nucleus_api 1.8.0 → 1.9.1

Sign up to get free protection for your applications and to get access to all the features.
Files changed (820) hide show
  1. checksums.yaml +4 -4
  2. data/README.md +28 -737
  3. data/lib/nucleus_api.rb +23 -21
  4. data/lib/nucleus_api/api/account_api.rb +73 -112
  5. data/lib/nucleus_api/api/admin_client_api.rb +85 -40
  6. data/lib/nucleus_api/api/aggregation_account_api.rb +85 -30
  7. data/lib/nucleus_api/api/allocation_api.rb +16 -16
  8. data/lib/nucleus_api/api/benchmark_api.rb +9 -9
  9. data/lib/nucleus_api/api/budget_api.rb +7 -7
  10. data/lib/nucleus_api/api/bulk_api.rb +6 -6
  11. data/lib/nucleus_api/api/business_api.rb +32 -14
  12. data/lib/nucleus_api/api/card_api.rb +159 -14
  13. data/lib/nucleus_api/api/client_api.rb +318 -22
  14. data/lib/nucleus_api/api/{customer_api.rb → contact_api.rb} +176 -176
  15. data/lib/nucleus_api/api/decision_tree_api.rb +29 -31
  16. data/lib/nucleus_api/api/document_api.rb +7 -7
  17. data/lib/nucleus_api/api/financial_statement_api.rb +7 -7
  18. data/lib/nucleus_api/api/funding_api.rb +139 -423
  19. data/lib/nucleus_api/api/goal_api.rb +37 -19
  20. data/lib/nucleus_api/api/household_api.rb +32 -14
  21. data/lib/nucleus_api/api/invoice_api.rb +14 -14
  22. data/lib/nucleus_api/api/model_api.rb +31 -31
  23. data/lib/nucleus_api/api/order_api.rb +31 -31
  24. data/lib/nucleus_api/api/overflow_api.rb +10 -10
  25. data/lib/nucleus_api/api/portfolio_api.rb +97 -33
  26. data/lib/nucleus_api/api/questionnaire_api.rb +17 -295
  27. data/lib/nucleus_api/api/resource_api.rb +394 -50
  28. data/lib/nucleus_api/api/risk_profile_api.rb +7 -7
  29. data/lib/nucleus_api/api/roundup_api.rb +10 -10
  30. data/lib/nucleus_api/api/score_api.rb +7 -7
  31. data/lib/nucleus_api/api/securities_api.rb +17 -17
  32. data/lib/nucleus_api/api/spending_control_api.rb +7 -7
  33. data/lib/nucleus_api/api/utils_api.rb +1895 -60
  34. data/lib/nucleus_api/api/webhook_api.rb +7 -7
  35. data/lib/nucleus_api/api_client.rb +17 -54
  36. data/lib/nucleus_api/api_error.rb +2 -2
  37. data/lib/nucleus_api/configuration.rb +4 -19
  38. data/lib/nucleus_api/models/account.rb +8 -6
  39. data/lib/nucleus_api/models/account_allocation_mapping.rb +8 -7
  40. data/lib/nucleus_api/models/account_map.rb +8 -7
  41. data/lib/nucleus_api/models/account_permission_vo.rb +8 -7
  42. data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +8 -7
  43. data/lib/nucleus_api/models/account_status.rb +8 -12
  44. data/lib/nucleus_api/models/account_type.rb +8 -7
  45. data/lib/nucleus_api/models/acl_client_permission_vo.rb +8 -7
  46. data/lib/nucleus_api/models/admin_client.rb +27 -9
  47. data/lib/nucleus_api/models/aggregation_account.rb +139 -18
  48. data/lib/nucleus_api/models/aggregation_account_balance.rb +8 -7
  49. data/lib/nucleus_api/models/aggregation_account_holding.rb +10 -17
  50. data/lib/nucleus_api/models/aggregation_account_transaction.rb +6 -52
  51. data/lib/nucleus_api/models/aggregation_accounts_map.rb +8 -7
  52. data/lib/nucleus_api/models/allocation.rb +8 -7
  53. data/lib/nucleus_api/models/allocation_aggregated_vo.rb +8 -7
  54. data/lib/nucleus_api/models/allocation_composition.rb +8 -7
  55. data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +8 -7
  56. data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +8 -7
  57. data/lib/nucleus_api/models/allocation_node_map.rb +8 -7
  58. data/lib/nucleus_api/models/answer.rb +36 -8
  59. data/lib/nucleus_api/models/answer_map.rb +8 -7
  60. data/lib/nucleus_api/models/application.rb +8 -7
  61. data/lib/nucleus_api/models/audit_log.rb +8 -7
  62. data/lib/nucleus_api/models/available_date_double_vo.rb +8 -7
  63. data/lib/nucleus_api/models/balances.rb +224 -0
  64. data/lib/nucleus_api/models/bank_credit.rb +29 -8
  65. data/lib/nucleus_api/models/bank_link.rb +42 -21
  66. data/lib/nucleus_api/models/bank_link_map.rb +8 -7
  67. data/lib/nucleus_api/models/benchmark.rb +8 -7
  68. data/lib/nucleus_api/models/benchmark_composition.rb +8 -7
  69. data/lib/nucleus_api/models/brokers.rb +8 -7
  70. data/lib/nucleus_api/models/budget.rb +19 -8
  71. data/lib/nucleus_api/models/budget_aggregation_account.rb +8 -7
  72. data/lib/nucleus_api/models/budget_object.rb +8 -7
  73. data/lib/nucleus_api/models/bulk_transaction.rb +8 -7
  74. data/lib/nucleus_api/models/bulk_transaction_vo.rb +8 -7
  75. data/lib/nucleus_api/models/business.rb +8 -8
  76. data/lib/nucleus_api/models/business_address.rb +8 -7
  77. data/lib/nucleus_api/models/business_details_vo.rb +236 -0
  78. data/lib/nucleus_api/models/card.rb +31 -23
  79. data/lib/nucleus_api/models/card_address.rb +8 -7
  80. data/lib/nucleus_api/models/{category_internal_response_vo.rb → card_balance_vo.rb} +42 -29
  81. data/lib/nucleus_api/models/card_details_vo.rb +284 -0
  82. data/lib/nucleus_api/models/card_program.rb +8 -7
  83. data/lib/nucleus_api/models/cash.rb +8 -7
  84. data/lib/nucleus_api/models/categories_map.rb +8 -7
  85. data/lib/nucleus_api/models/check.rb +8 -7
  86. data/lib/nucleus_api/models/check_images.rb +8 -7
  87. data/lib/nucleus_api/models/client.rb +8 -7
  88. data/lib/nucleus_api/models/client_account_mapping.rb +8 -7
  89. data/lib/nucleus_api/models/client_address.rb +8 -7
  90. data/lib/nucleus_api/models/client_business_card_vo.rb +218 -0
  91. data/lib/nucleus_api/models/{v_account_asset_size.rb → client_business_total_card_balance_vo.rb} +32 -40
  92. data/lib/nucleus_api/models/client_card_vo.rb +244 -0
  93. data/lib/nucleus_api/models/{category_response_vo.rb → client_credentials.rb} +31 -23
  94. data/lib/nucleus_api/models/client_relationship.rb +8 -7
  95. data/lib/nucleus_api/models/client_response.rb +8 -7
  96. data/lib/nucleus_api/models/client_status.rb +8 -12
  97. data/lib/nucleus_api/models/client_view_goal_data.rb +8 -7
  98. data/lib/nucleus_api/models/{customer.rb → contact.rb} +48 -9
  99. data/lib/nucleus_api/models/{customer_address.rb → contact_address.rb} +10 -9
