nucleus_api 1.8.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (805) hide show
  1. checksums.yaml +7 -0
  2. data/Gemfile +7 -0
  3. data/README.md +787 -0
  4. data/Rakefile +8 -0
  5. data/docs/Account.md +22 -0
  6. data/docs/AccountAllocationMapping.md +17 -0
  7. data/docs/AccountApi.md +1919 -0
  8. data/docs/AccountMap.md +9 -0
  9. data/docs/AccountPermissionVO.md +9 -0
  10. data/docs/AccountPortfolioRebalanceRequest.md +21 -0
  11. data/docs/AccountStatus.md +16 -0
  12. data/docs/AccountType.md +23 -0
  13. data/docs/AclClientPermissionVO.md +10 -0
  14. data/docs/AdminClient.md +18 -0
  15. data/docs/AdminClientApi.md +309 -0
  16. data/docs/AggregationAccount.md +30 -0
  17. data/docs/AggregationAccountApi.md +1702 -0
  18. data/docs/AggregationAccountBalance.md +18 -0
  19. data/docs/AggregationAccountHolding.md +26 -0
  20. data/docs/AggregationAccountTransaction.md +23 -0
  21. data/docs/AggregationAccountsMap.md +9 -0
  22. data/docs/Allocation.md +22 -0
  23. data/docs/AllocationAggregatedVO.md +13 -0
  24. data/docs/AllocationApi.md +872 -0
  25. data/docs/AllocationComposition.md +18 -0
  26. data/docs/AllocationCompositionAggregatedVO.md +19 -0
  27. data/docs/AllocationCompositionModelHoldingsVO.md +22 -0
  28. data/docs/AllocationNodeMap.md +8 -0
  29. data/docs/Answer.md +18 -0
  30. data/docs/AnswerMap.md +8 -0
  31. data/docs/Application.md +15 -0
  32. data/docs/ApplicationApi.md +309 -0
  33. data/docs/AuditLog.md +23 -0
  34. data/docs/AuditLogApi.md +191 -0
  35. data/docs/AvailableDateDoubleVO.md +14 -0
  36. data/docs/BankCredit.md +15 -0
  37. data/docs/BankLink.md +29 -0
  38. data/docs/BankLinkMap.md +9 -0
  39. data/docs/Benchmark.md +17 -0
  40. data/docs/BenchmarkApi.md +375 -0
  41. data/docs/BenchmarkComposition.md +9 -0
  42. data/docs/Brokers.md +9 -0
  43. data/docs/Budget.md +25 -0
  44. data/docs/BudgetAggregationAccount.md +8 -0
  45. data/docs/BudgetApi.md +315 -0
  46. data/docs/BudgetObject.md +10 -0
  47. data/docs/BulkApi.md +249 -0
  48. data/docs/BulkTransaction.md +13 -0
  49. data/docs/BulkTransactionVO.md +12 -0
  50. data/docs/Business.md +32 -0
  51. data/docs/BusinessAddress.md +15 -0
  52. data/docs/BusinessApi.md +523 -0
  53. data/docs/Card.md +35 -0
  54. data/docs/CardAddress.md +14 -0
  55. data/docs/CardApi.md +754 -0
  56. data/docs/CardProgram.md +23 -0
  57. data/docs/Cash.md +10 -0
  58. data/docs/CategoriesMap.md +9 -0
  59. data/docs/CategoryInternalResponseVO.md +10 -0
  60. data/docs/CategoryResponseVO.md +9 -0
  61. data/docs/Check.md +10 -0
  62. data/docs/CheckImages.md +9 -0
  63. data/docs/Client.md +39 -0
  64. data/docs/ClientAccountMapping.md +10 -0
  65. data/docs/ClientAddress.md +15 -0
  66. data/docs/ClientApi.md +1008 -0
  67. data/docs/ClientRelationship.md +10 -0
  68. data/docs/ClientResponse.md +17 -0
  69. data/docs/ClientStatus.md +16 -0
  70. data/docs/ClientViewGoalData.md +21 -0
  71. data/docs/Country.md +12 -0
  72. data/docs/Currency.md +11 -0
  73. data/docs/Customer.md +21 -0
  74. data/docs/CustomerAddress.md +14 -0
  75. data/docs/CustomerApi.md +616 -0
  76. data/docs/CustomerRevenue.md +16 -0
  77. data/docs/DailyDeposit.md +28 -0
  78. data/docs/DailyWithdrawal.md +29 -0
  79. data/docs/DateDoubleVO.md +10 -0
  80. data/docs/DecisionTree.md +17 -0
  81. data/docs/DecisionTreeApi.md +971 -0
  82. data/docs/DecisionTreeCO.md +9 -0
  83. data/docs/DecisionTreeResultVO.md +9 -0
  84. data/docs/Document.md +30 -0
  85. data/docs/DocumentApi.md +309 -0
  86. data/docs/Employment.md +11 -0
  87. data/docs/ExternalAccountTransfer.md +28 -0
  88. data/docs/Feature.md +18 -0
  89. data/docs/FeatureApi.md +610 -0
  90. data/docs/FeatureTrack.md +14 -0
  91. data/docs/FinancialStatement.md +23 -0
  92. data/docs/FinancialStatementApi.md +315 -0
  93. data/docs/Funding.md +37 -0
  94. data/docs/FundingApi.md +1601 -0
  95. data/docs/FundingRequestMap.md +8 -0
  96. data/docs/FxRateView.md +11 -0
  97. data/docs/Goal.md +24 -0
  98. data/docs/GoalAccountMapping.md +11 -0
  99. data/docs/GoalApi.md +841 -0
  100. data/docs/GoalTrack.md +26 -0
  101. data/docs/GoalTrackAccounts.md +8 -0
  102. data/docs/Household.md +18 -0
  103. data/docs/HouseholdApi.md +523 -0
  104. data/docs/Investment.md +16 -0
  105. data/docs/Invoice.md +32 -0
  106. data/docs/InvoiceApi.md +622 -0
  107. data/docs/InvoicePayment.md +15 -0
  108. data/docs/JsonNode.md +29 -0
  109. data/docs/LineItems.md +15 -0
  110. data/docs/Location.md +15 -0
  111. data/docs/MXMerchantRes.md +14 -0
  112. data/docs/Member.md +11 -0
  113. data/docs/MerchantCategoryCode.md +11 -0
