_summary
Grain: FY
Domain: Taxes
Producer: TaxEngine
Publication order: 302

Column	Physical type / constraint	Role
`FY`	`TEXT PRIMARY KEY`	Field
`Total_Ledger_Income`	`DOUBLE`	Field
`Total_Investment_Gain_Loss`	`DOUBLE`	Field
`Total_Tax_Credits`	`DOUBLE`	Field
`Total_Estimated_Investment_Tax`	`DOUBLE`	Field
`Investment_Tax_Estimate_Count`	`BIGINT`	Field
`Investment_Tax_Estimate_Missing_Count`	`BIGINT`	Field
`Investment_Tax_Estimate_Complete`	`BOOLEAN`	Field
`Total_Estimated_Ledger_Tax`	`DOUBLE`	Field
`Ledger_Tax_Estimate_Count`	`BIGINT`	Field
`Ledger_Tax_Estimate_Missing_Count`	`BIGINT`	Field
`Ledger_Tax_Estimate_Complete`	`BOOLEAN`	Field
`Total_Event_Count`	`BIGINT`	Field
`Ready_Count`	`BIGINT`	Field

Table constraints

Check_Required_Count BIGINT

`gold.Tax_Income_Breakdown`¶

Contract ID: df_p_tax_income_breakdown
Grain: FY-Head-SubHead-Source
Domain: Taxes
Producer: TaxEngine
Publication order: 303

Column	Physical type / constraint	Role
`FY`	`TEXT`	Field
`Income_Head`	`TEXT`	Field
`Tax_Sub_Head`	`TEXT`	Field
`Source_Type`	`TEXT`	Field
`Event_Amount_INR`	`DOUBLE`	Field
`Estimated_Tax_INR`	`DOUBLE`	Field
`Estimated_Tax_Event_Count`	`BIGINT`	Field
`Estimated_Tax_Missing_Count`	`BIGINT`	Field
`Estimated_Tax_Complete`	`BOOLEAN`	Field
`Event_Count`	`BIGINT`	Field
`Ready_Count`	`BIGINT`	Field

Table constraints

Check_Required_Count BIGINT

`gold.Tax_Reconciliation`¶

Contract ID: df_p_tax_reconciliation
Grain: FY-SubHead
Domain: Taxes
Producer: TaxEngine
Publication order: 304

Column	Physical type / constraint	Role
`FY`	`TEXT`	Field
`Tax_Sub_Head`	`TEXT`	Field
`Ledger_Tax_Event_Amount`	`DOUBLE`	Field
`Excluded_Non_Taxable_Amount`	`DOUBLE`	Field
`Excluded_Non_Taxable_Event_Count`	`BIGINT`	Field
`Excluded_Investment_Ledger_Amount`	`DOUBLE`	Field
`Excluded_Investment_Ledger_Event_Count`	`BIGINT`	Field
`Quant_Realized_Gain_Loss`	`DOUBLE`	Field
`Estimated_Investment_Tax`	`DOUBLE`	Field
`Estimated_Tax_Event_Count`	`BIGINT`	Field
`Estimated_Tax_Missing_Count`	`BIGINT`	Field
`Estimated_Investment_Tax_Complete`	`BOOLEAN`	Field
`Estimated_Ledger_Tax`	`DOUBLE`	Field
`Ledger_Tax_Estimate_Count`	`BIGINT`	Field
`Ledger_Tax_Estimate_Missing_Count`	`BIGINT`	Field
`Estimated_Ledger_Tax_Complete`	`BOOLEAN`	Field
`Tax_Credit_Amount`	`DOUBLE`	Field
`Tax_Event_Amount`	`DOUBLE`	Field
`Investment_Source_Difference_INR`	`DOUBLE`	Field
`Ledger_Event_Count`	`BIGINT`	Field
`Quant_Event_Count`	`BIGINT`	Field
`Tax_Credit_Event_Count`	`BIGINT`	Field

Table constraints

Check_Required_Count BIGINT
PRIMARY KEY(FY, Tax_Sub_Head)

`gold.Wealth_Asset_Breakdown`¶

Contract ID: df_p_tf_net_worth_monthly_summary
Grain: Month-Asset
Domain: Wealth
Producer: WealthPresentationEngine
Publication order: 110

