Changes & deltas
Dataflow treats change as a first-class part of the data, in two complementary shapes.
Deltas on every position (REST)
Every row from the ownership endpoints carries precomputed deltas over six windows (1d, 1w, 1m, 3m, 6m and 1y) for shares, capital and votes:
delta_shares_1m, delta_capital_1m, delta_votes_1m, …
A position's row tells you both what is and what moved, with no second query. Positions report three measures because they answer different questions:
- shares: the absolute count held,
- capital: the fraction of total share capital (0 to 1),
- votes: the fraction of voting rights, which differs from capital in multi-class structures.
Change queries (MCP)
The MCP side flips the question: instead of "what does this position look like?", ask "what were the biggest moves?"
list_owner_changes: the largest changes in who owns one company over a window.list_portfolio_changes: the largest changes in one owner's portfolio over a window.
Both take a days window (1–365, default 30), an optional historical end date (at), and classify each move as a change_type:
| change_type | Meaning |
|---|---|
new | The owner had no position at the window start. |
increased | Position grew over the window. |
decreased | Position shrank over the window. |
exited | Position closed to zero over the window. |
History
Position history goes five years deep: the REST trend endpoints serve per-owner holding fractions at fixed look-backs (today, 1w, 1m, 3m, 6m, 1y, 2y, 3y, 5y), and the MCP portfolio tool accepts an at date up to five years back for historical snapshots.