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The Attribution Toolkit provides a complete portfolio performance attribution and risk reporting solution. Included are many attribution and risk fields, a standard Data Mart configuration, 26 presentation reports, and similar Performance Analysis reports. The presentation reports can be customized with your branding and mixed together in your own customized report package.

The Eagle Portal can be easily set up using Portal Queries or Dashboards against the preconfigured Data Mart or using the Portal Inbox to submit the included presentation or Performance Analysis reports.

Attribution Toolkit: Generic Interfaces

Generic Entity Interface

The Attribution Toolkit requires each entity to be set up. If you are loading portfolio performance and not using the Calculation Toolkit, you need to set up entities for your portfolios. If you are loading benchmarks, refer to Chapter 3: Index Toolkit.

Interface Details

The generic Entity interface is a generic stream available in Message Center in the CSV or STAR formats:

  • Eagle_Default_In_Csv_Entity
  • Eagle_Default_In_Star_Entity

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