nucleus_api 1.8.0 → 1.9.1
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- checksums.yaml +4 -4
- data/README.md +28 -737
- data/lib/nucleus_api.rb +23 -21
- data/lib/nucleus_api/api/account_api.rb +73 -112
- data/lib/nucleus_api/api/admin_client_api.rb +85 -40
- data/lib/nucleus_api/api/aggregation_account_api.rb +85 -30
- data/lib/nucleus_api/api/allocation_api.rb +16 -16
- data/lib/nucleus_api/api/benchmark_api.rb +9 -9
- data/lib/nucleus_api/api/budget_api.rb +7 -7
- data/lib/nucleus_api/api/bulk_api.rb +6 -6
- data/lib/nucleus_api/api/business_api.rb +32 -14
- data/lib/nucleus_api/api/card_api.rb +159 -14
- data/lib/nucleus_api/api/client_api.rb +318 -22
- data/lib/nucleus_api/api/{customer_api.rb → contact_api.rb} +176 -176
- data/lib/nucleus_api/api/decision_tree_api.rb +29 -31
- data/lib/nucleus_api/api/document_api.rb +7 -7
- data/lib/nucleus_api/api/financial_statement_api.rb +7 -7
- data/lib/nucleus_api/api/funding_api.rb +139 -423
- data/lib/nucleus_api/api/goal_api.rb +37 -19
- data/lib/nucleus_api/api/household_api.rb +32 -14
- data/lib/nucleus_api/api/invoice_api.rb +14 -14
- data/lib/nucleus_api/api/model_api.rb +31 -31
- data/lib/nucleus_api/api/order_api.rb +31 -31
- data/lib/nucleus_api/api/overflow_api.rb +10 -10
- data/lib/nucleus_api/api/portfolio_api.rb +97 -33
- data/lib/nucleus_api/api/questionnaire_api.rb +17 -295
- data/lib/nucleus_api/api/resource_api.rb +394 -50
- data/lib/nucleus_api/api/risk_profile_api.rb +7 -7
- data/lib/nucleus_api/api/roundup_api.rb +10 -10
- data/lib/nucleus_api/api/score_api.rb +7 -7
- data/lib/nucleus_api/api/securities_api.rb +17 -17
- data/lib/nucleus_api/api/spending_control_api.rb +7 -7
- data/lib/nucleus_api/api/utils_api.rb +1895 -60
- data/lib/nucleus_api/api/webhook_api.rb +7 -7
- data/lib/nucleus_api/api_client.rb +17 -54
- data/lib/nucleus_api/api_error.rb +2 -2
- data/lib/nucleus_api/configuration.rb +4 -19
- data/lib/nucleus_api/models/account.rb +8 -6
- data/lib/nucleus_api/models/account_allocation_mapping.rb +8 -7
- data/lib/nucleus_api/models/account_map.rb +8 -7
- data/lib/nucleus_api/models/account_permission_vo.rb +8 -7
- data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +8 -7
- data/lib/nucleus_api/models/account_status.rb +8 -12
- data/lib/nucleus_api/models/account_type.rb +8 -7
- data/lib/nucleus_api/models/acl_client_permission_vo.rb +8 -7
- data/lib/nucleus_api/models/admin_client.rb +27 -9
- data/lib/nucleus_api/models/aggregation_account.rb +139 -18
- data/lib/nucleus_api/models/aggregation_account_balance.rb +8 -7
- data/lib/nucleus_api/models/aggregation_account_holding.rb +10 -17
- data/lib/nucleus_api/models/aggregation_account_transaction.rb +6 -52
- data/lib/nucleus_api/models/aggregation_accounts_map.rb +8 -7
- data/lib/nucleus_api/models/allocation.rb +8 -7
- data/lib/nucleus_api/models/allocation_aggregated_vo.rb +8 -7
- data/lib/nucleus_api/models/allocation_composition.rb +8 -7
- data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +8 -7
- data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +8 -7
- data/lib/nucleus_api/models/allocation_node_map.rb +8 -7
- data/lib/nucleus_api/models/answer.rb +36 -8
- data/lib/nucleus_api/models/answer_map.rb +8 -7
- data/lib/nucleus_api/models/application.rb +8 -7
- data/lib/nucleus_api/models/audit_log.rb +8 -7
- data/lib/nucleus_api/models/available_date_double_vo.rb +8 -7
- data/lib/nucleus_api/models/balances.rb +224 -0
- data/lib/nucleus_api/models/bank_credit.rb +29 -8
- data/lib/nucleus_api/models/bank_link.rb +42 -21
- data/lib/nucleus_api/models/bank_link_map.rb +8 -7
- data/lib/nucleus_api/models/benchmark.rb +8 -7
- data/lib/nucleus_api/models/benchmark_composition.rb +8 -7
- data/lib/nucleus_api/models/brokers.rb +8 -7
- data/lib/nucleus_api/models/budget.rb +19 -8
- data/lib/nucleus_api/models/budget_aggregation_account.rb +8 -7
- data/lib/nucleus_api/models/budget_object.rb +8 -7
- data/lib/nucleus_api/models/bulk_transaction.rb +8 -7
- data/lib/nucleus_api/models/bulk_transaction_vo.rb +8 -7
- data/lib/nucleus_api/models/business.rb +8 -8
- data/lib/nucleus_api/models/business_address.rb +8 -7
- data/lib/nucleus_api/models/business_details_vo.rb +236 -0
- data/lib/nucleus_api/models/card.rb +31 -23
- data/lib/nucleus_api/models/card_address.rb +8 -7
- data/lib/nucleus_api/models/{category_internal_response_vo.rb → card_balance_vo.rb} +42 -29
- data/lib/nucleus_api/models/card_details_vo.rb +284 -0
- data/lib/nucleus_api/models/card_program.rb +8 -7
- data/lib/nucleus_api/models/cash.rb +8 -7
- data/lib/nucleus_api/models/categories_map.rb +8 -7
- data/lib/nucleus_api/models/check.rb +8 -7
- data/lib/nucleus_api/models/check_images.rb +8 -7
- data/lib/nucleus_api/models/client.rb +8 -7
- data/lib/nucleus_api/models/client_account_mapping.rb +8 -7
- data/lib/nucleus_api/models/client_address.rb +8 -7
- data/lib/nucleus_api/models/client_business_card_vo.rb +218 -0
- data/lib/nucleus_api/models/{v_account_asset_size.rb → client_business_total_card_balance_vo.rb} +32 -40
- data/lib/nucleus_api/models/client_card_vo.rb +244 -0
- data/lib/nucleus_api/models/{category_response_vo.rb → client_credentials.rb} +31 -23
- data/lib/nucleus_api/models/client_relationship.rb +8 -7
- data/lib/nucleus_api/models/client_response.rb +8 -7
- data/lib/nucleus_api/models/client_status.rb +8 -12
- data/lib/nucleus_api/models/client_view_goal_data.rb +8 -7
- data/lib/nucleus_api/models/{customer.rb → contact.rb} +48 -9
- data/lib/nucleus_api/models/{customer_address.rb → contact_address.rb} +10 -9
- data/lib/nucleus_api/models/country.rb +29 -11
- data/lib/nucleus_api/models/currency.rb +8 -7
- data/lib/nucleus_api/models/customer_revenue.rb +36 -23
- data/lib/nucleus_api/models/date_double_vo.rb +8 -7
- data/lib/nucleus_api/models/decision_tree.rb +8 -7
- data/lib/nucleus_api/models/decision_tree_co.rb +8 -7
- data/lib/nucleus_api/models/decision_tree_result_vo.rb +8 -7
- data/lib/nucleus_api/models/document.rb +6 -8
- data/lib/nucleus_api/models/employment.rb +8 -7
- data/lib/nucleus_api/models/external_account_transfer.rb +8 -7
- data/lib/nucleus_api/models/feature.rb +8 -7
- data/lib/nucleus_api/models/feature_track.rb +8 -7
- data/lib/nucleus_api/models/financial_statement.rb +19 -8
- data/lib/nucleus_api/models/funding.rb +21 -8
- data/lib/nucleus_api/models/funding_request_map.rb +8 -7
- data/lib/nucleus_api/models/{daily_deposit.rb → funding_transaction.rb} +43 -47
- data/lib/nucleus_api/models/fx_rate.rb +234 -0
- data/lib/nucleus_api/models/fx_rate_view.rb +8 -7
- data/lib/nucleus_api/models/goal.rb +8 -7
- data/lib/nucleus_api/models/goal_account_mapping.rb +8 -7
- data/lib/nucleus_api/models/goal_track.rb +8 -7
- data/lib/nucleus_api/models/goal_track_accounts.rb +8 -7
- data/lib/nucleus_api/models/household.rb +8 -7
- data/lib/nucleus_api/models/institution.rb +256 -0
- data/lib/nucleus_api/models/investment.rb +8 -12
- data/lib/nucleus_api/models/invoice.rb +44 -23
- data/lib/nucleus_api/models/invoice_payment.rb +21 -8
- data/lib/nucleus_api/models/json_node.rb +10 -241
- data/lib/nucleus_api/models/line_items.rb +8 -7
- data/lib/nucleus_api/models/location.rb +8 -7
- data/lib/nucleus_api/models/member.rb +8 -7
- data/lib/nucleus_api/models/merchant_category_code.rb +27 -11
- data/lib/nucleus_api/models/merchants_map.rb +8 -7
- data/lib/nucleus_api/models/model.rb +8 -7
- data/lib/nucleus_api/models/model_asset_size.rb +8 -7
- data/lib/nucleus_api/models/model_comment.rb +8 -7
- data/lib/nucleus_api/models/model_holding.rb +8 -7
- data/lib/nucleus_api/models/model_holding_vo.rb +8 -7
- data/lib/nucleus_api/models/model_transaction.rb +8 -7
- data/lib/nucleus_api/models/mx_merchant_res.rb +21 -20
- data/lib/nucleus_api/models/node.rb +8 -7
- data/lib/nucleus_api/models/node_relationship.rb +8 -7
- data/lib/nucleus_api/models/notification.rb +8 -7
- data/lib/nucleus_api/models/notification_client.rb +8 -7
- data/lib/nucleus_api/models/notification_setting.rb +8 -7
- data/lib/nucleus_api/models/order.rb +8 -7
- data/lib/nucleus_api/models/order_bulk.rb +8 -7
- data/lib/nucleus_api/models/order_reconcile_request.rb +8 -7
- data/lib/nucleus_api/models/order_reconcile_return_object.rb +8 -7
- data/lib/nucleus_api/models/order_status.rb +8 -7
- data/lib/nucleus_api/models/order_track.rb +8 -7
- data/lib/nucleus_api/models/order_vo_clone.rb +8 -7
- data/lib/nucleus_api/models/overflow.rb +8 -7
- data/lib/nucleus_api/models/overflow_bank_link_map.rb +22 -11
- data/lib/nucleus_api/models/overflow_settings.rb +8 -7
- data/lib/nucleus_api/models/overflow_vo.rb +8 -7
- data/lib/nucleus_api/models/ownership.rb +8 -7
- data/lib/nucleus_api/models/page_account.rb +8 -7
- data/lib/nucleus_api/models/page_account_allocation_mapping.rb +8 -7
- data/lib/nucleus_api/models/page_account_permission_vo.rb +8 -7
- data/lib/nucleus_api/models/page_account_status.rb +8 -7
- data/lib/nucleus_api/models/page_account_type.rb +8 -7
- data/lib/nucleus_api/models/page_admin_client.rb +8 -7
- data/lib/nucleus_api/models/page_aggregation_account.rb +8 -7
- data/lib/nucleus_api/models/page_aggregation_account_balance.rb +8 -7
- data/lib/nucleus_api/models/page_aggregation_account_holding.rb +8 -7
- data/lib/nucleus_api/models/page_aggregation_account_transaction.rb +8 -7
- data/lib/nucleus_api/models/page_allocation.rb +8 -7
- data/lib/nucleus_api/models/page_allocation_composition.rb +8 -7
- data/lib/nucleus_api/models/page_answer.rb +8 -7
- data/lib/nucleus_api/models/page_application.rb +8 -7
- data/lib/nucleus_api/models/page_audit_log.rb +8 -7
- data/lib/nucleus_api/models/page_bank_link.rb +8 -7
- data/lib/nucleus_api/models/page_benchmark.rb +8 -7
- data/lib/nucleus_api/models/page_budget.rb +8 -7
- data/lib/nucleus_api/models/page_business.rb +8 -7
- data/lib/nucleus_api/models/page_card.rb +8 -7
- data/lib/nucleus_api/models/page_card_program.rb +8 -7
- data/lib/nucleus_api/models/page_client.rb +8 -7
- data/lib/nucleus_api/models/page_client_business_card_vo.rb +259 -0
- data/lib/nucleus_api/models/page_client_response.rb +8 -7
- data/lib/nucleus_api/models/page_client_status.rb +8 -7
- data/lib/nucleus_api/models/{page_customer.rb → page_contact.rb} +10 -9
- data/lib/nucleus_api/models/page_customer_revenue.rb +8 -7
- data/lib/nucleus_api/models/page_decision_tree.rb +8 -7
- data/lib/nucleus_api/models/page_document.rb +8 -7
- data/lib/nucleus_api/models/page_external_account_transfer.rb +8 -7
- data/lib/nucleus_api/models/page_feature.rb +8 -7
- data/lib/nucleus_api/models/page_feature_track.rb +8 -7
- data/lib/nucleus_api/models/page_financial_statement.rb +8 -7
- data/lib/nucleus_api/models/page_funding.rb +8 -7
- data/lib/nucleus_api/models/{page_v_account_asset_size.rb → page_funding_transaction.rb} +10 -9
- data/lib/nucleus_api/models/page_goal.rb +8 -7
- data/lib/nucleus_api/models/page_goal_track.rb +8 -7
- data/lib/nucleus_api/models/page_household.rb +8 -7
- data/lib/nucleus_api/models/{page_daily_deposit.rb → page_institution.rb} +10 -9
- data/lib/nucleus_api/models/page_invoice.rb +8 -7
- data/lib/nucleus_api/models/page_invoice_payment.rb +8 -7
- data/lib/nucleus_api/models/page_model.rb +8 -7
- data/lib/nucleus_api/models/page_model_asset_size.rb +8 -7
- data/lib/nucleus_api/models/page_model_comment.rb +8 -7
- data/lib/nucleus_api/models/page_model_holding.rb +8 -7
- data/lib/nucleus_api/models/page_model_transaction.rb +8 -7
- data/lib/nucleus_api/models/page_mx_merchant_res.rb +27 -8
- data/lib/nucleus_api/models/page_node.rb +8 -7
- data/lib/nucleus_api/models/page_node_relationship.rb +8 -7
- data/lib/nucleus_api/models/page_notification.rb +8 -7
- data/lib/nucleus_api/models/page_notification_client.rb +8 -7
- data/lib/nucleus_api/models/page_notification_setting.rb +8 -7
- data/lib/nucleus_api/models/page_order.rb +8 -7
- data/lib/nucleus_api/models/page_order_bulk.rb +8 -7
- data/lib/nucleus_api/models/page_order_status.rb +8 -7
- data/lib/nucleus_api/models/page_order_track.rb +8 -7
- data/lib/nucleus_api/models/page_overflow.rb +8 -7
- data/lib/nucleus_api/models/page_overflow_settings.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio_asset_size_log.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio_comment.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio_goal.rb +8 -7
- data/lib/nucleus_api/models/{page_daily_withdrawal.rb → page_portfolio_holding_agg.rb} +10 -9
- data/lib/nucleus_api/models/page_portfolio_holding_log.rb +8 -7
- data/lib/nucleus_api/models/page_portfolio_transaction.rb +8 -7
- data/lib/nucleus_api/models/page_question.rb +8 -7
- data/lib/nucleus_api/models/page_questionnaire.rb +8 -7
- data/lib/nucleus_api/models/page_reason_code.rb +8 -7
- data/lib/nucleus_api/models/page_risk_profile.rb +8 -7
- data/lib/nucleus_api/models/page_roundup.rb +8 -7
- data/lib/nucleus_api/models/page_roundup_settings.rb +8 -7
- data/lib/nucleus_api/models/page_score.rb +8 -7
- data/lib/nucleus_api/models/page_security.rb +8 -7
- data/lib/nucleus_api/models/page_security_exclusion.rb +8 -7
- data/lib/nucleus_api/models/page_security_price.rb +8 -7
- data/lib/nucleus_api/models/page_spending_control.rb +8 -7
- data/lib/nucleus_api/models/page_stage.rb +8 -7
- data/lib/nucleus_api/models/page_transaction_code.rb +8 -7
- data/lib/nucleus_api/models/page_webhook.rb +8 -7
- data/lib/nucleus_api/models/pageable.rb +227 -0
- data/lib/nucleus_api/models/permission_vo.rb +8 -7
- data/lib/nucleus_api/models/portfolio.rb +8 -12
- data/lib/nucleus_api/models/portfolio_asset_size_log.rb +8 -7
- data/lib/nucleus_api/models/portfolio_comment.rb +8 -7
- data/lib/nucleus_api/models/portfolio_goal.rb +8 -7
- data/lib/nucleus_api/models/portfolio_goal_map.rb +8 -7
- data/lib/nucleus_api/models/portfolio_holding_agg.rb +8 -7
- data/lib/nucleus_api/models/portfolio_holding_log.rb +8 -7
- data/lib/nucleus_api/models/portfolio_transaction.rb +49 -8
- data/lib/nucleus_api/models/question.rb +36 -8
- data/lib/nucleus_api/models/questionnaire.rb +21 -8
