nucleus_api 1.8.0 → 1.9.1
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- checksums.yaml +4 -4
- data/README.md +28 -737
- data/lib/nucleus_api.rb +23 -21
- data/lib/nucleus_api/api/account_api.rb +73 -112
- data/lib/nucleus_api/api/admin_client_api.rb +85 -40
- data/lib/nucleus_api/api/aggregation_account_api.rb +85 -30
- data/lib/nucleus_api/api/allocation_api.rb +16 -16
- data/lib/nucleus_api/api/benchmark_api.rb +9 -9
- data/lib/nucleus_api/api/budget_api.rb +7 -7
- data/lib/nucleus_api/api/bulk_api.rb +6 -6
- data/lib/nucleus_api/api/business_api.rb +32 -14
- data/lib/nucleus_api/api/card_api.rb +159 -14
- data/lib/nucleus_api/api/client_api.rb +318 -22
- data/lib/nucleus_api/api/{customer_api.rb → contact_api.rb} +176 -176
- data/lib/nucleus_api/api/decision_tree_api.rb +29 -31
- data/lib/nucleus_api/api/document_api.rb +7 -7
- data/lib/nucleus_api/api/financial_statement_api.rb +7 -7
- data/lib/nucleus_api/api/funding_api.rb +139 -423
- data/lib/nucleus_api/api/goal_api.rb +37 -19
- data/lib/nucleus_api/api/household_api.rb +32 -14
- data/lib/nucleus_api/api/invoice_api.rb +14 -14
- data/lib/nucleus_api/api/model_api.rb +31 -31
- data/lib/nucleus_api/api/order_api.rb +31 -31
- data/lib/nucleus_api/api/overflow_api.rb +10 -10
- data/lib/nucleus_api/api/portfolio_api.rb +97 -33
- data/lib/nucleus_api/api/questionnaire_api.rb +17 -295
- data/lib/nucleus_api/api/resource_api.rb +394 -50
- data/lib/nucleus_api/api/risk_profile_api.rb +7 -7
- data/lib/nucleus_api/api/roundup_api.rb +10 -10
- data/lib/nucleus_api/api/score_api.rb +7 -7
- data/lib/nucleus_api/api/securities_api.rb +17 -17
- data/lib/nucleus_api/api/spending_control_api.rb +7 -7
- data/lib/nucleus_api/api/utils_api.rb +1895 -60
- data/lib/nucleus_api/api/webhook_api.rb +7 -7
- data/lib/nucleus_api/api_client.rb +17 -54
- data/lib/nucleus_api/api_error.rb +2 -2
- data/lib/nucleus_api/configuration.rb +4 -19
- data/lib/nucleus_api/models/account.rb +8 -6
- data/lib/nucleus_api/models/account_allocation_mapping.rb +8 -7
- data/lib/nucleus_api/models/account_map.rb +8 -7
- data/lib/nucleus_api/models/account_permission_vo.rb +8 -7
- data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +8 -7
- data/lib/nucleus_api/models/account_status.rb +8 -12
- data/lib/nucleus_api/models/account_type.rb +8 -7
- data/lib/nucleus_api/models/acl_client_permission_vo.rb +8 -7
- data/lib/nucleus_api/models/admin_client.rb +27 -9
- data/lib/nucleus_api/models/aggregation_account.rb +139 -18
- data/lib/nucleus_api/models/aggregation_account_balance.rb +8 -7
- data/lib/nucleus_api/models/aggregation_account_holding.rb +10 -17
- data/lib/nucleus_api/models/aggregation_account_transaction.rb +6 -52
- data/lib/nucleus_api/models/aggregation_accounts_map.rb +8 -7
- data/lib/nucleus_api/models/allocation.rb +8 -7
- data/lib/nucleus_api/models/allocation_aggregated_vo.rb +8 -7
- data/lib/nucleus_api/models/allocation_composition.rb +8 -7
- data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +8 -7
- data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +8 -7
- data/lib/nucleus_api/models/allocation_node_map.rb +8 -7
- data/lib/nucleus_api/models/answer.rb +36 -8
- data/lib/nucleus_api/models/answer_map.rb +8 -7
- data/lib/nucleus_api/models/application.rb +8 -7
- data/lib/nucleus_api/models/audit_log.rb +8 -7
- data/lib/nucleus_api/models/available_date_double_vo.rb +8 -7
- data/lib/nucleus_api/models/balances.rb +224 -0
- data/lib/nucleus_api/models/bank_credit.rb +29 -8
- data/lib/nucleus_api/models/bank_link.rb +42 -21
- data/lib/nucleus_api/models/bank_link_map.rb +8 -7
- data/lib/nucleus_api/models/benchmark.rb +8 -7
- data/lib/nucleus_api/models/benchmark_composition.rb +8 -7
- data/lib/nucleus_api/models/brokers.rb +8 -7
- data/lib/nucleus_api/models/budget.rb +19 -8
- data/lib/nucleus_api/models/budget_aggregation_account.rb +8 -7
- data/lib/nucleus_api/models/budget_object.rb +8 -7
- data/lib/nucleus_api/models/bulk_transaction.rb +8 -7
- data/lib/nucleus_api/models/bulk_transaction_vo.rb +8 -7
- data/lib/nucleus_api/models/business.rb +8 -8
- data/lib/nucleus_api/models/business_address.rb +8 -7
- data/lib/nucleus_api/models/business_details_vo.rb +236 -0
- data/lib/nucleus_api/models/card.rb +31 -23
- data/lib/nucleus_api/models/card_address.rb +8 -7
- data/lib/nucleus_api/models/{category_internal_response_vo.rb → card_balance_vo.rb} +42 -29
- data/lib/nucleus_api/models/card_details_vo.rb +284 -0
- data/lib/nucleus_api/models/card_program.rb +8 -7
- data/lib/nucleus_api/models/cash.rb +8 -7
- data/lib/nucleus_api/models/categories_map.rb +8 -7
- data/lib/nucleus_api/models/check.rb +8 -7
- data/lib/nucleus_api/models/check_images.rb +8 -7
- data/lib/nucleus_api/models/client.rb +8 -7
- data/lib/nucleus_api/models/client_account_mapping.rb +8 -7
- data/lib/nucleus_api/models/client_address.rb +8 -7
- data/lib/nucleus_api/models/client_business_card_vo.rb +218 -0
- data/lib/nucleus_api/models/{v_account_asset_size.rb → client_business_total_card_balance_vo.rb} +32 -40
- data/lib/nucleus_api/models/client_card_vo.rb +244 -0
- data/lib/nucleus_api/models/{category_response_vo.rb → client_credentials.rb} +31 -23
- data/lib/nucleus_api/models/client_relationship.rb +8 -7
- data/lib/nucleus_api/models/client_response.rb +8 -7
- data/lib/nucleus_api/models/client_status.rb +8 -12
- data/lib/nucleus_api/models/client_view_goal_data.rb +8 -7
- data/lib/nucleus_api/models/{customer.rb → contact.rb} +48 -9
- data/lib/nucleus_api/models/{customer_address.rb → contact_address.rb} +10 -9
- data/lib/nucleus_api/models/country.rb +29 -11
- data/lib/nucleus_api/models/currency.rb +8 -7
- data/lib/nucleus_api/models/customer_revenue.rb +36 -23
- data/lib/nucleus_api/models/date_double_vo.rb +8 -7
- data/lib/nucleus_api/models/decision_tree.rb +8 -7
- data/lib/nucleus_api/models/decision_tree_co.rb +8 -7
- data/lib/nucleus_api/models/decision_tree_result_vo.rb +8 -7
- data/lib/nucleus_api/models/document.rb +6 -8
- data/lib/nucleus_api/models/employment.rb +8 -7
- data/lib/nucleus_api/models/external_account_transfer.rb +8 -7
- data/lib/nucleus_api/models/feature.rb +8 -7
- data/lib/nucleus_api/models/feature_track.rb +8 -7
- data/lib/nucleus_api/models/financial_statement.rb +19 -8
- data/lib/nucleus_api/models/funding.rb +21 -8
- data/lib/nucleus_api/models/funding_request_map.rb +8 -7
- data/lib/nucleus_api/models/{daily_deposit.rb → funding_transaction.rb} +43 -47
- data/lib/nucleus_api/models/fx_rate.rb +234 -0
- data/lib/nucleus_api/models/fx_rate_view.rb +8 -7
- data/lib/nucleus_api/models/goal.rb +8 -7
- data/lib/nucleus_api/models/goal_account_mapping.rb +8 -7
- data/lib/nucleus_api/models/goal_track.rb +8 -7
- data/lib/nucleus_api/models/goal_track_accounts.rb +8 -7
- data/lib/nucleus_api/models/household.rb +8 -7
- data/lib/nucleus_api/models/institution.rb +256 -0
- data/lib/nucleus_api/models/investment.rb +8 -12
- data/lib/nucleus_api/models/invoice.rb +44 -23
- data/lib/nucleus_api/models/invoice_payment.rb +21 -8
- data/lib/nucleus_api/models/json_node.rb +10 -241
- data/lib/nucleus_api/models/line_items.rb +8 -7
- data/lib/nucleus_api/models/location.rb +8 -7
- data/lib/nucleus_api/models/member.rb +8 -7
- data/lib/nucleus_api/models/merchant_category_code.rb +27 -11
- data/lib/nucleus_api/models/merchants_map.rb +8 -7
- data/lib/nucleus_api/models/model.rb +8 -7
- data/lib/nucleus_api/models/model_asset_size.rb +8 -7
- data/lib/nucleus_api/models/model_comment.rb +8 -7
- data/lib/nucleus_api/models/model_holding.rb +8 -7
- data/lib/nucleus_api/models/model_holding_vo.rb +8 -7
- data/lib/nucleus_api/models/model_transaction.rb +8 -7
- data/lib/nucleus_api/models/mx_merchant_res.rb +21 -20
- data/lib/nucleus_api/models/node.rb +8 -7
- data/lib/nucleus_api/models/node_relationship.rb +8 -7
- data/lib/nucleus_api/models/notification.rb +8 -7
- data/lib/nucleus_api/models/notification_client.rb +8 -7
- data/lib/nucleus_api/models/notification_setting.rb +8 -7
- data/lib/nucleus_api/models/order.rb +8 -7
- data/lib/nucleus_api/models/order_bulk.rb +8 -7
- data/lib/nucleus_api/models/order_reconcile_request.rb +8 -7
- data/lib/nucleus_api/models/order_reconcile_return_object.rb +8 -7
- data/lib/nucleus_api/models/order_status.rb +8 -7
- data/lib/nucleus_api/models/order_track.rb +8 -7
- data/lib/nucleus_api/models/order_vo_clone.rb +8 -7
- data/lib/nucleus_api/models/overflow.rb +8 -7
- data/lib/nucleus_api/models/overflow_bank_link_map.rb +22 -11
- data/lib/nucleus_api/models/overflow_settings.rb +8 -7
- data/lib/nucleus_api/models/overflow_vo.rb +8 -7
- data/lib/nucleus_api/models/ownership.rb +8 -7
- data/lib/nucleus_api/models/page_account.rb +8 -7
- data/lib/nucleus_api/models/page_account_allocation_mapping.rb +8 -7
- data/lib/nucleus_api/models/page_account_permission_vo.rb +8 -7
- data/lib/nucleus_api/models/page_account_status.rb +8 -7
- data/lib/nucleus_api/models/page_account_type.rb +8 -7
- data/lib/nucleus_api/models/page_admin_client.rb +8 -7
- data/lib/nucleus_api/models/page_aggregation_account.rb +8 -7
- data/lib/nucleus_api/models/page_aggregation_account_balance.rb +8 -7
- data/lib/nucleus_api/models/page_aggregation_account_holding.rb +8 -7
- data/lib/nucleus_api/models/page_aggregation_account_transaction.rb +8 -7
- data/lib/nucleus_api/models/page_allocation.rb +8 -7
- data/lib/nucleus_api/models/page_allocation_composition.rb +8 -7
- data/lib/nucleus_api/models/page_answer.rb +8 -7
- data/lib/nucleus_api/models/page_application.rb +8 -7
- data/lib/nucleus_api/models/page_audit_log.rb +8 -7
- data/lib/nucleus_api/models/page_bank_link.rb +8 -7
- data/lib/nucleus_api/models/page_benchmark.rb +8 -7
