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feat: add portfolio weight to company level listed equity data #22

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MonikaFu opened this issue Nov 25, 2024 · 2 comments
Open

feat: add portfolio weight to company level listed equity data #22

MonikaFu opened this issue Nov 25, 2024 · 2 comments
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enhancement New feature or request

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@MonikaFu
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It seems that only ownership allocation is available for company-level listed equity techmix. For the selectors in the company view to be useful for the users, it would be great if both portfolio allocation and ownership allocation were available in the data. I'm afraid this would require changes in pacta analysis code so not sure how feasible it is to implement now.

@cjyetman
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cjyetman commented Dec 4, 2024

For Automotive Listed Equity on the company-level tab, both Portfolio Weight and Ownership Weight appear to have data and both plots appear to adjust appropriately when selecting either in the current version at https://rmi-pacta.github.io/pacta-dashboard-svelte/

@jdhoffa
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jdhoffa commented Dec 4, 2024

The "Power/ Listed Equity/ Portfolio Weight" combination seems to not have tech mix results.

However, I don't know if that is something that is expected (based on the data), or not...

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