- data/lib/nucleus_api/models/reason_code.rb +8 -7
- data/lib/nucleus_api/models/risk_profile.rb +8 -7
- data/lib/nucleus_api/models/roundup.rb +8 -7
- data/lib/nucleus_api/models/roundup_co.rb +8 -7
- data/lib/nucleus_api/models/roundup_settings.rb +8 -7
- data/lib/nucleus_api/models/score.rb +8 -7
- data/lib/nucleus_api/models/securities_composition.rb +8 -7
- data/lib/nucleus_api/models/securities_country.rb +8 -7
- data/lib/nucleus_api/models/security.rb +8 -7
- data/lib/nucleus_api/models/security_composition_vo.rb +8 -7
- data/lib/nucleus_api/models/security_country_vo.rb +8 -7
- data/lib/nucleus_api/models/security_exclusion.rb +8 -7
- data/lib/nucleus_api/models/security_price.rb +8 -7
- data/lib/nucleus_api/models/sort.rb +8 -7
- data/lib/nucleus_api/models/spending_control.rb +20 -8
- data/lib/nucleus_api/models/stage.rb +29 -8
- data/lib/nucleus_api/models/stat.rb +8 -7
- data/lib/nucleus_api/models/state.rb +8 -7
- data/lib/nucleus_api/models/statistic_resource_vo.rb +8 -7
- data/lib/nucleus_api/models/token_date_request.rb +8 -7
- data/lib/nucleus_api/models/transaction_code.rb +17 -66
- data/lib/nucleus_api/models/v_account_vo.rb +8 -7
- data/lib/nucleus_api/models/v_client_goal_view_data.rb +8 -7
- data/lib/nucleus_api/models/v_portfolio_vo.rb +8 -7
- data/lib/nucleus_api/models/webhook.rb +6 -8
- data/lib/nucleus_api/version.rb +3 -3
- data/nucleus_api.gemspec +2 -2
- data/spec/api/account_api_spec.rb +14 -24
- data/spec/api/admin_client_api_spec.rb +23 -16
- data/spec/api/aggregation_account_api_spec.rb +15 -2
- data/spec/api/allocation_api_spec.rb +2 -2
- data/spec/api/benchmark_api_spec.rb +5 -5
- data/spec/api/budget_api_spec.rb +2 -2
- data/spec/api/bulk_api_spec.rb +2 -2
- data/spec/api/business_api_spec.rb +12 -6
- data/spec/api/card_api_spec.rb +40 -2
- data/spec/api/client_api_spec.rb +77 -6
- data/spec/api/{customer_api_spec.rb → contact_api_spec.rb} +49 -49
- data/spec/api/decision_tree_api_spec.rb +7 -7
- data/spec/api/document_api_spec.rb +2 -2
- data/spec/api/financial_statement_api_spec.rb +2 -2
- data/spec/api/funding_api_spec.rb +43 -110
- data/spec/api/goal_api_spec.rb +12 -6
- data/spec/api/household_api_spec.rb +12 -6
- data/spec/api/invoice_api_spec.rb +3 -3
- data/spec/api/model_api_spec.rb +3 -3
- data/spec/api/order_api_spec.rb +2 -2
- data/spec/api/overflow_api_spec.rb +2 -2
- data/spec/api/portfolio_api_spec.rb +18 -2
- data/spec/api/questionnaire_api_spec.rb +2 -67
- data/spec/api/resource_api_spec.rb +97 -16
- data/spec/api/risk_profile_api_spec.rb +2 -2
- data/spec/api/roundup_api_spec.rb +2 -2
- data/spec/api/score_api_spec.rb +2 -2
- data/spec/api/securities_api_spec.rb +2 -2
- data/spec/api/spending_control_api_spec.rb +2 -2
- data/spec/api/utils_api_spec.rb +432 -2
- data/spec/api/webhook_api_spec.rb +2 -2
- data/spec/api_client_spec.rb +2 -2
- data/spec/configuration_spec.rb +5 -5
- data/spec/models/account_allocation_mapping_spec.rb +2 -2
- data/spec/models/account_map_spec.rb +2 -2
- data/spec/models/account_permission_vo_spec.rb +2 -2
- data/spec/models/account_portfolio_rebalance_request_spec.rb +2 -2
- data/spec/models/account_spec.rb +5 -5
- data/spec/models/account_status_spec.rb +2 -2
- data/spec/models/account_type_spec.rb +2 -2
- data/spec/models/acl_client_permission_vo_spec.rb +2 -2
- data/spec/models/admin_client_spec.rb +14 -2
- data/spec/models/aggregation_account_balance_spec.rb +2 -2
- data/spec/models/aggregation_account_holding_spec.rb +2 -2
- data/spec/models/aggregation_account_spec.rb +80 -2
- data/spec/models/aggregation_account_transaction_spec.rb +5 -13
- data/spec/models/aggregation_accounts_map_spec.rb +2 -2
- data/spec/models/allocation_aggregated_vo_spec.rb +2 -2
- data/spec/models/allocation_composition_aggregated_vo_spec.rb +2 -2
- data/spec/models/allocation_composition_model_holdings_vo_spec.rb +2 -2
- data/spec/models/allocation_composition_spec.rb +2 -2
- data/spec/models/allocation_node_map_spec.rb +2 -2
- data/spec/models/allocation_spec.rb +2 -2
- data/spec/models/answer_map_spec.rb +2 -2
- data/spec/models/answer_spec.rb +20 -2
- data/spec/models/application_spec.rb +2 -2
- data/spec/models/audit_log_spec.rb +2 -2
- data/spec/models/available_date_double_vo_spec.rb +2 -2
- data/spec/models/balances_spec.rb +65 -0
- data/spec/models/bank_credit_spec.rb +14 -2
- data/spec/models/bank_link_map_spec.rb +2 -2
- data/spec/models/bank_link_spec.rb +20 -8
- data/spec/models/benchmark_composition_spec.rb +2 -2
- data/spec/models/benchmark_spec.rb +2 -2
- data/spec/models/brokers_spec.rb +2 -2
- data/spec/models/budget_aggregation_account_spec.rb +2 -2
- data/spec/models/budget_object_spec.rb +2 -2
- data/spec/models/budget_spec.rb +8 -2
- data/spec/models/bulk_transaction_spec.rb +2 -2
- data/spec/models/bulk_transaction_vo_spec.rb +2 -2
- data/spec/models/business_address_spec.rb +2 -2
- data/spec/models/business_details_vo_spec.rb +71 -0
- data/spec/models/business_spec.rb +2 -2
- data/spec/models/card_address_spec.rb +2 -2
- data/spec/models/card_balance_vo_spec.rb +59 -0
- data/spec/models/card_details_vo_spec.rb +101 -0
- data/spec/models/card_program_spec.rb +2 -2
- data/spec/models/card_spec.rb +15 -2
- data/spec/models/cash_spec.rb +2 -2
- data/spec/models/categories_map_spec.rb +2 -2
- data/spec/models/check_images_spec.rb +2 -2
- data/spec/models/check_spec.rb +2 -2
- data/spec/models/client_account_mapping_spec.rb +2 -2
- data/spec/models/client_address_spec.rb +2 -2
- data/spec/models/client_business_card_vo_spec.rb +59 -0
- data/spec/models/client_business_total_card_balance_vo_spec.rb +53 -0
- data/spec/models/client_card_vo_spec.rb +77 -0
- data/spec/models/{category_internal_response_vo_spec.rb → client_credentials_spec.rb} +11 -11
- data/spec/models/client_relationship_spec.rb +2 -2
- data/spec/models/client_response_spec.rb +2 -2
- data/spec/models/client_spec.rb +2 -2
- data/spec/models/client_status_spec.rb +2 -2
- data/spec/models/client_view_goal_data_spec.rb +2 -2
- data/spec/models/{customer_address_spec.rb → contact_address_spec.rb} +8 -8
- data/spec/models/{customer_spec.rb → contact_spec.rb} +32 -8
- data/spec/models/country_spec.rb +8 -2
- data/spec/models/currency_spec.rb +2 -2
- data/spec/models/customer_revenue_spec.rb +11 -5
- data/spec/models/date_double_vo_spec.rb +2 -2
- data/spec/models/decision_tree_co_spec.rb +2 -2
- data/spec/models/decision_tree_result_vo_spec.rb +2 -2
- data/spec/models/decision_tree_spec.rb +2 -2
- data/spec/models/document_spec.rb +2 -2
- data/spec/models/employment_spec.rb +2 -2
- data/spec/models/external_account_transfer_spec.rb +2 -2
- data/spec/models/feature_spec.rb +2 -2
- data/spec/models/feature_track_spec.rb +2 -2
- data/spec/models/financial_statement_spec.rb +8 -2
- data/spec/models/funding_request_map_spec.rb +2 -2
- data/spec/models/funding_spec.rb +11 -5
- data/spec/models/{daily_deposit_spec.rb → funding_transaction_spec.rb} +12 -18
- data/spec/models/{v_account_asset_size_spec.rb → fx_rate_spec.rb} +12 -12
- data/spec/models/fx_rate_view_spec.rb +2 -2
- data/spec/models/goal_account_mapping_spec.rb +2 -2
- data/spec/models/goal_spec.rb +2 -2
- data/spec/models/goal_track_accounts_spec.rb +2 -2
- data/spec/models/goal_track_spec.rb +2 -2
- data/spec/models/household_spec.rb +2 -2
- data/spec/models/institution_spec.rb +83 -0
- data/spec/models/investment_spec.rb +2 -2
- data/spec/models/invoice_payment_spec.rb +8 -2
- data/spec/models/invoice_spec.rb +17 -5
- data/spec/models/json_node_spec.rb +2 -138
- data/spec/models/line_items_spec.rb +2 -2
- data/spec/models/location_spec.rb +2 -2
- data/spec/models/member_spec.rb +2 -2
- data/spec/models/merchant_category_code_spec.rb +8 -2
- data/spec/models/merchants_map_spec.rb +2 -2
- data/spec/models/model_asset_size_spec.rb +2 -2
- data/spec/models/model_comment_spec.rb +2 -2
- data/spec/models/model_holding_spec.rb +2 -2
- data/spec/models/model_holding_vo_spec.rb +2 -2
- data/spec/models/model_spec.rb +2 -2
- data/spec/models/model_transaction_spec.rb +2 -2
- data/spec/models/mx_merchant_res_spec.rb +4 -4
- data/spec/models/node_relationship_spec.rb +2 -2
- data/spec/models/node_spec.rb +2 -2
- data/spec/models/notification_client_spec.rb +2 -2
- data/spec/models/notification_setting_spec.rb +2 -2
- data/spec/models/notification_spec.rb +2 -2
- data/spec/models/order_bulk_spec.rb +2 -2
- data/spec/models/order_reconcile_request_spec.rb +2 -2
- data/spec/models/order_reconcile_return_object_spec.rb +2 -2
- data/spec/models/order_spec.rb +2 -2
- data/spec/models/order_status_spec.rb +2 -2
- data/spec/models/order_track_spec.rb +2 -2
- data/spec/models/order_vo_clone_spec.rb +2 -2
- data/spec/models/overflow_bank_link_map_spec.rb +8 -2
- data/spec/models/overflow_settings_spec.rb +2 -2
- data/spec/models/overflow_spec.rb +2 -2
- data/spec/models/overflow_vo_spec.rb +2 -2
- data/spec/models/ownership_spec.rb +2 -2
- data/spec/models/page_account_allocation_mapping_spec.rb +2 -2
- data/spec/models/page_account_permission_vo_spec.rb +2 -2
- data/spec/models/page_account_spec.rb +2 -2
- data/spec/models/page_account_status_spec.rb +2 -2
- data/spec/models/page_account_type_spec.rb +2 -2
- data/spec/models/page_admin_client_spec.rb +2 -2
- data/spec/models/page_aggregation_account_balance_spec.rb +2 -2
- data/spec/models/page_aggregation_account_holding_spec.rb +2 -2
- data/spec/models/page_aggregation_account_spec.rb +2 -2
- data/spec/models/page_aggregation_account_transaction_spec.rb +2 -2
- data/spec/models/page_allocation_composition_spec.rb +2 -2
- data/spec/models/page_allocation_spec.rb +2 -2
- data/spec/models/page_answer_spec.rb +2 -2
- data/spec/models/page_application_spec.rb +2 -2
- data/spec/models/page_audit_log_spec.rb +2 -2
- data/spec/models/page_bank_link_spec.rb +2 -2
- data/spec/models/page_benchmark_spec.rb +2 -2
- data/spec/models/page_budget_spec.rb +2 -2
- data/spec/models/page_business_spec.rb +2 -2
- data/spec/models/page_card_program_spec.rb +2 -2
- data/spec/models/page_card_spec.rb +2 -2
- data/spec/models/page_client_business_card_vo_spec.rb +89 -0
- data/spec/models/page_client_response_spec.rb +2 -2
- data/spec/models/page_client_spec.rb +2 -2
- data/spec/models/page_client_status_spec.rb +2 -2
- data/spec/models/{page_customer_spec.rb → page_contact_spec.rb} +8 -8
- data/spec/models/page_customer_revenue_spec.rb +2 -2
- data/spec/models/page_decision_tree_spec.rb +2 -2
- data/spec/models/page_document_spec.rb +2 -2
- data/spec/models/page_external_account_transfer_spec.rb +2 -2
- data/spec/models/page_feature_spec.rb +2 -2
- data/spec/models/page_feature_track_spec.rb +2 -2
- data/spec/models/page_financial_statement_spec.rb +2 -2
- data/spec/models/page_funding_spec.rb +2 -2
- data/spec/models/{page_v_account_asset_size_spec.rb → page_funding_transaction_spec.rb} +8 -8
- data/spec/models/page_goal_spec.rb +2 -2
- data/spec/models/page_goal_track_spec.rb +2 -2
- data/spec/models/page_household_spec.rb +2 -2
- data/spec/models/{page_daily_deposit_spec.rb → page_institution_spec.rb} +8 -8
- data/spec/models/page_invoice_payment_spec.rb +2 -2
- data/spec/models/page_invoice_spec.rb +2 -2
- data/spec/models/page_model_asset_size_spec.rb +2 -2
- data/spec/models/page_model_comment_spec.rb +2 -2
- data/spec/models/page_model_holding_spec.rb +2 -2
- data/spec/models/page_model_spec.rb +2 -2
- data/spec/models/page_model_transaction_spec.rb +2 -2
- data/spec/models/page_mx_merchant_res_spec.rb +14 -2
- data/spec/models/page_node_relationship_spec.rb +2 -2
- data/spec/models/page_node_spec.rb +2 -2
- data/spec/models/page_notification_client_spec.rb +2 -2
- data/spec/models/page_notification_setting_spec.rb +2 -2
- data/spec/models/page_notification_spec.rb +2 -2
- data/spec/models/page_order_bulk_spec.rb +2 -2
- data/spec/models/page_order_spec.rb +2 -2
- data/spec/models/page_order_status_spec.rb +2 -2
- data/spec/models/page_order_track_spec.rb +2 -2
- data/spec/models/page_overflow_settings_spec.rb +2 -2
- data/spec/models/page_overflow_spec.rb +2 -2
- data/spec/models/page_portfolio_asset_size_log_spec.rb +2 -2
- data/spec/models/page_portfolio_comment_spec.rb +2 -2
- data/spec/models/page_portfolio_goal_spec.rb +2 -2
- data/spec/models/{page_daily_withdrawal_spec.rb → page_portfolio_holding_agg_spec.rb} +8 -8
- data/spec/models/page_portfolio_holding_log_spec.rb +2 -2
- data/spec/models/page_portfolio_spec.rb +2 -2
- data/spec/models/page_portfolio_transaction_spec.rb +2 -2
- data/spec/models/page_question_spec.rb +2 -2
- data/spec/models/page_questionnaire_spec.rb +2 -2
- data/spec/models/page_reason_code_spec.rb +2 -2
- data/spec/models/page_risk_profile_spec.rb +2 -2
- data/spec/models/page_roundup_settings_spec.rb +2 -2
- data/spec/models/page_roundup_spec.rb +2 -2
- data/spec/models/page_score_spec.rb +2 -2
- data/spec/models/page_security_exclusion_spec.rb +2 -2
- data/spec/models/page_security_price_spec.rb +2 -2
- data/spec/models/page_security_spec.rb +2 -2
- data/spec/models/page_spending_control_spec.rb +2 -2
- data/spec/models/page_stage_spec.rb +2 -2
- data/spec/models/page_transaction_code_spec.rb +2 -2
- data/spec/models/page_webhook_spec.rb +2 -2
- data/spec/models/pageable_spec.rb +71 -0
- data/spec/models/permission_vo_spec.rb +2 -2
- data/spec/models/portfolio_asset_size_log_spec.rb +2 -2
- data/spec/models/portfolio_comment_spec.rb +2 -2
- data/spec/models/portfolio_goal_map_spec.rb +2 -2
- data/spec/models/portfolio_goal_spec.rb +2 -2
- data/spec/models/portfolio_holding_agg_spec.rb +2 -2
- data/spec/models/portfolio_holding_log_spec.rb +2 -2
- data/spec/models/portfolio_spec.rb +2 -2
- data/spec/models/portfolio_transaction_spec.rb +26 -2
- data/spec/models/question_spec.rb +20 -2
- data/spec/models/questionnaire_spec.rb +8 -2
- data/spec/models/reason_code_spec.rb +2 -2
- data/spec/models/risk_profile_spec.rb +2 -2
- data/spec/models/roundup_co_spec.rb +2 -2
- data/spec/models/roundup_settings_spec.rb +2 -2
- data/spec/models/roundup_spec.rb +2 -2