- data/lib/nucleus_api/models/page_budget.rb +8 -7
- data/lib/nucleus_api/models/page_business.rb +8 -7
- data/lib/nucleus_api/models/page_card.rb +8 -7
- data/lib/nucleus_api/models/page_card_program.rb +8 -7
- data/lib/nucleus_api/models/page_client.rb +8 -7
- data/lib/nucleus_api/models/page_client_business_card_vo.rb +259 -0
- data/lib/nucleus_api/models/page_client_response.rb +8 -7
- data/lib/nucleus_api/models/page_client_status.rb +8 -7
- data/lib/nucleus_api/models/{page_customer.rb → page_contact.rb} +10 -9
- data/lib/nucleus_api/models/page_customer_revenue.rb +8 -7
- data/lib/nucleus_api/models/page_decision_tree.rb +8 -7
- data/lib/nucleus_api/models/page_document.rb +8 -7
- data/lib/nucleus_api/models/page_external_account_transfer.rb +8 -7
- data/lib/nucleus_api/models/page_feature.rb +8 -7
- data/lib/nucleus_api/models/page_feature_track.rb +8 -7
- data/lib/nucleus_api/models/page_financial_statement.rb +8 -7
- data/lib/nucleus_api/models/page_funding.rb +8 -7
- data/lib/nucleus_api/models/{page_v_account_asset_size.rb → page_funding_transaction.rb} +10 -9
- data/lib/nucleus_api/models/page_goal.rb +8 -7
- data/lib/nucleus_api/models/page_goal_track.rb +8 -7
- data/lib/nucleus_api/models/page_household.rb +8 -7
- data/lib/nucleus_api/models/{page_daily_deposit.rb → page_institution.rb} +10 -9
- data/lib/nucleus_api/models/page_invoice.rb +8 -7
- data/lib/nucleus_api/models/page_invoice_payment.rb +8 -7
- data/lib/nucleus_api/models/page_model.rb +8 -7
- data/lib/nucleus_api/models/page_model_asset_size.rb +8 -7
- data/lib/nucleus_api/models/page_model_comment.rb +8 -7
- data/lib/nucleus_api/models/page_model_holding.rb +8 -7
- data/lib/nucleus_api/models/page_model_transaction.rb +8 -7
- data/lib/nucleus_api/models/page_mx_merchant_res.rb +27 -8
- data/lib/nucleus_api/models/page_node.rb +8 -7
- data/lib/nucleus_api/models/page_node_relationship.rb +8 -7
- data/lib/nucleus_api/models/page_notification.rb +8 -7
- data/lib/nucleus_api/models/page_notification_client.rb +8 -7
- data/lib/nucleus_api/models/page_notification_setting.rb +8 -7
- data/lib/nucleus_api/models/page_order.rb +8 -7
- data/lib/nucleus_api/models/page_order_bulk.rb +8 -7
- data/lib/nucleus_api/models/page_order_status.rb +8 -7
- data/lib/nucleus_api/models/page_order_track.rb +8 -7
- data/lib/nucleus_api/models/page_overflow.rb +8 -7
- data/lib/nucleus_api/models/page_overflow_settings.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio_asset_size_log.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio_comment.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio_goal.rb +8 -7
- data/lib/nucleus_api/models/{page_daily_withdrawal.rb → page_portfolio_holding_agg.rb} +10 -9
- data/lib/nucleus_api/models/page_portfolio_holding_log.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio_transaction.rb +8 -7
- data/lib/nucleus_api/models/page_question.rb +8 -7
- data/lib/nucleus_api/models/page_questionnaire.rb +8 -7
- data/lib/nucleus_api/models/page_reason_code.rb +8 -7
- data/lib/nucleus_api/models/page_risk_profile.rb +8 -7
- data/lib/nucleus_api/models/page_roundup.rb +8 -7
- data/lib/nucleus_api/models/page_roundup_settings.rb +8 -7
- data/lib/nucleus_api/models/page_score.rb +8 -7
- data/lib/nucleus_api/models/page_security.rb +8 -7
- data/lib/nucleus_api/models/page_security_exclusion.rb +8 -7
- data/lib/nucleus_api/models/page_security_price.rb +8 -7
- data/lib/nucleus_api/models/page_spending_control.rb +8 -7
- data/lib/nucleus_api/models/page_stage.rb +8 -7
- data/lib/nucleus_api/models/page_transaction_code.rb +8 -7
- data/lib/nucleus_api/models/page_webhook.rb +8 -7
- data/lib/nucleus_api/models/pageable.rb +227 -0
- data/lib/nucleus_api/models/permission_vo.rb +8 -7
- data/lib/nucleus_api/models/portfolio.rb +8 -12
- data/lib/nucleus_api/models/portfolio_asset_size_log.rb +8 -7
- data/lib/nucleus_api/models/portfolio_comment.rb +8 -7
- data/lib/nucleus_api/models/portfolio_goal.rb +8 -7
- data/lib/nucleus_api/models/portfolio_goal_map.rb +8 -7
- data/lib/nucleus_api/models/portfolio_holding_agg.rb +8 -7
- data/lib/nucleus_api/models/portfolio_holding_log.rb +8 -7
- data/lib/nucleus_api/models/portfolio_transaction.rb +49 -8
- data/lib/nucleus_api/models/question.rb +36 -8
- data/lib/nucleus_api/models/questionnaire.rb +21 -8
- data/lib/nucleus_api/models/reason_code.rb +8 -7
- data/lib/nucleus_api/models/risk_profile.rb +8 -7
- data/lib/nucleus_api/models/roundup.rb +8 -7
- data/lib/nucleus_api/models/roundup_co.rb +8 -7
- data/lib/nucleus_api/models/roundup_settings.rb +8 -7
- data/lib/nucleus_api/models/score.rb +8 -7
- data/lib/nucleus_api/models/securities_composition.rb +8 -7
- data/lib/nucleus_api/models/securities_country.rb +8 -7
- data/lib/nucleus_api/models/security.rb +8 -7
- data/lib/nucleus_api/models/security_composition_vo.rb +8 -7
- data/lib/nucleus_api/models/security_country_vo.rb +8 -7
- data/lib/nucleus_api/models/security_exclusion.rb +8 -7
- data/lib/nucleus_api/models/security_price.rb +8 -7
- data/lib/nucleus_api/models/sort.rb +8 -7
- data/lib/nucleus_api/models/spending_control.rb +20 -8
- data/lib/nucleus_api/models/stage.rb +29 -8
- data/lib/nucleus_api/models/stat.rb +8 -7
- data/lib/nucleus_api/models/state.rb +8 -7
- data/lib/nucleus_api/models/statistic_resource_vo.rb +8 -7
- data/lib/nucleus_api/models/token_date_request.rb +8 -7
- data/lib/nucleus_api/models/transaction_code.rb +17 -66
- data/lib/nucleus_api/models/v_account_vo.rb +8 -7
- data/lib/nucleus_api/models/v_client_goal_view_data.rb +8 -7
- data/lib/nucleus_api/models/v_portfolio_vo.rb +8 -7
- data/lib/nucleus_api/models/webhook.rb +6 -8
- data/lib/nucleus_api/version.rb +3 -3
- data/nucleus_api.gemspec +2 -2
- data/spec/api/account_api_spec.rb +14 -24
- data/spec/api/admin_client_api_spec.rb +23 -16
- data/spec/api/aggregation_account_api_spec.rb +15 -2
- data/spec/api/allocation_api_spec.rb +2 -2
- data/spec/api/benchmark_api_spec.rb +5 -5
- data/spec/api/budget_api_spec.rb +2 -2
- data/spec/api/bulk_api_spec.rb +2 -2
- data/spec/api/business_api_spec.rb +12 -6
- data/spec/api/card_api_spec.rb +40 -2
- data/spec/api/client_api_spec.rb +77 -6
- data/spec/api/{customer_api_spec.rb → contact_api_spec.rb} +49 -49
- data/spec/api/decision_tree_api_spec.rb +7 -7
- data/spec/api/document_api_spec.rb +2 -2
- data/spec/api/financial_statement_api_spec.rb +2 -2
- data/spec/api/funding_api_spec.rb +43 -110
- data/spec/api/goal_api_spec.rb +12 -6
- data/spec/api/household_api_spec.rb +12 -6
- data/spec/api/invoice_api_spec.rb +3 -3
- data/spec/api/model_api_spec.rb +3 -3
- data/spec/api/order_api_spec.rb +2 -2
- data/spec/api/overflow_api_spec.rb +2 -2
- data/spec/api/portfolio_api_spec.rb +18 -2
- data/spec/api/questionnaire_api_spec.rb +2 -67
- data/spec/api/resource_api_spec.rb +97 -16
- data/spec/api/risk_profile_api_spec.rb +2 -2
- data/spec/api/roundup_api_spec.rb +2 -2
- data/spec/api/score_api_spec.rb +2 -2
- data/spec/api/securities_api_spec.rb +2 -2
- data/spec/api/spending_control_api_spec.rb +2 -2
- data/spec/api/utils_api_spec.rb +432 -2
- data/spec/api/webhook_api_spec.rb +2 -2
- data/spec/api_client_spec.rb +2 -2
- data/spec/configuration_spec.rb +5 -5
- data/spec/models/account_allocation_mapping_spec.rb +2 -2
- data/spec/models/account_map_spec.rb +2 -2
- data/spec/models/account_permission_vo_spec.rb +2 -2
- data/spec/models/account_portfolio_rebalance_request_spec.rb +2 -2
- data/spec/models/account_spec.rb +5 -5
- data/spec/models/account_status_spec.rb +2 -2
- data/spec/models/account_type_spec.rb +2 -2
- data/spec/models/acl_client_permission_vo_spec.rb +2 -2
- data/spec/models/admin_client_spec.rb +14 -2
- data/spec/models/aggregation_account_balance_spec.rb +2 -2
- data/spec/models/aggregation_account_holding_spec.rb +2 -2
- data/spec/models/aggregation_account_spec.rb +80 -2
- data/spec/models/aggregation_account_transaction_spec.rb +5 -13
- data/spec/models/aggregation_accounts_map_spec.rb +2 -2
- data/spec/models/allocation_aggregated_vo_spec.rb +2 -2
- data/spec/models/allocation_composition_aggregated_vo_spec.rb +2 -2
- data/spec/models/allocation_composition_model_holdings_vo_spec.rb +2 -2
- data/spec/models/allocation_composition_spec.rb +2 -2
- data/spec/models/allocation_node_map_spec.rb +2 -2
- data/spec/models/allocation_spec.rb +2 -2
- data/spec/models/answer_map_spec.rb +2 -2
- data/spec/models/answer_spec.rb +20 -2
- data/spec/models/application_spec.rb +2 -2
- data/spec/models/audit_log_spec.rb +2 -2
- data/spec/models/available_date_double_vo_spec.rb +2 -2
- data/spec/models/balances_spec.rb +65 -0
- data/spec/models/bank_credit_spec.rb +14 -2
- data/spec/models/bank_link_map_spec.rb +2 -2
- data/spec/models/bank_link_spec.rb +20 -8
- data/spec/models/benchmark_composition_spec.rb +2 -2
- data/spec/models/benchmark_spec.rb +2 -2
- data/spec/models/brokers_spec.rb +2 -2
- data/spec/models/budget_aggregation_account_spec.rb +2 -2
- data/spec/models/budget_object_spec.rb +2 -2
- data/spec/models/budget_spec.rb +8 -2
- data/spec/models/bulk_transaction_spec.rb +2 -2
- data/spec/models/bulk_transaction_vo_spec.rb +2 -2
- data/spec/models/business_address_spec.rb +2 -2
- data/spec/models/business_details_vo_spec.rb +71 -0
- data/spec/models/business_spec.rb +2 -2
- data/spec/models/card_address_spec.rb +2 -2
- data/spec/models/card_balance_vo_spec.rb +59 -0
- data/spec/models/card_details_vo_spec.rb +101 -0
- data/spec/models/card_program_spec.rb +2 -2
- data/spec/models/card_spec.rb +15 -2
- data/spec/models/cash_spec.rb +2 -2
- data/spec/models/categories_map_spec.rb +2 -2
- data/spec/models/check_images_spec.rb +2 -2
- data/spec/models/check_spec.rb +2 -2