  114. data/docs/MerchantsMap.md +9 -0
  115. data/docs/Model.md +29 -0
  116. data/docs/ModelApi.md +1580 -0
  117. data/docs/ModelAssetSize.md +16 -0
  118. data/docs/ModelComment.md +15 -0
  119. data/docs/ModelHolding.md +25 -0
  120. data/docs/ModelHoldingVO.md +11 -0
  121. data/docs/ModelTransaction.md +17 -0
  122. data/docs/Node.md +15 -0
  123. data/docs/NodeRelationship.md +18 -0
  124. data/docs/Notification.md +20 -0
  125. data/docs/NotificationApi.md +911 -0
  126. data/docs/NotificationClient.md +19 -0
  127. data/docs/NotificationSetting.md +19 -0
  128. data/docs/Order.md +27 -0
  129. data/docs/OrderApi.md +1764 -0
  130. data/docs/OrderBulk.md +18 -0
  131. data/docs/OrderReconcileRequest.md +12 -0
  132. data/docs/OrderReconcileReturnObject.md +12 -0
  133. data/docs/OrderStatus.md +14 -0
  134. data/docs/OrderTrack.md +20 -0
  135. data/docs/OrderVoClone.md +20 -0
  136. data/docs/Overflow.md +16 -0
  137. data/docs/OverflowApi.md +492 -0
  138. data/docs/OverflowBankLinkMap.md +9 -0
  139. data/docs/OverflowSettings.md +17 -0
  140. data/docs/OverflowVO.md +10 -0
  141. data/docs/Ownership.md +12 -0
  142. data/docs/PageAccount.md +16 -0
  143. data/docs/PageAccountAllocationMapping.md +16 -0
  144. data/docs/PageAccountPermissionVO.md +16 -0
  145. data/docs/PageAccountStatus.md +16 -0
  146. data/docs/PageAccountType.md +16 -0
  147. data/docs/PageAdminClient.md +16 -0
  148. data/docs/PageAggregationAccount.md +16 -0
  149. data/docs/PageAggregationAccountBalance.md +16 -0
  150. data/docs/PageAggregationAccountHolding.md +16 -0
  151. data/docs/PageAggregationAccountTransaction.md +16 -0
  152. data/docs/PageAllocation.md +16 -0
  153. data/docs/PageAllocationComposition.md +16 -0
  154. data/docs/PageAnswer.md +16 -0
  155. data/docs/PageApplication.md +16 -0
  156. data/docs/PageAuditLog.md +16 -0
  157. data/docs/PageBankLink.md +16 -0
  158. data/docs/PageBenchmark.md +16 -0
  159. data/docs/PageBudget.md +16 -0
  160. data/docs/PageBusiness.md +16 -0
  161. data/docs/PageCard.md +16 -0
  162. data/docs/PageCardProgram.md +16 -0
  163. data/docs/PageClient.md +16 -0
  164. data/docs/PageClientResponse.md +16 -0
  165. data/docs/PageClientStatus.md +16 -0
  166. data/docs/PageCustomer.md +16 -0
  167. data/docs/PageCustomerRevenue.md +16 -0
  168. data/docs/PageDailyDeposit.md +16 -0
  169. data/docs/PageDailyWithdrawal.md +16 -0
  170. data/docs/PageDecisionTree.md +16 -0
  171. data/docs/PageDocument.md +16 -0
  172. data/docs/PageExternalAccountTransfer.md +16 -0
  173. data/docs/PageFeature.md +16 -0
  174. data/docs/PageFeatureTrack.md +16 -0
  175. data/docs/PageFinancialStatement.md +16 -0
  176. data/docs/PageFunding.md +16 -0
  177. data/docs/PageGoal.md +16 -0
  178. data/docs/PageGoalTrack.md +16 -0
  179. data/docs/PageHousehold.md +16 -0
  180. data/docs/PageInvoice.md +16 -0
  181. data/docs/PageInvoicePayment.md +16 -0
  182. data/docs/PageMXMerchantRes.md +16 -0
  183. data/docs/PageModel.md +16 -0
  184. data/docs/PageModelAssetSize.md +16 -0
  185. data/docs/PageModelComment.md +16 -0
  186. data/docs/PageModelHolding.md +16 -0
  187. data/docs/PageModelTransaction.md +16 -0
  188. data/docs/PageNode.md +16 -0
  189. data/docs/PageNodeRelationship.md +16 -0
  190. data/docs/PageNotification.md +16 -0
  191. data/docs/PageNotificationClient.md +16 -0
  192. data/docs/PageNotificationSetting.md +16 -0
  193. data/docs/PageOrder.md +16 -0
  194. data/docs/PageOrderBulk.md +16 -0
  195. data/docs/PageOrderStatus.md +16 -0
  196. data/docs/PageOrderTrack.md +16 -0
  197. data/docs/PageOverflow.md +16 -0
  198. data/docs/PageOverflowSettings.md +16 -0
  199. data/docs/PagePortfolio.md +16 -0
  200. data/docs/PagePortfolioAssetSizeLog.md +16 -0
  201. data/docs/PagePortfolioComment.md +16 -0
  202. data/docs/PagePortfolioGoal.md +16 -0
  203. data/docs/PagePortfolioHoldingLog.md +16 -0
  204. data/docs/PagePortfolioTransaction.md +16 -0
  205. data/docs/PageQuestion.md +16 -0
  206. data/docs/PageQuestionnaire.md +16 -0
  207. data/docs/PageReasonCode.md +16 -0
  208. data/docs/PageRiskProfile.md +16 -0
  209. data/docs/PageRoundup.md +16 -0
  210. data/docs/PageRoundupSettings.md +16 -0
  211. data/docs/PageScore.md +16 -0
  212. data/docs/PageSecurity.md +16 -0
  213. data/docs/PageSecurityExclusion.md +16 -0
  214. data/docs/PageSecurityPrice.md +16 -0
  215. data/docs/PageSpendingControl.md +16 -0
  216. data/docs/PageStage.md +16 -0
  217. data/docs/PageTransactionCode.md +16 -0
  218. data/docs/PageVAccountAssetSize.md +16 -0
  219. data/docs/PageWebhook.md +16 -0
  220. data/docs/PerformanceApi.md +973 -0
