Storing data for a wordpress plugin

Using a taxonomy is probably the best way. Creating a CPT will be the second option. The problem with CPTs is that you will need to store data in the mesta table which will most likely have some performance impact on other things being done on the site. Taxonomy term meta data is less bloated and you will have the advantage of being able to associate the posts with the terms representing the funds being refereed in it.

The disadvantage of using taxonomy is that the UI for editing term data sucks more than the post meta data UI. (yes, you most likely will need UI if only for testing that your csv “import” works well, and it is useful to be able to make small changes without regenerating the whole CSV).

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