- data/spec/models/client_account_mapping_spec.rb +2 -2
- data/spec/models/client_address_spec.rb +2 -2
- data/spec/models/client_business_card_vo_spec.rb +59 -0
- data/spec/models/client_business_total_card_balance_vo_spec.rb +53 -0
- data/spec/models/client_card_vo_spec.rb +77 -0
- data/spec/models/{category_internal_response_vo_spec.rb → client_credentials_spec.rb} +11 -11
- data/spec/models/client_relationship_spec.rb +2 -2
- data/spec/models/client_response_spec.rb +2 -2
- data/spec/models/client_spec.rb +2 -2
- data/spec/models/client_status_spec.rb +2 -2
- data/spec/models/client_view_goal_data_spec.rb +2 -2
- data/spec/models/{customer_address_spec.rb → contact_address_spec.rb} +8 -8
- data/spec/models/{customer_spec.rb → contact_spec.rb} +32 -8
- data/spec/models/country_spec.rb +8 -2
- data/spec/models/currency_spec.rb +2 -2
- data/spec/models/customer_revenue_spec.rb +11 -5
- data/spec/models/date_double_vo_spec.rb +2 -2
- data/spec/models/decision_tree_co_spec.rb +2 -2
- data/spec/models/decision_tree_result_vo_spec.rb +2 -2
- data/spec/models/decision_tree_spec.rb +2 -2
- data/spec/models/document_spec.rb +2 -2
- data/spec/models/employment_spec.rb +2 -2
- data/spec/models/external_account_transfer_spec.rb +2 -2
- data/spec/models/feature_spec.rb +2 -2
- data/spec/models/feature_track_spec.rb +2 -2
- data/spec/models/financial_statement_spec.rb +8 -2
- data/spec/models/funding_request_map_spec.rb +2 -2
- data/spec/models/funding_spec.rb +11 -5
- data/spec/models/{daily_deposit_spec.rb → funding_transaction_spec.rb} +12 -18
- data/spec/models/{v_account_asset_size_spec.rb → fx_rate_spec.rb} +12 -12
- data/spec/models/fx_rate_view_spec.rb +2 -2
- data/spec/models/goal_account_mapping_spec.rb +2 -2
- data/spec/models/goal_spec.rb +2 -2
- data/spec/models/goal_track_accounts_spec.rb +2 -2
- data/spec/models/goal_track_spec.rb +2 -2
- data/spec/models/household_spec.rb +2 -2
- data/spec/models/institution_spec.rb +83 -0
- data/spec/models/investment_spec.rb +2 -2
- data/spec/models/invoice_payment_spec.rb +8 -2
- data/spec/models/invoice_spec.rb +17 -5
- data/spec/models/json_node_spec.rb +2 -138
- data/spec/models/line_items_spec.rb +2 -2
- data/spec/models/location_spec.rb +2 -2
- data/spec/models/member_spec.rb +2 -2
- data/spec/models/merchant_category_code_spec.rb +8 -2
- data/spec/models/merchants_map_spec.rb +2 -2
- data/spec/models/model_asset_size_spec.rb +2 -2
- data/spec/models/model_comment_spec.rb +2 -2
- data/spec/models/model_holding_spec.rb +2 -2
- data/spec/models/model_holding_vo_spec.rb +2 -2
- data/spec/models/model_spec.rb +2 -2
- data/spec/models/model_transaction_spec.rb +2 -2
- data/spec/models/mx_merchant_res_spec.rb +4 -4
- data/spec/models/node_relationship_spec.rb +2 -2
- data/spec/models/node_spec.rb +2 -2
- data/spec/models/notification_client_spec.rb +2 -2
- data/spec/models/notification_setting_spec.rb +2 -2
- data/spec/models/notification_spec.rb +2 -2
- data/spec/models/order_bulk_spec.rb +2 -2
- data/spec/models/order_reconcile_request_spec.rb +2 -2
- data/spec/models/order_reconcile_return_object_spec.rb +2 -2
- data/spec/models/order_spec.rb +2 -2
- data/spec/models/order_status_spec.rb +2 -2
- data/spec/models/order_track_spec.rb +2 -2
- data/spec/models/order_vo_clone_spec.rb +2 -2
- data/spec/models/overflow_bank_link_map_spec.rb +8 -2
- data/spec/models/overflow_settings_spec.rb +2 -2
- data/spec/models/overflow_spec.rb +2 -2
- data/spec/models/overflow_vo_spec.rb +2 -2
- data/spec/models/ownership_spec.rb +2 -2
- data/spec/models/page_account_allocation_mapping_spec.rb +2 -2
- data/spec/models/page_account_permission_vo_spec.rb +2 -2
- data/spec/models/page_account_spec.rb +2 -2
- data/spec/models/page_account_status_spec.rb +2 -2
- data/spec/models/page_account_type_spec.rb +2 -2
- data/spec/models/page_admin_client_spec.rb +2 -2
- data/spec/models/page_aggregation_account_balance_spec.rb +2 -2
- data/spec/models/page_aggregation_account_holding_spec.rb +2 -2
- data/spec/models/page_aggregation_account_spec.rb +2 -2
- data/spec/models/page_aggregation_account_transaction_spec.rb +2 -2
- data/spec/models/page_allocation_composition_spec.rb +2 -2
- data/spec/models/page_allocation_spec.rb +2 -2
- data/spec/models/page_answer_spec.rb +2 -2
- data/spec/models/page_application_spec.rb +2 -2
- data/spec/models/page_audit_log_spec.rb +2 -2
- data/spec/models/page_bank_link_spec.rb +2 -2
- data/spec/models/page_benchmark_spec.rb +2 -2
- data/spec/models/page_budget_spec.rb +2 -2
- data/spec/models/page_business_spec.rb +2 -2
- data/spec/models/page_card_program_spec.rb +2 -2
- data/spec/models/page_card_spec.rb +2 -2
- data/spec/models/page_client_business_card_vo_spec.rb +89 -0
- data/spec/models/page_client_response_spec.rb +2 -2
- data/spec/models/page_client_spec.rb +2 -2
- data/spec/models/page_client_status_spec.rb +2 -2
- data/spec/models/{page_customer_spec.rb → page_contact_spec.rb} +8 -8
- data/spec/models/page_customer_revenue_spec.rb +2 -2
- data/spec/models/page_decision_tree_spec.rb +2 -2
- data/spec/models/page_document_spec.rb +2 -2
- data/spec/models/page_external_account_transfer_spec.rb +2 -2
- data/spec/models/page_feature_spec.rb +2 -2
- data/spec/models/page_feature_track_spec.rb +2 -2
- data/spec/models/page_financial_statement_spec.rb +2 -2
- data/spec/models/page_funding_spec.rb +2 -2
- data/spec/models/{page_v_account_asset_size_spec.rb → page_funding_transaction_spec.rb} +8 -8
- data/spec/models/page_goal_spec.rb +2 -2
- data/spec/models/page_goal_track_spec.rb +2 -2
- data/spec/models/page_household_spec.rb +2 -2
- data/spec/models/{page_daily_deposit_spec.rb → page_institution_spec.rb} +8 -8
- data/spec/models/page_invoice_payment_spec.rb +2 -2
- data/spec/models/page_invoice_spec.rb +2 -2
- data/spec/models/page_model_asset_size_spec.rb +2 -2
- data/spec/models/page_model_comment_spec.rb +2 -2
- data/spec/models/page_model_holding_spec.rb +2 -2
- data/spec/models/page_model_spec.rb +2 -2
- data/spec/models/page_model_transaction_spec.rb +2 -2
- data/spec/models/page_mx_merchant_res_spec.rb +14 -2
- data/spec/models/page_node_relationship_spec.rb +2 -2
- data/spec/models/page_node_spec.rb +2 -2
- data/spec/models/page_notification_client_spec.rb +2 -2
- data/spec/models/page_notification_setting_spec.rb +2 -2
- data/spec/models/page_notification_spec.rb +2 -2
- data/spec/models/page_order_bulk_spec.rb +2 -2
- data/spec/models/page_order_spec.rb +2 -2
- data/spec/models/page_order_status_spec.rb +2 -2
- data/spec/models/page_order_track_spec.rb +2 -2
- data/spec/models/page_overflow_settings_spec.rb +2 -2
- data/spec/models/page_overflow_spec.rb +2 -2
- data/spec/models/page_portfolio_asset_size_log_spec.rb +2 -2
- data/spec/models/page_portfolio_comment_spec.rb +2 -2
- data/spec/models/page_portfolio_goal_spec.rb +2 -2
- data/spec/models/{page_daily_withdrawal_spec.rb → page_portfolio_holding_agg_spec.rb} +8 -8
- data/spec/models/page_portfolio_holding_log_spec.rb +2 -2
- data/spec/models/page_portfolio_spec.rb +2 -2
- data/spec/models/page_portfolio_transaction_spec.rb +2 -2
- data/spec/models/page_question_spec.rb +2 -2
- data/spec/models/page_questionnaire_spec.rb +2 -2
- data/spec/models/page_reason_code_spec.rb +2 -2
- data/spec/models/page_risk_profile_spec.rb +2 -2
- data/spec/models/page_roundup_settings_spec.rb +2 -2
- data/spec/models/page_roundup_spec.rb +2 -2
- data/spec/models/page_score_spec.rb +2 -2
- data/spec/models/page_security_exclusion_spec.rb +2 -2
- data/spec/models/page_security_price_spec.rb +2 -2
- data/spec/models/page_security_spec.rb +2 -2
- data/spec/models/page_spending_control_spec.rb +2 -2
- data/spec/models/page_stage_spec.rb +2 -2
- data/spec/models/page_transaction_code_spec.rb +2 -2
- data/spec/models/page_webhook_spec.rb +2 -2
- data/spec/models/pageable_spec.rb +71 -0
- data/spec/models/permission_vo_spec.rb +2 -2
- data/spec/models/portfolio_asset_size_log_spec.rb +2 -2
- data/spec/models/portfolio_comment_spec.rb +2 -2
- data/spec/models/portfolio_goal_map_spec.rb +2 -2
- data/spec/models/portfolio_goal_spec.rb +2 -2
- data/spec/models/portfolio_holding_agg_spec.rb +2 -2
- data/spec/models/portfolio_holding_log_spec.rb +2 -2
- data/spec/models/portfolio_spec.rb +2 -2
- data/spec/models/portfolio_transaction_spec.rb +26 -2
- data/spec/models/question_spec.rb +20 -2
- data/spec/models/questionnaire_spec.rb +8 -2
- data/spec/models/reason_code_spec.rb +2 -2
- data/spec/models/risk_profile_spec.rb +2 -2
- data/spec/models/roundup_co_spec.rb +2 -2
- data/spec/models/roundup_settings_spec.rb +2 -2
- data/spec/models/roundup_spec.rb +2 -2
- data/spec/models/score_spec.rb +2 -2
- data/spec/models/securities_composition_spec.rb +2 -2
- data/spec/models/securities_country_spec.rb +2 -2
- data/spec/models/security_composition_vo_spec.rb +2 -2
- data/spec/models/security_country_vo_spec.rb +2 -2
- data/spec/models/security_exclusion_spec.rb +2 -2
- data/spec/models/security_price_spec.rb +2 -2
- data/spec/models/security_spec.rb +2 -2
- data/spec/models/sort_spec.rb +2 -2
- data/spec/models/spending_control_spec.rb +8 -2
- data/spec/models/stage_spec.rb +14 -2
- data/spec/models/stat_spec.rb +2 -2
- data/spec/models/state_spec.rb +2 -2
- data/spec/models/statistic_resource_vo_spec.rb +2 -2
- data/spec/models/token_date_request_spec.rb +2 -2
- data/spec/models/transaction_code_spec.rb +11 -17
- data/spec/models/v_account_vo_spec.rb +2 -2
- data/spec/models/v_client_goal_view_data_spec.rb +2 -2
- data/spec/models/v_portfolio_vo_spec.rb +2 -2
- data/spec/models/webhook_spec.rb +2 -2
- data/spec/spec_helper.rb +2 -2
- metadata +62 -316
- data/docs/Account.md +0 -22
- data/docs/AccountAllocationMapping.md +0 -17