  221. data/docs/PermissionVO.md +9 -0
  222. data/docs/Portfolio.md +22 -0
  223. data/docs/PortfolioApi.md +1902 -0
  224. data/docs/PortfolioAssetSizeLog.md +20 -0
  225. data/docs/PortfolioComment.md +16 -0
  226. data/docs/PortfolioGoal.md +14 -0
  227. data/docs/PortfolioGoalMap.md +9 -0
  228. data/docs/PortfolioHoldingAgg.md +14 -0
  229. data/docs/PortfolioHoldingLog.md +21 -0
  230. data/docs/PortfolioTransaction.md +37 -0
  231. data/docs/Question.md +23 -0
  232. data/docs/Questionnaire.md +17 -0
  233. data/docs/QuestionnaireApi.md +1212 -0
  234. data/docs/ReasonCode.md +17 -0
  235. data/docs/ResourceApi.md +534 -0
  236. data/docs/RiskProfile.md +18 -0
  237. data/docs/RiskProfileApi.md +309 -0
  238. data/docs/Roundup.md +15 -0
  239. data/docs/RoundupApi.md +492 -0
  240. data/docs/RoundupCO.md +12 -0
  241. data/docs/RoundupSettings.md +21 -0
  242. data/docs/Score.md +23 -0
  243. data/docs/ScoreApi.md +309 -0
  244. data/docs/SecuritiesApi.md +917 -0
  245. data/docs/SecuritiesComposition.md +11 -0
  246. data/docs/SecuritiesCountry.md +9 -0
  247. data/docs/Security.md +32 -0
  248. data/docs/SecurityCompositionVO.md +21 -0
  249. data/docs/SecurityCountryVO.md +9 -0
  250. data/docs/SecurityExclusion.md +18 -0
  251. data/docs/SecurityPrice.md +20 -0
  252. data/docs/Sort.md +13 -0
  253. data/docs/SpendingControl.md +21 -0
  254. data/docs/SpendingControlApi.md +309 -0
  255. data/docs/Stage.md +22 -0
  256. data/docs/Stat.md +9 -0
  257. data/docs/State.md +10 -0
  258. data/docs/StatisticResourceVO.md +11 -0
  259. data/docs/TokenDateRequest.md +13 -0
  260. data/docs/TransactionCode.md +20 -0
  261. data/docs/UtilsApi.md +911 -0
  262. data/docs/VAccountAssetSize.md +11 -0
  263. data/docs/VAccountVO.md +13 -0
  264. data/docs/VClientGoalViewData.md +13 -0
  265. data/docs/VPortfolioVO.md +11 -0
  266. data/docs/Webhook.md +15 -0
  267. data/docs/WebhookApi.md +309 -0
  268. data/git_push.sh +55 -0
  269. data/lib/nucleus_api.rb +303 -0
  270. data/lib/nucleus_api/api/account_api.rb +1794 -0
  271. data/lib/nucleus_api/api/admin_client_api.rb +301 -0
  272. data/lib/nucleus_api/api/aggregation_account_api.rb +1587 -0
  273. data/lib/nucleus_api/api/allocation_api.rb +824 -0
  274. data/lib/nucleus_api/api/application_api.rb +301 -0
  275. data/lib/nucleus_api/api/audit_log_api.rb +190 -0
  276. data/lib/nucleus_api/api/benchmark_api.rb +362 -0
  277. data/lib/nucleus_api/api/budget_api.rb +307 -0
  278. data/lib/nucleus_api/api/bulk_api.rb +253 -0
  279. data/lib/nucleus_api/api/business_api.rb +508 -0
  280. data/lib/nucleus_api/api/card_api.rb +719 -0
  281. data/lib/nucleus_api/api/client_api.rb +950 -0
  282. data/lib/nucleus_api/api/customer_api.rb +585 -0
  283. data/lib/nucleus_api/api/decision_tree_api.rb +913 -0
  284. data/lib/nucleus_api/api/document_api.rb +301 -0
  285. data/lib/nucleus_api/api/feature_api.rb +579 -0
  286. data/lib/nucleus_api/api/financial_statement_api.rb +307 -0
  287. data/lib/nucleus_api/api/funding_api.rb +1497 -0
  288. data/lib/nucleus_api/api/goal_api.rb +819 -0
  289. data/lib/nucleus_api/api/household_api.rb +508 -0
  290. data/lib/nucleus_api/api/invoice_api.rb +591 -0
  291. data/lib/nucleus_api/api/model_api.rb +1479 -0
  292. data/lib/nucleus_api/api/notification_api.rb +857 -0
  293. data/lib/nucleus_api/api/order_api.rb +1688 -0
  294. data/lib/nucleus_api/api/overflow_api.rb +468 -0
  295. data/lib/nucleus_api/api/performance_api.rb +1131 -0
  296. data/lib/nucleus_api/api/portfolio_api.rb +1776 -0
  297. data/lib/nucleus_api/api/questionnaire_api.rb +1135 -0
  298. data/lib/nucleus_api/api/resource_api.rb +479 -0
  299. data/lib/nucleus_api/api/risk_profile_api.rb +301 -0
  300. data/lib/nucleus_api/api/roundup_api.rb +468 -0
  301. data/lib/nucleus_api/api/score_api.rb +301 -0
  302. data/lib/nucleus_api/api/securities_api.rb +863 -0
  303. data/lib/nucleus_api/api/spending_control_api.rb +301 -0
  304. data/lib/nucleus_api/api/utils_api.rb +857 -0
  305. data/lib/nucleus_api/api/webhook_api.rb +301 -0
  306. data/lib/nucleus_api/api_client.rb +428 -0
  307. data/lib/nucleus_api/api_error.rb +38 -0
  308. data/lib/nucleus_api/auth_configuration.rb +177 -0
  309. data/lib/nucleus_api/configuration.rb +224 -0
  310. data/lib/nucleus_api/models/account.rb +333 -0
  311. data/lib/nucleus_api/models/account_allocation_mapping.rb +294 -0
  312. data/lib/nucleus_api/models/account_map.rb +202 -0
  313. data/lib/nucleus_api/models/account_permission_vo.rb +195 -0
  314. data/lib/nucleus_api/models/account_portfolio_rebalance_request.rb +313 -0