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`MONTH_END_DATE`	`DATE`	Identifiers
`ASSET_SUBCATEGORY_ID`	`TEXT`	Identifiers
`Opening_Balance`	`DOUBLE`	Position Values
`Closing_Balance`	`DOUBLE`	Position Values
`Closing_Balance_Market`	`DOUBLE`	Position Values
`All_Time_High_Balance`	`DOUBLE`	Position Values
`Liquid_Assets`	`DOUBLE`	Position Values
`Liquid_Assets_Market`	`DOUBLE`	Position Values
`Closing_Asset_PnL`	`DOUBLE`	Absolute Returns
`Closing_Forex_PnL`	`DOUBLE`	Absolute Returns
`"MoM_Balance_Growth_%"`	`DOUBLE`	Performance Returns
`"YoY_Balance_Growth_%"`	`DOUBLE`	Performance Returns
`Organic_Growth_Value`	`DOUBLE`	Performance Returns
`"Organic_Yield_%"`	`DOUBLE`	Performance Returns
`Drawdown_From_Peak`	`DOUBLE`	Risk & Weights
`Investment_Contribution_Pct`	`DOUBLE`	Risk & Weights
`Savings_to_NW_Ratio`	`DOUBLE`	Risk & Weights
`Income_Inflow`	`DOUBLE`	Cashflow
`Cash_Income_Inflow`	`DOUBLE`	Cashflow
`Non_Cash_Income_Inflow`	`DOUBLE`	Cashflow
`Expense_Outflow`	`DOUBLE`	Cashflow
`Core_Expense_Outflow`	`DOUBLE`	Cashflow
`Cash_Expense_Outflow`	`DOUBLE`	Cashflow
`Non_Cash_Expense_Outflow`	`DOUBLE`	Cashflow
`Net_Transfers`	`DOUBLE`	Cashflow
`Net_Cashflow_Month`	`DOUBLE`	Cashflow
`Surplus_Deficit_Month`	`DOUBLE`	Cashflow
`Cumulative_Net_Savings`	`DOUBLE`	Cashflow
`"3M_Avg_Expense"`	`DOUBLE`	Trailing Averages
`"3M_Avg_Core_Expense"`	`DOUBLE`	Trailing Averages
`"3M_Avg_Income"`	`DOUBLE`	Trailing Averages
`Months_of_Runway`	`DOUBLE`	Trailing Averages

`gold.Core_Monthly_Fact`¶

Contract ID: df_p_tf_wealth_monthly_totals
Grain: Month
Domain: Wealth
Producer: WealthPresentationEngine
Publication order: 110

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`MONTH_END_DATE`	`DATE`	Identifiers
`Months_Elapsed`	`BIGINT`	Descriptors/Classifications
`Total_Income`	`DOUBLE`	Position Values
`Total_Cash_Income`	`DOUBLE`	Position Values
`Total_Non_Cash_Income`	`DOUBLE`	Position Values
`Total_Expense`	`DOUBLE`	Position Values
`Total_Core_Expense`	`DOUBLE`	Position Values
`Total_Cash_Expense`	`DOUBLE`	Position Values
`Total_Non_Cash_Expense`	`DOUBLE`	Position Values
`Net_Cashflow_Month`	`DOUBLE`	Position Values
`Opening_Balance_Asset`	`DOUBLE`	Position Values
`Opening_Balance_Asset_Market`	`DOUBLE`	Position Values
`Closing_Balance_Asset`	`DOUBLE`	Position Values
`Closing_Balance_Asset_Market`	`DOUBLE`	Position Values
`Asset_Delta`	`DOUBLE`	Position Values
`Asset_Market_Delta`	`DOUBLE`	Position Values
`Total_Assets`	`DOUBLE`	Position Values
`Total_Assets_Market`	`DOUBLE`	Position Values
`Opening_Investment_Book_Value`	`DOUBLE`	Position Values
`Closing_Investment_Book_Value`	`DOUBLE`	Position Values
`Investment_Book_Value_Delta`	`DOUBLE`	Position Values
`Opening_Investment_Market_Value`	`DOUBLE`	Position Values
`Closing_Investment_Market_Value`	`DOUBLE`	Position Values
`Investment_Market_Value_Delta`	`DOUBLE`	Position Values
`Liquid_Assets`	`DOUBLE`	Position Values
`Liquid_Assets_Market`	`DOUBLE`	Position Values
`Total_Liabilities`	`DOUBLE`	Position Values
`Total_Net_Worth`	`DOUBLE`	Position Values
`Total_Net_Worth_Market`	`DOUBLE`	Position Values
`Total_Foreign_Currency_Exposure`	`DOUBLE`	Local/FX Values
`Opening_Unrealized_PL`	`DOUBLE`	Absolute Returns
`Closing_Unrealized_PL`	`DOUBLE`	Absolute Returns
`Closing_Asset_PnL`	`DOUBLE`	Absolute Returns
`Closing_Forex_PnL`	`DOUBLE`	Absolute Returns
`Opening_Investment_XIRR`	`DOUBLE`	Performance Returns
`Closing_Investment_XIRR`	`DOUBLE`	Performance Returns
`Foreign_Exposure_Pct`	`DOUBLE`	Risk & Weights
`CPI_INDEX`	`DOUBLE`	Risk & Weights
`INFLATION_YOY_PCT`	`DOUBLE`	Risk & Weights