- data/docs/AccountApi.md +0 -1919
- data/docs/AccountMap.md +0 -9
- data/docs/AccountPermissionVO.md +0 -9
- data/docs/AccountPortfolioRebalanceRequest.md +0 -21
- data/docs/AccountStatus.md +0 -16
- data/docs/AccountType.md +0 -23
- data/docs/AclClientPermissionVO.md +0 -10
- data/docs/AdminClient.md +0 -18
- data/docs/AdminClientApi.md +0 -309
- data/docs/AggregationAccount.md +0 -30
- data/docs/AggregationAccountApi.md +0 -1702
- data/docs/AggregationAccountBalance.md +0 -18
- data/docs/AggregationAccountHolding.md +0 -26
- data/docs/AggregationAccountTransaction.md +0 -23
- data/docs/AggregationAccountsMap.md +0 -9
- data/docs/Allocation.md +0 -22
- data/docs/AllocationAggregatedVO.md +0 -13
- data/docs/AllocationApi.md +0 -872
- data/docs/AllocationComposition.md +0 -18
- data/docs/AllocationCompositionAggregatedVO.md +0 -19
- data/docs/AllocationCompositionModelHoldingsVO.md +0 -22
- data/docs/AllocationNodeMap.md +0 -8
- data/docs/Answer.md +0 -18
- data/docs/AnswerMap.md +0 -8
- data/docs/Application.md +0 -15
- data/docs/ApplicationApi.md +0 -309
- data/docs/AuditLog.md +0 -23
- data/docs/AuditLogApi.md +0 -191
- data/docs/AvailableDateDoubleVO.md +0 -14
- data/docs/BankCredit.md +0 -15
- data/docs/BankLink.md +0 -29
- data/docs/BankLinkMap.md +0 -9
- data/docs/Benchmark.md +0 -17
- data/docs/BenchmarkApi.md +0 -375
- data/docs/BenchmarkComposition.md +0 -9
- data/docs/Brokers.md +0 -9
- data/docs/Budget.md +0 -25
- data/docs/BudgetAggregationAccount.md +0 -8
- data/docs/BudgetApi.md +0 -315
- data/docs/BudgetObject.md +0 -10
- data/docs/BulkApi.md +0 -249
- data/docs/BulkTransaction.md +0 -13
- data/docs/BulkTransactionVO.md +0 -12
- data/docs/Business.md +0 -32
- data/docs/BusinessAddress.md +0 -15
- data/docs/BusinessApi.md +0 -523
- data/docs/Card.md +0 -35
- data/docs/CardAddress.md +0 -14
- data/docs/CardApi.md +0 -754
- data/docs/CardProgram.md +0 -23
- data/docs/Cash.md +0 -10
- data/docs/CategoriesMap.md +0 -9
- data/docs/CategoryInternalResponseVO.md +0 -10
- data/docs/CategoryResponseVO.md +0 -9
- data/docs/Check.md +0 -10
- data/docs/CheckImages.md +0 -9
- data/docs/Client.md +0 -39
- data/docs/ClientAccountMapping.md +0 -10
- data/docs/ClientAddress.md +0 -15
- data/docs/ClientApi.md +0 -1008
- data/docs/ClientRelationship.md +0 -10
- data/docs/ClientResponse.md +0 -17
- data/docs/ClientStatus.md +0 -16
- data/docs/ClientViewGoalData.md +0 -21
- data/docs/Country.md +0 -12
- data/docs/Currency.md +0 -11
- data/docs/Customer.md +0 -21
- data/docs/CustomerAddress.md +0 -14
- data/docs/CustomerApi.md +0 -616
- data/docs/CustomerRevenue.md +0 -16
- data/docs/DailyDeposit.md +0 -28
- data/docs/DailyWithdrawal.md +0 -29
- data/docs/DateDoubleVO.md +0 -10
- data/docs/DecisionTree.md +0 -17
- data/docs/DecisionTreeApi.md +0 -971
- data/docs/DecisionTreeCO.md +0 -9
- data/docs/DecisionTreeResultVO.md +0 -9
- data/docs/Document.md +0 -30
- data/docs/DocumentApi.md +0 -309
- data/docs/Employment.md +0 -11
- data/docs/ExternalAccountTransfer.md +0 -28
- data/docs/Feature.md +0 -18
- data/docs/FeatureApi.md +0 -610
- data/docs/FeatureTrack.md +0 -14
- data/docs/FinancialStatement.md +0 -23
- data/docs/FinancialStatementApi.md +0 -315
- data/docs/Funding.md +0 -37
- data/docs/FundingApi.md +0 -1601
- data/docs/FundingRequestMap.md +0 -8
- data/docs/FxRateView.md +0 -11
- data/docs/Goal.md +0 -24
- data/docs/GoalAccountMapping.md +0 -11
- data/docs/GoalApi.md +0 -841
- data/docs/GoalTrack.md +0 -26
- data/docs/GoalTrackAccounts.md +0 -8
- data/docs/Household.md +0 -18
- data/docs/HouseholdApi.md +0 -523
- data/docs/Investment.md +0 -16
- data/docs/Invoice.md +0 -32
- data/docs/InvoiceApi.md +0 -622
- data/docs/InvoicePayment.md +0 -15
- data/docs/JsonNode.md +0 -29
- data/docs/LineItems.md +0 -15
- data/docs/Location.md +0 -15
- data/docs/MXMerchantRes.md +0 -14
- data/docs/Member.md +0 -11
- data/docs/MerchantCategoryCode.md +0 -11
- data/docs/MerchantsMap.md +0 -9
- data/docs/Model.md +0 -29
- data/docs/ModelApi.md +0 -1580
- data/docs/ModelAssetSize.md +0 -16
- data/docs/ModelComment.md +0 -15
- data/docs/ModelHolding.md +0 -25
- data/docs/ModelHoldingVO.md +0 -11
- data/docs/ModelTransaction.md +0 -17
- data/docs/Node.md +0 -15
- data/docs/NodeRelationship.md +0 -18
- data/docs/Notification.md +0 -20
- data/docs/NotificationApi.md +0 -911
- data/docs/NotificationClient.md +0 -19
- data/docs/NotificationSetting.md +0 -19
- data/docs/Order.md +0 -27
- data/docs/OrderApi.md +0 -1764
- data/docs/OrderBulk.md +0 -18
- data/docs/OrderReconcileRequest.md +0 -12
- data/docs/OrderReconcileReturnObject.md +0 -12
- data/docs/OrderStatus.md +0 -14
- data/docs/OrderTrack.md +0 -20
- data/docs/OrderVoClone.md +0 -20
- data/docs/Overflow.md +0 -16
- data/docs/OverflowApi.md +0 -492
- data/docs/OverflowBankLinkMap.md +0 -9
- data/docs/OverflowSettings.md +0 -17
- data/docs/OverflowVO.md +0 -10
- data/docs/Ownership.md +0 -12
- data/docs/PageAccount.md +0 -16
- data/docs/PageAccountAllocationMapping.md +0 -16
- data/docs/PageAccountPermissionVO.md +0 -16
- data/docs/PageAccountStatus.md +0 -16
- data/docs/PageAccountType.md +0 -16
- data/docs/PageAdminClient.md +0 -16
- data/docs/PageAggregationAccount.md +0 -16
- data/docs/PageAggregationAccountBalance.md +0 -16
- data/docs/PageAggregationAccountHolding.md +0 -16
- data/docs/PageAggregationAccountTransaction.md +0 -16
- data/docs/PageAllocation.md +0 -16
- data/docs/PageAllocationComposition.md +0 -16
- data/docs/PageAnswer.md +0 -16
- data/docs/PageApplication.md +0 -16
- data/docs/PageAuditLog.md +0 -16
- data/docs/PageBankLink.md +0 -16
- data/docs/PageBenchmark.md +0 -16
- data/docs/PageBudget.md +0 -16
- data/docs/PageBusiness.md +0 -16
- data/docs/PageCard.md +0 -16
- data/docs/PageCardProgram.md +0 -16
- data/docs/PageClient.md +0 -16
- data/docs/PageClientResponse.md +0 -16
- data/docs/PageClientStatus.md +0 -16
- data/docs/PageCustomer.md +0 -16
- data/docs/PageCustomerRevenue.md +0 -16
- data/docs/PageDailyDeposit.md +0 -16
- data/docs/PageDailyWithdrawal.md +0 -16
- data/docs/PageDecisionTree.md +0 -16
- data/docs/PageDocument.md +0 -16
- data/docs/PageExternalAccountTransfer.md +0 -16
- data/docs/PageFeature.md +0 -16
- data/docs/PageFeatureTrack.md +0 -16
- data/docs/PageFinancialStatement.md +0 -16
- data/docs/PageFunding.md +0 -16
- data/docs/PageGoal.md +0 -16
- data/docs/PageGoalTrack.md +0 -16
- data/docs/PageHousehold.md +0 -16
- data/docs/PageInvoice.md +0 -16
- data/docs/PageInvoicePayment.md +0 -16
- data/docs/PageMXMerchantRes.md +0 -16
- data/docs/PageModel.md +0 -16
- data/docs/PageModelAssetSize.md +0 -16
- data/docs/PageModelComment.md +0 -16
- data/docs/PageModelHolding.md +0 -16
- data/docs/PageModelTransaction.md +0 -16
- data/docs/PageNode.md +0 -16
- data/docs/PageNodeRelationship.md +0 -16
- data/docs/PageNotification.md +0 -16
- data/docs/PageNotificationClient.md +0 -16
- data/docs/PageNotificationSetting.md +0 -16
- data/docs/PageOrder.md +0 -16
- data/docs/PageOrderBulk.md +0 -16
- data/docs/PageOrderStatus.md +0 -16
- data/docs/PageOrderTrack.md +0 -16
- data/docs/PageOverflow.md +0 -16
- data/docs/PageOverflowSettings.md +0 -16
- data/docs/PagePortfolio.md +0 -16
- data/docs/PagePortfolioAssetSizeLog.md +0 -16
- data/docs/PagePortfolioComment.md +0 -16
- data/docs/PagePortfolioGoal.md +0 -16
- data/docs/PagePortfolioHoldingLog.md +0 -16
- data/docs/PagePortfolioTransaction.md +0 -16
- data/docs/PageQuestion.md +0 -16
- data/docs/PageQuestionnaire.md +0 -16
- data/docs/PageReasonCode.md +0 -16
- data/docs/PageRiskProfile.md +0 -16
- data/docs/PageRoundup.md +0 -16
- data/docs/PageRoundupSettings.md +0 -16
- data/docs/PageScore.md +0 -16
- data/docs/PageSecurity.md +0 -16
- data/docs/PageSecurityExclusion.md +0 -16
- data/docs/PageSecurityPrice.md +0 -16
- data/docs/PageSpendingControl.md +0 -16
- data/docs/PageStage.md +0 -16
- data/docs/PageTransactionCode.md +0 -16
- data/docs/PageVAccountAssetSize.md +0 -16
- data/docs/PageWebhook.md +0 -16
- data/docs/PerformanceApi.md +0 -973
- data/docs/PermissionVO.md +0 -9
- data/docs/Portfolio.md +0 -22
- data/docs/PortfolioApi.md +0 -1902
- data/docs/PortfolioAssetSizeLog.md +0 -20
- data/docs/PortfolioComment.md +0 -16
- data/docs/PortfolioGoal.md +0 -14
- data/docs/PortfolioGoalMap.md +0 -9
- data/docs/PortfolioHoldingAgg.md +0 -14
- data/docs/PortfolioHoldingLog.md +0 -21
- data/docs/PortfolioTransaction.md +0 -37
- data/docs/Question.md +0 -23
- data/docs/Questionnaire.md +0 -17
- data/docs/QuestionnaireApi.md +0 -1212
- data/docs/ReasonCode.md +0 -17
- data/docs/ResourceApi.md +0 -534
- data/docs/RiskProfile.md +0 -18
- data/docs/RiskProfileApi.md +0 -309
- data/docs/Roundup.md +0 -15
- data/docs/RoundupApi.md +0 -492
- data/docs/RoundupCO.md +0 -12
- data/docs/RoundupSettings.md +0 -21
- data/docs/Score.md +0 -23
- data/docs/ScoreApi.md +0 -309
- data/docs/SecuritiesApi.md +0 -917
- data/docs/SecuritiesComposition.md +0 -11
- data/docs/SecuritiesCountry.md +0 -9
- data/docs/Security.md +0 -32
- data/docs/SecurityCompositionVO.md +0 -21
- data/docs/SecurityCountryVO.md +0 -9
- data/docs/SecurityExclusion.md +0 -18
- data/docs/SecurityPrice.md +0 -20
- data/docs/Sort.md +0 -13
- data/docs/SpendingControl.md +0 -21
- data/docs/SpendingControlApi.md +0 -309
- data/docs/Stage.md +0 -22
- data/docs/Stat.md +0 -9
- data/docs/State.md +0 -10
- data/docs/StatisticResourceVO.md +0 -11
- data/docs/TokenDateRequest.md +0 -13
- data/docs/TransactionCode.md +0 -20
- data/docs/UtilsApi.md +0 -911
- data/docs/VAccountAssetSize.md +0 -11
- data/docs/VAccountVO.md +0 -13
- data/docs/VClientGoalViewData.md +0 -13
- data/docs/VPortfolioVO.md +0 -11
- data/docs/Webhook.md +0 -15
