diff --git a/docs/DataRequirements.rst b/docs/DataRequirements.rst index f6aed6f..75a6a5a 100644 --- a/docs/DataRequirements.rst +++ b/docs/DataRequirements.rst @@ -33,7 +33,7 @@ This can be any identifier the user wants to deploy, if the same identifier is used in all files. The ISIN codes are required to determine the SBTi status of the companies to calculate the Portfolio Coverage. -See :download:`portfolio data template ` for an example portfolio file. +See :download:`portfolio data template ` for an example portfolio file. For additional analyses, you can supplement this data with additional fields, which are available for import. For example, you can add the diff --git a/docs/PortfolioTemplate.csv b/docs/PortfolioTemplate.csv new file mode 100644 index 0000000..a599591 --- /dev/null +++ b/docs/PortfolioTemplate.csv @@ -0,0 +1,50 @@ +company_name,company_id,company_isin,company_lei,weights,investment_value,engagement_target +Company AG,US0079031078,US0079031078,R2I72C950HOYXII45366,6.36%,35000000,TRUE +Company AH,US00724F1012,US00724F1012,FU4LY2G4933NH2E1CP29,1.82%,10000000, +Company AI,FR0000125338,FR0000125338,96950077L0TN7BAROX36,1.82%,10000000, +Company AJ,US17275R1023,US17275R1023,549300LKFJ962MZ46593,1.82%,10000000, +Company AK,CH0198251305,CH0198251305,549300EFP3TNG7JGVE49,1.82%,10000000, +Company AL,US1266501006,US1266501006,549300EJG376EN5NQE29,1.82%,10000000, +Company AM,FR0000120644,FR0000120644,969500KMUQ2B6CBAF162,1.82%,10000000, +Company AN,US24703L1035,US24703L1035,549300TJB5YBRUPOG437,1.82%,10000000, +Company AO,TW0002308004,TW0002308004,529900UVZWNWGDLJSM52,1.82%,10000000, +Company AP,FR0000120321,FR0000120321,529900JI1GG6F7RKVI53,1.82%,10000000, +Company AQ,CH0038863350,CH0038863350,KY37LUS27QQX7BB93L28,1.82%,10000000, +Company AR,US8356993076,US8356993076,,1.82%,10000000, +Company AS,JP3401400001,JP3401400001,353800RSAU9BD8U4DM91,1.82%,10000000, +Company AT,US6541061031,US6541061031,787RXPR0UX0O0XUXPZ81,1.82%,10000000, +Company AU,GB0031274896,GB0031274896,213800EJP14A79ZG1X44,1.82%,10000000, +Company AV,US6293775085,US6293775085,5E2UPK5SW04M13XY7I38,1.82%,10000000, +Company AW,US7134481081,US7134481081,FJSUNZKFNQ5YPJ5OT455,1.82%,10000000, +Company A,JP0000000001,JP0000000001,,1.82%,10000000,TRUE +Company B,NL0000000002,NL0000000002,,1.82%,10000000, +Company C,IT0000000003,IT0000000003,,1.82%,10000000, +Company D,SE0000000004,SE0000000004,,1.82%,10000000, +Company E,SE0000000005,SE0000000005,,1.82%,10000000, +Company F,NL0000000006,NL0000000006,,1.82%,10000000,TRUE +Company G,CN0000000007,CN0000000007,,1.82%,10000000, +Company H,CN0000000008,CN0000000008,,1.82%,10000000, +Company I,CN0000000009,CN0000000009,,1.82%,10000000, +Company J,BR0000000010,BR0000000010,,1.82%,10000000, +Company K,BR0000000011,BR0000000011,,1.82%,10000000,TRUE +Company L,BR0000000012,BR0000000012,,1.82%,10000000, +Company M,AR0000000013,AR0000000013,,1.82%,10000000, +Company N,FR0000000014,FR0000000014,,7.82%,43000000, +Company O,FR0000000015,FR0000000015,,1.82%,10000000, +Company P,FR0000000016,FR0000000016,,1.82%,10000000, +Company Q,CA0000000017,CA0000000017,,2.18%,12000000, +Company R,CA0000000018,CA0000000018,,1.82%,10000000, +Company S,CA0000000019,CA0000000019,,1.82%,10000000, +Company T,CA0000000020,CA0000000020,,1.82%,10000000, +Company U,US0000000021,US0000000021,,1.82%,10000000,TRUE +Company V,US0000000022,US0000000022,,1.82%,10000000, +Company W,US0000000023,US0000000023,,1.82%,10000000, +Company X,FI0000000024,FI0000000024,,1.82%,10000000, +Company Y,DK0000000025,DK0000000025,,1.82%,10000000, +Company Z,JP0000000026,JP0000000026,,1.82%,10000000, +Company AA,SP0000000027,SP0000000027,,1.82%,10000000,TRUE +Company AB,RU0000000028,RU0000000028,,1.82%,10000000, +Company AC,ZA0000000029,ZA0000000029,,1.82%,10000000, +Company AD,KE0000000030,KE0000000030,,1.82%,10000000, +Company AE,TH0000000031,TH0000000031,,1.82%,10000000, +Company AF,ID0000000032,ID0000000032,,1.82%,10000000, diff --git a/docs/PortfolioTemplate.xlsx b/docs/PortfolioTemplate.xlsx deleted file mode 100644 index bfe2735..0000000 Binary files a/docs/PortfolioTemplate.xlsx and /dev/null differ