# portfoliokg-ontology-claude_sonnet_5_5-1.ttl
# Ontology (TBox) for the PortfolioKG RDF View on demo.openlinksw.com, loaded into http://demo.openlinksw.com/schemas/PortfolioKG/
# 9 classes, 29 properties, each with label, comment, isDefinedBy, domain and range (properties), OWL characterization and a verified external cross-reference.
# Coverage against the live view: 29 properties and 7 classes used, none undeclared.
@prefix pf:     <http://demo.openlinksw.com/schemas/PortfolioKG/> .
@prefix schema: <http://schema.org/> .
@prefix xsd:    <http://www.w3.org/2001/XMLSchema#> .
@prefix rdf:    <http://www.w3.org/1999/02/22-rdf-syntax-ns#> .
@prefix rdfs:   <http://www.w3.org/2000/01/rdf-schema#> .
@prefix owl:    <http://www.w3.org/2002/07/owl#> .
@prefix skos:   <http://www.w3.org/2004/02/skos/core#> .
<http://demo.openlinksw.com/schemas/PortfolioKG/> a owl:Ontology ; rdfs:label "PortfolioKG vocabulary"@en ; rdfs:comment "Terms for a synthetic wealth-management estate: holdings kept on premises and a marketplace-style share of symbology, fundamentals and consensus estimates. Every record is invented."@en .
pf:OnPremRecord a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "on-premises record"@en ; rdfs:comment "A row that lives in the first-party database; the stand-in for the foreign catalog."@en ; rdfs:seeAlso <http://dbpedia.org/resource/Federated_database_system> .
pf:MarketplaceRecord a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "marketplace record"@en ; rdfs:comment "A row that arrives in a third-party share; the stand-in for the shared catalog."@en ; rdfs:seeAlso <http://dbpedia.org/resource/Federated_database_system> .
pf:Client a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "client"@en ; rdfs:comment "A person or institution whose portfolios are managed."@en ; rdfs:subClassOf pf:OnPremRecord , schema:Organization ; rdfs:seeAlso schema:Organization .
pf:Portfolio a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "portfolio"@en ; rdfs:comment "A named collection of holdings belonging to one client."@en ; rdfs:subClassOf pf:OnPremRecord ; skos:closeMatch schema:Collection ; rdfs:seeAlso <http://dbpedia.org/resource/Portfolio_(finance)> .
pf:Holding a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "holding"@en ; rdfs:comment "A position: a number of shares or units of one symbol in one portfolio."@en ; rdfs:subClassOf pf:OnPremRecord ; rdfs:seeAlso schema:InvestmentOrDeposit , <http://dbpedia.org/resource/Stock> .
pf:Security a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "security"@en ; rdfs:comment "A listed instrument known to symbology; the hyperlink that carries a ticker to its company."@en ; rdfs:subClassOf pf:MarketplaceRecord ; skos:closeMatch schema:InvestmentOrDeposit ; rdfs:seeAlso <http://dbpedia.org/resource/Security_(finance)> .
pf:Company a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "company"@en ; rdfs:comment "A listed company, the level at which fundamentals and estimates are kept."@en ; rdfs:subClassOf pf:MarketplaceRecord , schema:Organization ; skos:closeMatch schema:Corporation .
pf:AnnualFinancials a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "annual financials"@en ; rdfs:comment "One fiscal year of reported fundamentals for a company."@en ; rdfs:subClassOf pf:MarketplaceRecord ; skos:closeMatch schema:Observation ; rdfs:seeAlso <http://dbpedia.org/resource/Financial_statement> .
pf:EarningsEstimate a owl:Class ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "earnings estimate"@en ; rdfs:comment "Analyst consensus earnings per share for one fiscal period of a company."@en ; rdfs:subClassOf pf:MarketplaceRecord ; skos:closeMatch schema:Observation ; rdfs:seeAlso <http://dbpedia.org/resource/Earnings_per_share> .