- data/docs/WebhookApi.md +0 -309
- data/lib/nucleus_api/api/application_api.rb +0 -301
- data/lib/nucleus_api/api/audit_log_api.rb +0 -190
- data/lib/nucleus_api/api/feature_api.rb +0 -579
- data/lib/nucleus_api/api/notification_api.rb +0 -857
- data/lib/nucleus_api/api/performance_api.rb +0 -1131
- data/lib/nucleus_api/models/daily_withdrawal.rb +0 -405
- data/spec/api/application_api_spec.rb +0 -100
- data/spec/api/audit_log_api_spec.rb +0 -75
- data/spec/api/feature_api_spec.rb +0 -165
- data/spec/api/notification_api_spec.rb +0 -230
- data/spec/api/performance_api_spec.rb +0 -355
- data/spec/models/category_response_vo_spec.rb +0 -47
- data/spec/models/daily_withdrawal_spec.rb +0 -167
data/docs/PageSecurityPrice.md
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# NucleusApi::PageSecurityPrice
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## Properties
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Name | Type | Description | Notes
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**content** | [**Array<SecurityPrice>**](SecurityPrice.md) | | [optional]
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**first** | **BOOLEAN** | | [optional]
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**last** | **BOOLEAN** | | [optional]
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**number** | **Integer** | | [optional]
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**number_of_elements** | **Integer** | | [optional]
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**size** | **Integer** | | [optional]
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**sort** | [**Array<Sort>**](Sort.md) | | [optional]
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**total_elements** | **Integer** | | [optional]
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**total_pages** | **Integer** | | [optional]
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# NucleusApi::PageSpendingControl
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**content** | [**Array<SpendingControl>**](SpendingControl.md) | | [optional]
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**first** | **BOOLEAN** | | [optional]
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**last** | **BOOLEAN** | | [optional]
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**number** | **Integer** | | [optional]
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**number_of_elements** | **Integer** | | [optional]
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**size** | **Integer** | | [optional]
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**sort** | [**Array<Sort>**](Sort.md) | | [optional]
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**total_elements** | **Integer** | | [optional]
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**total_pages** | **Integer** | | [optional]
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data/docs/PageStage.md
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# NucleusApi::PageStage
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**content** | [**Array<Stage>**](Stage.md) | | [optional]
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**first** | **BOOLEAN** | | [optional]
|
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**last** | **BOOLEAN** | | [optional]
|
9
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**number** | **Integer** | | [optional]
|
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**number_of_elements** | **Integer** | | [optional]
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**size** | **Integer** | | [optional]
|
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**sort** | [**Array<Sort>**](Sort.md) | | [optional]
|
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**total_elements** | **Integer** | | [optional]
|
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**total_pages** | **Integer** | | [optional]
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# NucleusApi::PageTransactionCode
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## Properties
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Name | Type | Description | Notes
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------------ | ------------- | ------------- | -------------
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**content** | [**Array<TransactionCode>**](TransactionCode.md) | | [optional]
|
7
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**first** | **BOOLEAN** | | [optional]
|
8
|
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**last** | **BOOLEAN** | | [optional]
|
9
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**number** | **Integer** | | [optional]
|
10
|
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**number_of_elements** | **Integer** | | [optional]
|
11
|
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**size** | **Integer** | | [optional]
|
12
|
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**sort** | [**Array<Sort>**](Sort.md) | | [optional]
|
13
|
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**total_elements** | **Integer** | | [optional]
|
14
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**total_pages** | **Integer** | | [optional]
|
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# NucleusApi::PageVAccountAssetSize
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|
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## Properties
|
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Name | Type | Description | Notes
|
5
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------------ | ------------- | ------------- | -------------
|
6
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**content** | [**Array<VAccountAssetSize>**](VAccountAssetSize.md) | | [optional]
|
7
|
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**first** | **BOOLEAN** | | [optional]
|
8
|
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**last** | **BOOLEAN** | | [optional]
|
9
|
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**number** | **Integer** | | [optional]
|
10
|
-
**number_of_elements** | **Integer** | | [optional]
|
11
|
-
**size** | **Integer** | | [optional]
|
12
|
-
**sort** | [**Array<Sort>**](Sort.md) | | [optional]
|
13
|
-
**total_elements** | **Integer** | | [optional]
|
14
|
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**total_pages** | **Integer** | | [optional]
|
15
|
-
|
16
|
-
|
data/docs/PageWebhook.md
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# NucleusApi::PageWebhook
|
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-
|
3
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## Properties
|
4
|
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Name | Type | Description | Notes
|
5
|
-
------------ | ------------- | ------------- | -------------
|
6
|
-
**content** | [**Array<Webhook>**](Webhook.md) | | [optional]
|
7
|
-
**first** | **BOOLEAN** | | [optional]
|
8
|
-
**last** | **BOOLEAN** | | [optional]
|
9
|
-
**number** | **Integer** | | [optional]
|
10
|
-
**number_of_elements** | **Integer** | | [optional]
|
11
|
-
**size** | **Integer** | | [optional]
|
12
|
-
**sort** | [**Array<Sort>**](Sort.md) | | [optional]
|
13
|
-
**total_elements** | **Integer** | | [optional]
|
14
|
-
**total_pages** | **Integer** | | [optional]
|
15
|
-
|
16
|
-
|
data/docs/PerformanceApi.md
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# NucleusApi::PerformanceApi
|
2
|
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|
3
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-
All URIs are relative to *https://sandbox.hydrogenplatform.com/nucleus/v1*
|
4
|
-
|
5
|
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Method | HTTP request | Description
|
6
|
-
------------- | ------------- | -------------
|
7
|
-
[**get_account_performance_using_get**](PerformanceApi.md#get_account_performance_using_get) | **GET** /account/{account_id}/performance | Account Performance
|
8
|
-
[**get_allocation_performance_using_get**](PerformanceApi.md#get_allocation_performance_using_get) | **GET** /allocation/{allocation_id}/performance | Allocation Performance
|
9
|
-
[**get_benchmark_performance_using_get**](PerformanceApi.md#get_benchmark_performance_using_get) | **GET** /benchmark/{benchmark_id}/performance | Benchmark Performance
|
10
|
-
[**get_client_performance_using_get**](PerformanceApi.md#get_client_performance_using_get) | **GET** /client/{client_id}/performance | Client Performance
|
11
|
-
[**get_goal_performance_using_get**](PerformanceApi.md#get_goal_performance_using_get) | **GET** /goal/{goal_id}/performance | Goal Performance
|
12
|
-
[**get_household_client_performance_using_get**](PerformanceApi.md#get_household_client_performance_using_get) | **GET** /household/{household_id}/performance | Household Performance
|
13
|
-
[**get_model_performance_using_get**](PerformanceApi.md#get_model_performance_using_get) | **GET** /model/{model_id}/performance | Model Performance
|
14
|
-
[**get_portfolio_performance_using_get**](PerformanceApi.md#get_portfolio_performance_using_get) | **GET** /portfolio/{portfolio_id}/performance | Portfolio Performance
|
15
|
-
[**get_security_performance_using_get**](PerformanceApi.md#get_security_performance_using_get) | **GET** /security/{security_id}/performance | Security Performance
|
16
|
-
|
17
|
-
|
18
|
-
# **get_account_performance_using_get**
|
19
|
-
> Object get_account_performance_using_get(account_id, opts)
|
20
|
-
|
21
|
-
Account Performance
|
22
|
-
|
23
|
-
Get information on the performance of an account using IRR (Internal Rate of Return). You must provide the unique account_id.