`gold.Cashflow_Expense_Breakdown`¶

Contract ID: df_p_tf_category_spend_analytics
Grain: Month-ExpenseCategory
Domain: Wealth
Producer: WealthPresentationEngine
Publication order: 120

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`MONTH_END_DATE`	`DATE`	Identifiers
`YEAR_MONTH`	`TEXT`	Identifiers
`CATEGORY_ID`	`TEXT`	Identifiers
`CATEGORY_NAME`	`TEXT`	Descriptors/Classifications
`CATEGORY_GROUPS`	`TEXT`	Descriptors/Classifications
`Spend_Type`	`TEXT`	Descriptors/Classifications
`Is_Core_Expense`	`BOOLEAN`	Descriptors/Classifications
`Is_Investment`	`BOOLEAN`	Descriptors/Classifications
`Is_Discretionary`	`BOOLEAN`	Descriptors/Classifications
`Total_Monthly_Spend`	`DOUBLE`	Position Values
`Cash_Spend`	`DOUBLE`	Position Values
`Non_Cash_Spend`	`DOUBLE`	Position Values
`Trailing_3M_Avg_Spend`	`DOUBLE`	Position Values
`Cumulative_YTD_Spend`	`DOUBLE`	Position Values

`gold.Cashflow_Income_Breakdown`¶

Contract ID: df_p_tf_income_streams_monthly
Grain: Month-IncomeCategory
Domain: Wealth
Producer: WealthPresentationEngine
Publication order: 130

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`MONTH_END_DATE`	`DATE`	Identifiers
`YEAR_MONTH`	`TEXT`	Identifiers
`CATEGORY_ID`	`TEXT`	Identifiers
`CATEGORY_NAME`	`TEXT`	Descriptors/Classifications
`CATEGORY_GROUPS`	`TEXT`	Descriptors/Classifications
`Is_Active_Income`	`BOOLEAN`	Descriptors/Classifications
`Is_Passive_Income`	`BOOLEAN`	Descriptors/Classifications
`Is_Dividend_Income`	`BOOLEAN`	Descriptors/Classifications
`Is_Interest_Income`	`BOOLEAN`	Descriptors/Classifications
`Is_Non_Cash_Income`	`BOOLEAN`	Descriptors/Classifications
`Total_Monthly_Income`	`DOUBLE`	Position Values
`Trailing_3M_Avg_Income`	`DOUBLE`	Position Values
`Cumulative_YTD_Income`	`DOUBLE`	Position Values

`gold.Wealth_FIRE_Analytics`¶

Contract ID: df_p_tf_wealth_risk_analytics
Grain: Month
Domain: Wealth
Producer: WealthPresentationEngine
Publication order: 140

