IDEN

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Portfolio

Use model, synthetic, or non-confidential portfolios only. Do not upload client-identifiable, confidential, or production customer portfolio data.
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Columns: identifier, weight; optional quantity, market_value, currency, duration. A header row is optional. Up to 500 lines, 200 KB.

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Model portfolios

Synthetic, for demonstration and comparison.

id10y 55%, jci 15%, gold 10%, CASH_IDR 20%
jci 20%, spx 20%, id10y 30%, gold 10%, ust10y 10%, CASH_IDR 10%
jci 35%, spx 30%, ndx 15%, id10y 10%, gold 10%
spx 60%, ust10y 40%

Identifiers resolve only by an exact series key (e.g. jci, id10y), a published alias (IHSG, SPX, GOLD, ID10Y, USD/IDR…), an IDX ticker in the security master (BBCA), or CASH / CASH_IDR / CASH_USD. Anything else is listed as unresolved, never guessed.