|
24
|
-
|
25
|
-
### Example
|
26
|
-
```ruby
|
27
|
-
# load the gem
|
28
|
-
require 'nucleus_api'
|
29
|
-
# Setup authorization
|
30
|
-
NucleusApi.configure do |config|
|
31
|
-
# Use one of the below method to generate oauth token
|
32
|
-
# Creating a token for grant_type=client_credentials
|
33
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
34
|
-
# Creating a token for grant_type=password
|
35
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
36
|
-
# Creating a token using client token
|
37
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
38
|
-
end
|
39
|
-
|
40
|
-
api_instance = NucleusApi::PerformanceApi.new
|
41
|
-
|
42
|
-
account_id = 'account_id_example' # String | Account Id -/account
|
43
|
-
|
44
|
-
opts = {
|
45
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
46
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
47
|
-
benchmark_id: 'benchmark_id_example', # String | Client Benchmark or Tenant Benchmark id -/benchmark
|
48
|
-
end_date: Date.parse('2013-10-20'), # Date | end date
|
49
|
-
hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
|
50
|
-
mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
51
|
-
max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
52
|
-
mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
53
|
-
min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
54
|
-
moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
|
55
|
-
n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
|
56
|
-
n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
57
|
-
n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
58
|
-
n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
59
|
-
num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
|
60
|
-
period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
61
|
-
risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
62
|
-
risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
|
63
|
-
risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
|
64
|
-
risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
|
65
|
-
start_date: Date.parse('2013-10-20'), # Date | start date
|
66
|
-
stat: 'stat_example', # String | A stat type - /statistics
|
67
|
-
var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
68
|
-
}
|
69
|
-
|
70
|
-
begin
|
71
|
-
#Account Performance
|
72
|
-
result = api_instance.get_account_performance_using_get(account_id, opts)
|
73
|
-
p result
|
74
|
-
rescue NucleusApi::ApiError => e
|
75
|
-
puts "Exception when calling PerformanceApi->get_account_performance_using_get: #{e}"
|
76
|
-
end
|
77
|
-
```
|
78
|
-
|
79
|
-
### Parameters
|
80
|
-
|
81
|
-
Name | Type | Description | Notes
|
82
|
-
------------- | ------------- | ------------- | -------------
|
83
|
-
**account_id** | [**String**](.md)| Account Id -/account |
|
84
|
-
**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
85
|
-
**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
86
|
-
**benchmark_id** | [**String**](.md)| Client Benchmark or Tenant Benchmark id -/benchmark | [optional]
|
87
|
-
**end_date** | **Date**| end date | [optional]
|
88
|
-
**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
89
|
-
**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
90
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
91
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
92
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
93
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
94
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
95
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
96
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
97
|
-
**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
98
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
99
|
-
**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
100
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
101
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
102
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
103
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
104
|
-
**start_date** | **Date**| start date | [optional]
|
105
|
-
**stat** | **String**| A stat type - /statistics | [optional]
|
106
|
-
**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
107
|
-
|
108
|
-
### Return type
|
109
|
-
|
110
|
-
**Object**
|
111
|
-
|
112
|
-
### Authorization
|
113
|
-
|
114
|
-
[oauth2](../README.md#oauth2)
|
115
|
-
|
116
|
-
### HTTP request headers
|
117
|
-
|
118
|
-
- **Content-Type**: Not defined
|
119
|
-
- **Accept**: */*
|
120
|
-
|
121
|
-
|
122
|
-
|
123
|
-
# **get_allocation_performance_using_get**
|
124
|
-
> Hash<String, Object> get_allocation_performance_using_get(allocation_id, opts)
|
125
|
-
|
126
|
-
Allocation Performance
|
127
|
-
|
128
|
-
Get information on the performance of an allocation using TWR (Time Weighted Return). You must provide the unique allocation_id.
|
129
|
-
|
130
|
-
### Example
|
131
|
-
```ruby
|
132
|
-
# load the gem
|
133
|
-
require 'nucleus_api'
|
134
|
-
# Setup authorization
|
135
|
-
NucleusApi.configure do |config|
|
136
|
-
# Use one of the below method to generate oauth token
|
137
|
-
# Creating a token for grant_type=client_credentials
|
138
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
139
|
-
# Creating a token for grant_type=password
|
140
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
141
|
-
# Creating a token using client token
|
142
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
143
|
-
end
|
144
|
-
|
145
|
-
api_instance = NucleusApi::PerformanceApi.new
|
146
|
-
|
147
|
-
allocation_id = 'allocation_id_example' # String | Allocation Id -/allocation
|
148
|
-
|
149
|
-
opts = {
|
150
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
151
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
152
|
-
benchmark_id: 'benchmark_id_example', # String | Tenant Benchmark Id -/benchmark
|
153
|
-
end_date: Date.parse('2013-10-20'), # Date | end date
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hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
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155
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is_current_weight: true, # BOOLEAN | is_current_weight
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156
|
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mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
157
|
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max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
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|
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mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
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|
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min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
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|
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moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
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|
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n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
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n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
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n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
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|
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n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
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|
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num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
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|
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period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
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|
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risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
168
|
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risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
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|
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risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
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risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
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|
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start_date: Date.parse('2013-10-20'), # Date | start date
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stat: 'stat_example', # String | A stat type found under the Statistics banner
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|
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var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
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}
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|
-
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176
|
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begin
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|
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#Allocation Performance
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result = api_instance.get_allocation_performance_using_get(allocation_id, opts)
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|
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p result
|
180
|
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rescue NucleusApi::ApiError => e
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|
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puts "Exception when calling PerformanceApi->get_allocation_performance_using_get: #{e}"
|
182
|
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end
|
183
|
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```
|
184
|
-
|
185
|
-
### Parameters
|
186
|
-
|
187
|
-
Name | Type | Description | Notes
|
188
|
-
------------- | ------------- | ------------- | -------------
|
189
|
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**allocation_id** | [**String**](.md)| Allocation Id -/allocation |
|
190
|
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**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
191
|
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**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
192
|
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**benchmark_id** | [**String**](.md)| Tenant Benchmark Id -/benchmark | [optional]
|
193
|
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**end_date** | **Date**| end date | [optional]
|
194
|
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**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
195
|
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**is_current_weight** | **BOOLEAN**| is_current_weight | [optional] [default to true]
|
196
|
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**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
197
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
198
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
199
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
200
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
201
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
202
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
203
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
204
|
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**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
205
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
206
|
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**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
207
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
208
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
209
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
210
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
211
|
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**start_date** | **Date**| start date | [optional]
|
212
|
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**stat** | **String**| A stat type found under the Statistics banner | [optional]
|
213
|
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**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
214
|
-
|
215
|
-
### Return type
|
216
|
-
|
217
|
-
**Hash<String, Object>**
|
218
|
-
|
219
|
-
### Authorization
|
220
|
-
|
221
|
-
[oauth2](../README.md#oauth2)
|
222
|
-
|
223
|
-
### HTTP request headers
|
224
|
-
|
225
|
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- **Content-Type**: Not defined
|
226
|
-
- **Accept**: */*
|
227
|
-
|
228
|
-
|
229
|
-
|
230
|
-
# **get_benchmark_performance_using_get**
|
231
|
-
> Object get_benchmark_performance_using_get(benchmark_id, opts)
|
232
|
-
|
233
|
-
Benchmark Performance
|
234
|
-
|
235
|
-
Get information on the performance of a benchmark using TWR (Time Weighted Return). You must provide the unique benchmark_id.
|
236
|
-
|
237
|
-
### Example
|
238
|
-
```ruby
|
239
|
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# load the gem
|
240
|
-
require 'nucleus_api'
|
241
|
-
# Setup authorization
|
242
|
-
NucleusApi.configure do |config|
|
243
|
-
# Use one of the below method to generate oauth token
|
244
|
-
# Creating a token for grant_type=client_credentials
|
245
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
246
|
-
# Creating a token for grant_type=password
|
247
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
248
|
-
# Creating a token using client token
|
249
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
250
|
-
end
|
251
|
-
|
252
|
-
api_instance = NucleusApi::PerformanceApi.new
|
253
|
-
|
254
|
-
benchmark_id = 'benchmark_id_example' # String | Benchmark Id - /benchmark
|
255
|
-
|
256
|
-
opts = {
|
257
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
258
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
259
|
-
comparison_benchmark_id: 'comparison_benchmark_id_example', # String | comparison_benchmark_id
|
260
|
-
end_date: Date.parse('2013-10-20'), # Date | end date
|
261
|
-
hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
|
262
|
-
mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
263
|
-
max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
264
|
-
mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
265
|
-
min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
266
|
-
moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
|
267
|
-
n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
|
268
|
-
n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
269
|
-
n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
270
|
-
n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
271
|
-
num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
|
272
|
-
period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
273
|
-
risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
274
|
-
risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
|
275
|
-
risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
|
276
|
-
risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
|
277
|
-
start_date: Date.parse('2013-10-20'), # Date | start date
|
278
|
-
stat: 'stat_example', # String | Stat type - /statistics endpoint
|
279
|
-
var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
280
|
-
}
|
281
|
-
|
282
|
-
begin
|
283
|
-
#Benchmark Performance
|
284
|
-
result = api_instance.get_benchmark_performance_using_get(benchmark_id, opts)
|
285
|
-
p result
|
286
|
-
rescue NucleusApi::ApiError => e
|
287
|
-
puts "Exception when calling PerformanceApi->get_benchmark_performance_using_get: #{e}"
|
288
|
-
end
|
289
|
-
```
|
290
|
-
|
291
|
-
### Parameters
|
292
|
-
|
293
|
-
Name | Type | Description | Notes
|
294
|
-
------------- | ------------- | ------------- | -------------
|
295
|
-
**benchmark_id** | [**String**](.md)| Benchmark Id - /benchmark |
|
296
|
-
**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
297
|
-
**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
298
|
-
**comparison_benchmark_id** | [**String**](.md)| comparison_benchmark_id | [optional]
|
299
|
-
**end_date** | **Date**| end date | [optional]
|
300
|
-
**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
301
|
-
**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
302
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
303
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
304
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
305
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
306
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
307
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
308
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
309
|
-
**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
310
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
311
|
-
**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
312
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
313
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
314
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
315
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
316
|
-
**start_date** | **Date**| start date | [optional]
|
317
|
-
**stat** | **String**| Stat type - /statistics endpoint | [optional]
|
318
|
-
**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
319
|
-
|
320
|
-
### Return type
|
321
|
-
|
322
|
-
**Object**
|
323
|
-
|
324
|
-
### Authorization
|
325
|
-
|
326
|
-
[oauth2](../README.md#oauth2)
|
327
|
-
|
328
|
-
### HTTP request headers
|
329
|
-
|
330
|
-
- **Content-Type**: Not defined
|
331
|
-
- **Accept**: */*
|
332
|
-
|
333
|
-
|
334
|
-
|
335
|
-
# **get_client_performance_using_get**
|
336
|
-
> Object get_client_performance_using_get(client_id, opts)
|
337
|
-
|
338
|
-
Client Performance
|
339
|
-
|
340
|
-
Get information on the performance of a client using IRR (Internal Rate of Return). You must provide the unique client_id.