pf:segment a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "segment"@en ; rdfs:comment "Trust, Foundation, Individual or Pension."@en ; rdfs:domain pf:Client ; rdfs:range xsd:string ; rdfs:seeAlso schema:category .
pf:ofClient a owl:ObjectProperty , owl:FunctionalProperty , owl:AsymmetricProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "of client"@en ; rdfs:comment "The client a portfolio belongs to."@en ; rdfs:domain pf:Portfolio ; rdfs:range pf:Client ; rdfs:seeAlso schema:customer .
pf:baseCurrency a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "base currency"@en ; rdfs:comment "Reporting currency of a portfolio."@en ; rdfs:domain pf:Portfolio ; rdfs:range xsd:string ; rdfs:seeAlso schema:currency .
pf:inPortfolio a owl:ObjectProperty , owl:FunctionalProperty , owl:AsymmetricProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "in portfolio"@en ; rdfs:comment "The portfolio a holding sits in."@en ; rdfs:domain pf:Holding ; rdfs:range pf:Portfolio ; rdfs:seeAlso schema:isPartOf .
pf:symbol a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "symbol as held"@en ; rdfs:comment "The ticker-and-region symbol recorded in the first-party system."@en ; rdfs:domain pf:Holding ; rdfs:range xsd:string ; rdfs:seeAlso schema:tickerSymbol .
pf:instrumentType a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "instrument type"@en ; rdfs:comment "Equity or Bond."@en ; rdfs:domain pf:Holding ; rdfs:range xsd:string ; rdfs:seeAlso schema:additionalType .
pf:shares a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "shares"@en ; rdfs:comment "Number of shares or units held."@en ; rdfs:domain pf:Holding ; rdfs:range xsd:integer ; rdfs:seeAlso <http://dbpedia.org/resource/Stock> .
pf:avgCost a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "average cost"@en ; rdfs:comment "Average cost per unit in the base currency."@en ; rdfs:domain pf:Holding ; rdfs:range xsd:decimal ; rdfs:seeAlso schema:price .
pf:acquiredDate a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "acquired date"@en ; rdfs:comment "Date the position was opened."@en ; rdfs:domain pf:Holding ; rdfs:range xsd:date ; rdfs:seeAlso schema:startDate .
pf:ofSecurity a owl:ObjectProperty , owl:FunctionalProperty , owl:AsymmetricProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "of security"@en ; rdfs:comment "The security a holding is a position in, resolved through symbology."@en ; rdfs:domain pf:Holding ; rdfs:range pf:Security ; rdfs:seeAlso <http://dbpedia.org/resource/Security_(finance)> .
pf:tickerRegion a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "ticker and region"@en ; rdfs:comment "Symbol of a security in symbology."@en ; rdfs:domain pf:Security ; rdfs:range xsd:string ; rdfs:seeAlso schema:tickerSymbol .
pf:ofCompany a owl:ObjectProperty , owl:FunctionalProperty , owl:AsymmetricProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "of company"@en ; rdfs:comment "The company that issued a security."@en ; rdfs:domain pf:Security ; rdfs:range pf:Company ; rdfs:seeAlso <http://dbpedia.org/resource/Security_(finance)> .
pf:sector a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "sector"@en ; rdfs:comment "Industry sector of a company."@en ; rdfs:domain pf:Company ; rdfs:range xsd:string ; rdfs:seeAlso schema:industry .
pf:forCompany a owl:ObjectProperty , owl:FunctionalProperty , owl:AsymmetricProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "for company"@en ; rdfs:comment "The company a fundamentals or estimate record describes."@en ; rdfs:range pf:Company ; rdfs:seeAlso schema:about .
pf:fiscalYear a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "fiscal year"@en ; rdfs:comment "Fiscal year of a financials or estimate record."@en ; rdfs:range xsd:integer ; rdfs:seeAlso <http://dbpedia.org/resource/Fiscal_year> .
pf:fiscalDate a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "fiscal date"@en ; rdfs:comment "Closing date of the fiscal period."@en ; rdfs:domain pf:AnnualFinancials ; rdfs:range xsd:date ; rdfs:seeAlso <http://dbpedia.org/resource/Fiscal_year> .