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`MONTH_END_DATE`	`DATE`	Identifiers
`YEAR_MONTH`	`TEXT`	Identifiers
`Projected_FI_Date_P50`	`DATE`	Descriptors/Classifications
`Total_Income`	`DOUBLE`	Position Values
`Total_Cash_Income`	`DOUBLE`	Position Values
`Trailing_6M_Avg_Spend`	`DOUBLE`	Position Values
`Trailing_12M_Avg_Spend`	`DOUBLE`	Position Values
`Trailing_6M_Avg_Savings`	`DOUBLE`	Position Values
`Trailing_12M_Avg_Savings`	`DOUBLE`	Position Values
`Target_FI_Today`	`DOUBLE`	Position Values
`Coast_FI_Today`	`DOUBLE`	Position Values
`Lean_FI_Today`	`DOUBLE`	Position Values
`Target_FI_Total_Future_Nominal`	`DOUBLE`	Position Values
`FI_Gap`	`DOUBLE`	Position Values
`FI_Gap_Monthly_Trend`	`DOUBLE`	Position Values
`Terminal_Wealth_Nominal_P50`	`DOUBLE`	Position Values
`Real_Return_Assumed_Pct`	`DOUBLE`	Performance Returns
`Wealth_Velocity`	`DOUBLE`	Performance Returns
`Wealth_Acceleration`	`DOUBLE`	Performance Returns
`Real_NW_CAGR_3Y`	`DOUBLE`	Performance Returns
`Current_FI_Coverage_Pct`	`DOUBLE`	Risk & Weights
`Estimated_Months_To_FI_Linear`	`DOUBLE`	Risk & Weights
`Months_To_FI_Conservative_P90`	`DOUBLE`	Risk & Weights
`Months_To_FI_Base_P50`	`DOUBLE`	Risk & Weights
`Months_To_FI_Aggressive_P10`	`DOUBLE`	Risk & Weights
`Probability_Of_Success_Pct`	`DOUBLE`	Risk & Weights
`Years_To_FI_P50`	`DOUBLE`	Risk & Weights
`Runway_Months_Linear`	`DOUBLE`	Risk & Weights
`Runway_Months_Stressed_P10`	`DOUBLE`	Risk & Weights
`Runway_Months_Base_P50`	`DOUBLE`	Risk & Weights
`Withdrawal_Rate_If_Retired_Now`	`DOUBLE`	Risk & Weights
`Savings_Rate_Required`	`DOUBLE`	Risk & Weights
`Savings_Rate_Actual`	`DOUBLE`	Risk & Weights
`FI_Velocity`	`DOUBLE`	Risk & Weights

`gold.Forecast_Budget_Variance`¶

Contract ID: df_p_tf_budget_forecast_monthly
Grain: Month
Domain: Wealth
Producer: WealthPresentationEngine
Publication order: 160

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`MONTH_END_DATE`	`DATE`	Identifiers
`YEAR_MONTH`	`TEXT`	Identifiers
`Is_Core_Overspent`	`BOOLEAN`	Descriptors/Classifications
`Is_NonCore_Overspent`	`BOOLEAN`	Descriptors/Classifications
`Is_Investment_Underfunded`	`BOOLEAN`	Descriptors/Classifications
`Is_Income_Volatile`	`BOOLEAN`	Descriptors/Classifications
`Is_Budget_Month_Healthy`	`BOOLEAN`	Descriptors/Classifications
`Total_Income`	`DOUBLE`	Position Values
`Actual_Income`	`DOUBLE`	Position Values
`Budget_Income`	`DOUBLE`	Position Values
`Budget_Core_Expense_Target`	`DOUBLE`	Position Values
`Budget_NonCore_Expense_Target`	`DOUBLE`	Position Values
`Budget_Investment_Target`	`DOUBLE`	Position Values
`Budget_Surplus_Buffer`	`DOUBLE`	Position Values
`Budget_Total_Expense_Target`	`DOUBLE`	Position Values
`Actual_Core_Expense`	`DOUBLE`	Position Values
`Actual_NonCore_Expense`	`DOUBLE`	Position Values
`Investment_Deployed`	`DOUBLE`	Position Values
`Investment_Redeemed`	`DOUBLE`	Position Values
`Actual_Investment`	`DOUBLE`	Position Values
`Actual_Savings`	`DOUBLE`	Position Values
`Emergency_Fund_Gap`	`DOUBLE`	Position Values
`Rule_Core_Pct_Budget`	`DOUBLE`	Risk & Weights
`Rule_NonCore_Pct_Budget`	`DOUBLE`	Risk & Weights
`Rule_Investment_Pct_Budget`	`DOUBLE`	Risk & Weights
`Zero_Income_Runway_Months`	`DOUBLE`	Risk & Weights

