financial-data

To validate financial data, the system ingests IBKR Flex Query, Gmail confirmations, and Google Drive CSVs, enforcing data quality checks for required fields, date formats, and currency validity before normalizing and consolidating the transactions.

Calculating risk metrics for a multi-currency portfolio involves computing Value at Risk (VaR), maximum drawdown, and the Sharpe ratio from historical performance data. The system handles multi-currency conversion automatically.

Yes, you can consolidate IBKR Flex Query data with Google Drive CSVs and email confirmations. The system normalizes symbols and dates, then upserts the records into a unified schema to prevent duplicate entries.

Yes, multi-asset holdings analysis is fully supported across US, HK, and CN markets. The system processes your uploaded data to normalize currencies and enable comprehensive portfolio analysis across these specific regions.

The best way to prevent duplicate transactions during CSV import is to use upsert logic. The system applies this structured schema logic automatically when storing consolidated results, ensuring data integrity and maintaining audit trails.

Financial data validation fails on date formats and currency validity when imported records do not meet strict data quality checks. The system enforces these requirements to ensure accurate multi-currency conversion and risk metrics computation.