  100. data/lib/nucleus_api/models/country.rb +29 -11
  101. data/lib/nucleus_api/models/currency.rb +8 -7
  102. data/lib/nucleus_api/models/customer_revenue.rb +36 -23
  103. data/lib/nucleus_api/models/date_double_vo.rb +8 -7
  104. data/lib/nucleus_api/models/decision_tree.rb +8 -7
  105. data/lib/nucleus_api/models/decision_tree_co.rb +8 -7
  106. data/lib/nucleus_api/models/decision_tree_result_vo.rb +8 -7
  107. data/lib/nucleus_api/models/document.rb +6 -8
  108. data/lib/nucleus_api/models/employment.rb +8 -7
  109. data/lib/nucleus_api/models/external_account_transfer.rb +8 -7
  110. data/lib/nucleus_api/models/feature.rb +8 -7
  111. data/lib/nucleus_api/models/feature_track.rb +8 -7
  112. data/lib/nucleus_api/models/financial_statement.rb +19 -8
  113. data/lib/nucleus_api/models/funding.rb +21 -8
  114. data/lib/nucleus_api/models/funding_request_map.rb +8 -7
  115. data/lib/nucleus_api/models/{daily_deposit.rb → funding_transaction.rb} +43 -47
  116. data/lib/nucleus_api/models/fx_rate.rb +234 -0
  117. data/lib/nucleus_api/models/fx_rate_view.rb +8 -7
  118. data/lib/nucleus_api/models/goal.rb +8 -7
  119. data/lib/nucleus_api/models/goal_account_mapping.rb +8 -7
  120. data/lib/nucleus_api/models/goal_track.rb +8 -7
  121. data/lib/nucleus_api/models/goal_track_accounts.rb +8 -7
  122. data/lib/nucleus_api/models/household.rb +8 -7
  123. data/lib/nucleus_api/models/institution.rb +256 -0
  124. data/lib/nucleus_api/models/investment.rb +8 -12
  125. data/lib/nucleus_api/models/invoice.rb +44 -23
  126. data/lib/nucleus_api/models/invoice_payment.rb +21 -8
  127. data/lib/nucleus_api/models/json_node.rb +10 -241
  128. data/lib/nucleus_api/models/line_items.rb +8 -7
  129. data/lib/nucleus_api/models/location.rb +8 -7
  130. data/lib/nucleus_api/models/member.rb +8 -7
  131. data/lib/nucleus_api/models/merchant_category_code.rb +27 -11
  132. data/lib/nucleus_api/models/merchants_map.rb +8 -7
  133. data/lib/nucleus_api/models/model.rb +8 -7
  134. data/lib/nucleus_api/models/model_asset_size.rb +8 -7
  135. data/lib/nucleus_api/models/model_comment.rb +8 -7
  136. data/lib/nucleus_api/models/model_holding.rb +8 -7
  137. data/lib/nucleus_api/models/model_holding_vo.rb +8 -7
  138. data/lib/nucleus_api/models/model_transaction.rb +8 -7
  139. data/lib/nucleus_api/models/mx_merchant_res.rb +21 -20
  140. data/lib/nucleus_api/models/node.rb +8 -7
  141. data/lib/nucleus_api/models/node_relationship.rb +8 -7
  142. data/lib/nucleus_api/models/notification.rb +8 -7
  143. data/lib/nucleus_api/models/notification_client.rb +8 -7
  144. data/lib/nucleus_api/models/notification_setting.rb +8 -7
  145. data/lib/nucleus_api/models/order.rb +8 -7
  146. data/lib/nucleus_api/models/order_bulk.rb +8 -7
  147. data/lib/nucleus_api/models/order_reconcile_request.rb +8 -7
  148. data/lib/nucleus_api/models/order_reconcile_return_object.rb +8 -7
  149. data/lib/nucleus_api/models/order_status.rb +8 -7
  150. data/lib/nucleus_api/models/order_track.rb +8 -7
  151. data/lib/nucleus_api/models/order_vo_clone.rb +8 -7
  152. data/lib/nucleus_api/models/overflow.rb +8 -7
  153. data/lib/nucleus_api/models/overflow_bank_link_map.rb +22 -11
  154. data/lib/nucleus_api/models/overflow_settings.rb +8 -7
  155. data/lib/nucleus_api/models/overflow_vo.rb +8 -7
  156. data/lib/nucleus_api/models/ownership.rb +8 -7
  157. data/lib/nucleus_api/models/page_account.rb +8 -7
  158. data/lib/nucleus_api/models/page_account_allocation_mapping.rb +8 -7
  159. data/lib/nucleus_api/models/page_account_permission_vo.rb +8 -7
  160. data/lib/nucleus_api/models/page_account_status.rb +8 -7
  161. data/lib/nucleus_api/models/page_account_type.rb +8 -7
  162. data/lib/nucleus_api/models/page_admin_client.rb +8 -7
  163. data/lib/nucleus_api/models/page_aggregation_account.rb +8 -7
  164. data/lib/nucleus_api/models/page_aggregation_account_balance.rb +8 -7
  165. data/lib/nucleus_api/models/page_aggregation_account_holding.rb +8 -7
  166. data/lib/nucleus_api/models/page_aggregation_account_transaction.rb +8 -7
  167. data/lib/nucleus_api/models/page_allocation.rb +8 -7
  168. data/lib/nucleus_api/models/page_allocation_composition.rb +8 -7
  169. data/lib/nucleus_api/models/page_answer.rb +8 -7
  170. data/lib/nucleus_api/models/page_application.rb +8 -7
  171. data/lib/nucleus_api/models/page_audit_log.rb +8 -7
  172. data/lib/nucleus_api/models/page_bank_link.rb +8 -7
  173. data/lib/nucleus_api/models/page_benchmark.rb +8 -7
  174. data/lib/nucleus_api/models/page_budget.rb +8 -7
  175. data/lib/nucleus_api/models/page_business.rb +8 -7
  176. data/lib/nucleus_api/models/page_card.rb +8 -7
  177. data/lib/nucleus_api/models/page_card_program.rb +8 -7
  178. data/lib/nucleus_api/models/page_client.rb +8 -7
  179. data/lib/nucleus_api/models/page_client_business_card_vo.rb +259 -0
  180. data/lib/nucleus_api/models/page_client_response.rb +8 -7
  181. data/lib/nucleus_api/models/page_client_status.rb +8 -7
  182. data/lib/nucleus_api/models/{page_customer.rb → page_contact.rb} +10 -9
  183. data/lib/nucleus_api/models/page_customer_revenue.rb +8 -7
  184. data/lib/nucleus_api/models/page_decision_tree.rb +8 -7
  185. data/lib/nucleus_api/models/page_document.rb +8 -7
  186. data/lib/nucleus_api/models/page_external_account_transfer.rb +8 -7
  187. data/lib/nucleus_api/models/page_feature.rb +8 -7
  188. data/lib/nucleus_api/models/page_feature_track.rb +8 -7
  189. data/lib/nucleus_api/models/page_financial_statement.rb +8 -7
  190. data/lib/nucleus_api/models/page_funding.rb +8 -7
  191. data/lib/nucleus_api/models/{page_v_account_asset_size.rb → page_funding_transaction.rb} +10 -9
  192. data/lib/nucleus_api/models/page_goal.rb +8 -7
  193. data/lib/nucleus_api/models/page_goal_track.rb +8 -7
  194. data/lib/nucleus_api/models/page_household.rb +8 -7
  195. data/lib/nucleus_api/models/{page_daily_deposit.rb → page_institution.rb} +10 -9