  315. data/lib/nucleus_api/models/account_status.rb +275 -0
  316. data/lib/nucleus_api/models/account_type.rb +335 -0
  317. data/lib/nucleus_api/models/acl_client_permission_vo.rb +236 -0
  318. data/lib/nucleus_api/models/admin_client.rb +272 -0
  319. data/lib/nucleus_api/models/aggregation_account.rb +420 -0
  320. data/lib/nucleus_api/models/aggregation_account_balance.rb +284 -0
  321. data/lib/nucleus_api/models/aggregation_account_holding.rb +364 -0
  322. data/lib/nucleus_api/models/aggregation_account_transaction.rb +382 -0
  323. data/lib/nucleus_api/models/aggregation_accounts_map.rb +202 -0
  324. data/lib/nucleus_api/models/allocation.rb +325 -0
  325. data/lib/nucleus_api/models/allocation_aggregated_vo.rb +228 -0
  326. data/lib/nucleus_api/models/allocation_composition.rb +304 -0
  327. data/lib/nucleus_api/models/allocation_composition_aggregated_vo.rb +282 -0
  328. data/lib/nucleus_api/models/allocation_composition_model_holdings_vo.rb +311 -0
  329. data/lib/nucleus_api/models/allocation_node_map.rb +187 -0
  330. data/lib/nucleus_api/models/answer.rb +286 -0
  331. data/lib/nucleus_api/models/answer_map.rb +181 -0
  332. data/lib/nucleus_api/models/application.rb +256 -0
  333. data/lib/nucleus_api/models/audit_log.rb +357 -0
  334. data/lib/nucleus_api/models/available_date_double_vo.rb +243 -0
  335. data/lib/nucleus_api/models/bank_credit.rb +262 -0
  336. data/lib/nucleus_api/models/bank_link.rb +410 -0
  337. data/lib/nucleus_api/models/bank_link_map.rb +202 -0
  338. data/lib/nucleus_api/models/benchmark.rb +277 -0
  339. data/lib/nucleus_api/models/benchmark_composition.rb +202 -0
  340. data/lib/nucleus_api/models/brokers.rb +203 -0
  341. data/lib/nucleus_api/models/budget.rb +372 -0
  342. data/lib/nucleus_api/models/budget_aggregation_account.rb +187 -0
  343. data/lib/nucleus_api/models/budget_object.rb +213 -0
  344. data/lib/nucleus_api/models/bulk_transaction.rb +226 -0
  345. data/lib/nucleus_api/models/bulk_transaction_vo.rb +217 -0
  346. data/lib/nucleus_api/models/business.rb +430 -0
  347. data/lib/nucleus_api/models/business_address.rb +278 -0
  348. data/lib/nucleus_api/models/card.rb +489 -0
  349. data/lib/nucleus_api/models/card_address.rb +268 -0
  350. data/lib/nucleus_api/models/card_program.rb +350 -0
  351. data/lib/nucleus_api/models/cash.rb +213 -0
  352. data/lib/nucleus_api/models/categories_map.rb +202 -0
  353. data/lib/nucleus_api/models/category_internal_response_vo.rb +201 -0
  354. data/lib/nucleus_api/models/category_response_vo.rb +192 -0
  355. data/lib/nucleus_api/models/check.rb +210 -0
  356. data/lib/nucleus_api/models/check_images.rb +198 -0
  357. data/lib/nucleus_api/models/client.rb +523 -0
  358. data/lib/nucleus_api/models/client_account_mapping.rb +212 -0
  359. data/lib/nucleus_api/models/client_address.rb +278 -0
  360. data/lib/nucleus_api/models/client_relationship.rb +209 -0
  361. data/lib/nucleus_api/models/client_response.rb +280 -0
  362. data/lib/nucleus_api/models/client_status.rb +275 -0
  363. data/lib/nucleus_api/models/client_view_goal_data.rb +302 -0
  364. data/lib/nucleus_api/models/country.rb +233 -0
  365. data/lib/nucleus_api/models/currency.rb +212 -0
  366. data/lib/nucleus_api/models/customer.rb +317 -0
  367. data/lib/nucleus_api/models/customer_address.rb +268 -0
  368. data/lib/nucleus_api/models/customer_revenue.rb +284 -0
  369. data/lib/nucleus_api/models/daily_deposit.rb +395 -0
  370. data/lib/nucleus_api/models/daily_withdrawal.rb +405 -0
  371. data/lib/nucleus_api/models/date_double_vo.rb +203 -0
  372. data/lib/nucleus_api/models/decision_tree.rb +275 -0
  373. data/lib/nucleus_api/models/decision_tree_co.rb +202 -0
  374. data/lib/nucleus_api/models/decision_tree_result_vo.rb +192 -0
  375. data/lib/nucleus_api/models/document.rb +409 -0
  376. data/lib/nucleus_api/models/employment.rb +213 -0
  377. data/lib/nucleus_api/models/external_account_transfer.rb +412 -0
  378. data/lib/nucleus_api/models/feature.rb +286 -0
  379. data/lib/nucleus_api/models/feature_track.rb +251 -0
  380. data/lib/nucleus_api/models/financial_statement.rb +352 -0
  381. data/lib/nucleus_api/models/funding.rb +496 -0
  382. data/lib/nucleus_api/models/funding_request_map.rb +187 -0
  383. data/lib/nucleus_api/models/fx_rate_view.rb +233 -0
  384. data/lib/nucleus_api/models/goal.rb +340 -0
  385. data/lib/nucleus_api/models/goal_account_mapping.rb +218 -0
  386. data/lib/nucleus_api/models/goal_track.rb +372 -0
  387. data/lib/nucleus_api/models/goal_track_accounts.rb +187 -0
  388. data/lib/nucleus_api/models/household.rb +285 -0
  389. data/lib/nucleus_api/models/investment.rb +283 -0
