> For the complete documentation index, see [llms.txt](https://help.swarmia.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.swarmia.com/data-model/entities/investment-and-effort.md).

# Investment & effort

Effort estimates, investment categories, software capitalization, and the cost settings used to put a price on engineering work.

Effort estimates, investment categories, software capitalization, and the cost settings used to put a price on engineering work.

* [Daily effort](/data-model/entities/investment-and-effort/effort-daily.md) — Swarmia’s estimate of the effort spent per author per day towards specific work items.
* [Daily effort total](/data-model/entities/investment-and-effort/effort-daily-total.md) — Swarmia’s estimate of how much of a full-time equivalent an author accounted for on a single day. One row per author per day. Use `EffortDaily` when you need that day broken down by issue or pull request.
* [Investment breakdown](/data-model/entities/investment-and-effort/investment-breakdown.md) — Investment breakdown consists of multiple investment categories. Work is attributed to each category based on issue and pull request filters.
* [Investment category](/data-model/entities/investment-and-effort/investment-category.md) — Issues and pull requests are categorized into different investment categories based on a set of ordered rules.
* [Investment category assignment](/data-model/entities/investment-and-effort/investment-category-assignment.md) — Assignment of an investment category to an issue or pull request.
* [Monthly capitalization](/data-model/entities/investment-and-effort/capex-monthly.md) — Immutable software-capitalization snapshot: one row per author and issue per month, captured at generation time so the numbers stay auditable even as the live data changes.
* [Monthly effort](/data-model/entities/investment-and-effort/effort-monthly.md) — Swarmia’s estimate of the effort spent per author per month towards specific issues and pull requests.
* [Organization cost settings](/data-model/entities/investment-and-effort/organization-cost-settings.md) — Cost settings configured for an organization, used to estimate the monetary cost of engineering effort. Only readable by users who can view engineering cost; empty otherwise.

{% hint style="info" %}
This page is automatically generated
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.swarmia.com/data-model/entities/investment-and-effort.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
