Attribute Creation

Attributes are custom fields that extend information about an Account, Asset, Lot, or Transaction. Attributes may be created by an Extension or by the investor. Some Attributes, called Extension+ Attributes, are created by an Extension and may be configured by the investor. Parties are an example of an Extension+ Attribute.

An Account, Asset, Lot or Transaction may be assigned multiple Attributes. When creating an Attribute, the investor may assign a Group so that the Attribute appears with other Attributes assigned to the same group.


An Attribute may be created to store:

  1. Choice data: the investor defines available values for the field which, Each Choice Value may be assigned a friendly Label for display. Choice data Attributes may be defined to allow for multiple values within a single Attribute.
  2. String data: the investor may enter any alphanumeric data in the field. The Attribute cannot be used for filtering or grouping.
  3. Tag Cloud data: Enables the assignment of keywords.
  4. Classification data: Enables the assignment of hierarchical data.


Each Attribute may be defined as being one or more of the following aspects:

  1. Required: investor must supply a value for the Attribute.
  2. Read Only: Created by Extensions (see below), the investor sees the data, but can’t edit the data.
  3. Hidden: Created by Extensions (see below), the investor does not see the data.
  4. Filter: Included in AV filters.
  5. Group: Included in the Group view.
  6. Multi-Choice: Enables multiple values.

The following shows aspects supported for each mode:

Attribute TypeChoiceStringTagClassification
Is RequiredYesYesYesYes
Is Read-OnlyYesYesYesYes
Is HiddenYesYesYesYes
Supports FilteringYesNoYesYes
Supports GroupingYesNoYesYes
Supports Multi-ChoiceYesNoYesNo


Notes about Aggregation by Attributes:

  1. When Multi-choice Attributes with multiple values are aggregated, the value of an asset is allocated equally across the multiple values.
  2. When Tag Attributes with multiple values are aggregated, each distinct combination of Attribute values is shown separately. The sum of assets grouped by Tag do not roll up to the portfolio total.