Portfolio · The held book
What you hold, what it is worth, and why it moved.
A book is a node. Its positions and its mark sheets are its children. Every NAV, every period return and every attribution is derived from them — nothing is stored twice, and nothing here knows what insurance is.
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The generic held-book module of the ILS family. A position names what it holds by NODE PATH — a cat-bond tranche, a bond master, a fund — so equities and bonds fit the same book as insurance-linked securities, and the module never references another module's types.

What ships

The NAV bridge

Every period is decomposed rather than asserted: the change in clean value, the spread accrued at ACT/360, the reference rate accrued at the sheet's fixing, and the realised result of what was sold. The period return is P&L over the opening NAV, annualised ACT/365 and set against the benchmark's own dates.

Where ILS meets it

An approved ILS allocation settles into this book as an ordinary position whose instrument is the tranche's node path. The ILS desk then reads the held book back generically — notional, peril and divest date — and this module reads nothing of ILS's. One direction, by path only.

Contents

Reconnecting…
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