equinox-server 0.3

An open source platform for sustainable finance

equinox is a Python / Django powered portfolio management platform that allows the collection and reporting of project finance risk and sustainability characteristics

Architecture

• At the core of equinox are a number of data models that capture information about the different entities and concepts involved in Sustainable Finance. These data models follow a logical pattern that is independent of any of the reference standards or eventual applications that are being implemented.

• Functionality is delivered via a number of apps that process user inputs and portfolio data and deliver analyses and reports

Data Layer

The data layer can be segmented into two major categories: The Physical Layer that holds information about physical aspects of assets, activities etc. and the “socioeconomic” layer that holds information about entities, economic and financial aspects etc.

Physical Layer

• Project is the core object. It belongs to a Project Category

• One or More Assets are major real items linked to the Project.

• Primary Effect is the GHG impact of a Project Activity

• Secondary Effect is the GHG impact of a Project Activity

• Project Activity is a specific Sustainability impact (eg GHG reduction) of a Project

Socioeconomic Layer

• Project Company is a Legal Entity that finances a Project

• Contractors are Entities that are involved in delivering under contract to the Project Company

• Operators are Entities that are involved in operating under contract to the Project Company

• Sponsors are Entities that are involved in commissioning, guaranteeing or providing equity to the Project Company

• Stakeholders are other entities that are impacted or impacting by the Project Company

• Revenue focuses specifically on the business model of a Project Company

• A Loan is a borrowing made by a Project Company

• Swap is an example of additional contract by the Project Company

• Scorecard collects relevant data to support the risk analysis of a Project Company

Application Layer

The application layer help the user extract useful information from the database and perform the required analyses and reports

• Asset Manager

• Risk Analysis

• Results Explorer