  196. data/lib/nucleus_api/models/page_invoice.rb +8 -7
  197. data/lib/nucleus_api/models/page_invoice_payment.rb +8 -7
  198. data/lib/nucleus_api/models/page_model.rb +8 -7
  199. data/lib/nucleus_api/models/page_model_asset_size.rb +8 -7
  200. data/lib/nucleus_api/models/page_model_comment.rb +8 -7
  201. data/lib/nucleus_api/models/page_model_holding.rb +8 -7
  202. data/lib/nucleus_api/models/page_model_transaction.rb +8 -7
  203. data/lib/nucleus_api/models/page_mx_merchant_res.rb +27 -8
  204. data/lib/nucleus_api/models/page_node.rb +8 -7
  205. data/lib/nucleus_api/models/page_node_relationship.rb +8 -7
  206. data/lib/nucleus_api/models/page_notification.rb +8 -7
  207. data/lib/nucleus_api/models/page_notification_client.rb +8 -7
  208. data/lib/nucleus_api/models/page_notification_setting.rb +8 -7
  209. data/lib/nucleus_api/models/page_order.rb +8 -7
  210. data/lib/nucleus_api/models/page_order_bulk.rb +8 -7
  211. data/lib/nucleus_api/models/page_order_status.rb +8 -7
  212. data/lib/nucleus_api/models/page_order_track.rb +8 -7
  213. data/lib/nucleus_api/models/page_overflow.rb +8 -7
  214. data/lib/nucleus_api/models/page_overflow_settings.rb +8 -7
  215. data/lib/nucleus_api/models/page_portfolio.rb +8 -7
  216. data/lib/nucleus_api/models/page_portfolio_asset_size_log.rb +8 -7
  217. data/lib/nucleus_api/models/page_portfolio_comment.rb +8 -7
  218. data/lib/nucleus_api/models/page_portfolio_goal.rb +8 -7
  219. data/lib/nucleus_api/models/{page_daily_withdrawal.rb → page_portfolio_holding_agg.rb} +10 -9
  220. data/lib/nucleus_api/models/page_portfolio_holding_log.rb +8 -7
  221. data/lib/nucleus_api/models/page_portfolio_transaction.rb +8 -7
  222. data/lib/nucleus_api/models/page_question.rb +8 -7
  223. data/lib/nucleus_api/models/page_questionnaire.rb +8 -7
  224. data/lib/nucleus_api/models/page_reason_code.rb +8 -7
  225. data/lib/nucleus_api/models/page_risk_profile.rb +8 -7
  226. data/lib/nucleus_api/models/page_roundup.rb +8 -7
  227. data/lib/nucleus_api/models/page_roundup_settings.rb +8 -7
  228. data/lib/nucleus_api/models/page_score.rb +8 -7
  229. data/lib/nucleus_api/models/page_security.rb +8 -7
  230. data/lib/nucleus_api/models/page_security_exclusion.rb +8 -7
  231. data/lib/nucleus_api/models/page_security_price.rb +8 -7
  232. data/lib/nucleus_api/models/page_spending_control.rb +8 -7
  233. data/lib/nucleus_api/models/page_stage.rb +8 -7
  234. data/lib/nucleus_api/models/page_transaction_code.rb +8 -7
  235. data/lib/nucleus_api/models/page_webhook.rb +8 -7
  236. data/lib/nucleus_api/models/pageable.rb +227 -0
  237. data/lib/nucleus_api/models/permission_vo.rb +8 -7
  238. data/lib/nucleus_api/models/portfolio.rb +8 -12
  239. data/lib/nucleus_api/models/portfolio_asset_size_log.rb +8 -7
  240. data/lib/nucleus_api/models/portfolio_comment.rb +8 -7
  241. data/lib/nucleus_api/models/portfolio_goal.rb +8 -7
  242. data/lib/nucleus_api/models/portfolio_goal_map.rb +8 -7
  243. data/lib/nucleus_api/models/portfolio_holding_agg.rb +8 -7
  244. data/lib/nucleus_api/models/portfolio_holding_log.rb +8 -7
  245. data/lib/nucleus_api/models/portfolio_transaction.rb +49 -8
  246. data/lib/nucleus_api/models/question.rb +36 -8
  247. data/lib/nucleus_api/models/questionnaire.rb +21 -8
  248. data/lib/nucleus_api/models/reason_code.rb +8 -7
  249. data/lib/nucleus_api/models/risk_profile.rb +8 -7
  250. data/lib/nucleus_api/models/roundup.rb +8 -7
  251. data/lib/nucleus_api/models/roundup_co.rb +8 -7
  252. data/lib/nucleus_api/models/roundup_settings.rb +8 -7
  253. data/lib/nucleus_api/models/score.rb +8 -7
  254. data/lib/nucleus_api/models/securities_composition.rb +8 -7
  255. data/lib/nucleus_api/models/securities_country.rb +8 -7
  256. data/lib/nucleus_api/models/security.rb +8 -7
  257. data/lib/nucleus_api/models/security_composition_vo.rb +8 -7
  258. data/lib/nucleus_api/models/security_country_vo.rb +8 -7
  259. data/lib/nucleus_api/models/security_exclusion.rb +8 -7
  260. data/lib/nucleus_api/models/security_price.rb +8 -7
  261. data/lib/nucleus_api/models/sort.rb +8 -7
  262. data/lib/nucleus_api/models/spending_control.rb +20 -8
  263. data/lib/nucleus_api/models/stage.rb +29 -8
  264. data/lib/nucleus_api/models/stat.rb +8 -7
  265. data/lib/nucleus_api/models/state.rb +8 -7
  266. data/lib/nucleus_api/models/statistic_resource_vo.rb +8 -7
  267. data/lib/nucleus_api/models/token_date_request.rb +8 -7
  268. data/lib/nucleus_api/models/transaction_code.rb +17 -66
  269. data/lib/nucleus_api/models/v_account_vo.rb +8 -7
  270. data/lib/nucleus_api/models/v_client_goal_view_data.rb +8 -7
  271. data/lib/nucleus_api/models/v_portfolio_vo.rb +8 -7
  272. data/lib/nucleus_api/models/webhook.rb +6 -8
  273. data/lib/nucleus_api/version.rb +3 -3
  274. data/nucleus_api.gemspec +2 -2
  275. data/spec/api/account_api_spec.rb +14 -24
  276. data/spec/api/admin_client_api_spec.rb +23 -16
  277. data/spec/api/aggregation_account_api_spec.rb +15 -2
  278. data/spec/api/allocation_api_spec.rb +2 -2
  279. data/spec/api/benchmark_api_spec.rb +5 -5
  280. data/spec/api/budget_api_spec.rb +2 -2
  281. data/spec/api/bulk_api_spec.rb +2 -2
  282. data/spec/api/business_api_spec.rb +12 -6
  283. data/spec/api/card_api_spec.rb +40 -2
  284. data/spec/api/client_api_spec.rb +77 -6
  285. data/spec/api/{customer_api_spec.rb → contact_api_spec.rb} +49 -49
  286. data/spec/api/decision_tree_api_spec.rb +7 -7
  287. data/spec/api/document_api_spec.rb +2 -2
  288. data/spec/api/financial_statement_api_spec.rb +2 -2
  289. data/spec/api/funding_api_spec.rb +43 -110
  290. data/spec/api/goal_api_spec.rb +12 -6
  291. data/spec/api/household_api_spec.rb +12 -6
  292. data/spec/api/invoice_api_spec.rb +3 -3
  293. data/spec/api/model_api_spec.rb +3 -3
  294. data/spec/api/order_api_spec.rb +2 -2
  295. data/spec/api/overflow_api_spec.rb +2 -2
  296. data/spec/api/portfolio_api_spec.rb +18 -2