- data/spec/models/score_spec.rb +2 -2
- data/spec/models/securities_composition_spec.rb +2 -2
- data/spec/models/securities_country_spec.rb +2 -2
- data/spec/models/security_composition_vo_spec.rb +2 -2
- data/spec/models/security_country_vo_spec.rb +2 -2
- data/spec/models/security_exclusion_spec.rb +2 -2
- data/spec/models/security_price_spec.rb +2 -2
- data/spec/models/security_spec.rb +2 -2
- data/spec/models/sort_spec.rb +2 -2
- data/spec/models/spending_control_spec.rb +8 -2
- data/spec/models/stage_spec.rb +14 -2
- data/spec/models/stat_spec.rb +2 -2
- data/spec/models/state_spec.rb +2 -2
- data/spec/models/statistic_resource_vo_spec.rb +2 -2
- data/spec/models/token_date_request_spec.rb +2 -2
- data/spec/models/transaction_code_spec.rb +11 -17
- data/spec/models/v_account_vo_spec.rb +2 -2
- data/spec/models/v_client_goal_view_data_spec.rb +2 -2
- data/spec/models/v_portfolio_vo_spec.rb +2 -2
- data/spec/models/webhook_spec.rb +2 -2
- data/spec/spec_helper.rb +2 -2
- metadata +62 -316
- data/docs/Account.md +0 -22
- data/docs/AccountAllocationMapping.md +0 -17
- data/docs/AccountApi.md +0 -1919
- data/docs/AccountMap.md +0 -9
- data/docs/AccountPermissionVO.md +0 -9
- data/docs/AccountPortfolioRebalanceRequest.md +0 -21
- data/docs/AccountStatus.md +0 -16
- data/docs/AccountType.md +0 -23
- data/docs/AclClientPermissionVO.md +0 -10
- data/docs/AdminClient.md +0 -18
- data/docs/AdminClientApi.md +0 -309
- data/docs/AggregationAccount.md +0 -30
- data/docs/AggregationAccountApi.md +0 -1702
- data/docs/AggregationAccountBalance.md +0 -18
- data/docs/AggregationAccountHolding.md +0 -26
- data/docs/AggregationAccountTransaction.md +0 -23
- data/docs/AggregationAccountsMap.md +0 -9
- data/docs/Allocation.md +0 -22
- data/docs/AllocationAggregatedVO.md +0 -13
- data/docs/AllocationApi.md +0 -872
- data/docs/AllocationComposition.md +0 -18
- data/docs/AllocationCompositionAggregatedVO.md +0 -19
- data/docs/AllocationCompositionModelHoldingsVO.md +0 -22
- data/docs/AllocationNodeMap.md +0 -8
- data/docs/Answer.md +0 -18
- data/docs/AnswerMap.md +0 -8
- data/docs/Application.md +0 -15
- data/docs/ApplicationApi.md +0 -309
- data/docs/AuditLog.md +0 -23
- data/docs/AuditLogApi.md +0 -191
- data/docs/AvailableDateDoubleVO.md +0 -14
- data/docs/BankCredit.md +0 -15
- data/docs/BankLink.md +0 -29
- data/docs/BankLinkMap.md +0 -9
- data/docs/Benchmark.md +0 -17
- data/docs/BenchmarkApi.md +0 -375
- data/docs/BenchmarkComposition.md +0 -9
- data/docs/Brokers.md +0 -9
- data/docs/Budget.md +0 -25
- data/docs/BudgetAggregationAccount.md +0 -8
- data/docs/BudgetApi.md +0 -315
- data/docs/BudgetObject.md +0 -10
- data/docs/BulkApi.md +0 -249
- data/docs/BulkTransaction.md +0 -13
- data/docs/BulkTransactionVO.md +0 -12
- data/docs/Business.md +0 -32
- data/docs/BusinessAddress.md +0 -15
- data/docs/BusinessApi.md +0 -523
- data/docs/Card.md +0 -35
- data/docs/CardAddress.md +0 -14
- data/docs/CardApi.md +0 -754
- data/docs/CardProgram.md +0 -23
- data/docs/Cash.md +0 -10
- data/docs/CategoriesMap.md +0 -9
- data/docs/CategoryInternalResponseVO.md +0 -10
- data/docs/CategoryResponseVO.md +0 -9
- data/docs/Check.md +0 -10
- data/docs/CheckImages.md +0 -9
- data/docs/Client.md +0 -39
- data/docs/ClientAccountMapping.md +0 -10
- data/docs/ClientAddress.md +0 -15
- data/docs/ClientApi.md +0 -1008
- data/docs/ClientRelationship.md +0 -10
- data/docs/ClientResponse.md +0 -17
- data/docs/ClientStatus.md +0 -16
- data/docs/ClientViewGoalData.md +0 -21
- data/docs/Country.md +0 -12
- data/docs/Currency.md +0 -11
- data/docs/Customer.md +0 -21
- data/docs/CustomerAddress.md +0 -14
- data/docs/CustomerApi.md +0 -616
- data/docs/CustomerRevenue.md +0 -16
- data/docs/DailyDeposit.md +0 -28
- data/docs/DailyWithdrawal.md +0 -29
- data/docs/DateDoubleVO.md +0 -10
- data/docs/DecisionTree.md +0 -17
- data/docs/DecisionTreeApi.md +0 -971
- data/docs/DecisionTreeCO.md +0 -9
- data/docs/DecisionTreeResultVO.md +0 -9
- data/docs/Document.md +0 -30
- data/docs/DocumentApi.md +0 -309
- data/docs/Employment.md +0 -11
- data/docs/ExternalAccountTransfer.md +0 -28
- data/docs/Feature.md +0 -18
- data/docs/FeatureApi.md +0 -610
- data/docs/FeatureTrack.md +0 -14
- data/docs/FinancialStatement.md +0 -23
- data/docs/FinancialStatementApi.md +0 -315
- data/docs/Funding.md +0 -37
- data/docs/FundingApi.md +0 -1601
- data/docs/FundingRequestMap.md +0 -8
- data/docs/FxRateView.md +0 -11
- data/docs/Goal.md +0 -24
- data/docs/GoalAccountMapping.md +0 -11
- data/docs/GoalApi.md +0 -841
- data/docs/GoalTrack.md +0 -26
- data/docs/GoalTrackAccounts.md +0 -8
- data/docs/Household.md +0 -18
- data/docs/HouseholdApi.md +0 -523
- data/docs/Investment.md +0 -16
- data/docs/Invoice.md +0 -32
- data/docs/InvoiceApi.md +0 -622
- data/docs/InvoicePayment.md +0 -15
- data/docs/JsonNode.md +0 -29
- data/docs/LineItems.md +0 -15
- data/docs/Location.md +0 -15
- data/docs/MXMerchantRes.md +0 -14
- data/docs/Member.md +0 -11
- data/docs/MerchantCategoryCode.md +0 -11
- data/docs/MerchantsMap.md +0 -9
- data/docs/Model.md +0 -29
- data/docs/ModelApi.md +0 -1580
- data/docs/ModelAssetSize.md +0 -16
- data/docs/ModelComment.md +0 -15
- data/docs/ModelHolding.md +0 -25
- data/docs/ModelHoldingVO.md +0 -11
- data/docs/ModelTransaction.md +0 -17
- data/docs/Node.md +0 -15
- data/docs/NodeRelationship.md +0 -18
- data/docs/Notification.md +0 -20
- data/docs/NotificationApi.md +0 -911
- data/docs/NotificationClient.md +0 -19
- data/docs/NotificationSetting.md +0 -19
- data/docs/Order.md +0 -27
- data/docs/OrderApi.md +0 -1764
- data/docs/OrderBulk.md +0 -18
- data/docs/OrderReconcileRequest.md +0 -12
- data/docs/OrderReconcileReturnObject.md +0 -12
- data/docs/OrderStatus.md +0 -14
- data/docs/OrderTrack.md +0 -20
- data/docs/OrderVoClone.md +0 -20
- data/docs/Overflow.md +0 -16
- data/docs/OverflowApi.md +0 -492
- data/docs/OverflowBankLinkMap.md +0 -9
- data/docs/OverflowSettings.md +0 -17
- data/docs/OverflowVO.md +0 -10
- data/docs/Ownership.md +0 -12
- data/docs/PageAccount.md +0 -16
- data/docs/PageAccountAllocationMapping.md +0 -16
- data/docs/PageAccountPermissionVO.md +0 -16
- data/docs/PageAccountStatus.md +0 -16
- data/docs/PageAccountType.md +0 -16
- data/docs/PageAdminClient.md +0 -16
- data/docs/PageAggregationAccount.md +0 -16
- data/docs/PageAggregationAccountBalance.md +0 -16
- data/docs/PageAggregationAccountHolding.md +0 -16
- data/docs/PageAggregationAccountTransaction.md +0 -16
- data/docs/PageAllocation.md +0 -16
- data/docs/PageAllocationComposition.md +0 -16
- data/docs/PageAnswer.md +0 -16
- data/docs/PageApplication.md +0 -16
- data/docs/PageAuditLog.md +0 -16
- data/docs/PageBankLink.md +0 -16
- data/docs/PageBenchmark.md +0 -16
- data/docs/PageBudget.md +0 -16
- data/docs/PageBusiness.md +0 -16
- data/docs/PageCard.md +0 -16
- data/docs/PageCardProgram.md +0 -16
- data/docs/PageClient.md +0 -16
- data/docs/PageClientResponse.md +0 -16
- data/docs/PageClientStatus.md +0 -16
- data/docs/PageCustomer.md +0 -16
- data/docs/PageCustomerRevenue.md +0 -16
- data/docs/PageDailyDeposit.md +0 -16
- data/docs/PageDailyWithdrawal.md +0 -16
- data/docs/PageDecisionTree.md +0 -16
- data/docs/PageDocument.md +0 -16
- data/docs/PageExternalAccountTransfer.md +0 -16
- data/docs/PageFeature.md +0 -16
- data/docs/PageFeatureTrack.md +0 -16
- data/docs/PageFinancialStatement.md +0 -16
- data/docs/PageFunding.md +0 -16
- data/docs/PageGoal.md +0 -16
- data/docs/PageGoalTrack.md +0 -16
- data/docs/PageHousehold.md +0 -16
- data/docs/PageInvoice.md +0 -16
- data/docs/PageInvoicePayment.md +0 -16
- data/docs/PageMXMerchantRes.md +0 -16
- data/docs/PageModel.md +0 -16
- data/docs/PageModelAssetSize.md +0 -16
- data/docs/PageModelComment.md +0 -16
- data/docs/PageModelHolding.md +0 -16
- data/docs/PageModelTransaction.md +0 -16
- data/docs/PageNode.md +0 -16
- data/docs/PageNodeRelationship.md +0 -16
- data/docs/PageNotification.md +0 -16
- data/docs/PageNotificationClient.md +0 -16
- data/docs/PageNotificationSetting.md +0 -16
- data/docs/PageOrder.md +0 -16
- data/docs/PageOrderBulk.md +0 -16
- data/docs/PageOrderStatus.md +0 -16
- data/docs/PageOrderTrack.md +0 -16
- data/docs/PageOverflow.md +0 -16
- data/docs/PageOverflowSettings.md +0 -16
- data/docs/PagePortfolio.md +0 -16
- data/docs/PagePortfolioAssetSizeLog.md +0 -16
- data/docs/PagePortfolioComment.md +0 -16
- data/docs/PagePortfolioGoal.md +0 -16
- data/docs/PagePortfolioHoldingLog.md +0 -16
- data/docs/PagePortfolioTransaction.md +0 -16
- data/docs/PageQuestion.md +0 -16
- data/docs/PageQuestionnaire.md +0 -16
- data/docs/PageReasonCode.md +0 -16
- data/docs/PageRiskProfile.md +0 -16
- data/docs/PageRoundup.md +0 -16
- data/docs/PageRoundupSettings.md +0 -16
- data/docs/PageScore.md +0 -16
- data/docs/PageSecurity.md +0 -16
- data/docs/PageSecurityExclusion.md +0 -16
- data/docs/PageSecurityPrice.md +0 -16
- data/docs/PageSpendingControl.md +0 -16
- data/docs/PageStage.md +0 -16
- data/docs/PageTransactionCode.md +0 -16
- data/docs/PageVAccountAssetSize.md +0 -16
- data/docs/PageWebhook.md +0 -16
- data/docs/PerformanceApi.md +0 -973
- data/docs/PermissionVO.md +0 -9
- data/docs/Portfolio.md +0 -22
- data/docs/PortfolioApi.md +0 -1902
- data/docs/PortfolioAssetSizeLog.md +0 -20
- data/docs/PortfolioComment.md +0 -16
- data/docs/PortfolioGoal.md +0 -14
- data/docs/PortfolioGoalMap.md +0 -9
- data/docs/PortfolioHoldingAgg.md +0 -14
- data/docs/PortfolioHoldingLog.md +0 -21
- data/docs/PortfolioTransaction.md +0 -37
- data/docs/Question.md +0 -23
- data/docs/Questionnaire.md +0 -17
- data/docs/QuestionnaireApi.md +0 -1212
- data/docs/ReasonCode.md +0 -17
- data/docs/ResourceApi.md +0 -534
- data/docs/RiskProfile.md +0 -18
- data/docs/RiskProfileApi.md +0 -309
- data/docs/Roundup.md +0 -15
- data/docs/RoundupApi.md +0 -492
- data/docs/RoundupCO.md +0 -12
- data/docs/RoundupSettings.md +0 -21
- data/docs/Score.md +0 -23
- data/docs/ScoreApi.md +0 -309
- data/docs/SecuritiesApi.md +0 -917
- data/docs/SecuritiesComposition.md +0 -11
- data/docs/SecuritiesCountry.md +0 -9
- data/docs/Security.md +0 -32
- data/docs/SecurityCompositionVO.md +0 -21
- data/docs/SecurityCountryVO.md +0 -9
- data/docs/SecurityExclusion.md +0 -18
- data/docs/SecurityPrice.md +0 -20
- data/docs/Sort.md +0 -13
- data/docs/SpendingControl.md +0 -21
- data/docs/SpendingControlApi.md +0 -309
- data/docs/Stage.md +0 -22
- data/docs/Stat.md +0 -9
- data/docs/State.md +0 -10
- data/docs/StatisticResourceVO.md +0 -11
- data/docs/TokenDateRequest.md +0 -13
- data/docs/TransactionCode.md +0 -20
- data/docs/UtilsApi.md +0 -911
- data/docs/VAccountAssetSize.md +0 -11
- data/docs/VAccountVO.md +0 -13
- data/docs/VClientGoalViewData.md +0 -13
- data/docs/VPortfolioVO.md +0 -11
- data/docs/Webhook.md +0 -15
- data/docs/WebhookApi.md +0 -309
- data/lib/nucleus_api/api/application_api.rb +0 -301
- data/lib/nucleus_api/api/audit_log_api.rb +0 -190
- data/lib/nucleus_api/api/feature_api.rb +0 -579
- data/lib/nucleus_api/api/notification_api.rb +0 -857
- data/lib/nucleus_api/api/performance_api.rb +0 -1131
- data/lib/nucleus_api/models/daily_withdrawal.rb +0 -405
- data/spec/api/application_api_spec.rb +0 -100
- data/spec/api/audit_log_api_spec.rb +0 -75
- data/spec/api/feature_api_spec.rb +0 -165
- data/spec/api/notification_api_spec.rb +0 -230
- data/spec/api/performance_api_spec.rb +0 -355
- data/spec/models/category_response_vo_spec.rb +0 -47
- data/spec/models/daily_withdrawal_spec.rb +0 -167
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=begin
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#Hydrogen Nucleus API
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#The Hydrogen Nucleus API
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OpenAPI spec version: 1.8.0
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Contact: info@hydrogenplatform.com
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Generated by: https://github.com/swagger-api/swagger-codegen.git
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Swagger Codegen version: 2.4.18
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=end
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require 'uri'
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module NucleusApi
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class PerformanceApi
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attr_accessor :api_client
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def initialize(api_client = ApiClient.default)
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@api_client = api_client
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end
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# Account Performance
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# Get information on the performance of an account using IRR (Internal Rate of Return). You must provide the unique account_id.
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# @param account_id Account Id -/account
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# @param [Hash] opts the optional parameters
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# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :benchmark_id Client Benchmark or Tenant Benchmark id -/benchmark
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# @option opts [Date] :end_date end date
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# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
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# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
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# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
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# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
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# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
