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

Field Label API Name Type Notes
Amount cloupra__Amount__c Currency (16, 2)  
Created By ID CreatedById Lookup (User) Required
Created Date CreatedDate Datetime Required
Date cloupra__Date__c Date  
Deleted IsDeleted Checkbox Required
Description cloupra__Description__c Textarea (255)  
Last Modified By ID LastModifiedById Lookup (User) Required
Last Modified Date LastModifiedDate Datetime Required
Owner ID OwnerId Lookup (Group, User) Required
Portfolio_Holding cloupra__Portfolio_Holding__c Lookup (Cloupra__Portfolio_Holding__C)  
Provider cloupra__Provider__c Lookup (Account)  
Record ID Id Id (18) Required
Service cloupra__Service__c Lookup (Cloupra__Service__C)  
System Modstamp SystemModstamp Datetime Required
Valuation Name Name Text (80)  
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