  297. data/spec/api/questionnaire_api_spec.rb +2 -67
  298. data/spec/api/resource_api_spec.rb +97 -16
  299. data/spec/api/risk_profile_api_spec.rb +2 -2
  300. data/spec/api/roundup_api_spec.rb +2 -2
  301. data/spec/api/score_api_spec.rb +2 -2
  302. data/spec/api/securities_api_spec.rb +2 -2
  303. data/spec/api/spending_control_api_spec.rb +2 -2
  304. data/spec/api/utils_api_spec.rb +432 -2
  305. data/spec/api/webhook_api_spec.rb +2 -2
  306. data/spec/api_client_spec.rb +2 -2
  307. data/spec/configuration_spec.rb +5 -5
  308. data/spec/models/account_allocation_mapping_spec.rb +2 -2
  309. data/spec/models/account_map_spec.rb +2 -2
  310. data/spec/models/account_permission_vo_spec.rb +2 -2
  311. data/spec/models/account_portfolio_rebalance_request_spec.rb +2 -2
  312. data/spec/models/account_spec.rb +5 -5
  313. data/spec/models/account_status_spec.rb +2 -2
  314. data/spec/models/account_type_spec.rb +2 -2
  315. data/spec/models/acl_client_permission_vo_spec.rb +2 -2
  316. data/spec/models/admin_client_spec.rb +14 -2
  317. data/spec/models/aggregation_account_balance_spec.rb +2 -2
  318. data/spec/models/aggregation_account_holding_spec.rb +2 -2
  319. data/spec/models/aggregation_account_spec.rb +80 -2
  320. data/spec/models/aggregation_account_transaction_spec.rb +5 -13
  321. data/spec/models/aggregation_accounts_map_spec.rb +2 -2
  322. data/spec/models/allocation_aggregated_vo_spec.rb +2 -2
  323. data/spec/models/allocation_composition_aggregated_vo_spec.rb +2 -2
  324. data/spec/models/allocation_composition_model_holdings_vo_spec.rb +2 -2
  325. data/spec/models/allocation_composition_spec.rb +2 -2
  326. data/spec/models/allocation_node_map_spec.rb +2 -2
  327. data/spec/models/allocation_spec.rb +2 -2
  328. data/spec/models/answer_map_spec.rb +2 -2
  329. data/spec/models/answer_spec.rb +20 -2
  330. data/spec/models/application_spec.rb +2 -2
  331. data/spec/models/audit_log_spec.rb +2 -2
  332. data/spec/models/available_date_double_vo_spec.rb +2 -2
  333. data/spec/models/balances_spec.rb +65 -0
  334. data/spec/models/bank_credit_spec.rb +14 -2
  335. data/spec/models/bank_link_map_spec.rb +2 -2
  336. data/spec/models/bank_link_spec.rb +20 -8
  337. data/spec/models/benchmark_composition_spec.rb +2 -2
  338. data/spec/models/benchmark_spec.rb +2 -2
  339. data/spec/models/brokers_spec.rb +2 -2
  340. data/spec/models/budget_aggregation_account_spec.rb +2 -2
  341. data/spec/models/budget_object_spec.rb +2 -2
  342. data/spec/models/budget_spec.rb +8 -2
  343. data/spec/models/bulk_transaction_spec.rb +2 -2
  344. data/spec/models/bulk_transaction_vo_spec.rb +2 -2
  345. data/spec/models/business_address_spec.rb +2 -2
  346. data/spec/models/business_details_vo_spec.rb +71 -0
  347. data/spec/models/business_spec.rb +2 -2
  348. data/spec/models/card_address_spec.rb +2 -2
  349. data/spec/models/card_balance_vo_spec.rb +59 -0
  350. data/spec/models/card_details_vo_spec.rb +101 -0
  351. data/spec/models/card_program_spec.rb +2 -2
  352. data/spec/models/card_spec.rb +15 -2
  353. data/spec/models/cash_spec.rb +2 -2
  354. data/spec/models/categories_map_spec.rb +2 -2
  355. data/spec/models/check_images_spec.rb +2 -2
  356. data/spec/models/check_spec.rb +2 -2
  357. data/spec/models/client_account_mapping_spec.rb +2 -2
  358. data/spec/models/client_address_spec.rb +2 -2
  359. data/spec/models/client_business_card_vo_spec.rb +59 -0
  360. data/spec/models/client_business_total_card_balance_vo_spec.rb +53 -0
  361. data/spec/models/client_card_vo_spec.rb +77 -0
  362. data/spec/models/{category_internal_response_vo_spec.rb → client_credentials_spec.rb} +11 -11
  363. data/spec/models/client_relationship_spec.rb +2 -2
  364. data/spec/models/client_response_spec.rb +2 -2
  365. data/spec/models/client_spec.rb +2 -2
  366. data/spec/models/client_status_spec.rb +2 -2
  367. data/spec/models/client_view_goal_data_spec.rb +2 -2
  368. data/spec/models/{customer_address_spec.rb → contact_address_spec.rb} +8 -8
  369. data/spec/models/{customer_spec.rb → contact_spec.rb} +32 -8
  370. data/spec/models/country_spec.rb +8 -2
  371. data/spec/models/currency_spec.rb +2 -2
  372. data/spec/models/customer_revenue_spec.rb +11 -5
  373. data/spec/models/date_double_vo_spec.rb +2 -2
  374. data/spec/models/decision_tree_co_spec.rb +2 -2
  375. data/spec/models/decision_tree_result_vo_spec.rb +2 -2
  376. data/spec/models/decision_tree_spec.rb +2 -2
  377. data/spec/models/document_spec.rb +2 -2
  378. data/spec/models/employment_spec.rb +2 -2
  379. data/spec/models/external_account_transfer_spec.rb +2 -2
  380. data/spec/models/feature_spec.rb +2 -2
  381. data/spec/models/feature_track_spec.rb +2 -2
  382. data/spec/models/financial_statement_spec.rb +8 -2
  383. data/spec/models/funding_request_map_spec.rb +2 -2
  384. data/spec/models/funding_spec.rb +11 -5
  385. data/spec/models/{daily_deposit_spec.rb → funding_transaction_spec.rb} +12 -18
  386. data/spec/models/{v_account_asset_size_spec.rb → fx_rate_spec.rb} +12 -12
  387. data/spec/models/fx_rate_view_spec.rb +2 -2
  388. data/spec/models/goal_account_mapping_spec.rb +2 -2
  389. data/spec/models/goal_spec.rb +2 -2
  390. data/spec/models/goal_track_accounts_spec.rb +2 -2
  391. data/spec/models/goal_track_spec.rb +2 -2
  392. data/spec/models/household_spec.rb +2 -2
  393. data/spec/models/institution_spec.rb +83 -0
  394. data/spec/models/investment_spec.rb +2 -2
  395. data/spec/models/invoice_payment_spec.rb +8 -2
  396. data/spec/models/invoice_spec.rb +17 -5
  397. data/spec/models/json_node_spec.rb +2 -138
  398. data/spec/models/line_items_spec.rb +2 -2
  399. data/spec/models/location_spec.rb +2 -2
  400. data/spec/models/member_spec.rb +2 -2
  401. data/spec/models/merchant_category_code_spec.rb +8 -2
  402. data/spec/models/merchants_map_spec.rb +2 -2
  403. data/spec/models/model_asset_size_spec.rb +2 -2
  404. data/spec/models/model_comment_spec.rb +2 -2