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# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
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# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
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# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
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# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
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# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
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# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
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# @option opts [String] :period_type Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
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# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
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# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
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# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
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# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
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# @option opts [Date] :start_date start date
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# @option opts [String] :stat A stat type - /statistics
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# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
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# @return [Object]
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def get_account_performance_using_get(account_id, opts = {})
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data, _status_code, _headers = get_account_performance_using_get_with_http_info(account_id, opts)
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data
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end
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# Account Performance
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# Get information on the performance of an account using IRR (Internal Rate of Return). You must provide the unique account_id.
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# @param account_id Account Id -/account
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# @param [Hash] opts the optional parameters
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# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :benchmark_id Client Benchmark or Tenant Benchmark id -/benchmark
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# @option opts [Date] :end_date end date
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# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
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# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
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# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
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# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
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# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
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# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
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# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
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# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
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# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
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# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
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# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
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# @option opts [String] :period_type Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
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# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
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# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
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# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
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# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
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# @option opts [Date] :start_date start date
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# @option opts [String] :stat A stat type - /statistics
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# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
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# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
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def get_account_performance_using_get_with_http_info(account_id, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PerformanceApi.get_account_performance_using_get ...'
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end
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# verify the required parameter 'account_id' is set
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if @api_client.config.client_side_validation && account_id.nil?
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fail ArgumentError, "Missing the required parameter 'account_id' when calling PerformanceApi.get_account_performance_using_get"
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end
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# resource path
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local_var_path = '/account/{account_id}/performance'.sub('{' + 'account_id' + '}', account_id.to_s)
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# query parameters
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query_params = {}
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query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
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query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
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query_params[:'benchmark_id'] = opts[:'benchmark_id'] if !opts[:'benchmark_id'].nil?
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query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
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query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
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query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
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query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
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query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
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query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
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query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
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query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
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query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
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query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
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query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
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query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
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query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
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query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
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query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
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query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
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query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
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query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
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query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
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query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# form parameters
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# http body (model)
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:GET, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'Object')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PerformanceApi#get_account_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Allocation Performance
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# Get information on the performance of an allocation using TWR (Time Weighted Return). You must provide the unique allocation_id.
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# @param allocation_id Allocation Id -/allocation
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# @param [Hash] opts the optional parameters
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# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :benchmark_id Tenant Benchmark Id -/benchmark
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# @option opts [Date] :end_date end date
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# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
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# @option opts [BOOLEAN] :is_current_weight is_current_weight (default to true)
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# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
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# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
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# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
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# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
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# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
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# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
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# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
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# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
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# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
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# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
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# @option opts [String] :period_type Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
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# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
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# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
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# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
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# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
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# @option opts [Date] :start_date start date
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# @option opts [String] :stat A stat type found under the Statistics banner
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# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
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# @return [Hash<String, Object>]
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def get_allocation_performance_using_get(allocation_id, opts = {})
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data, _status_code, _headers = get_allocation_performance_using_get_with_http_info(allocation_id, opts)
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end
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# Allocation Performance
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# Get information on the performance of an allocation using TWR (Time Weighted Return). You must provide the unique allocation_id.
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# @param allocation_id Allocation Id -/allocation
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# @param [Hash] opts the optional parameters
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# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :benchmark_id Tenant Benchmark Id -/benchmark
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# @option opts [Date] :end_date end date
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# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
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# @option opts [BOOLEAN] :is_current_weight is_current_weight
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# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
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# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
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# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
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# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
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# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
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# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
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# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
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# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
