AllocationCategory
A node in the system asset allocation taxonomy.
Backed by SystemAllocationCategory dataclasses from monarch.constants.allocation.
The 35-node tree lives in code (not the DB) — system categories are release-cycle
data, not row-mutable data. Per-household custom categories are deferred until they
have a product spec; when they land, this type may grow a separate union branch
or a householdId field.
The id field carries the slug — slugs are the stable identifier across deploys,
and there's no numeric PK to expose since the system tree isn't materialized.
type AllocationCategory {
children: [AllocationCategory!]!
id: ID!
isSystem: Boolean!
marketWeights: [AllocationCategoryWeight!]!
name: String!
parent: AllocationCategory
shortName: String
slug: String!
sortOrder: Int!
}
Fields
AllocationCategory.children ● [AllocationCategory!]! non-null object
AllocationCategory.id ● ID! non-null scalar
The category's slug (used as the stable identifier).
AllocationCategory.isSystem ● Boolean! non-null scalar
True for the global taxonomy; reserved for future household categories.
AllocationCategory.marketWeights ● [AllocationCategoryWeight!]! non-null object
Market-weight distribution across sub-categories using the representative index ticker. Empty for leaves and categories without a configured ticker (e.g. cash).
AllocationCategory.name ● String! non-null scalar
AllocationCategory.parent ● AllocationCategory object
AllocationCategory.shortName ● String scalar
Contextual label used when this category is rendered under its parent.
AllocationCategory.slug ● String! non-null scalar
Stable identifier — safe to key UI metadata on.
AllocationCategory.sortOrder ● Int! non-null scalar
Returned By
allocationCategory query
Member Of
AllocationCategory object ● AllocationCategoryWeight object ● Holding object ● HoldingClassification object ● HoldingClassificationSlice object ● Household object ● SecurityClassification object ● SecurityClassificationSlice object