`gold.Investment_Portfolio_Summary`¶

Contract ID: df_p_tf_investment_analytics
Grain: Month-ISIN
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 170

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`Max_Closing_Date`	`DATE`	Identifiers
`ISIN`	`TEXT`	Identifiers
`CURRENCY_ID`	`TEXT`	Identifiers
`INSTRUMENT_NAME`	`TEXT`	Descriptors/Classifications
`INSTRUMENT_CLASS`	`TEXT`	Descriptors/Classifications
`INSTRUMENT_TYPE`	`TEXT`	Descriptors/Classifications
`INSTRUMENT_SUBTYPE`	`TEXT`	Descriptors/Classifications
`SECTOR`	`TEXT`	Descriptors/Classifications
`Rebalance_Required`	`BOOLEAN`	Descriptors/Classifications
`ISIN_Market_Value`	`DOUBLE`	Position Values
`ISIN_Book_Value`	`DOUBLE`	Position Values
`ISIN_Market_Value_Local`	`DOUBLE`	Local/FX Values
`ISIN_Book_Value_Local`	`DOUBLE`	Local/FX Values
`ISIN_Unrealized_PnL`	`DOUBLE`	Absolute Returns
`ISIN_Asset_PnL`	`DOUBLE`	Absolute Returns
`ISIN_Forex_PnL`	`DOUBLE`	Absolute Returns
`ISIN_Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`ISIN_XIRR_Local`	`DOUBLE`	Performance Returns
`ISIN_FX_XIRR_Impact`	`DOUBLE`	Performance Returns
`ISIN_BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`ISIN_BM_XIRR_Local`	`DOUBLE`	Benchmark Comparisons
`ISIN_Active_Return`	`DOUBLE`	Benchmark Comparisons
`ISIN_Active_Return_Local`	`DOUBLE`	Benchmark Comparisons
`ISIN_Weight`	`DOUBLE`	Risk & Weights
`Class_Weight`	`DOUBLE`	Risk & Weights
`Class_Target_Weight`	`DOUBLE`	Risk & Weights
`Class_Drift`	`DOUBLE`	Risk & Weights
`Sector_Weight`	`DOUBLE`	Risk & Weights
`Monthly_Market_Value_Change_Pct`	`DOUBLE`	Risk & Weights
`ISIN_Harvestable_Loss`	`DOUBLE`	Tax & Harvesting
`Tax_Harvesting_Priority_Score`	`DOUBLE`	Tax & Harvesting

`gold.Cashflow_Efficiency_Analytics`¶

Contract ID: df_p_tf_monthly_cashflow_summary
Grain: Month
Domain: Wealth
Producer: WealthPresentationEngine
Publication order: 180