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# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
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# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
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# @option opts [String] :period_type Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
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# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
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# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
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# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
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# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
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# @option opts [Date] :start_date start date
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# @option opts [String] :stat A stat type found under the Statistics banner
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# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
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# @return [Array<(Hash<String, Object>, Fixnum, Hash)>] Hash<String, Object> data, response status code and response headers
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def get_allocation_performance_using_get_with_http_info(allocation_id, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: PerformanceApi.get_allocation_performance_using_get ...'
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end
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# verify the required parameter 'allocation_id' is set
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if @api_client.config.client_side_validation && allocation_id.nil?
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fail ArgumentError, "Missing the required parameter 'allocation_id' when calling PerformanceApi.get_allocation_performance_using_get"
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end
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# resource path
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local_var_path = '/allocation/{allocation_id}/performance'.sub('{' + 'allocation_id' + '}', allocation_id.to_s)
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# query parameters
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query_params = {}
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query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
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query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
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query_params[:'benchmark_id'] = opts[:'benchmark_id'] if !opts[:'benchmark_id'].nil?
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query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
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query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
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query_params[:'is_current_weight'] = opts[:'is_current_weight'] if !opts[:'is_current_weight'].nil?
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query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
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query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
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query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
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query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
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query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
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query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
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query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
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query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
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query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
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query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
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query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
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query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
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query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
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query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
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query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
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query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
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query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
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query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
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# header parameters
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header_params = {}
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# HTTP header 'Accept' (if needed)
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header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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# form parameters
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form_params = {}
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# http body (model)
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post_body = nil
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auth_names = ['oauth2']
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data, status_code, headers = @api_client.call_api(:GET, local_var_path,
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:header_params => header_params,
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:query_params => query_params,
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:form_params => form_params,
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:body => post_body,
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:auth_names => auth_names,
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:return_type => 'Hash<String, Object>')
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if @api_client.config.debugging
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@api_client.config.logger.debug "API called: PerformanceApi#get_allocation_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
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end
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return data, status_code, headers
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end
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# Benchmark Performance
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# Get information on the performance of a benchmark using TWR (Time Weighted Return). You must provide the unique benchmark_id.
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# @param benchmark_id Benchmark Id - /benchmark
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# @param [Hash] opts the optional parameters
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# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
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# @option opts [String] :comparison_benchmark_id comparison_benchmark_id
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# @option opts [Date] :end_date end date
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# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
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# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
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# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
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# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
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279
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# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
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280
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# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
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281
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# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
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282
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# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
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283
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# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
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284
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# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
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285
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# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
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286
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# @option opts [String] :period_type Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
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287
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# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
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288
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# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
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289
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# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
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290
|
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# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
291
|
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# @option opts [Date] :start_date start date
|
292
|
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# @option opts [String] :stat Stat type - /statistics endpoint
|
293
|
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# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
294
|
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# @return [Object]
|
295
|
-
def get_benchmark_performance_using_get(benchmark_id, opts = {})
|
296
|
-
data, _status_code, _headers = get_benchmark_performance_using_get_with_http_info(benchmark_id, opts)
|
297
|
-
data
|
298
|
-
end
|
299
|
-
|
300
|
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# Benchmark Performance
|
301
|
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# Get information on the performance of a benchmark using TWR (Time Weighted Return). You must provide the unique benchmark_id.
|
302
|
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# @param benchmark_id Benchmark Id - /benchmark
|
303
|
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# @param [Hash] opts the optional parameters
|
304
|
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# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
305
|
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# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
306
|
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# @option opts [String] :comparison_benchmark_id comparison_benchmark_id
|
307
|
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# @option opts [Date] :end_date end date
|
308
|
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# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
309
|
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# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
310
|
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# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
311
|
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# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
312
|
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# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
313
|
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# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
314
|
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# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
315
|
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# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
316
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
317
|
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# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
318
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
319
|
-
# @option opts [String] :period_type 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')
|
320
|
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# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
321
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
322
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
323
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
324
|
-
# @option opts [Date] :start_date start date
|
325
|
-
# @option opts [String] :stat Stat type - /statistics endpoint
|
326
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
327
|
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# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
|
328
|
-
def get_benchmark_performance_using_get_with_http_info(benchmark_id, opts = {})
|
329
|
-
if @api_client.config.debugging
|
330
|
-
@api_client.config.logger.debug 'Calling API: PerformanceApi.get_benchmark_performance_using_get ...'
