ASO Records

The following tables provide alphabetical lists and descriptions of the fields that exist in Asset Strategy Optimization. The information in the tables reflect the baseline state and behavior of these fields.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site, and will then only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. See the Site Filtering section of the documentation for more information on using this feature.

Note: The site key for an ASO analysis is locked with the site key of the strategy. You can only import asset and system strategies of the same site as the analysis.

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