Wealth Asset
The wealth asset table provides personal ownership data used in deriving a person’s wealth score.
Data Field | Key Type | Data Field Type | Recommended Character Limit |
|---|---|---|---|
asset_id | Primary Key | String | |
person_id | Primary Key | String | |
asset_ownership_percentage | | Decimal(18,4) |
|
asset_ownership_value | | Decimal(18,4) |
|
asset_classification | | String | |
asset_type | | String | |
asset_name | | String | |
asset_liquidity_type | | String | |
asset_remarks | | String | |
asset_value | | Decimal(18,4) | |
asset_purchase_date | | String | |
asset_related_organization_id | | String | |
asset_organization_ticker | | String | |
Net Worth Summary Field Descriptions:
asset_id(PK) The identifier of a particular asset, which could be of any classification and type (e.g., Alternate Asset - Property).
person_id (PK) Primary key associated with each record.
asset_ownership_percentage The is the percentage of ownership in the asset that a person has, which may be an estimate.
asset_ownership_value This is the value of the ownership in the asset that a person has for their share, which may be an estimate.
asset_classification The high-level classification of the asset from a financial perspective (Alternative Assets, Cash & Others, Common Stock, Private Holdings, or Stock Options).
asset_type The type of the asset from a physical perspective (e.g, Cryptocurrency, Gold, Property, etc.).
asset_name The name or identifying label of the asset (e.g., “ABC Holdings LLC”, “Tesla Inc.”).
asset_liquidity_type The type of the asset from an asset liquidity perspective, i.e., the ease with which the asset can be converted to cash (e.g., Illiquid, or Liquid).
asset_remarks Additional notes, context, or commentary about the asset, such as valuation method, market notes, or source.
asset_value This is the current value of the asset in USD, which is usually estimated.
asset_purchase_date The date the asset was purchased.
asset_related_organization_id The organization in which the asset represents ownership.
asset_organization_ticker The organization in which the asset represents ownership