|
331
|
-
end
|
332
|
-
# verify the required parameter 'benchmark_id' is set
|
333
|
-
if @api_client.config.client_side_validation && benchmark_id.nil?
|
334
|
-
fail ArgumentError, "Missing the required parameter 'benchmark_id' when calling PerformanceApi.get_benchmark_performance_using_get"
|
335
|
-
end
|
336
|
-
# resource path
|
337
|
-
local_var_path = '/benchmark/{benchmark_id}/performance'.sub('{' + 'benchmark_id' + '}', benchmark_id.to_s)
|
338
|
-
|
339
|
-
# query parameters
|
340
|
-
query_params = {}
|
341
|
-
query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
|
342
|
-
query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
|
343
|
-
query_params[:'comparison_benchmark_id'] = opts[:'comparison_benchmark_id'] if !opts[:'comparison_benchmark_id'].nil?
|
344
|
-
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
345
|
-
query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
|
346
|
-
query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
|
347
|
-
query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
|
348
|
-
query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
|
349
|
-
query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
|
350
|
-
query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
|
351
|
-
query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
|
352
|
-
query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
|
353
|
-
query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
|
354
|
-
query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
|
355
|
-
query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
|
356
|
-
query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
|
357
|
-
query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
|
358
|
-
query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
|
359
|
-
query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
|
360
|
-
query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
|
361
|
-
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
362
|
-
query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
|
363
|
-
query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
|
364
|
-
|
365
|
-
# header parameters
|
366
|
-
header_params = {}
|
367
|
-
# HTTP header 'Accept' (if needed)
|
368
|
-
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
369
|
-
|
370
|
-
# form parameters
|
371
|
-
form_params = {}
|
372
|
-
|
373
|
-
# http body (model)
|
374
|
-
post_body = nil
|
375
|
-
auth_names = ['oauth2']
|
376
|
-
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
377
|
-
:header_params => header_params,
|
378
|
-
:query_params => query_params,
|
379
|
-
:form_params => form_params,
|
380
|
-
:body => post_body,
|
381
|
-
:auth_names => auth_names,
|
382
|
-
:return_type => 'Object')
|
383
|
-
if @api_client.config.debugging
|
384
|
-
@api_client.config.logger.debug "API called: PerformanceApi#get_benchmark_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
385
|
-
end
|
386
|
-
return data, status_code, headers
|
387
|
-
end
|
388
|
-
# Client Performance
|
389
|
-
# Get information on the performance of a client using IRR (Internal Rate of Return). You must provide the unique client_id.
|
390
|
-
# @param client_id Client Id -/client
|
391
|
-
# @param [Hash] opts the optional parameters
|
392
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
393
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
394
|
-
# @option opts [String] :benchmark_id Client Benchmark or Tenant Benchmark id -/benchmark
|
395
|
-
# @option opts [Date] :end_date end date
|
396
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
397
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
398
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
399
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
400
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
401
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
402
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
403
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
404
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
405
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
406
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
407
|
-
# @option opts [String] :period_type 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')
|
408
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
409
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
410
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
411
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
412
|
-
# @option opts [Date] :start_date start date
|
413
|
-
# @option opts [String] :stat A stat type -- /statistics
|
414
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
415
|
-
# @return [Object]
|
416
|
-
def get_client_performance_using_get(client_id, opts = {})
|
417
|
-
data, _status_code, _headers = get_client_performance_using_get_with_http_info(client_id, opts)
|
418
|
-
data
|
419
|
-
end
|
420
|
-
|
421
|
-
# Client Performance
|
422
|
-
# Get information on the performance of a client using IRR (Internal Rate of Return). You must provide the unique client_id.
|
423
|
-
# @param client_id Client Id -/client
|
424
|
-
# @param [Hash] opts the optional parameters
|
425
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
426
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
427
|
-
# @option opts [String] :benchmark_id Client Benchmark or Tenant Benchmark id -/benchmark
|
428
|
-
# @option opts [Date] :end_date end date
|
429
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
430
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
431
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
432
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
433
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
434
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
435
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
436
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
437
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
438
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
439
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
440
|
-
# @option opts [String] :period_type 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')
|
441
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
442
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
443
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
444
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
445
|
-
# @option opts [Date] :start_date start date
|
446
|
-
# @option opts [String] :stat A stat type -- /statistics
|
447
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
448
|
-
# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
|
449
|
-
def get_client_performance_using_get_with_http_info(client_id, opts = {})
|
450
|
-
if @api_client.config.debugging
|
451
|
-
@api_client.config.logger.debug 'Calling API: PerformanceApi.get_client_performance_using_get ...'
|
452
|
-
end
|
453
|
-
# verify the required parameter 'client_id' is set
|
454
|
-
if @api_client.config.client_side_validation && client_id.nil?
|
455
|
-
fail ArgumentError, "Missing the required parameter 'client_id' when calling PerformanceApi.get_client_performance_using_get"
|
456
|
-
end
|
457
|
-
# resource path
|
458
|
-
local_var_path = '/client/{client_id}/performance'.sub('{' + 'client_id' + '}', client_id.to_s)
|
459
|
-
|
460
|
-
# query parameters
|
461
|
-
query_params = {}
|
462
|
-
query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
|
463
|
-
query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
|
464
|
-
query_params[:'benchmark_id'] = opts[:'benchmark_id'] if !opts[:'benchmark_id'].nil?
|
465
|
-
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
466
|
-
query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
|
467
|
-
query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
|
468
|
-
query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
|
469
|
-
query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
|
470
|
-
query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
|
471
|
-
query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
|
472
|
-
query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
|
473
|
-
query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
|
474
|
-
query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
|
475
|
-
query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
|
476
|
-
query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
|
477
|
-
query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
|
478
|
-
query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
|
479
|
-
query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
|
480
|
-
query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
|
481
|
-
query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
|
482
|
-
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
483
|
-
query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
|
484
|
-
query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
|
485
|
-
|
486
|
-
# header parameters
|
487
|
-
header_params = {}
|
488
|
-
# HTTP header 'Accept' (if needed)
|
489
|
-
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
490
|
-
|
491
|
-
# form parameters
|
492
|
-
form_params = {}
|
493
|
-
|
494
|
-
# http body (model)
|
495
|
-
post_body = nil
|
496
|
-
auth_names = ['oauth2']
|
497
|
-
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
498
|
-
:header_params => header_params,
|
499
|
-
:query_params => query_params,
|
500
|
-
:form_params => form_params,
|
501
|
-
:body => post_body,
|
502
|
-
:auth_names => auth_names,
|
503
|
-
:return_type => 'Object')
|
504
|
-
if @api_client.config.debugging
|
505
|
-
@api_client.config.logger.debug "API called: PerformanceApi#get_client_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
506
|
-
end
|
507
|
-
return data, status_code, headers
|
508
|
-
end
|
509
|
-
# Goal Performance
|
510
|
-
# Get information on the performance of a goal using IRR (Internal Rate of Return). You must provide the unique goal_id.
|
511
|
-
# @param client_id client_id
|
512
|
-
# @param goal_id Goal Id - /account
|
513
|
-
# @param [Hash] opts the optional parameters
|
514
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
515
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
516
|
-
# @option opts [String] :benchmark_id Client Benchmark or Tenant Benchmark id -/benchmark
|
517
|
-
# @option opts [Date] :end_date end date (default to null)
|
518
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
519
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
520
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
521
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
522
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
523
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
524
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
525
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
526
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
527
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
528
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
529
|
-
# @option opts [String] :period_type 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')
|
530
|
-
# @option opts [BOOLEAN] :portfolio_goal portfolio_goal (default to false)
|
531
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
532
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
533
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
534
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
535
|
-
# @option opts [Date] :start_date start date (default to null)
|
536
|
-
# @option opts [String] :stat A stat type - /statistics
|
537
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
538
|
-
# @return [Object]
|
539
|
-
def get_goal_performance_using_get(client_id, goal_id, opts = {})
|
540
|
-
data, _status_code, _headers = get_goal_performance_using_get_with_http_info(client_id, goal_id, opts)
|
541
|
-
data
|
542
|
-
end
|
543
|
-
|
544
|
-
# Goal Performance
|
545
|
-
# Get information on the performance of a goal using IRR (Internal Rate of Return). You must provide the unique goal_id.
|
546
|
-
# @param client_id client_id
|
547
|
-
# @param goal_id Goal Id - /account
|
548
|
-
# @param [Hash] opts the optional parameters
|
549
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
550
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
551
|
-
# @option opts [String] :benchmark_id Client Benchmark or Tenant Benchmark id -/benchmark
|
552
|
-
# @option opts [Date] :end_date end date
|
553
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
554
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
555
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
556
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
557
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
558
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
559
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
560
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
561
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
562
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
563
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
564
|
-
# @option opts [String] :period_type 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')
|
565
|
-
# @option opts [BOOLEAN] :portfolio_goal portfolio_goal
|
566
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
567
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
568
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
569
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
570
|
-
# @option opts [Date] :start_date start date
|
571
|
-
# @option opts [String] :stat A stat type - /statistics
|
572
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
573
|
-
# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
|
574
|
-
def get_goal_performance_using_get_with_http_info(client_id, goal_id, opts = {})
|
575
|
-
if @api_client.config.debugging
|
576
|
-
@api_client.config.logger.debug 'Calling API: PerformanceApi.get_goal_performance_using_get ...'
|
577
|
-
end
|
578
|
-
# verify the required parameter 'client_id' is set
|
579
|
-
if @api_client.config.client_side_validation && client_id.nil?
|
580
|
-
fail ArgumentError, "Missing the required parameter 'client_id' when calling PerformanceApi.get_goal_performance_using_get"
|
581
|
-
end
|
582
|
-
# verify the required parameter 'goal_id' is set
|
583
|
-
if @api_client.config.client_side_validation && goal_id.nil?
|
584
|
-
fail ArgumentError, "Missing the required parameter 'goal_id' when calling PerformanceApi.get_goal_performance_using_get"
|
585
|
-
end
|
586
|
-
# resource path
|
587
|
-
local_var_path = '/goal/{goal_id}/performance'.sub('{' + 'goal_id' + '}', goal_id.to_s)
|
588
|
-
|
589
|
-
# query parameters
|
590
|
-
query_params = {}
|
591
|
-
query_params[:'client_id'] = client_id
|
592
|
-
query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
|
593
|
-
query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
|
594
|
-
query_params[:'benchmark_id'] = opts[:'benchmark_id'] if !opts[:'benchmark_id'].nil?
|
595
|
-
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
596
|
-
query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
|
597
|
-
query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
|
598
|
-
query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
|
599
|
-
query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
|
600
|
-
query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
|
601
|
-
query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
|
602
|
-
query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
|
603
|
-
query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
|
604
|
-
query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
|
605
|
-
query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
|
606
|
-
query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
|
607
|
-
query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
|
608
|
-
query_params[:'portfolio_goal'] = opts[:'portfolio_goal'] if !opts[:'portfolio_goal'].nil?