  405. data/spec/models/model_holding_spec.rb +2 -2
  406. data/spec/models/model_holding_vo_spec.rb +2 -2
  407. data/spec/models/model_spec.rb +2 -2
  408. data/spec/models/model_transaction_spec.rb +2 -2
  409. data/spec/models/mx_merchant_res_spec.rb +4 -4
  410. data/spec/models/node_relationship_spec.rb +2 -2
  411. data/spec/models/node_spec.rb +2 -2
  412. data/spec/models/notification_client_spec.rb +2 -2
  413. data/spec/models/notification_setting_spec.rb +2 -2
  414. data/spec/models/notification_spec.rb +2 -2
  415. data/spec/models/order_bulk_spec.rb +2 -2
  416. data/spec/models/order_reconcile_request_spec.rb +2 -2
  417. data/spec/models/order_reconcile_return_object_spec.rb +2 -2
  418. data/spec/models/order_spec.rb +2 -2
  419. data/spec/models/order_status_spec.rb +2 -2
  420. data/spec/models/order_track_spec.rb +2 -2
  421. data/spec/models/order_vo_clone_spec.rb +2 -2
  422. data/spec/models/overflow_bank_link_map_spec.rb +8 -2
  423. data/spec/models/overflow_settings_spec.rb +2 -2
  424. data/spec/models/overflow_spec.rb +2 -2
  425. data/spec/models/overflow_vo_spec.rb +2 -2
  426. data/spec/models/ownership_spec.rb +2 -2
  427. data/spec/models/page_account_allocation_mapping_spec.rb +2 -2
  428. data/spec/models/page_account_permission_vo_spec.rb +2 -2
  429. data/spec/models/page_account_spec.rb +2 -2
  430. data/spec/models/page_account_status_spec.rb +2 -2
  431. data/spec/models/page_account_type_spec.rb +2 -2
  432. data/spec/models/page_admin_client_spec.rb +2 -2
  433. data/spec/models/page_aggregation_account_balance_spec.rb +2 -2
  434. data/spec/models/page_aggregation_account_holding_spec.rb +2 -2
  435. data/spec/models/page_aggregation_account_spec.rb +2 -2
  436. data/spec/models/page_aggregation_account_transaction_spec.rb +2 -2
  437. data/spec/models/page_allocation_composition_spec.rb +2 -2
  438. data/spec/models/page_allocation_spec.rb +2 -2
  439. data/spec/models/page_answer_spec.rb +2 -2
  440. data/spec/models/page_application_spec.rb +2 -2
  441. data/spec/models/page_audit_log_spec.rb +2 -2
  442. data/spec/models/page_bank_link_spec.rb +2 -2
  443. data/spec/models/page_benchmark_spec.rb +2 -2
  444. data/spec/models/page_budget_spec.rb +2 -2
  445. data/spec/models/page_business_spec.rb +2 -2
  446. data/spec/models/page_card_program_spec.rb +2 -2
  447. data/spec/models/page_card_spec.rb +2 -2
  448. data/spec/models/page_client_business_card_vo_spec.rb +89 -0
  449. data/spec/models/page_client_response_spec.rb +2 -2
  450. data/spec/models/page_client_spec.rb +2 -2
  451. data/spec/models/page_client_status_spec.rb +2 -2
  452. data/spec/models/{page_customer_spec.rb → page_contact_spec.rb} +8 -8
  453. data/spec/models/page_customer_revenue_spec.rb +2 -2
  454. data/spec/models/page_decision_tree_spec.rb +2 -2
  455. data/spec/models/page_document_spec.rb +2 -2
  456. data/spec/models/page_external_account_transfer_spec.rb +2 -2
  457. data/spec/models/page_feature_spec.rb +2 -2
  458. data/spec/models/page_feature_track_spec.rb +2 -2
  459. data/spec/models/page_financial_statement_spec.rb +2 -2
  460. data/spec/models/page_funding_spec.rb +2 -2
  461. data/spec/models/{page_v_account_asset_size_spec.rb → page_funding_transaction_spec.rb} +8 -8
  462. data/spec/models/page_goal_spec.rb +2 -2
  463. data/spec/models/page_goal_track_spec.rb +2 -2
  464. data/spec/models/page_household_spec.rb +2 -2
  465. data/spec/models/{page_daily_deposit_spec.rb → page_institution_spec.rb} +8 -8
  466. data/spec/models/page_invoice_payment_spec.rb +2 -2
  467. data/spec/models/page_invoice_spec.rb +2 -2
  468. data/spec/models/page_model_asset_size_spec.rb +2 -2
  469. data/spec/models/page_model_comment_spec.rb +2 -2
  470. data/spec/models/page_model_holding_spec.rb +2 -2
  471. data/spec/models/page_model_spec.rb +2 -2
  472. data/spec/models/page_model_transaction_spec.rb +2 -2
  473. data/spec/models/page_mx_merchant_res_spec.rb +14 -2
  474. data/spec/models/page_node_relationship_spec.rb +2 -2
  475. data/spec/models/page_node_spec.rb +2 -2
  476. data/spec/models/page_notification_client_spec.rb +2 -2
  477. data/spec/models/page_notification_setting_spec.rb +2 -2
  478. data/spec/models/page_notification_spec.rb +2 -2
  479. data/spec/models/page_order_bulk_spec.rb +2 -2
  480. data/spec/models/page_order_spec.rb +2 -2
  481. data/spec/models/page_order_status_spec.rb +2 -2
  482. data/spec/models/page_order_track_spec.rb +2 -2
  483. data/spec/models/page_overflow_settings_spec.rb +2 -2
  484. data/spec/models/page_overflow_spec.rb +2 -2
  485. data/spec/models/page_portfolio_asset_size_log_spec.rb +2 -2
  486. data/spec/models/page_portfolio_comment_spec.rb +2 -2
  487. data/spec/models/page_portfolio_goal_spec.rb +2 -2
  488. data/spec/models/{page_daily_withdrawal_spec.rb → page_portfolio_holding_agg_spec.rb} +8 -8
  489. data/spec/models/page_portfolio_holding_log_spec.rb +2 -2
  490. data/spec/models/page_portfolio_spec.rb +2 -2
  491. data/spec/models/page_portfolio_transaction_spec.rb +2 -2
  492. data/spec/models/page_question_spec.rb +2 -2
  493. data/spec/models/page_questionnaire_spec.rb +2 -2
  494. data/spec/models/page_reason_code_spec.rb +2 -2
  495. data/spec/models/page_risk_profile_spec.rb +2 -2
  496. data/spec/models/page_roundup_settings_spec.rb +2 -2
  497. data/spec/models/page_roundup_spec.rb +2 -2
  498. data/spec/models/page_score_spec.rb +2 -2
  499. data/spec/models/page_security_exclusion_spec.rb +2 -2
  500. data/spec/models/page_security_price_spec.rb +2 -2
  501. data/spec/models/page_security_spec.rb +2 -2
  502. data/spec/models/page_spending_control_spec.rb +2 -2
  503. data/spec/models/page_stage_spec.rb +2 -2
  504. data/spec/models/page_transaction_code_spec.rb +2 -2
  505. data/spec/models/page_webhook_spec.rb +2 -2
  506. data/spec/models/pageable_spec.rb +71 -0
  507. data/spec/models/permission_vo_spec.rb +2 -2
  508. data/spec/models/portfolio_asset_size_log_spec.rb +2 -2