pf:sales a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "sales"@en ; rdfs:comment "Reported sales in millions of dollars."@en ; rdfs:domain pf:AnnualFinancials ; rdfs:range xsd:integer ; rdfs:seeAlso <http://dbpedia.org/resource/Revenue> .
pf:netIncome a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "net income"@en ; rdfs:comment "Reported net income in millions of dollars; negative for a loss."@en ; rdfs:domain pf:AnnualFinancials ; rdfs:range xsd:integer ; rdfs:seeAlso <http://dbpedia.org/resource/Net_income> .
pf:epsBasic a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "basic EPS"@en ; rdfs:comment "Reported basic earnings per share."@en ; rdfs:domain pf:AnnualFinancials ; rdfs:range xsd:decimal ; rdfs:seeAlso <http://dbpedia.org/resource/Earnings_per_share> .
pf:debtShortTerm a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "short-term debt"@en ; rdfs:comment "Short-term debt in millions of dollars."@en ; rdfs:domain pf:AnnualFinancials ; rdfs:range xsd:integer ; rdfs:seeAlso <http://dbpedia.org/resource/Debt-to-equity_ratio> .
pf:debtLongTerm a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "long-term debt"@en ; rdfs:comment "Long-term debt in millions of dollars."@en ; rdfs:domain pf:AnnualFinancials ; rdfs:range xsd:integer ; rdfs:seeAlso <http://dbpedia.org/resource/Debt-to-equity_ratio> .
pf:commonEquity a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "common equity"@en ; rdfs:comment "Common equity in millions of dollars."@en ; rdfs:domain pf:AnnualFinancials ; rdfs:range xsd:integer ; rdfs:seeAlso <http://dbpedia.org/resource/Debt-to-equity_ratio> .
pf:estimateItem a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "estimate item"@en ; rdfs:comment "The estimated measure; EPS here."@en ; rdfs:domain pf:EarningsEstimate ; rdfs:range xsd:string ; rdfs:seeAlso <http://dbpedia.org/resource/Earnings_per_share> .
pf:periodEnd a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "period end"@en ; rdfs:comment "Closing date of the estimated fiscal period."@en ; rdfs:domain pf:EarningsEstimate ; rdfs:range xsd:date ; rdfs:seeAlso <http://dbpedia.org/resource/Fiscal_year> .
pf:epsMean a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "mean EPS estimate"@en ; rdfs:comment "Analyst consensus mean earnings per share."@en ; rdfs:domain pf:EarningsEstimate ; rdfs:range xsd:decimal ; rdfs:seeAlso <http://dbpedia.org/resource/Earnings_per_share> .
pf:epsHigh a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "high EPS estimate"@en ; rdfs:comment "Highest analyst estimate."@en ; rdfs:domain pf:EarningsEstimate ; rdfs:range xsd:decimal ; rdfs:seeAlso <http://dbpedia.org/resource/Earnings_per_share> .
pf:epsLow a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "low EPS estimate"@en ; rdfs:comment "Lowest analyst estimate."@en ; rdfs:domain pf:EarningsEstimate ; rdfs:range xsd:decimal ; rdfs:seeAlso <http://dbpedia.org/resource/Earnings_per_share> .
pf:analystCount a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "analyst count"@en ; rdfs:comment "Number of analysts behind the consensus."@en ; rdfs:domain pf:EarningsEstimate ; rdfs:range xsd:integer ; rdfs:seeAlso <http://dbpedia.org/resource/Financial_analyst> .
pf:consensusEnded a owl:DatatypeProperty , owl:FunctionalProperty ; rdfs:isDefinedBy <http://demo.openlinksw.com/schemas/PortfolioKG/> ; rdfs:label "consensus ended"@en ; rdfs:comment "Date a consensus stopped being current; absent while current."@en ; rdfs:domain pf:EarningsEstimate ; rdfs:range xsd:date ; rdfs:seeAlso schema:endDate .