  390. data/lib/nucleus_api/models/invoice.rb +452 -0
  391. data/lib/nucleus_api/models/invoice_payment.rb +269 -0
  392. data/lib/nucleus_api/models/json_node.rb +404 -0
  393. data/lib/nucleus_api/models/line_items.rb +278 -0
  394. data/lib/nucleus_api/models/location.rb +253 -0
  395. data/lib/nucleus_api/models/member.rb +217 -0
  396. data/lib/nucleus_api/models/merchant_category_code.rb +213 -0
  397. data/lib/nucleus_api/models/merchants_map.rb +202 -0
  398. data/lib/nucleus_api/models/model.rb +396 -0
  399. data/lib/nucleus_api/models/model_asset_size.rb +274 -0
  400. data/lib/nucleus_api/models/model_comment.rb +264 -0
  401. data/lib/nucleus_api/models/model_holding.rb +370 -0
  402. data/lib/nucleus_api/models/model_holding_vo.rb +208 -0
  403. data/lib/nucleus_api/models/model_transaction.rb +298 -0
  404. data/lib/nucleus_api/models/mx_merchant_res.rb +235 -0
  405. data/lib/nucleus_api/models/node.rb +260 -0
  406. data/lib/nucleus_api/models/node_relationship.rb +300 -0
  407. data/lib/nucleus_api/models/notification.rb +313 -0
  408. data/lib/nucleus_api/models/notification_client.rb +309 -0
  409. data/lib/nucleus_api/models/notification_setting.rb +300 -0
  410. data/lib/nucleus_api/models/order.rb +390 -0
  411. data/lib/nucleus_api/models/order_bulk.rb +309 -0
  412. data/lib/nucleus_api/models/order_reconcile_request.rb +220 -0
  413. data/lib/nucleus_api/models/order_reconcile_return_object.rb +227 -0
  414. data/lib/nucleus_api/models/order_status.rb +250 -0
  415. data/lib/nucleus_api/models/order_track.rb +316 -0
  416. data/lib/nucleus_api/models/order_vo_clone.rb +304 -0
  417. data/lib/nucleus_api/models/overflow.rb +281 -0
  418. data/lib/nucleus_api/models/overflow_bank_link_map.rb +202 -0
  419. data/lib/nucleus_api/models/overflow_settings.rb +287 -0
  420. data/lib/nucleus_api/models/overflow_vo.rb +203 -0
  421. data/lib/nucleus_api/models/ownership.rb +233 -0
  422. data/lib/nucleus_api/models/page_account.rb +258 -0
  423. data/lib/nucleus_api/models/page_account_allocation_mapping.rb +258 -0
  424. data/lib/nucleus_api/models/page_account_permission_vo.rb +258 -0
  425. data/lib/nucleus_api/models/page_account_status.rb +258 -0
  426. data/lib/nucleus_api/models/page_account_type.rb +258 -0
  427. data/lib/nucleus_api/models/page_admin_client.rb +258 -0
  428. data/lib/nucleus_api/models/page_aggregation_account.rb +258 -0
  429. data/lib/nucleus_api/models/page_aggregation_account_balance.rb +258 -0
  430. data/lib/nucleus_api/models/page_aggregation_account_holding.rb +258 -0
  431. data/lib/nucleus_api/models/page_aggregation_account_transaction.rb +258 -0
  432. data/lib/nucleus_api/models/page_allocation.rb +258 -0
  433. data/lib/nucleus_api/models/page_allocation_composition.rb +258 -0
  434. data/lib/nucleus_api/models/page_answer.rb +258 -0
  435. data/lib/nucleus_api/models/page_application.rb +258 -0
  436. data/lib/nucleus_api/models/page_audit_log.rb +258 -0
  437. data/lib/nucleus_api/models/page_bank_link.rb +258 -0
  438. data/lib/nucleus_api/models/page_benchmark.rb +258 -0
  439. data/lib/nucleus_api/models/page_budget.rb +258 -0
  440. data/lib/nucleus_api/models/page_business.rb +258 -0
  441. data/lib/nucleus_api/models/page_card.rb +258 -0
  442. data/lib/nucleus_api/models/page_card_program.rb +258 -0
  443. data/lib/nucleus_api/models/page_client.rb +258 -0
  444. data/lib/nucleus_api/models/page_client_response.rb +258 -0
  445. data/lib/nucleus_api/models/page_client_status.rb +258 -0
  446. data/lib/nucleus_api/models/page_customer.rb +258 -0
  447. data/lib/nucleus_api/models/page_customer_revenue.rb +258 -0
  448. data/lib/nucleus_api/models/page_daily_deposit.rb +258 -0
  449. data/lib/nucleus_api/models/page_daily_withdrawal.rb +258 -0
  450. data/lib/nucleus_api/models/page_decision_tree.rb +258 -0
  451. data/lib/nucleus_api/models/page_document.rb +258 -0
  452. data/lib/nucleus_api/models/page_external_account_transfer.rb +258 -0
  453. data/lib/nucleus_api/models/page_feature.rb +258 -0
  454. data/lib/nucleus_api/models/page_feature_track.rb +258 -0
  455. data/lib/nucleus_api/models/page_financial_statement.rb +258 -0
  456. data/lib/nucleus_api/models/page_funding.rb +258 -0
  457. data/lib/nucleus_api/models/page_goal.rb +258 -0
  458. data/lib/nucleus_api/models/page_goal_track.rb +258 -0
  459. data/lib/nucleus_api/models/page_household.rb +258 -0
  460. data/lib/nucleus_api/models/page_invoice.rb +258 -0
  461. data/lib/nucleus_api/models/page_invoice_payment.rb +258 -0
  462. data/lib/nucleus_api/models/page_model.rb +258 -0
