SymbolAllocation table

Overview

The SymbolAllocation table allows one symbol allocation to be split into multiple allocations by a specified Percent value.

When a Symbol is assigned to just one allocation, that allocation is specified in the Symbol table, column Allocation.

If you add records for a symbol to this table, then the Allocation value in the Symbol table is ignored and the value from this SymbolAllocation table is used in the reports.

When adding records to this table, it is critical that the sum of Percent values for each Symbol adds up to 100%.

Table Columns

  • Symbol - symbol that matches a value in the Symbol table
  • Allocation - allocation that matches a value in the Allocation table
  • Percent - numeric percent value assigned to this symbol allocation. The sum of Percent values for each Symbol should add up to 100%