  509. data/spec/models/portfolio_comment_spec.rb +2 -2
  510. data/spec/models/portfolio_goal_map_spec.rb +2 -2
  511. data/spec/models/portfolio_goal_spec.rb +2 -2
  512. data/spec/models/portfolio_holding_agg_spec.rb +2 -2
  513. data/spec/models/portfolio_holding_log_spec.rb +2 -2
  514. data/spec/models/portfolio_spec.rb +2 -2
  515. data/spec/models/portfolio_transaction_spec.rb +26 -2
  516. data/spec/models/question_spec.rb +20 -2
  517. data/spec/models/questionnaire_spec.rb +8 -2
  518. data/spec/models/reason_code_spec.rb +2 -2
  519. data/spec/models/risk_profile_spec.rb +2 -2
  520. data/spec/models/roundup_co_spec.rb +2 -2
  521. data/spec/models/roundup_settings_spec.rb +2 -2
  522. data/spec/models/roundup_spec.rb +2 -2
  523. data/spec/models/score_spec.rb +2 -2
  524. data/spec/models/securities_composition_spec.rb +2 -2
  525. data/spec/models/securities_country_spec.rb +2 -2
  526. data/spec/models/security_composition_vo_spec.rb +2 -2
  527. data/spec/models/security_country_vo_spec.rb +2 -2
  528. data/spec/models/security_exclusion_spec.rb +2 -2
  529. data/spec/models/security_price_spec.rb +2 -2
  530. data/spec/models/security_spec.rb +2 -2
  531. data/spec/models/sort_spec.rb +2 -2
  532. data/spec/models/spending_control_spec.rb +8 -2
  533. data/spec/models/stage_spec.rb +14 -2
  534. data/spec/models/stat_spec.rb +2 -2
  535. data/spec/models/state_spec.rb +2 -2
  536. data/spec/models/statistic_resource_vo_spec.rb +2 -2
  537. data/spec/models/token_date_request_spec.rb +2 -2
  538. data/spec/models/transaction_code_spec.rb +11 -17
  539. data/spec/models/v_account_vo_spec.rb +2 -2
  540. data/spec/models/v_client_goal_view_data_spec.rb +2 -2
  541. data/spec/models/v_portfolio_vo_spec.rb +2 -2
  542. data/spec/models/webhook_spec.rb +2 -2
  543. data/spec/spec_helper.rb +2 -2
  544. metadata +62 -316
  545. data/docs/Account.md +0 -22
  546. data/docs/AccountAllocationMapping.md +0 -17
  547. data/docs/AccountApi.md +0 -1919
  548. data/docs/AccountMap.md +0 -9
  549. data/docs/AccountPermissionVO.md +0 -9
  550. data/docs/AccountPortfolioRebalanceRequest.md +0 -21
  551. data/docs/AccountStatus.md +0 -16
  552. data/docs/AccountType.md +0 -23
  553. data/docs/AclClientPermissionVO.md +0 -10
  554. data/docs/AdminClient.md +0 -18
  555. data/docs/AdminClientApi.md +0 -309
  556. data/docs/AggregationAccount.md +0 -30
  557. data/docs/AggregationAccountApi.md +0 -1702
  558. data/docs/AggregationAccountBalance.md +0 -18
  559. data/docs/AggregationAccountHolding.md +0 -26
  560. data/docs/AggregationAccountTransaction.md +0 -23
  561. data/docs/AggregationAccountsMap.md +0 -9
  562. data/docs/Allocation.md +0 -22
  563. data/docs/AllocationAggregatedVO.md +0 -13
  564. data/docs/AllocationApi.md +0 -872
  565. data/docs/AllocationComposition.md +0 -18
  566. data/docs/AllocationCompositionAggregatedVO.md +0 -19
  567. data/docs/AllocationCompositionModelHoldingsVO.md +0 -22
  568. data/docs/AllocationNodeMap.md +0 -8
  569. data/docs/Answer.md +0 -18
  570. data/docs/AnswerMap.md +0 -8
  571. data/docs/Application.md +0 -15
  572. data/docs/ApplicationApi.md +0 -309
  573. data/docs/AuditLog.md +0 -23
  574. data/docs/AuditLogApi.md +0 -191
  575. data/docs/AvailableDateDoubleVO.md +0 -14
  576. data/docs/BankCredit.md +0 -15
  577. data/docs/BankLink.md +0 -29
  578. data/docs/BankLinkMap.md +0 -9
  579. data/docs/Benchmark.md +0 -17
  580. data/docs/BenchmarkApi.md +0 -375
  581. data/docs/BenchmarkComposition.md +0 -9
  582. data/docs/Brokers.md +0 -9
  583. data/docs/Budget.md +0 -25
  584. data/docs/BudgetAggregationAccount.md +0 -8
  585. data/docs/BudgetApi.md +0 -315
  586. data/docs/BudgetObject.md +0 -10
  587. data/docs/BulkApi.md +0 -249
  588. data/docs/BulkTransaction.md +0 -13
  589. data/docs/BulkTransactionVO.md +0 -12
  590. data/docs/Business.md +0 -32
  591. data/docs/BusinessAddress.md +0 -15
  592. data/docs/BusinessApi.md +0 -523
  593. data/docs/Card.md +0 -35
  594. data/docs/CardAddress.md +0 -14
  595. data/docs/CardApi.md +0 -754
  596. data/docs/CardProgram.md +0 -23
  597. data/docs/Cash.md +0 -10
  598. data/docs/CategoriesMap.md +0 -9
  599. data/docs/CategoryInternalResponseVO.md +0 -10
  600. data/docs/CategoryResponseVO.md +0 -9
  601. data/docs/Check.md +0 -10
  602. data/docs/CheckImages.md +0 -9
  603. data/docs/Client.md +0 -39
  604. data/docs/ClientAccountMapping.md +0 -10
  605. data/docs/ClientAddress.md +0 -15
  606. data/docs/ClientApi.md +0 -1008
  607. data/docs/ClientRelationship.md +0 -10
  608. data/docs/ClientResponse.md +0 -17
  609. data/docs/ClientStatus.md +0 -16
  610. data/docs/ClientViewGoalData.md +0 -21
  611. data/docs/Country.md +0 -12
  612. data/docs/Currency.md +0 -11
  613. data/docs/Customer.md +0 -21
  614. data/docs/CustomerAddress.md +0 -14
  615. data/docs/CustomerApi.md +0 -616
  616. data/docs/CustomerRevenue.md +0 -16
  617. data/docs/DailyDeposit.md +0 -28
  618. data/docs/DailyWithdrawal.md +0 -29
  619. data/docs/DateDoubleVO.md +0 -10
  620. data/docs/DecisionTree.md +0 -17
  621. data/docs/DecisionTreeApi.md +0 -971
  622. data/docs/DecisionTreeCO.md +0 -9
  623. data/docs/DecisionTreeResultVO.md +0 -9
  624. data/docs/Document.md +0 -30
  625. data/docs/DocumentApi.md +0 -309
  626. data/docs/Employment.md +0 -11
  627. data/docs/ExternalAccountTransfer.md +0 -28
  628. data/docs/Feature.md +0 -18
  629. data/docs/FeatureApi.md +0 -610
  630. data/docs/FeatureTrack.md +0 -14
  631. data/docs/FinancialStatement.md +0 -23
  632. data/docs/FinancialStatementApi.md +0 -315
  633. data/docs/Funding.md +0 -37
  634. data/docs/FundingApi.md +0 -1601
  635. data/docs/FundingRequestMap.md +0 -8
  636. data/docs/FxRateView.md +0 -11
  637. data/docs/Goal.md +0 -24
  638. data/docs/GoalAccountMapping.md +0 -11
  639. data/docs/GoalApi.md +0 -841
  640. data/docs/GoalTrack.md +0 -26
  641. data/docs/GoalTrackAccounts.md +0 -8
