Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Current »

Column NameData TypeDescription
strategy_idinteger
strategy_nametext
strategy_typetextuser defined field intended to group similar strategies into one e.g. 'by_user_asset_class' or 'by_custodian' or 'by_security_for_Equities' etc.
usernametextthis is the username (e.g. parent or rm) to whom the strategy belongs
user_typetexte.g. parent, rm
strategy_definitionjsonb

defines how the transactions inside this strategy will be selected. Further information is here

Introduction to Strategies (and how to create them)

latest_record_datedate
success_achievedboolean
run_resultsjsonb
system_generated_strategyboolean
last_run_atdate
created_atdate
updated_atdate
  • No labels