  463. data/lib/nucleus_api/models/page_model_asset_size.rb +258 -0
  464. data/lib/nucleus_api/models/page_model_comment.rb +258 -0
  465. data/lib/nucleus_api/models/page_model_holding.rb +258 -0
  466. data/lib/nucleus_api/models/page_model_transaction.rb +258 -0
  467. data/lib/nucleus_api/models/page_mx_merchant_res.rb +255 -0
  468. data/lib/nucleus_api/models/page_node.rb +258 -0
  469. data/lib/nucleus_api/models/page_node_relationship.rb +258 -0
  470. data/lib/nucleus_api/models/page_notification.rb +258 -0
  471. data/lib/nucleus_api/models/page_notification_client.rb +258 -0
  472. data/lib/nucleus_api/models/page_notification_setting.rb +258 -0
  473. data/lib/nucleus_api/models/page_order.rb +258 -0
  474. data/lib/nucleus_api/models/page_order_bulk.rb +258 -0
  475. data/lib/nucleus_api/models/page_order_status.rb +258 -0
  476. data/lib/nucleus_api/models/page_order_track.rb +258 -0
  477. data/lib/nucleus_api/models/page_overflow.rb +258 -0
  478. data/lib/nucleus_api/models/page_overflow_settings.rb +258 -0
  479. data/lib/nucleus_api/models/page_portfolio.rb +258 -0
  480. data/lib/nucleus_api/models/page_portfolio_asset_size_log.rb +258 -0
  481. data/lib/nucleus_api/models/page_portfolio_comment.rb +258 -0
  482. data/lib/nucleus_api/models/page_portfolio_goal.rb +258 -0
  483. data/lib/nucleus_api/models/page_portfolio_holding_log.rb +258 -0
  484. data/lib/nucleus_api/models/page_portfolio_transaction.rb +258 -0
  485. data/lib/nucleus_api/models/page_question.rb +258 -0
  486. data/lib/nucleus_api/models/page_questionnaire.rb +258 -0
  487. data/lib/nucleus_api/models/page_reason_code.rb +258 -0
  488. data/lib/nucleus_api/models/page_risk_profile.rb +258 -0
  489. data/lib/nucleus_api/models/page_roundup.rb +258 -0
  490. data/lib/nucleus_api/models/page_roundup_settings.rb +258 -0
  491. data/lib/nucleus_api/models/page_score.rb +258 -0
  492. data/lib/nucleus_api/models/page_security.rb +258 -0
  493. data/lib/nucleus_api/models/page_security_exclusion.rb +258 -0
  494. data/lib/nucleus_api/models/page_security_price.rb +258 -0
  495. data/lib/nucleus_api/models/page_spending_control.rb +258 -0
  496. data/lib/nucleus_api/models/page_stage.rb +258 -0
  497. data/lib/nucleus_api/models/page_transaction_code.rb +258 -0
  498. data/lib/nucleus_api/models/page_v_account_asset_size.rb +258 -0
  499. data/lib/nucleus_api/models/page_webhook.rb +258 -0
  500. data/lib/nucleus_api/models/permission_vo.rb +226 -0
  501. data/lib/nucleus_api/models/portfolio.rb +341 -0
  502. data/lib/nucleus_api/models/portfolio_asset_size_log.rb +329 -0
  503. data/lib/nucleus_api/models/portfolio_comment.rb +279 -0
  504. data/lib/nucleus_api/models/portfolio_goal.rb +255 -0
  505. data/lib/nucleus_api/models/portfolio_goal_map.rb +202 -0
  506. data/lib/nucleus_api/models/portfolio_holding_agg.rb +243 -0
  507. data/lib/nucleus_api/models/portfolio_holding_log.rb +339 -0
  508. data/lib/nucleus_api/models/portfolio_transaction.rb +495 -0
  509. data/lib/nucleus_api/models/question.rb +334 -0
  510. data/lib/nucleus_api/models/questionnaire.rb +275 -0
  511. data/lib/nucleus_api/models/reason_code.rb +274 -0
  512. data/lib/nucleus_api/models/risk_profile.rb +286 -0
  513. data/lib/nucleus_api/models/roundup.rb +266 -0
  514. data/lib/nucleus_api/models/roundup_co.rb +232 -0
  515. data/lib/nucleus_api/models/roundup_settings.rb +331 -0
  516. data/lib/nucleus_api/models/score.rb +374 -0
  517. data/lib/nucleus_api/models/securities_composition.rb +232 -0
  518. data/lib/nucleus_api/models/securities_country.rb +202 -0
  519. data/lib/nucleus_api/models/security.rb +434 -0
  520. data/lib/nucleus_api/models/security_composition_vo.rb +300 -0
  521. data/lib/nucleus_api/models/security_country_vo.rb +190 -0
  522. data/lib/nucleus_api/models/security_exclusion.rb +300 -0
  523. data/lib/nucleus_api/models/security_price.rb +313 -0
  524. data/lib/nucleus_api/models/sort.rb +233 -0
  525. data/lib/nucleus_api/models/spending_control.rb +331 -0
  526. data/lib/nucleus_api/models/stage.rb +325 -0
  527. data/lib/nucleus_api/models/stat.rb +203 -0
  528. data/lib/nucleus_api/models/state.rb +202 -0
  529. data/lib/nucleus_api/models/statistic_resource_vo.rb +208 -0
  530. data/lib/nucleus_api/models/token_date_request.rb +233 -0
  531. data/lib/nucleus_api/models/transaction_code.rb +362 -0
  532. data/lib/nucleus_api/models/v_account_asset_size.rb +212 -0
  533. data/lib/nucleus_api/models/v_account_vo.rb +226 -0
  534. data/lib/nucleus_api/models/v_client_goal_view_data.rb +228 -0
  535. data/lib/nucleus_api/models/v_portfolio_vo.rb +208 -0