|
609
|
-
query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
|
610
|
-
query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
|
611
|
-
query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
|
612
|
-
query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
|
613
|
-
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
614
|
-
query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
|
615
|
-
query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
|
616
|
-
|
617
|
-
# header parameters
|
618
|
-
header_params = {}
|
619
|
-
# HTTP header 'Accept' (if needed)
|
620
|
-
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
621
|
-
|
622
|
-
# form parameters
|
623
|
-
form_params = {}
|
624
|
-
|
625
|
-
# http body (model)
|
626
|
-
post_body = nil
|
627
|
-
auth_names = ['oauth2']
|
628
|
-
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
629
|
-
:header_params => header_params,
|
630
|
-
:query_params => query_params,
|
631
|
-
:form_params => form_params,
|
632
|
-
:body => post_body,
|
633
|
-
:auth_names => auth_names,
|
634
|
-
:return_type => 'Object')
|
635
|
-
if @api_client.config.debugging
|
636
|
-
@api_client.config.logger.debug "API called: PerformanceApi#get_goal_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
637
|
-
end
|
638
|
-
return data, status_code, headers
|
639
|
-
end
|
640
|
-
# Household Performance
|
641
|
-
# Get information on the performance of a Household using IRR (Internal Rate of Return). You must provide the unique household_id.
|
642
|
-
# @param household_id Household Id -/household
|
643
|
-
# @param [Hash] opts the optional parameters
|
644
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
645
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
646
|
-
# @option opts [String] :benchmark_id Client Benchmark or Tenant Benchmark id -/benchmark
|
647
|
-
# @option opts [Date] :end_date end date
|
648
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
649
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
650
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
651
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
652
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
653
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
654
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
655
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
656
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
657
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
658
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
659
|
-
# @option opts [String] :period_type 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')
|
660
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
661
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
662
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
663
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
664
|
-
# @option opts [Date] :start_date start date
|
665
|
-
# @option opts [String] :stat A stat type -- /statistics
|
666
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
667
|
-
# @return [Object]
|
668
|
-
def get_household_client_performance_using_get(household_id, opts = {})
|
669
|
-
data, _status_code, _headers = get_household_client_performance_using_get_with_http_info(household_id, opts)
|
670
|
-
data
|
671
|
-
end
|
672
|
-
|
673
|
-
# Household Performance
|
674
|
-
# Get information on the performance of a Household using IRR (Internal Rate of Return). You must provide the unique household_id.
|
675
|
-
# @param household_id Household Id -/household
|
676
|
-
# @param [Hash] opts the optional parameters
|
677
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
678
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
679
|
-
# @option opts [String] :benchmark_id Client Benchmark or Tenant Benchmark id -/benchmark
|
680
|
-
# @option opts [Date] :end_date end date
|
681
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
682
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
683
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
684
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
685
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
686
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
687
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
688
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
689
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
690
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
691
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
692
|
-
# @option opts [String] :period_type 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')
|
693
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
694
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
695
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
696
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
697
|
-
# @option opts [Date] :start_date start date
|
698
|
-
# @option opts [String] :stat A stat type -- /statistics
|
699
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
700
|
-
# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
|
701
|
-
def get_household_client_performance_using_get_with_http_info(household_id, opts = {})
|
702
|
-
if @api_client.config.debugging
|
703
|
-
@api_client.config.logger.debug 'Calling API: PerformanceApi.get_household_client_performance_using_get ...'
|
704
|
-
end
|
705
|
-
# verify the required parameter 'household_id' is set
|
706
|
-
if @api_client.config.client_side_validation && household_id.nil?
|
707
|
-
fail ArgumentError, "Missing the required parameter 'household_id' when calling PerformanceApi.get_household_client_performance_using_get"
|
708
|
-
end
|
709
|
-
# resource path
|
710
|
-
local_var_path = '/household/{household_id}/performance'.sub('{' + 'household_id' + '}', household_id.to_s)
|
711
|
-
|
712
|
-
# query parameters
|
713
|
-
query_params = {}
|
714
|
-
query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
|
715
|
-
query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
|
716
|
-
query_params[:'benchmark_id'] = opts[:'benchmark_id'] if !opts[:'benchmark_id'].nil?
|
717
|
-
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
718
|
-
query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
|
719
|
-
query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
|
720
|
-
query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
|
721
|
-
query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
|
722
|
-
query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
|
723
|
-
query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
|
724
|
-
query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
|
725
|
-
query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
|
726
|
-
query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
|
727
|
-
query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
|
728
|
-
query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
|
729
|
-
query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
|
730
|
-
query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
|
731
|
-
query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
|
732
|
-
query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
|
733
|
-
query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
|
734
|
-
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
735
|
-
query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
|
736
|
-
query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
|
737
|
-
|
738
|
-
# header parameters
|
739
|
-
header_params = {}
|
740
|
-
# HTTP header 'Accept' (if needed)
|
741
|
-
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
742
|
-
|
743
|
-
# form parameters
|
744
|
-
form_params = {}
|
745
|
-
|
746
|
-
# http body (model)
|
747
|
-
post_body = nil
|
748
|
-
auth_names = ['oauth2']
|
749
|
-
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
750
|
-
:header_params => header_params,
|
751
|
-
:query_params => query_params,
|
752
|
-
:form_params => form_params,
|
753
|
-
:body => post_body,
|
754
|
-
:auth_names => auth_names,
|
755
|
-
:return_type => 'Object')
|
756
|
-
if @api_client.config.debugging
|
757
|
-
@api_client.config.logger.debug "API called: PerformanceApi#get_household_client_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
758
|
-
end
|
759
|
-
return data, status_code, headers
|
760
|
-
end
|
761
|
-
# Model Performance
|
762
|
-
# Get information on the performance of a model using TWR (Time Weighted Return). You must provide the unique model_id.
|
763
|
-
# @param model_id Model Id - /model
|
764
|
-
# @param [Hash] opts the optional parameters
|
765
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
766
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
767
|
-
# @option opts [String] :benchmark_id Tenant Benchmark Id -/benchmark
|
768
|
-
# @option opts [Date] :end_date end date
|
769
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
770
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
771
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
772
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
773
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
774
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
775
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
776
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
777
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
778
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
779
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
780
|
-
# @option opts [String] :period_type 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')
|
781
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
782
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
783
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
784
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
785
|
-
# @option opts [Date] :start_date start date
|
786
|
-
# @option opts [String] :stat Stat Type
|
787
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
788
|
-
# @return [Object]
|
789
|
-
def get_model_performance_using_get(model_id, opts = {})
|
790
|
-
data, _status_code, _headers = get_model_performance_using_get_with_http_info(model_id, opts)
|
791
|
-
data
|
792
|
-
end
|
793
|
-
|
794
|
-
# Model Performance
|
795
|
-
# Get information on the performance of a model using TWR (Time Weighted Return). You must provide the unique model_id.
|
796
|
-
# @param model_id Model Id - /model
|
797
|
-
# @param [Hash] opts the optional parameters
|
798
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
799
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
800
|
-
# @option opts [String] :benchmark_id Tenant Benchmark Id -/benchmark
|
801
|
-
# @option opts [Date] :end_date end date
|
802
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
803
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
804
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
805
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
806
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
807
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
808
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
809
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
810
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
811
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
812
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
813
|
-
# @option opts [String] :period_type 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')
|
814
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
815
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
816
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
817
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
818
|
-
# @option opts [Date] :start_date start date
|
819
|
-
# @option opts [String] :stat Stat Type
|
820
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
821
|
-
# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
|
822
|
-
def get_model_performance_using_get_with_http_info(model_id, opts = {})
|
823
|
-
if @api_client.config.debugging
|
824
|
-
@api_client.config.logger.debug 'Calling API: PerformanceApi.get_model_performance_using_get ...'
|
825
|
-
end
|
826
|
-
# verify the required parameter 'model_id' is set
|
827
|
-
if @api_client.config.client_side_validation && model_id.nil?
|
828
|
-
fail ArgumentError, "Missing the required parameter 'model_id' when calling PerformanceApi.get_model_performance_using_get"
|
829
|
-
end
|
830
|
-
# resource path
|
831
|
-
local_var_path = '/model/{model_id}/performance'.sub('{' + 'model_id' + '}', model_id.to_s)
|
832
|
-
|
833
|
-
# query parameters
|
834
|
-
query_params = {}
|
835
|
-
query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
|
836
|
-
query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
|
837
|
-
query_params[:'benchmark_id'] = opts[:'benchmark_id'] if !opts[:'benchmark_id'].nil?
|
838
|
-
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
839
|
-
query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
|
840
|
-
query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
|
841
|
-
query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
|
842
|
-
query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
|
843
|
-
query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
|
844
|
-
query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
|
845
|
-
query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
|
846
|
-
query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
|
847
|
-
query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
|
848
|
-
query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
|
849
|
-
query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
|
850
|
-
query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
|
851
|
-
query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
|
852
|
-
query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
|
853
|
-
query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
|
854
|
-
query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
|
855
|
-
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
856
|
-
query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
|
857
|
-
query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
|
858
|
-
|
859
|
-
# header parameters
|
860
|
-
header_params = {}
|
861
|
-
# HTTP header 'Accept' (if needed)
|
862
|
-
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
863
|
-
|
864
|
-
# form parameters
|
865
|
-
form_params = {}
|
866
|
-
|
867
|
-
# http body (model)
|
868
|
-
post_body = nil
|
869
|
-
auth_names = ['oauth2']
|
870
|
-
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
871
|
-
:header_params => header_params,
|
872
|
-
:query_params => query_params,
|
873
|
-
:form_params => form_params,
|
874
|
-
:body => post_body,
|
875
|
-
:auth_names => auth_names,
|
876
|
-
:return_type => 'Object')
|
877
|
-
if @api_client.config.debugging
|
878
|
-
@api_client.config.logger.debug "API called: PerformanceApi#get_model_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
879
|
-
end
|
880
|
-
return data, status_code, headers
|
881
|
-
end
|
882
|
-
# Portfolio Performance
|
883
|
-
# Get information on the performance of a portfolio using IRR (Internal Rate of Return). You must provide the unique portfolio_id.
|
884
|
-
# @param portfolio_id Portfolio Id -/portoflio
|
885
|
-
# @param [Hash] opts the optional parameters
|
886
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
887
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
888
|
-
# @option opts [String] :benchmark_id Benchmark Id - benchmarkId or clientBenchmarkId -/benchmark
|
889
|
-
# @option opts [Date] :end_date end date
|
890
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
891
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
892
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
893
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
894
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
895
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
896
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
897
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
898
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
899
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
900
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
901
|
-
# @option opts [String] :period_type 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')
|
902
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
903
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
904
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
905
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
906
|
-
# @option opts [Date] :start_date start date
|
907
|
-
# @option opts [String] :stat A stat type - /statistics endpoint to get types
|
908
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
909
|
-
# @return [Object]
|
910
|
-
def get_portfolio_performance_using_get(portfolio_id, opts = {})
|
911
|
-
data, _status_code, _headers = get_portfolio_performance_using_get_with_http_info(portfolio_id, opts)
|
912
|
-
data
|
913
|
-
end
|
914
|
-
|
915
|
-
# Portfolio Performance
|
916
|
-
# Get information on the performance of a portfolio using IRR (Internal Rate of Return). You must provide the unique portfolio_id.
|
917
|
-
# @param portfolio_id Portfolio Id -/portoflio
|
918
|
-
# @param [Hash] opts the optional parameters
|
919
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
920
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
921
|
-
# @option opts [String] :benchmark_id Benchmark Id - benchmarkId or clientBenchmarkId -/benchmark
|
922
|
-
# @option opts [Date] :end_date end date
|
923
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
924
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
925
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
926
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
927
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
928
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
929
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
930
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
931
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
932
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
933
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
934
|
-
# @option opts [String] :period_type 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')
|
935
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
936
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
937
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
938
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
939
|
-
# @option opts [Date] :start_date start date
|
940
|
-
# @option opts [String] :stat A stat type - /statistics endpoint to get types
|
941
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
942
|
-
# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
|
943
|
-
def get_portfolio_performance_using_get_with_http_info(portfolio_id, opts = {})
|
944
|
-
if @api_client.config.debugging
|
945
|
-
@api_client.config.logger.debug 'Calling API: PerformanceApi.get_portfolio_performance_using_get ...'
|
946
|
-
end
|
947
|
-
# verify the required parameter 'portfolio_id' is set
|
948
|
-
if @api_client.config.client_side_validation && portfolio_id.nil?