  642. data/docs/Household.md +0 -18
  643. data/docs/HouseholdApi.md +0 -523
  644. data/docs/Investment.md +0 -16
  645. data/docs/Invoice.md +0 -32
  646. data/docs/InvoiceApi.md +0 -622
  647. data/docs/InvoicePayment.md +0 -15
  648. data/docs/JsonNode.md +0 -29
  649. data/docs/LineItems.md +0 -15
  650. data/docs/Location.md +0 -15
  651. data/docs/MXMerchantRes.md +0 -14
  652. data/docs/Member.md +0 -11
  653. data/docs/MerchantCategoryCode.md +0 -11
  654. data/docs/MerchantsMap.md +0 -9
  655. data/docs/Model.md +0 -29
  656. data/docs/ModelApi.md +0 -1580
  657. data/docs/ModelAssetSize.md +0 -16
  658. data/docs/ModelComment.md +0 -15
  659. data/docs/ModelHolding.md +0 -25
  660. data/docs/ModelHoldingVO.md +0 -11
  661. data/docs/ModelTransaction.md +0 -17
  662. data/docs/Node.md +0 -15
  663. data/docs/NodeRelationship.md +0 -18
  664. data/docs/Notification.md +0 -20
  665. data/docs/NotificationApi.md +0 -911
  666. data/docs/NotificationClient.md +0 -19
  667. data/docs/NotificationSetting.md +0 -19
  668. data/docs/Order.md +0 -27
  669. data/docs/OrderApi.md +0 -1764
  670. data/docs/OrderBulk.md +0 -18
  671. data/docs/OrderReconcileRequest.md +0 -12
  672. data/docs/OrderReconcileReturnObject.md +0 -12
  673. data/docs/OrderStatus.md +0 -14
  674. data/docs/OrderTrack.md +0 -20
  675. data/docs/OrderVoClone.md +0 -20
  676. data/docs/Overflow.md +0 -16
  677. data/docs/OverflowApi.md +0 -492
  678. data/docs/OverflowBankLinkMap.md +0 -9
  679. data/docs/OverflowSettings.md +0 -17
  680. data/docs/OverflowVO.md +0 -10
  681. data/docs/Ownership.md +0 -12
  682. data/docs/PageAccount.md +0 -16
  683. data/docs/PageAccountAllocationMapping.md +0 -16
  684. data/docs/PageAccountPermissionVO.md +0 -16
  685. data/docs/PageAccountStatus.md +0 -16
  686. data/docs/PageAccountType.md +0 -16
  687. data/docs/PageAdminClient.md +0 -16
  688. data/docs/PageAggregationAccount.md +0 -16
  689. data/docs/PageAggregationAccountBalance.md +0 -16
  690. data/docs/PageAggregationAccountHolding.md +0 -16
  691. data/docs/PageAggregationAccountTransaction.md +0 -16
  692. data/docs/PageAllocation.md +0 -16
  693. data/docs/PageAllocationComposition.md +0 -16
  694. data/docs/PageAnswer.md +0 -16
  695. data/docs/PageApplication.md +0 -16
  696. data/docs/PageAuditLog.md +0 -16
  697. data/docs/PageBankLink.md +0 -16
  698. data/docs/PageBenchmark.md +0 -16
  699. data/docs/PageBudget.md +0 -16
  700. data/docs/PageBusiness.md +0 -16
  701. data/docs/PageCard.md +0 -16
  702. data/docs/PageCardProgram.md +0 -16
  703. data/docs/PageClient.md +0 -16
  704. data/docs/PageClientResponse.md +0 -16
  705. data/docs/PageClientStatus.md +0 -16
  706. data/docs/PageCustomer.md +0 -16
  707. data/docs/PageCustomerRevenue.md +0 -16
  708. data/docs/PageDailyDeposit.md +0 -16
  709. data/docs/PageDailyWithdrawal.md +0 -16
  710. data/docs/PageDecisionTree.md +0 -16
  711. data/docs/PageDocument.md +0 -16
  712. data/docs/PageExternalAccountTransfer.md +0 -16
  713. data/docs/PageFeature.md +0 -16
  714. data/docs/PageFeatureTrack.md +0 -16
  715. data/docs/PageFinancialStatement.md +0 -16
  716. data/docs/PageFunding.md +0 -16
  717. data/docs/PageGoal.md +0 -16
  718. data/docs/PageGoalTrack.md +0 -16
  719. data/docs/PageHousehold.md +0 -16
  720. data/docs/PageInvoice.md +0 -16
  721. data/docs/PageInvoicePayment.md +0 -16
  722. data/docs/PageMXMerchantRes.md +0 -16
  723. data/docs/PageModel.md +0 -16
  724. data/docs/PageModelAssetSize.md +0 -16
  725. data/docs/PageModelComment.md +0 -16
  726. data/docs/PageModelHolding.md +0 -16
  727. data/docs/PageModelTransaction.md +0 -16
  728. data/docs/PageNode.md +0 -16
  729. data/docs/PageNodeRelationship.md +0 -16
  730. data/docs/PageNotification.md +0 -16
  731. data/docs/PageNotificationClient.md +0 -16
  732. data/docs/PageNotificationSetting.md +0 -16
  733. data/docs/PageOrder.md +0 -16
  734. data/docs/PageOrderBulk.md +0 -16
  735. data/docs/PageOrderStatus.md +0 -16
  736. data/docs/PageOrderTrack.md +0 -16
  737. data/docs/PageOverflow.md +0 -16
  738. data/docs/PageOverflowSettings.md +0 -16
  739. data/docs/PagePortfolio.md +0 -16
  740. data/docs/PagePortfolioAssetSizeLog.md +0 -16
  741. data/docs/PagePortfolioComment.md +0 -16
  742. data/docs/PagePortfolioGoal.md +0 -16
  743. data/docs/PagePortfolioHoldingLog.md +0 -16
  744. data/docs/PagePortfolioTransaction.md +0 -16
  745. data/docs/PageQuestion.md +0 -16
  746. data/docs/PageQuestionnaire.md +0 -16
  747. data/docs/PageReasonCode.md +0 -16
  748. data/docs/PageRiskProfile.md +0 -16
  749. data/docs/PageRoundup.md +0 -16
  750. data/docs/PageRoundupSettings.md +0 -16
  751. data/docs/PageScore.md +0 -16
  752. data/docs/PageSecurity.md +0 -16
  753. data/docs/PageSecurityExclusion.md +0 -16
  754. data/docs/PageSecurityPrice.md +0 -16
  755. data/docs/PageSpendingControl.md +0 -16
  756. data/docs/PageStage.md +0 -16
  757. data/docs/PageTransactionCode.md +0 -16
  758. data/docs/PageVAccountAssetSize.md +0 -16
  759. data/docs/PageWebhook.md +0 -16
  760. data/docs/PerformanceApi.md +0 -973
  761. data/docs/PermissionVO.md +0 -9
  762. data/docs/Portfolio.md +0 -22
  763. data/docs/PortfolioApi.md +0 -1902
  764. data/docs/PortfolioAssetSizeLog.md +0 -20
  765. data/docs/PortfolioComment.md +0 -16
  766. data/docs/PortfolioGoal.md +0 -14
  767. data/docs/PortfolioGoalMap.md +0 -9
  768. data/docs/PortfolioHoldingAgg.md +0 -14
  769. data/docs/PortfolioHoldingLog.md +0 -21
  770. data/docs/PortfolioTransaction.md +0 -37
  771. data/docs/Question.md +0 -23
  772. data/docs/Questionnaire.md +0 -17
  773. data/docs/QuestionnaireApi.md +0 -1212
  774. data/docs/ReasonCode.md +0 -17
  775. data/docs/ResourceApi.md +0 -534
  776. data/docs/RiskProfile.md +0 -18
  777. data/docs/RiskProfileApi.md +0 -309
  778. data/docs/Roundup.md +0 -15
  779. data/docs/RoundupApi.md +0 -492
  780. data/docs/RoundupCO.md +0 -12
  781. data/docs/RoundupSettings.md +0 -21
