@prefix port: <https://semanticdataservices.com/ontology/domain/portfolio#> .
@prefix inst: <https://semanticdataservices.com/ontology/domain/financial-instrument#> .
@prefix party: <https://semanticdataservices.com/ontology/domain/party-organization#> .
@prefix sdsu: <https://semanticdataservices.com/ontology/core/upper#> .
@prefix owl: <http://www.w3.org/2002/07/owl#> .
@prefix rdfs: <http://www.w3.org/2000/01/rdf-schema#> .
@prefix xsd: <http://www.w3.org/2001/XMLSchema#> .
@prefix dct: <http://purl.org/dc/terms/> .

<https://semanticdataservices.com/ontology/domain/portfolio> a owl:Ontology ;
  owl:versionIRI <https://semanticdataservices.com/ontology/2026.08/domain/portfolio> ; owl:versionInfo "2026.08" ;
  owl:imports <https://semanticdataservices.com/ontology/core/upper>, <https://semanticdataservices.com/ontology/domain/financial-instrument> ;
  dct:title "SDS Portfolio Ontology"@en ; dct:creator "Semantic Data Services" .

port:Portfolio a owl:Class ; rdfs:subClassOf sdsu:Entity ; rdfs:label "Portfolio"@en .
port:Account a owl:Class ; rdfs:subClassOf sdsu:Entity ; rdfs:label "Account"@en .
port:Position a owl:Class ; rdfs:subClassOf sdsu:Entity ; rdfs:label "Position"@en .
port:Holding a owl:Class ; rdfs:subClassOf port:Position ; rdfs:label "Holding"@en .
port:Benchmark a owl:Class ; rdfs:subClassOf sdsu:Entity ; rdfs:label "Benchmark"@en .
port:PortfolioExposure a owl:Class ; rdfs:subClassOf sdsu:Observation ; rdfs:label "Portfolio exposure"@en .

port:ownedBy a owl:ObjectProperty ; rdfs:domain port:Portfolio ; rdfs:range party:Party ; rdfs:label "owned by"@en .
port:managedBy a owl:ObjectProperty ; rdfs:domain port:Portfolio ; rdfs:range party:Party ; rdfs:label "managed by"@en .
port:containsPosition a owl:ObjectProperty ; rdfs:domain port:Portfolio ; rdfs:range port:Position ; rdfs:label "contains position"@en .
port:positionInstrument a owl:ObjectProperty ; rdfs:domain port:Position ; rdfs:range inst:FinancialInstrument ; rdfs:label "position instrument"@en .
port:usesBenchmark a owl:ObjectProperty ; rdfs:domain port:Portfolio ; rdfs:range port:Benchmark ; rdfs:label "uses benchmark"@en .
port:exposureFor a owl:ObjectProperty ; rdfs:domain port:PortfolioExposure ; rdfs:range port:Portfolio ; rdfs:label "exposure for"@en .
port:quantity a owl:DatatypeProperty ; rdfs:domain port:Position ; rdfs:range xsd:decimal ; rdfs:label "quantity"@en .
port:marketValue a owl:DatatypeProperty ; rdfs:domain port:Position ; rdfs:range xsd:decimal ; rdfs:label "market value"@en .
port:valuationCurrency a owl:DatatypeProperty ; rdfs:domain port:Position ; rdfs:range xsd:string ; rdfs:label "valuation currency"@en .
port:measuredAt a owl:DatatypeProperty ; rdfs:domain port:PortfolioExposure ; rdfs:range xsd:dateTime ; rdfs:label "measured at"@en .