|
949
|
-
fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PerformanceApi.get_portfolio_performance_using_get"
|
950
|
-
end
|
951
|
-
# resource path
|
952
|
-
local_var_path = '/portfolio/{portfolio_id}/performance'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s)
|
953
|
-
|
954
|
-
# query parameters
|
955
|
-
query_params = {}
|
956
|
-
query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
|
957
|
-
query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
|
958
|
-
query_params[:'benchmark_id'] = opts[:'benchmark_id'] if !opts[:'benchmark_id'].nil?
|
959
|
-
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
960
|
-
query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
|
961
|
-
query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
|
962
|
-
query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
|
963
|
-
query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
|
964
|
-
query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
|
965
|
-
query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
|
966
|
-
query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
|
967
|
-
query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
|
968
|
-
query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
|
969
|
-
query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
|
970
|
-
query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
|
971
|
-
query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
|
972
|
-
query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
|
973
|
-
query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
|
974
|
-
query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
|
975
|
-
query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
|
976
|
-
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
977
|
-
query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
|
978
|
-
query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
|
979
|
-
|
980
|
-
# header parameters
|
981
|
-
header_params = {}
|
982
|
-
# HTTP header 'Accept' (if needed)
|
983
|
-
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
984
|
-
|
985
|
-
# form parameters
|
986
|
-
form_params = {}
|
987
|
-
|
988
|
-
# http body (model)
|
989
|
-
post_body = nil
|
990
|
-
auth_names = ['oauth2']
|
991
|
-
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
992
|
-
:header_params => header_params,
|
993
|
-
:query_params => query_params,
|
994
|
-
:form_params => form_params,
|
995
|
-
:body => post_body,
|
996
|
-
:auth_names => auth_names,
|
997
|
-
:return_type => 'Object')
|
998
|
-
if @api_client.config.debugging
|
999
|
-
@api_client.config.logger.debug "API called: PerformanceApi#get_portfolio_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
1000
|
-
end
|
1001
|
-
return data, status_code, headers
|
1002
|
-
end
|
1003
|
-
# Security Performance
|
1004
|
-
# Get performance statistics for a security using TWR (Time Weighted Return). You must provide the unique security_id
|
1005
|
-
# @param security_id security_id
|
1006
|
-
# @param [Hash] opts the optional parameters
|
1007
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
1008
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
1009
|
-
# @option opts [String] :bench_ticker Bench Ticker for security - (default: ^GSPC)
|
1010
|
-
# @option opts [String] :benchmark_id benchmark_id
|
1011
|
-
# @option opts [Date] :end_date Ending parameter for time window
|
1012
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
1013
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
1014
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
1015
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
1016
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
1017
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
1018
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
1019
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
1020
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
1021
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
1022
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
1023
|
-
# @option opts [String] :period_type 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')
|
1024
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
1025
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
1026
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
1027
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
1028
|
-
# @option opts [Date] :start_date Starting parameter for time window
|
1029
|
-
# @option opts [String] :stat A stat type - /statistics endpoint
|
1030
|
-
# @option opts [String] :ticker Ticker for security
|
1031
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
1032
|
-
# @return [Object]
|
1033
|
-
def get_security_performance_using_get(security_id, opts = {})
|
1034
|
-
data, _status_code, _headers = get_security_performance_using_get_with_http_info(security_id, opts)
|
1035
|
-
data
|
1036
|
-
end
|
1037
|
-
|
1038
|
-
# Security Performance
|
1039
|
-
# Get performance statistics for a security using TWR (Time Weighted Return). You must provide the unique security_id
|
1040
|
-
# @param security_id security_id
|
1041
|
-
# @param [Hash] opts the optional parameters
|
1042
|
-
# @option opts [String] :active_premium_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
1043
|
-
# @option opts [String] :annualized_return_period Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
|
1044
|
-
# @option opts [String] :bench_ticker Bench Ticker for security - (default: ^GSPC)
|
1045
|
-
# @option opts [String] :benchmark_id benchmark_id
|
1046
|
-
# @option opts [Date] :end_date Ending parameter for time window
|
1047
|
-
# @option opts [Float] :hist_factor Histogram factor- (statId: 39, default: 5)
|
1048
|
-
# @option opts [Float] :mar_down_side_deviation minimum acceptable return for downside deviation - (statId: 58, default: 0)
|
1049
|
-
# @option opts [Float] :max_percentile_monte_carlo max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
|
1050
|
-
# @option opts [Float] :mean_percentile_monte_carlo mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
|
1051
|
-
# @option opts [Float] :min_percentile_monte_carlo min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
|
1052
|
-
# @option opts [Integer] :moving_average_n_day number of days for moving average n-day - (statId: 18, default: 7)
|
1053
|
-
# @option opts [Integer] :n_day_returns number of days for Rolling n-day returns - (statId: 2, default: 7)
|
1054
|
-
# @option opts [Integer] :n_path_monte_carlo number of points for a simulation- (statId: 62, default: 100)
|
1055
|
-
# @option opts [Integer] :n_rolling_max_drawdown number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
|
1056
|
-
# @option opts [Integer] :n_rolling_volatility number of days for Rolling n-day volatility- (statId: 34, default: 7)
|
1057
|
-
# @option opts [Integer] :num_sim_monte_carlo number of simulations - (statId: 62, default: 1000)
|
1058
|
-
# @option opts [String] :period_type 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')
|
1059
|
-
# @option opts [Float] :risk_free_alpha risk free val alpha - (statId: 52, default: 0)
|
1060
|
-
# @option opts [Float] :risk_free_sharpe risk free val sharpe- (statId: 49, default: 0)
|
1061
|
-
# @option opts [Float] :risk_free_sortino risk free val sortino - (statId: 56, default: 0)
|
1062
|
-
# @option opts [Float] :risk_free_treynor risk free val treynor- (statId: 51, default: 0)
|
1063
|
-
# @option opts [Date] :start_date Starting parameter for time window
|
1064
|
-
# @option opts [String] :stat A stat type - /statistics endpoint
|
1065
|
-
# @option opts [String] :ticker Ticker for security
|
1066
|
-
# @option opts [Float] :var_conf_interval VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
|
1067
|
-
# @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
|
1068
|
-
def get_security_performance_using_get_with_http_info(security_id, opts = {})
|
1069
|
-
if @api_client.config.debugging
|
1070
|
-
@api_client.config.logger.debug 'Calling API: PerformanceApi.get_security_performance_using_get ...'
|
1071
|
-
end
|
1072
|
-
# verify the required parameter 'security_id' is set
|
1073
|
-
if @api_client.config.client_side_validation && security_id.nil?
|
1074
|
-
fail ArgumentError, "Missing the required parameter 'security_id' when calling PerformanceApi.get_security_performance_using_get"
|
1075
|
-
end
|
1076
|
-
# resource path
|
1077
|
-
local_var_path = '/security/{security_id}/performance'.sub('{' + 'security_id' + '}', security_id.to_s)
|
1078
|
-
|
1079
|
-
# query parameters
|
1080
|
-
query_params = {}
|
1081
|
-
query_params[:'active_premium_period'] = opts[:'active_premium_period'] if !opts[:'active_premium_period'].nil?
|
1082
|
-
query_params[:'annualized_return_period'] = opts[:'annualized_return_period'] if !opts[:'annualized_return_period'].nil?
|
1083
|
-
query_params[:'benchTicker'] = opts[:'bench_ticker'] if !opts[:'bench_ticker'].nil?
|
1084
|
-
query_params[:'benchmark_id'] = opts[:'benchmark_id'] if !opts[:'benchmark_id'].nil?
|
1085
|
-
query_params[:'end_date'] = opts[:'end_date'] if !opts[:'end_date'].nil?
|
1086
|
-
query_params[:'hist_factor'] = opts[:'hist_factor'] if !opts[:'hist_factor'].nil?
|
1087
|
-
query_params[:'mar_down_side_deviation'] = opts[:'mar_down_side_deviation'] if !opts[:'mar_down_side_deviation'].nil?
|
1088
|
-
query_params[:'max_percentile_monte_carlo'] = opts[:'max_percentile_monte_carlo'] if !opts[:'max_percentile_monte_carlo'].nil?
|
1089
|
-
query_params[:'mean_percentile_monte_carlo'] = opts[:'mean_percentile_monte_carlo'] if !opts[:'mean_percentile_monte_carlo'].nil?
|
1090
|
-
query_params[:'min_percentile_monte_carlo'] = opts[:'min_percentile_monte_carlo'] if !opts[:'min_percentile_monte_carlo'].nil?
|
1091
|
-
query_params[:'moving_average_n_day'] = opts[:'moving_average_n_day'] if !opts[:'moving_average_n_day'].nil?
|
1092
|
-
query_params[:'n_day_returns'] = opts[:'n_day_returns'] if !opts[:'n_day_returns'].nil?
|
1093
|
-
query_params[:'n_path_monte_carlo'] = opts[:'n_path_monte_carlo'] if !opts[:'n_path_monte_carlo'].nil?
|
1094
|
-
query_params[:'n_rolling_max_drawdown'] = opts[:'n_rolling_max_drawdown'] if !opts[:'n_rolling_max_drawdown'].nil?
|
1095
|
-
query_params[:'n_rolling_volatility'] = opts[:'n_rolling_volatility'] if !opts[:'n_rolling_volatility'].nil?
|
1096
|
-
query_params[:'num_sim_monte_carlo'] = opts[:'num_sim_monte_carlo'] if !opts[:'num_sim_monte_carlo'].nil?
|
1097
|
-
query_params[:'period_type'] = opts[:'period_type'] if !opts[:'period_type'].nil?
|
1098
|
-
query_params[:'risk_free_alpha'] = opts[:'risk_free_alpha'] if !opts[:'risk_free_alpha'].nil?
|
1099
|
-
query_params[:'risk_free_sharpe'] = opts[:'risk_free_sharpe'] if !opts[:'risk_free_sharpe'].nil?
|
1100
|
-
query_params[:'risk_free_sortino'] = opts[:'risk_free_sortino'] if !opts[:'risk_free_sortino'].nil?
|
1101
|
-
query_params[:'risk_free_treynor'] = opts[:'risk_free_treynor'] if !opts[:'risk_free_treynor'].nil?
|
1102
|
-
query_params[:'start_date'] = opts[:'start_date'] if !opts[:'start_date'].nil?
|
1103
|
-
query_params[:'stat'] = opts[:'stat'] if !opts[:'stat'].nil?
|
1104
|
-
query_params[:'ticker'] = opts[:'ticker'] if !opts[:'ticker'].nil?
|
1105
|
-
query_params[:'var_conf_interval'] = opts[:'var_conf_interval'] if !opts[:'var_conf_interval'].nil?
|
1106
|
-
|
1107
|
-
# header parameters
|
1108
|
-
header_params = {}
|
1109
|
-
# HTTP header 'Accept' (if needed)
|
1110
|
-
header_params['Accept'] = @api_client.select_header_accept(['*/*'])
|
1111
|
-
|
1112
|
-
# form parameters
|
1113
|
-
form_params = {}
|
1114
|
-
|
1115
|
-
# http body (model)
|
1116
|
-
post_body = nil
|
1117
|
-
auth_names = ['oauth2']
|
1118
|
-
data, status_code, headers = @api_client.call_api(:GET, local_var_path,
|
1119
|
-
:header_params => header_params,
|
1120
|
-
:query_params => query_params,
|
1121
|
-
:form_params => form_params,
|
1122
|
-
:body => post_body,
|
1123
|
-
:auth_names => auth_names,
|
1124
|
-
:return_type => 'Object')
|
1125
|
-
if @api_client.config.debugging
|
1126
|
-
@api_client.config.logger.debug "API called: PerformanceApi#get_security_performance_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
1127
|
-
end
|
1128
|
-
return data, status_code, headers
|
1129
|
-
end
|
1130
|
-
end
|
1131
|
-
end
|