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`MONTH_END_DATE`	`DATE`	Identifiers
`YEAR_MONTH`	`TEXT`	Identifiers
`Is_Surplus_Month`	`BOOLEAN`	Descriptors/Classifications
`Is_Investment_Target_Met`	`BOOLEAN`	Descriptors/Classifications
`Total_Income`	`DOUBLE`	Position Values
`Total_Cash_Income`	`DOUBLE`	Position Values
`Total_Non_Cash_Income`	`DOUBLE`	Position Values
`Total_Expense`	`DOUBLE`	Position Values
`Active_Income`	`DOUBLE`	Position Values
`Passive_Income`	`DOUBLE`	Position Values
`Dividend_Income`	`DOUBLE`	Position Values
`Interest_Income`	`DOUBLE`	Position Values
`Core_Expense`	`DOUBLE`	Position Values
`NonCore_Expense`	`DOUBLE`	Position Values
`Total_Cash_Expense`	`DOUBLE`	Position Values
`Total_Non_Cash_Expense`	`DOUBLE`	Position Values
`Total_Investment_Deployed`	`DOUBLE`	Position Values
`Total_Investment_Redeemed`	`DOUBLE`	Position Values
`Redemption_Gain_Loss_Value`	`DOUBLE`	Position Values
`Net_Investment_Flow`	`DOUBLE`	Position Values
`Gross_Surplus`	`DOUBLE`	Position Values
`Net_Surplus_After_Invest`	`DOUBLE`	Position Values
`Income_MoM_Delta`	`DOUBLE`	Position Values
`Expense_MoM_Delta`	`DOUBLE`	Position Values
`Investment_MoM_Delta`	`DOUBLE`	Position Values
`Trailing_3M_Avg_Income`	`DOUBLE`	Position Values
`Trailing_3M_Avg_Expense`	`DOUBLE`	Position Values
`Trailing_3M_Avg_Investment`	`DOUBLE`	Position Values
`Savings_Rate_Pct`	`DOUBLE`	Risk & Weights
`Investment_Rate_Pct`	`DOUBLE`	Risk & Weights
`Active_Income_Share_Pct`	`DOUBLE`	Risk & Weights
`Passive_Income_Share_Pct`	`DOUBLE`	Risk & Weights
`Core_Expense_Share_Pct`	`DOUBLE`	Risk & Weights
`NonCore_Expense_Share_Pct`	`DOUBLE`	Risk & Weights
`Income_MoM_Pct`	`DOUBLE`	Risk & Weights
`Expense_MoM_Pct`	`DOUBLE`	Risk & Weights
`Trailing_3M_Avg_Savings_Rate`	`DOUBLE`	Risk & Weights
`Trailing_3M_Avg_Investment_Rate`	`DOUBLE`	Risk & Weights
`Liquidity_Ratio_Months`	`DOUBLE`	Risk & Weights
`Debt_to_Asset_Ratio_Pct`	`DOUBLE`	Risk & Weights
`YoY_Net_Worth_Growth_Pct`	`DOUBLE`	Risk & Weights
`YoY_Net_Worth_Growth_Pct_Real`	`DOUBLE`	Risk & Weights
`Expense_to_NW_Ratio`	`DOUBLE`	Risk & Weights
`Emergency_Fund_Coverage`	`DOUBLE`	Risk & Weights

`gold.Investment_By_ISIN`¶

Contract ID: df_f_investment_analytics_isin
Grain: Date-ISIN
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 200

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`ISIN`	`TEXT NOT NULL`	Identifiers
`CURRENCY_ID`	`TEXT`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Total_Invested_Value_Local`	`DOUBLE`	Local/FX Values
`Total_Current_Value_Local`	`DOUBLE`	Local/FX Values
`Current_FX_Rate`	`DOUBLE`	Local/FX Values
`Blended_FX_Buy_Rate`	`DOUBLE`	Local/FX Values
`Currency_Appreciation_Pct`	`DOUBLE`	Local/FX Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`CAGR`	`DOUBLE`	Performance Returns
`XIRR`	`DOUBLE`	Performance Returns
`XIRR_Local`	`DOUBLE`	Performance Returns
`FX_XIRR_Impact`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_CAGR`	`DOUBLE`	Benchmark Comparisons
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`BM_XIRR_Local`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Active_Return_Local`	`DOUBLE`	Benchmark Comparisons
`Is_Lagging_Benchmark`	`BIGINT`	Benchmark Comparisons
`Outperforming_Lot_Ratio`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_LTCG`	`DOUBLE`	Tax & Harvesting
`Unrealized_STCG`	`DOUBLE`	Tax & Harvesting
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_LTCL`	`DOUBLE`	Tax & Harvesting
`Unrealized_STCL`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`LTCG_Tax_If_Sold`	`DOUBLE`	Tax & Harvesting
`STCG_Tax_If_Sold`	`DOUBLE`	Tax & Harvesting
`FY_Realized_LTCG`	`DOUBLE`	Tax & Harvesting
`FY_Realized_STCG`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_LTCL`	`DOUBLE`	Tax & Harvesting
`FY_Realized_STCL`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Subtype`¶

Contract ID: df_f_investment_analytics_subtype
Grain: Date-Subtype
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 210

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`INSTRUMENT_SUBTYPE`	`TEXT NOT NULL`	Identifiers
`INSTRUMENT_CLASS`	`TEXT NOT NULL`	Descriptors/Classifications
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Class`¶

Contract ID: df_f_investment_analytics_class
Grain: Date-Class
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 220

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`INSTRUMENT_CLASS`	`TEXT NOT NULL`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Instrument_Type`¶

Contract ID: df_f_investment_analytics_instrument_type
Grain: Date-InstrumentType
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 230

