Sample portfolios

Curated CSVs for evaluating the InstaVal binary — assets, liabilities, reinsurance, and config — covering the recipes in the user guide.

Version
v2.9.1
Published 2026-09-03 · 166 KB · 67 files · uncompressed 652 KB
First samples cut since v2.2.0. Adds the Pensions (DB) pair (liabilities/sample_pension_participants.csv + sample_pension_plan.csv) and sequences/pension_demo/. Built with tools/build_samples_zip.sh in the binary repo at the v2.9.1 tree; R2 object verified byte-identical by wrangler round-trip.
Download zip
SHA-256 (verify before extracting):
90fe8d8f47effb73b8f7930723c828245394653039cf8ab4708007cfd3e3f0cb

Contents

Auto-extracted from the zip. README.md inside the bundle documents what each file is for.

samples
  • README.md13 KB
samples/assets
  • sample_bonds.csv1.6 KB
  • sample_caps_floors.csv714 B
  • sample_cash.csv836 B
  • sample_cds.csv516 B
  • sample_cmo_deals.csv206 B
  • sample_cmo_tranches.csv1.0 KB
  • sample_equities.csv781 B
  • sample_equity_options.csv624 B
  • sample_external_assets.csv4.0 KB
  • sample_fx.csv852 B
  • sample_mbs_securities.csv1.4 KB
  • sample_mortgages.csv1.2 KB
  • sample_swaps.csv510 B
  • sample_swaptions.csv710 B
samples/capital_funding_reference
  • annuities_inforce.csv882 B
  • bonds_backing_life.csv1.3 KB
  • bonds_backing.csv1.4 KB
  • life_inforce.csv9.5 KB
  • README.md8.5 KB
samples/capital_funding_reference/cycle
  • metadata.json399 B
samples/capital_funding_reference/cycle_life
  • metadata.json405 B
samples/capital_funding_reference/cycle_life/single
  • duration_gap.parquet12 KB
  • metadata.json2.9 KB
  • projection.parquet81 KB
  • reserves.parquet5.6 KB
  • transactions.parquet7.6 KB
samples/capital_funding_reference/cycle/single
  • duration_gap.parquet3.3 KB
  • metadata.json2.9 KB
  • projection.parquet24 KB
  • reserves.parquet8.2 KB
  • transactions.parquet3.0 KB
samples/config
  • sample_cash_ledger_spreads.csv66 B
  • sample_liability_timing.csv493 B
  • sample_product_liability_timing.csv1.3 KB
  • sample_run_parameters.csv4.1 KB
samples/liabilities
  • sample_annuities.csv1020 B
  • sample_di_policies.csv1.3 KB
  • sample_external_liabilities.csv4.5 KB
  • sample_iul_policies.csv2.4 KB
  • sample_life_policies.csv202 KB
  • sample_ltc_policies.csv1.5 KB
  • sample_pension_participants.csv1.8 KB
  • sample_pension_plan.csv1.1 KB
  • sample_term_only_policies.csv201 KB
  • sample_ul_policies.csv2.2 KB
  • sample_va_contracts.csv2.2 KB
  • sample_vul_policies.csv3.0 KB
  • sample_wl_policies.csv1.2 KB
samples/reinsurance
  • sample_di_reinsurance.csv489 B
  • sample_iul_reinsurance.csv434 B
  • sample_ltc_reinsurance.csv530 B
  • sample_reinsurance.csv765 B
  • sample_ul_reinsurance.csv518 B
  • sample_vul_reinsurance.csv436 B
samples/sequences
  • assumption_sets.csv259 B
  • backing_bonds.csv2.3 KB
  • output_config.csv65 B
  • portfolios.csv285 B
  • README.md6.3 KB
  • sequence.csv296 B
  • subset_mapping.csv4.6 KB
samples/sequences/pension_demo
  • output_config.csv63 B
  • portfolios.csv107 B
  • README.md2.2 KB
  • sequence.csv203 B
  • subset_mapping.csv841 B

Verify before extracting

# macOS / Linux
shasum -a 256 instaval-samples-v2.9.1.zip

# Windows (PowerShell)
Get-FileHash instaval-samples-v2.9.1.zip -Algorithm SHA256

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