  536. data/lib/nucleus_api/models/webhook.rb +280 -0
  537. data/lib/nucleus_api/version.rb +15 -0
  538. data/nucleus_api.gemspec +46 -0
  539. data/spec/api/account_api_spec.rb +455 -0
  540. data/spec/api/admin_client_api_spec.rb +100 -0
  541. data/spec/api/aggregation_account_api_spec.rb +399 -0
  542. data/spec/api/allocation_api_spec.rb +225 -0
  543. data/spec/api/application_api_spec.rb +100 -0
  544. data/spec/api/audit_log_api_spec.rb +75 -0
  545. data/spec/api/benchmark_api_spec.rb +115 -0
  546. data/spec/api/budget_api_spec.rb +102 -0
  547. data/spec/api/bulk_api_spec.rb +86 -0
  548. data/spec/api/business_api_spec.rb +153 -0
  549. data/spec/api/card_api_spec.rb +201 -0
  550. data/spec/api/client_api_spec.rb +256 -0
  551. data/spec/api/customer_api_spec.rb +167 -0
  552. data/spec/api/decision_tree_api_spec.rb +242 -0
  553. data/spec/api/document_api_spec.rb +100 -0
  554. data/spec/api/feature_api_spec.rb +165 -0
  555. data/spec/api/financial_statement_api_spec.rb +102 -0
  556. data/spec/api/funding_api_spec.rb +382 -0
  557. data/spec/api/goal_api_spec.rb +225 -0
  558. data/spec/api/household_api_spec.rb +153 -0
  559. data/spec/api/invoice_api_spec.rb +169 -0
  560. data/spec/api/model_api_spec.rb +375 -0
  561. data/spec/api/notification_api_spec.rb +230 -0
  562. data/spec/api/order_api_spec.rb +412 -0
  563. data/spec/api/overflow_api_spec.rb +140 -0
  564. data/spec/api/performance_api_spec.rb +355 -0
  565. data/spec/api/portfolio_api_spec.rb +448 -0
  566. data/spec/api/questionnaire_api_spec.rb +295 -0
  567. data/spec/api/resource_api_spec.rb +148 -0
  568. data/spec/api/risk_profile_api_spec.rb +100 -0
  569. data/spec/api/roundup_api_spec.rb +140 -0
  570. data/spec/api/score_api_spec.rb +100 -0
  571. data/spec/api/securities_api_spec.rb +232 -0
  572. data/spec/api/spending_control_api_spec.rb +100 -0
  573. data/spec/api/utils_api_spec.rb +230 -0
  574. data/spec/api/webhook_api_spec.rb +100 -0
  575. data/spec/api_client_spec.rb +243 -0
  576. data/spec/configuration_spec.rb +42 -0
  577. data/spec/models/account_allocation_mapping_spec.rb +95 -0
  578. data/spec/models/account_map_spec.rb +47 -0
  579. data/spec/models/account_permission_vo_spec.rb +47 -0
  580. data/spec/models/account_portfolio_rebalance_request_spec.rb +119 -0
  581. data/spec/models/account_spec.rb +125 -0
  582. data/spec/models/account_status_spec.rb +89 -0
  583. data/spec/models/account_type_spec.rb +131 -0
  584. data/spec/models/acl_client_permission_vo_spec.rb +57 -0
  585. data/spec/models/admin_client_spec.rb +101 -0
  586. data/spec/models/aggregation_account_balance_spec.rb +101 -0
  587. data/spec/models/aggregation_account_holding_spec.rb +149 -0
  588. data/spec/models/aggregation_account_spec.rb +173 -0
  589. data/spec/models/aggregation_account_transaction_spec.rb +139 -0
  590. data/spec/models/aggregation_accounts_map_spec.rb +47 -0
  591. data/spec/models/allocation_aggregated_vo_spec.rb +71 -0
  592. data/spec/models/allocation_composition_aggregated_vo_spec.rb +107 -0
  593. data/spec/models/allocation_composition_model_holdings_vo_spec.rb +125 -0
  594. data/spec/models/allocation_composition_spec.rb +101 -0
  595. data/spec/models/allocation_node_map_spec.rb +41 -0
  596. data/spec/models/allocation_spec.rb +125 -0
  597. data/spec/models/answer_map_spec.rb +41 -0
  598. data/spec/models/answer_spec.rb +101 -0
  599. data/spec/models/application_spec.rb +83 -0
  600. data/spec/models/audit_log_spec.rb +131 -0
  601. data/spec/models/available_date_double_vo_spec.rb +77 -0
  602. data/spec/models/bank_credit_spec.rb +83 -0
  603. data/spec/models/bank_link_map_spec.rb +47 -0
  604. data/spec/models/bank_link_spec.rb +167 -0
  605. data/spec/models/benchmark_composition_spec.rb +47 -0
  606. data/spec/models/benchmark_spec.rb +95 -0
  607. data/spec/models/brokers_spec.rb +47 -0
  608. data/spec/models/budget_aggregation_account_spec.rb +41 -0
  609. data/spec/models/budget_object_spec.rb +53 -0
  610. data/spec/models/budget_spec.rb +143 -0
  611. data/spec/models/bulk_transaction_spec.rb +71 -0
  612. data/spec/models/bulk_transaction_vo_spec.rb +65 -0
  613. data/spec/models/business_address_spec.rb +83 -0
  614. data/spec/models/business_spec.rb +185 -0
  615. data/spec/models/card_address_spec.rb +77 -0
  616. data/spec/models/card_program_spec.rb +131 -0
  617. data/spec/models/card_spec.rb +202 -0
  618. data/spec/models/cash_spec.rb +53 -0
  619. data/spec/models/categories_map_spec.rb +47 -0
  620. data/spec/models/category_internal_response_vo_spec.rb +53 -0
  621. data/spec/models/category_response_vo_spec.rb +47 -0