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`INSTRUMENT_TYPE`	`TEXT NOT NULL`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Sector`¶

Contract ID: df_f_investment_analytics_sector
Grain: Date-Sector
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 240

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`SECTOR`	`TEXT NOT NULL`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Industry`¶

Contract ID: df_f_investment_analytics_industry
Grain: Date-Industry
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 250

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`INDUSTRY`	`TEXT NOT NULL`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Portfolio`¶

Contract ID: df_f_investment_analytics_portfolio
Grain: Date
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 260

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Geo`¶

Contract ID: df_f_investment_analytics_geo
Grain: Date-Geo
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 270

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`GEO`	`TEXT NOT NULL`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Country`¶

Contract ID: df_f_investment_analytics_country
Grain: Date-Country
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 280

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`COUNTRY`	`TEXT NOT NULL`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Total_Invested_Value_Local`	`DOUBLE`	Local/FX Values
`Total_Current_Value_Local`	`DOUBLE`	Local/FX Values
`Current_FX_Rate`	`DOUBLE`	Local/FX Values
`Blended_FX_Buy_Rate`	`DOUBLE`	Local/FX Values
`Currency_Appreciation_Pct`	`DOUBLE`	Local/FX Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`XIRR_Local`	`DOUBLE`	Benchmark Comparisons
`BM_XIRR_Local`	`DOUBLE`	Benchmark Comparisons
`Active_Return_Local`	`DOUBLE`	Benchmark Comparisons
`FX_XIRR_Impact`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Investment_By_Currency`¶

Contract ID: df_f_investment_analytics_currency
Grain: Date-Currency
Domain: Investments
Producer: InvestmentQuantEngine
Publication order: 290

Column	Physical type / constraint	Role
`Closing_Date`	`DATE NOT NULL`	Identifiers
`CURRENCY_ID`	`TEXT NOT NULL`	Identifiers
`Total_Invested_Value`	`DOUBLE`	Position Values
`Total_Current_Value`	`DOUBLE`	Position Values
`Total_Quantity`	`DOUBLE`	Position Values
`Total_Stocks`	`DOUBLE`	Position Values
`Total_Invested_Value_Local`	`DOUBLE`	Local/FX Values
`Total_Current_Value_Local`	`DOUBLE`	Local/FX Values
`Current_FX_Rate`	`DOUBLE`	Local/FX Values
`Blended_FX_Buy_Rate`	`DOUBLE`	Local/FX Values
`Currency_Appreciation_Pct`	`DOUBLE`	Local/FX Values
`Unrealized_PL`	`DOUBLE`	Absolute Returns
`Asset_PnL`	`DOUBLE`	Absolute Returns
`Forex_PnL`	`DOUBLE`	Absolute Returns
`Forex_Contribution_Pct`	`DOUBLE`	Absolute Returns
`Absolute_Return`	`DOUBLE`	Absolute Returns
`XIRR`	`DOUBLE`	Performance Returns
`XIRR_Local`	`DOUBLE`	Performance Returns
`FX_XIRR_Impact`	`DOUBLE`	Performance Returns
`After_Tax_XIRR`	`DOUBLE`	Performance Returns
`BM_XIRR`	`DOUBLE`	Benchmark Comparisons
`BM_XIRR_Local`	`DOUBLE`	Benchmark Comparisons
`Active_Return`	`DOUBLE`	Benchmark Comparisons
`Active_Return_Local`	`DOUBLE`	Benchmark Comparisons
`Max_Drawdown`	`DOUBLE`	Risk & Weights
`Weight`	`DOUBLE`	Risk & Weights
`Unrealized_Gain`	`DOUBLE`	Tax & Harvesting
`Unrealized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Gain`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Loss`	`DOUBLE`	Tax & Harvesting
`FY_Realized_Net_PnL`	`DOUBLE`	Tax & Harvesting

`gold.Cashflow_Activity_Summary`¶

Contract ID: df_p_tf_cashflow_activity_summary
Grain: Month
Domain: Wealth
Producer: WealthPresentationEngine
Publication order: 190

