Portfolio Data Pipeline

Portfolio loading, configuration, transformation, date-alignment, and entities for the attribution analysis engine.

What you’ll find here:

• Portfolio Service – orchestration layer for loading and processing portfolios

• Portfolio Transformer – format detection and table transposition utilities

• Date Utilities – shared date parsing logic

• Input Handlers – CSV/Excel/returns portfolio and benchmark weight input handlers

• Configuration – the Excel configurator and its contracts

• Entities – portfolio and benchmark weight entities