|
341
|
-
|
342
|
-
### Example
|
343
|
-
```ruby
|
344
|
-
# load the gem
|
345
|
-
require 'nucleus_api'
|
346
|
-
# Setup authorization
|
347
|
-
NucleusApi.configure do |config|
|
348
|
-
# Use one of the below method to generate oauth token
|
349
|
-
# Creating a token for grant_type=client_credentials
|
350
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
351
|
-
# Creating a token for grant_type=password
|
352
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
353
|
-
# Creating a token using client token
|
354
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
355
|
-
end
|
356
|
-
|
357
|
-
api_instance = NucleusApi::PerformanceApi.new
|
358
|
-
|
359
|
-
client_id = 'client_id_example' # String | Client Id -/client
|
360
|
-
|
361
|
-
opts = {
|
362
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
363
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
364
|
-
benchmark_id: 'benchmark_id_example', # String | Client Benchmark or Tenant Benchmark id -/benchmark
|
365
|
-
end_date: Date.parse('2013-10-20'), # Date | end date
|
366
|
-
hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
|
367
|
-
mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
368
|
-
max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
369
|
-
mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
370
|
-
min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
371
|
-
moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
|
372
|
-
n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
|
373
|
-
n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
374
|
-
n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
375
|
-
n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
376
|
-
num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
|
377
|
-
period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
378
|
-
risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
379
|
-
risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
|
380
|
-
risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
|
381
|
-
risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
|
382
|
-
start_date: Date.parse('2013-10-20'), # Date | start date
|
383
|
-
stat: 'stat_example', # String | A stat type -- /statistics
|
384
|
-
var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
385
|
-
}
|
386
|
-
|
387
|
-
begin
|
388
|
-
#Client Performance
|
389
|
-
result = api_instance.get_client_performance_using_get(client_id, opts)
|
390
|
-
p result
|
391
|
-
rescue NucleusApi::ApiError => e
|
392
|
-
puts "Exception when calling PerformanceApi->get_client_performance_using_get: #{e}"
|
393
|
-
end
|
394
|
-
```
|
395
|
-
|
396
|
-
### Parameters
|
397
|
-
|
398
|
-
Name | Type | Description | Notes
|
399
|
-
------------- | ------------- | ------------- | -------------
|
400
|
-
**client_id** | [**String**](.md)| Client Id -/client |
|
401
|
-
**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
402
|
-
**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
403
|
-
**benchmark_id** | [**String**](.md)| Client Benchmark or Tenant Benchmark id -/benchmark | [optional]
|
404
|
-
**end_date** | **Date**| end date | [optional]
|
405
|
-
**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
406
|
-
**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
407
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
408
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
409
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
410
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
411
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
412
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
413
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
414
|
-
**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
415
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
416
|
-
**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
417
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
418
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
419
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
420
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
421
|
-
**start_date** | **Date**| start date | [optional]
|
422
|
-
**stat** | **String**| A stat type -- /statistics | [optional]
|
423
|
-
**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
424
|
-
|
425
|
-
### Return type
|
426
|
-
|
427
|
-
**Object**
|
428
|
-
|
429
|
-
### Authorization
|
430
|
-
|
431
|
-
[oauth2](../README.md#oauth2)
|
432
|
-
|
433
|
-
### HTTP request headers
|
434
|
-
|
435
|
-
- **Content-Type**: Not defined
|
436
|
-
- **Accept**: */*
|
437
|
-
|
438
|
-
|
439
|
-
|
440
|
-
# **get_goal_performance_using_get**
|
441
|
-
> Object get_goal_performance_using_get(client_id, goal_id, opts)
|
442
|
-
|
443
|
-
Goal Performance
|
444
|
-
|
445
|
-
Get information on the performance of a goal using IRR (Internal Rate of Return). You must provide the unique goal_id.
|
446
|
-
|
447
|
-
### Example
|
448
|
-
```ruby
|
449
|
-
# load the gem
|
450
|
-
require 'nucleus_api'
|
451
|
-
# Setup authorization
|
452
|
-
NucleusApi.configure do |config|
|
453
|
-
# Use one of the below method to generate oauth token
|
454
|
-
# Creating a token for grant_type=client_credentials
|
455
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
456
|
-
# Creating a token for grant_type=password
|
457
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
458
|
-
# Creating a token using client token
|
459
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
460
|
-
end
|
461
|
-
|
462
|
-
api_instance = NucleusApi::PerformanceApi.new
|
463
|
-
|
464
|
-
client_id = 'client_id_example' # String | client_id
|
465
|
-
|
466
|
-
goal_id = 'goal_id_example' # String | Goal Id - /account
|
467
|
-
|
468
|
-
opts = {
|
469
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
470
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
471
|
-
benchmark_id: 'benchmark_id_example', # String | Client Benchmark or Tenant Benchmark id -/benchmark
|
472
|
-
end_date: Date.parse('null'), # Date | end date
|
473
|
-
hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
|
474
|
-
mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
475
|
-
max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
476
|
-
mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
477
|
-
min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
478
|
-
moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
|
479
|
-
n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
|
480
|
-
n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
481
|
-
n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
482
|
-
n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
483
|
-
num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
|
484
|
-
period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
485
|
-
portfolio_goal: false, # BOOLEAN | portfolio_goal
|
486
|
-
risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
487
|
-
risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
|
488
|
-
risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
|
489
|
-
risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
|
490
|
-
start_date: Date.parse('null'), # Date | start date
|
491
|
-
stat: 'stat_example', # String | A stat type - /statistics
|
492
|
-
var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
493
|
-
}
|
494
|
-
|
495
|
-
begin
|
496
|
-
#Goal Performance
|
497
|
-
result = api_instance.get_goal_performance_using_get(client_id, goal_id, opts)
|
498
|
-
p result
|
499
|
-
rescue NucleusApi::ApiError => e
|
500
|
-
puts "Exception when calling PerformanceApi->get_goal_performance_using_get: #{e}"
|
501
|
-
end
|
502
|
-
```
|
503
|
-
|
504
|
-
### Parameters
|
505
|
-
|
506
|
-
Name | Type | Description | Notes
|
507
|
-
------------- | ------------- | ------------- | -------------
|
508
|
-
**client_id** | [**String**](.md)| client_id |
|
509
|
-
**goal_id** | [**String**](.md)| Goal Id - /account |
|
510
|
-
**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
511
|
-
**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
512
|
-
**benchmark_id** | [**String**](.md)| Client Benchmark or Tenant Benchmark id -/benchmark | [optional]
|
513
|
-
**end_date** | **Date**| end date | [optional] [default to null]
|
514
|
-
**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
515
|
-
**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
516
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
517
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
518
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
519
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
520
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
521
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
522
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
523
|
-
**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
524
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
525
|
-
**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
526
|
-
**portfolio_goal** | **BOOLEAN**| portfolio_goal | [optional] [default to false]
|
527
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
528
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
529
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
530
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
531
|
-
**start_date** | **Date**| start date | [optional] [default to null]
|
532
|
-
**stat** | **String**| A stat type - /statistics | [optional]
|
533
|
-
**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
534
|
-
|
535
|
-
### Return type
|
536
|
-
|
537
|
-
**Object**
|
538
|
-
|
539
|
-
### Authorization
|
540
|
-
|
541
|
-
[oauth2](../README.md#oauth2)
|
542
|
-
|
543
|
-
### HTTP request headers
|
544
|
-
|
545
|
-
- **Content-Type**: Not defined
|
546
|
-
- **Accept**: */*
|
547
|
-
|
548
|
-
|
549
|
-
|
550
|
-
# **get_household_client_performance_using_get**
|
551
|
-
> Object get_household_client_performance_using_get(household_id, opts)
|
552
|
-
|
553
|
-
Household Performance
|
554
|
-
|
555
|
-
Get information on the performance of a Household using IRR (Internal Rate of Return). You must provide the unique household_id.
|
556
|
-
|
557
|
-
### Example
|
558
|
-
```ruby
|
559
|
-
# load the gem
|
560
|
-
require 'nucleus_api'
|
561
|
-
# Setup authorization
|
562
|
-
NucleusApi.configure do |config|
|
563
|
-
# Use one of the below method to generate oauth token
|
564
|
-
# Creating a token for grant_type=client_credentials
|
565
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
566
|
-
# Creating a token for grant_type=password
|
567
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
568
|
-
# Creating a token using client token
|
569
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
570
|
-
end
|
571
|
-
|
572
|
-
api_instance = NucleusApi::PerformanceApi.new
|
573
|
-
|
574
|
-
household_id = 'household_id_example' # String | Household Id -/household
|
575
|
-
|
576
|
-
opts = {
|
577
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
578
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
579
|
-
benchmark_id: 'benchmark_id_example', # String | Client Benchmark or Tenant Benchmark id -/benchmark
|
580
|
-
end_date: Date.parse('2013-10-20'), # Date | end date
|
581
|
-
hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
|
582
|
-
mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
583
|
-
max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
584
|
-
mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
585
|
-
min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
586
|
-
moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
|
587
|
-
n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
|
588
|
-
n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
589
|
-
n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
590
|
-
n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
591
|
-
num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
|
592
|
-
period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
593
|
-
risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
594
|
-
risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
|
595
|
-
risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
|
596
|
-
risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
|
597
|
-
start_date: Date.parse('2013-10-20'), # Date | start date
|
598
|
-
stat: 'stat_example', # String | A stat type -- /statistics
|
599
|
-
var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
600
|
-
}
|
601
|
-
|
602
|
-
begin
|
603
|
-
#Household Performance
|
604
|
-
result = api_instance.get_household_client_performance_using_get(household_id, opts)
|
605
|
-
p result
|
606
|
-
rescue NucleusApi::ApiError => e
|
607
|
-
puts "Exception when calling PerformanceApi->get_household_client_performance_using_get: #{e}"
|
608
|
-
end
|
609
|
-
```
|
610
|
-
|
611
|
-
### Parameters
|
612
|
-
|
613
|
-
Name | Type | Description | Notes
|
614
|
-
------------- | ------------- | ------------- | -------------
|
615
|
-
**household_id** | [**String**](.md)| Household Id -/household |
|
616
|
-
**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
617
|
-
**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
618
|
-
**benchmark_id** | [**String**](.md)| Client Benchmark or Tenant Benchmark id -/benchmark | [optional]
|
619
|
-
**end_date** | **Date**| end date | [optional]
|
620
|
-
**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
621
|
-
**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
622
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
623
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
624
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
625
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
626
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
627
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
628
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
629
|
-
**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
630
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
631
|
-
**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
632
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
633
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
634
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
635
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
636
|
-
**start_date** | **Date**| start date | [optional]
|
637
|
-
**stat** | **String**| A stat type -- /statistics | [optional]
|
638
|
-
**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
639
|
-
|
640
|
-
### Return type
|
641
|
-
|
642
|
-
**Object**
|
643
|
-
|
644
|
-
### Authorization
|
645
|
-
|
646
|
-
[oauth2](../README.md#oauth2)
|
647
|
-
|
648
|
-
### HTTP request headers
|
649
|
-
|
650
|
-
- **Content-Type**: Not defined
|
651
|
-
- **Accept**: */*
|
652
|
-
|
653
|
-
|
654
|
-
|
655
|
-
# **get_model_performance_using_get**
|
656
|
-
> Object get_model_performance_using_get(model_id, opts)
|
657
|
-
|
658
|
-
Model Performance
|
659
|
-
|
660
|
-
Get information on the performance of a model using TWR (Time Weighted Return). You must provide the unique model_id.