Column	Physical type / constraint	Role
`MONTH_START_DATE`	`DATE`	Identifiers
`MONTH_END_DATE`	`DATE`	Identifiers
`YEAR_MONTH`	`TEXT`	Identifiers
`Opening_Cash_Balance`	`DOUBLE`	Position Values
`Closing_Cash_Balance`	`DOUBLE`	Position Values
`Net_Cash_Movement`	`DOUBLE`	Position Values
`Cash_Inflow_Operating`	`DOUBLE`	Position Values
`Cash_Outflow_Operating`	`DOUBLE`	Position Values
`Net_Cashflow_Operating`	`DOUBLE`	Position Values
`Cash_Inflow_Investing`	`DOUBLE`	Position Values
`Cash_Outflow_Investing`	`DOUBLE`	Position Values
`Net_Cashflow_Investing`	`DOUBLE`	Position Values
`Cash_Inflow_Financing`	`DOUBLE`	Position Values
`Cash_Outflow_Financing`	`DOUBLE`	Position Values
`Net_Cashflow_Financing`	`DOUBLE`	Position Values
`Internal_Transfer_Inflow`	`DOUBLE`	Position Values
`Internal_Transfer_Outflow`	`DOUBLE`	Position Values
`Net_Internal_Transfers`	`DOUBLE`	Position Values
`Total_Cash_Expenses`	`DOUBLE`	Position Values
`Total_Non_Cash_Expenses`	`DOUBLE`	Position Values
`Total_Cash_Inflow`	`DOUBLE`	Position Values
`Total_Cash_Outflow`	`DOUBLE`	Position Values
`Calculated_Net_Cashflow`	`DOUBLE`	Position Values
`Unreconciled_Difference`	`DOUBLE`	Position Values

Analytical semantics¶

Gold measures are not uniformly additive.

cash amounts may be additive at their declared grain;
balances are usually semi-additive across time;
ratios, CAGR, XIRR, drawdown, and percentages are non-additive;
validity/null fields remain part of the metric contract.

A BI tool can sum a column. That does not mean finance asked it to.

Ownership boundary¶

Gold builders can aggregate, reshape, and publish. They should not invent new Tax classification, FIFO logic, FX economics, or FIRE model semantics. If new financial meaning is required, it belongs upstream in the owning domain first.

Gold Data Contracts¶

Contract catalog¶

Physical schemas¶

gold.Tax_Year_Summary¶

gold.Tax_Income_Breakdown¶

gold.Tax_Reconciliation¶

gold.Wealth_Asset_Breakdown¶

gold.Core_Monthly_Fact¶

gold.Cashflow_Expense_Breakdown¶

gold.Cashflow_Income_Breakdown¶

gold.Wealth_FIRE_Analytics¶

gold.Forecast_Budget_Variance¶

gold.Investment_Portfolio_Summary¶

gold.Cashflow_Efficiency_Analytics¶

gold.Investment_By_ISIN¶

gold.Investment_By_Subtype¶

gold.Investment_By_Class¶

gold.Investment_By_Instrument_Type¶

gold.Investment_By_Sector¶

gold.Investment_By_Industry¶

gold.Investment_By_Portfolio¶

gold.Investment_By_Geo¶

gold.Investment_By_Country¶

gold.Investment_By_Currency¶

gold.Cashflow_Activity_Summary¶

Analytical semantics¶

Ownership boundary¶

Related specifications¶

`gold.Tax_Year_Summary`¶

`gold.Tax_Income_Breakdown`¶

`gold.Tax_Reconciliation`¶

`gold.Wealth_Asset_Breakdown`¶

`gold.Core_Monthly_Fact`¶

`gold.Cashflow_Expense_Breakdown`¶

`gold.Cashflow_Income_Breakdown`¶

`gold.Wealth_FIRE_Analytics`¶

`gold.Forecast_Budget_Variance`¶

`gold.Investment_Portfolio_Summary`¶

`gold.Cashflow_Efficiency_Analytics`¶

`gold.Investment_By_ISIN`¶

`gold.Investment_By_Subtype`¶

`gold.Investment_By_Class`¶

`gold.Investment_By_Instrument_Type`¶

`gold.Investment_By_Sector`¶

`gold.Investment_By_Industry`¶

`gold.Investment_By_Portfolio`¶

`gold.Investment_By_Geo`¶

`gold.Investment_By_Country`¶

`gold.Investment_By_Currency`¶

`gold.Cashflow_Activity_Summary`¶