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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