|
661
|
-
|
662
|
-
### Example
|
663
|
-
```ruby
|
664
|
-
# load the gem
|
665
|
-
require 'nucleus_api'
|
666
|
-
# Setup authorization
|
667
|
-
NucleusApi.configure do |config|
|
668
|
-
# Use one of the below method to generate oauth token
|
669
|
-
# Creating a token for grant_type=client_credentials
|
670
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
671
|
-
# Creating a token for grant_type=password
|
672
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
673
|
-
# Creating a token using client token
|
674
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
675
|
-
end
|
676
|
-
|
677
|
-
api_instance = NucleusApi::PerformanceApi.new
|
678
|
-
|
679
|
-
model_id = 'model_id_example' # String | Model Id - /model
|
680
|
-
|
681
|
-
opts = {
|
682
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
683
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
684
|
-
benchmark_id: 'benchmark_id_example', # String | Tenant Benchmark Id -/benchmark
|
685
|
-
end_date: Date.parse('2013-10-20'), # Date | end date
|
686
|
-
hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
|
687
|
-
mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
688
|
-
max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
689
|
-
mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
690
|
-
min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
691
|
-
moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
|
692
|
-
n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
|
693
|
-
n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
694
|
-
n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
695
|
-
n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
696
|
-
num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
|
697
|
-
period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
698
|
-
risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
699
|
-
risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
|
700
|
-
risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
|
701
|
-
risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
|
702
|
-
start_date: Date.parse('2013-10-20'), # Date | start date
|
703
|
-
stat: 'stat_example', # String | Stat Type
|
704
|
-
var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
705
|
-
}
|
706
|
-
|
707
|
-
begin
|
708
|
-
#Model Performance
|
709
|
-
result = api_instance.get_model_performance_using_get(model_id, opts)
|
710
|
-
p result
|
711
|
-
rescue NucleusApi::ApiError => e
|
712
|
-
puts "Exception when calling PerformanceApi->get_model_performance_using_get: #{e}"
|
713
|
-
end
|
714
|
-
```
|
715
|
-
|
716
|
-
### Parameters
|
717
|
-
|
718
|
-
Name | Type | Description | Notes
|
719
|
-
------------- | ------------- | ------------- | -------------
|
720
|
-
**model_id** | [**String**](.md)| Model Id - /model |
|
721
|
-
**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
722
|
-
**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
723
|
-
**benchmark_id** | [**String**](.md)| Tenant Benchmark Id -/benchmark | [optional]
|
724
|
-
**end_date** | **Date**| end date | [optional]
|
725
|
-
**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
726
|
-
**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
727
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
728
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
729
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
730
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
731
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
732
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
733
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
734
|
-
**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
735
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
736
|
-
**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
737
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
738
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
739
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
740
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
741
|
-
**start_date** | **Date**| start date | [optional]
|
742
|
-
**stat** | **String**| Stat Type | [optional]
|
743
|
-
**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
744
|
-
|
745
|
-
### Return type
|
746
|
-
|
747
|
-
**Object**
|
748
|
-
|
749
|
-
### Authorization
|
750
|
-
|
751
|
-
[oauth2](../README.md#oauth2)
|
752
|
-
|
753
|
-
### HTTP request headers
|
754
|
-
|
755
|
-
- **Content-Type**: Not defined
|
756
|
-
- **Accept**: */*
|
757
|
-
|
758
|
-
|
759
|
-
|
760
|
-
# **get_portfolio_performance_using_get**
|
761
|
-
> Object get_portfolio_performance_using_get(portfolio_id, opts)
|
762
|
-
|
763
|
-
Portfolio Performance
|
764
|
-
|
765
|
-
Get information on the performance of a portfolio using IRR (Internal Rate of Return). You must provide the unique portfolio_id.
|
766
|
-
|
767
|
-
### Example
|
768
|
-
```ruby
|
769
|
-
# load the gem
|
770
|
-
require 'nucleus_api'
|
771
|
-
# Setup authorization
|
772
|
-
NucleusApi.configure do |config|
|
773
|
-
# Use one of the below method to generate oauth token
|
774
|
-
# Creating a token for grant_type=client_credentials
|
775
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
776
|
-
# Creating a token for grant_type=password
|
777
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
778
|
-
# Creating a token using client token
|
779
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
780
|
-
end
|
781
|
-
|
782
|
-
api_instance = NucleusApi::PerformanceApi.new
|
783
|
-
|
784
|
-
portfolio_id = 'portfolio_id_example' # String | Portfolio Id -/portoflio
|
785
|
-
|
786
|
-
opts = {
|
787
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
788
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
789
|
-
benchmark_id: 'benchmark_id_example', # String | Benchmark Id - benchmarkId or clientBenchmarkId -/benchmark
|
790
|
-
end_date: Date.parse('2013-10-20'), # Date | end date
|
791
|
-
hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
|
792
|
-
mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
793
|
-
max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
794
|
-
mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
795
|
-
min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
796
|
-
moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
|
797
|
-
n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
|
798
|
-
n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
799
|
-
n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
800
|
-
n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
801
|
-
num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
|
802
|
-
period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
803
|
-
risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
804
|
-
risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
|
805
|
-
risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
|
806
|
-
risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
|
807
|
-
start_date: Date.parse('2013-10-20'), # Date | start date
|
808
|
-
stat: 'stat_example', # String | A stat type - /statistics endpoint to get types
|
809
|
-
var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
810
|
-
}
|
811
|
-
|
812
|
-
begin
|
813
|
-
#Portfolio Performance
|
814
|
-
result = api_instance.get_portfolio_performance_using_get(portfolio_id, opts)
|
815
|
-
p result
|
816
|
-
rescue NucleusApi::ApiError => e
|
817
|
-
puts "Exception when calling PerformanceApi->get_portfolio_performance_using_get: #{e}"
|
818
|
-
end
|
819
|
-
```
|
820
|
-
|
821
|
-
### Parameters
|
822
|
-
|
823
|
-
Name | Type | Description | Notes
|
824
|
-
------------- | ------------- | ------------- | -------------
|
825
|
-
**portfolio_id** | [**String**](.md)| Portfolio Id -/portoflio |
|
826
|
-
**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
827
|
-
**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
828
|
-
**benchmark_id** | [**String**](.md)| Benchmark Id - benchmarkId or clientBenchmarkId -/benchmark | [optional]
|
829
|
-
**end_date** | **Date**| end date | [optional]
|
830
|
-
**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
831
|
-
**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
832
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
833
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
834
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
835
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
836
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
837
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
838
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
839
|
-
**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
840
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
841
|
-
**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
842
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
843
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
844
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
845
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
846
|
-
**start_date** | **Date**| start date | [optional]
|
847
|
-
**stat** | **String**| A stat type - /statistics endpoint to get types | [optional]
|
848
|
-
**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
849
|
-
|
850
|
-
### Return type
|
851
|
-
|
852
|
-
**Object**
|
853
|
-
|
854
|
-
### Authorization
|
855
|
-
|
856
|
-
[oauth2](../README.md#oauth2)
|
857
|
-
|
858
|
-
### HTTP request headers
|
859
|
-
|
860
|
-
- **Content-Type**: Not defined
|
861
|
-
- **Accept**: */*
|
862
|
-
|
863
|
-
|
864
|
-
|
865
|
-
# **get_security_performance_using_get**
|
866
|
-
> Object get_security_performance_using_get(security_id, opts)
|
867
|
-
|
868
|
-
Security Performance
|
869
|
-
|
870
|
-
Get performance statistics for a security using TWR (Time Weighted Return). You must provide the unique security_id
|
871
|
-
|
872
|
-
### Example
|
873
|
-
```ruby
|
874
|
-
# load the gem
|
875
|
-
require 'nucleus_api'
|
876
|
-
# Setup authorization
|
877
|
-
NucleusApi.configure do |config|
|
878
|
-
# Use one of the below method to generate oauth token
|
879
|
-
# Creating a token for grant_type=client_credentials
|
880
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
881
|
-
# Creating a token for grant_type=password
|
882
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
883
|
-
# Creating a token using client token
|
884
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
|
885
|
-
end
|
886
|
-
|
887
|
-
api_instance = NucleusApi::PerformanceApi.new
|
888
|
-
|
889
|
-
security_id = 'security_id_example' # String | security_id
|
890
|
-
|
891
|
-
opts = {
|
892
|
-
active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
893
|
-
annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
894
|
-
bench_ticker: 'bench_ticker_example', # String | Bench Ticker for security - (default: ^GSPC)
|
895
|
-
benchmark_id: 'benchmark_id_example', # String | benchmark_id
|
896
|
-
end_date: Date.parse('2013-10-20'), # Date | Ending parameter for time window
|
897
|
-
hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
|
898
|
-
mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
899
|
-
max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
900
|
-
mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
901
|
-
min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
902
|
-
moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
|
903
|
-
n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
|
904
|
-
n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
|
905
|
-
n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
906
|
-
n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
907
|
-
num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
|
908
|
-
period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
|
909
|
-
risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
|
910
|
-
risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
|
911
|
-
risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
|
912
|
-
risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
|
913
|
-
start_date: Date.parse('2013-10-20'), # Date | Starting parameter for time window
|
914
|
-
stat: 'stat_example', # String | A stat type - /statistics endpoint
|
915
|
-
ticker: 'ticker_example', # String | Ticker for security
|
916
|
-
var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
917
|
-
}
|
918
|
-
|
919
|
-
begin
|
920
|
-
#Security Performance
|
921
|
-
result = api_instance.get_security_performance_using_get(security_id, opts)
|
922
|
-
p result
|
923
|
-
rescue NucleusApi::ApiError => e
|
924
|
-
puts "Exception when calling PerformanceApi->get_security_performance_using_get: #{e}"
|
925
|
-
end
|
926
|
-
```
|
927
|
-
|
928
|
-
### Parameters
|
929
|
-
|
930
|
-
Name | Type | Description | Notes
|
931
|
-
------------- | ------------- | ------------- | -------------
|
932
|
-
**security_id** | [**String**](.md)| security_id |
|
933
|
-
**active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
934
|
-
**annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
|
935
|
-
**bench_ticker** | **String**| Bench Ticker for security - (default: ^GSPC) | [optional]
|
936
|
-
**benchmark_id** | [**String**](.md)| benchmark_id | [optional]
|
937
|
-
**end_date** | **Date**| Ending parameter for time window | [optional]
|
938
|
-
**hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
|
939
|
-
**mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
|
940
|
-
**max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
|
941
|
-
**mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
|
942
|
-
**min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
|
943
|
-
**moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
|
944
|
-
**n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
|
945
|
-
**n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
|
946
|
-
**n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
|
947
|
-
**n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
|
948
|
-
**num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
|
949
|
-
**period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
|
950
|
-
**risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
|
951
|
-
**risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
|
952
|
-
**risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
|
953
|
-
**risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
|
954
|
-
**start_date** | **Date**| Starting parameter for time window | [optional]
|
955
|
-
**stat** | **String**| A stat type - /statistics endpoint | [optional]
|
956
|
-
**ticker** | **String**| Ticker for security | [optional]
|
957
|
-
**var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
|
958
|
-
|
959
|
-
### Return type
|
960
|
-
|
961
|
-
**Object**
|
962
|
-
|
963
|
-
### Authorization
|
964
|
-
|
965
|
-
[oauth2](../README.md#oauth2)
|
966
|
-
|
967
|
-
### HTTP request headers
|
968
|
-
|
969
|
-
- **Content-Type**: Not defined
|
970
|
-
- **Accept**: */*
|
971
|
-
|
972
|
-
|
973
|
-
|