  782. data/docs/Score.md +0 -23
  783. data/docs/ScoreApi.md +0 -309
  784. data/docs/SecuritiesApi.md +0 -917
  785. data/docs/SecuritiesComposition.md +0 -11
  786. data/docs/SecuritiesCountry.md +0 -9
  787. data/docs/Security.md +0 -32
  788. data/docs/SecurityCompositionVO.md +0 -21
  789. data/docs/SecurityCountryVO.md +0 -9
  790. data/docs/SecurityExclusion.md +0 -18
  791. data/docs/SecurityPrice.md +0 -20
  792. data/docs/Sort.md +0 -13
  793. data/docs/SpendingControl.md +0 -21
  794. data/docs/SpendingControlApi.md +0 -309
  795. data/docs/Stage.md +0 -22
  796. data/docs/Stat.md +0 -9
  797. data/docs/State.md +0 -10
  798. data/docs/StatisticResourceVO.md +0 -11
  799. data/docs/TokenDateRequest.md +0 -13
  800. data/docs/TransactionCode.md +0 -20
  801. data/docs/UtilsApi.md +0 -911
  802. data/docs/VAccountAssetSize.md +0 -11
  803. data/docs/VAccountVO.md +0 -13
  804. data/docs/VClientGoalViewData.md +0 -13
  805. data/docs/VPortfolioVO.md +0 -11
  806. data/docs/Webhook.md +0 -15
  807. data/docs/WebhookApi.md +0 -309
  808. data/lib/nucleus_api/api/application_api.rb +0 -301
  809. data/lib/nucleus_api/api/audit_log_api.rb +0 -190
  810. data/lib/nucleus_api/api/feature_api.rb +0 -579
  811. data/lib/nucleus_api/api/notification_api.rb +0 -857
  812. data/lib/nucleus_api/api/performance_api.rb +0 -1131
  813. data/lib/nucleus_api/models/daily_withdrawal.rb +0 -405
  814. data/spec/api/application_api_spec.rb +0 -100
  815. data/spec/api/audit_log_api_spec.rb +0 -75
  816. data/spec/api/feature_api_spec.rb +0 -165
  817. data/spec/api/notification_api_spec.rb +0 -230
  818. data/spec/api/performance_api_spec.rb +0 -355
  819. data/spec/models/category_response_vo_spec.rb +0 -47
  820. data/spec/models/daily_withdrawal_spec.rb +0 -167
@@ -1,16 +0,0 @@
1
- # NucleusApi::PageSecurityPrice
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **content** | [**Array<SecurityPrice>**](SecurityPrice.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
-
@@ -1,16 +0,0 @@
1
- # NucleusApi::PageSpendingControl
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **content** | [**Array<SpendingControl>**](SpendingControl.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/PageStage.md DELETED
@@ -1,16 +0,0 @@
1
- # NucleusApi::PageStage
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **content** | [**Array<Stage>**](Stage.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
-
@@ -1,16 +0,0 @@
1
- # NucleusApi::PageTransactionCode
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **content** | [**Array<TransactionCode>**](TransactionCode.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
-
@@ -1,16 +0,0 @@
1
- # NucleusApi::PageVAccountAssetSize
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **content** | [**Array<VAccountAssetSize>**](VAccountAssetSize.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/PageWebhook.md DELETED
@@ -1,16 +0,0 @@
1
- # NucleusApi::PageWebhook
2
-
3
- ## Properties
4
- 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
-
@@ -1,973 +0,0 @@
1
- # NucleusApi::PerformanceApi
2
-
3
- All URIs are relative to *https://sandbox.hydrogenplatform.com/nucleus/v1*
4
-
5
- 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
154
- hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
155
- is_current_weight: true, # BOOLEAN | is_current_weight
156
- mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
157
- max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
158
- mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
159
- min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
160
- moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
161
- n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
162
- n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
163
- n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
164
- n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
165
- num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
166
- 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')
167
- risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
168
- risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
169
- risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
170
- risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
171
- start_date: Date.parse('2013-10-20'), # Date | start date
172
- stat: 'stat_example', # String | A stat type found under the Statistics banner
173
- var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
174
- }
175
-
176
- begin
177
- #Allocation Performance
178
- result = api_instance.get_allocation_performance_using_get(allocation_id, opts)
179
- p result
180
- rescue NucleusApi::ApiError => e
181
- puts "Exception when calling PerformanceApi->get_allocation_performance_using_get: #{e}"
182
- end
183
- ```
184
-
185
- ### Parameters
186
-
187
- Name | Type | Description | Notes
188
- ------------- | ------------- | ------------- | -------------
189
- **allocation_id** | [**String**](.md)| Allocation Id -/allocation |
190
- **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
191
- **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
192
- **benchmark_id** | [**String**](.md)| Tenant Benchmark Id -/benchmark | [optional]
193
- **end_date** | **Date**| end date | [optional]
194
- **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
195
- **is_current_weight** | **BOOLEAN**| is_current_weight | [optional] [default to true]
196
- **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
- **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
- **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
- **start_date** | **Date**| start date | [optional]
212
- **stat** | **String**| A stat type found under the Statistics banner | [optional]
213
- **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
- - **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
- # 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
-