  622. data/spec/models/check_images_spec.rb +47 -0
  623. data/spec/models/check_spec.rb +53 -0
  624. data/spec/models/client_account_mapping_spec.rb +53 -0
  625. data/spec/models/client_address_spec.rb +83 -0
  626. data/spec/models/client_relationship_spec.rb +53 -0
  627. data/spec/models/client_response_spec.rb +95 -0
  628. data/spec/models/client_spec.rb +239 -0
  629. data/spec/models/client_status_spec.rb +89 -0
  630. data/spec/models/client_view_goal_data_spec.rb +119 -0
  631. data/spec/models/country_spec.rb +65 -0
  632. data/spec/models/currency_spec.rb +59 -0
  633. data/spec/models/customer_address_spec.rb +77 -0
  634. data/spec/models/customer_revenue_spec.rb +89 -0
  635. data/spec/models/customer_spec.rb +119 -0
  636. data/spec/models/daily_deposit_spec.rb +161 -0
  637. data/spec/models/daily_withdrawal_spec.rb +167 -0
  638. data/spec/models/date_double_vo_spec.rb +53 -0
  639. data/spec/models/decision_tree_co_spec.rb +47 -0
  640. data/spec/models/decision_tree_result_vo_spec.rb +47 -0
  641. data/spec/models/decision_tree_spec.rb +95 -0
  642. data/spec/models/document_spec.rb +173 -0
  643. data/spec/models/employment_spec.rb +59 -0
  644. data/spec/models/external_account_transfer_spec.rb +161 -0
  645. data/spec/models/feature_spec.rb +101 -0
  646. data/spec/models/feature_track_spec.rb +77 -0
  647. data/spec/models/financial_statement_spec.rb +131 -0
  648. data/spec/models/funding_request_map_spec.rb +41 -0
  649. data/spec/models/funding_spec.rb +215 -0
  650. data/spec/models/fx_rate_view_spec.rb +59 -0
  651. data/spec/models/goal_account_mapping_spec.rb +59 -0
  652. data/spec/models/goal_spec.rb +137 -0
  653. data/spec/models/goal_track_accounts_spec.rb +41 -0
  654. data/spec/models/goal_track_spec.rb +149 -0
  655. data/spec/models/household_spec.rb +101 -0
  656. data/spec/models/investment_spec.rb +89 -0
  657. data/spec/models/invoice_payment_spec.rb +83 -0
  658. data/spec/models/invoice_spec.rb +185 -0
  659. data/spec/models/json_node_spec.rb +171 -0
  660. data/spec/models/line_items_spec.rb +83 -0
  661. data/spec/models/location_spec.rb +83 -0
  662. data/spec/models/member_spec.rb +59 -0
  663. data/spec/models/merchant_category_code_spec.rb +59 -0
  664. data/spec/models/merchants_map_spec.rb +47 -0
  665. data/spec/models/model_asset_size_spec.rb +89 -0
  666. data/spec/models/model_comment_spec.rb +83 -0
  667. data/spec/models/model_holding_spec.rb +143 -0
  668. data/spec/models/model_holding_vo_spec.rb +59 -0
  669. data/spec/models/model_spec.rb +167 -0
  670. data/spec/models/model_transaction_spec.rb +95 -0
  671. data/spec/models/mx_merchant_res_spec.rb +77 -0
  672. data/spec/models/node_relationship_spec.rb +101 -0
  673. data/spec/models/node_spec.rb +83 -0
  674. data/spec/models/notification_client_spec.rb +107 -0
  675. data/spec/models/notification_setting_spec.rb +107 -0
  676. data/spec/models/notification_spec.rb +113 -0
  677. data/spec/models/order_bulk_spec.rb +101 -0
  678. data/spec/models/order_reconcile_request_spec.rb +65 -0
  679. data/spec/models/order_reconcile_return_object_spec.rb +65 -0
  680. data/spec/models/order_spec.rb +155 -0
  681. data/spec/models/order_status_spec.rb +77 -0
  682. data/spec/models/order_track_spec.rb +113 -0
  683. data/spec/models/order_vo_clone_spec.rb +113 -0
  684. data/spec/models/overflow_bank_link_map_spec.rb +47 -0
  685. data/spec/models/overflow_settings_spec.rb +95 -0
  686. data/spec/models/overflow_spec.rb +89 -0
  687. data/spec/models/overflow_vo_spec.rb +53 -0
  688. data/spec/models/ownership_spec.rb +65 -0
  689. data/spec/models/page_account_allocation_mapping_spec.rb +89 -0
  690. data/spec/models/page_account_permission_vo_spec.rb +89 -0
  691. data/spec/models/page_account_spec.rb +89 -0
  692. data/spec/models/page_account_status_spec.rb +89 -0
  693. data/spec/models/page_account_type_spec.rb +89 -0
  694. data/spec/models/page_admin_client_spec.rb +89 -0
  695. data/spec/models/page_aggregation_account_balance_spec.rb +89 -0
  696. data/spec/models/page_aggregation_account_holding_spec.rb +89 -0
  697. data/spec/models/page_aggregation_account_spec.rb +89 -0
  698. data/spec/models/page_aggregation_account_transaction_spec.rb +89 -0
  699. data/spec/models/page_allocation_composition_spec.rb +89 -0
  700. data/spec/models/page_allocation_spec.rb +89 -0
  701. data/spec/models/page_answer_spec.rb +89 -0
  702. data/spec/models/page_application_spec.rb +89 -0
  703. data/spec/models/page_audit_log_spec.rb +89 -0
  704. data/spec/models/page_bank_link_spec.rb +89 -0
  705. data/spec/models/page_benchmark_spec.rb +89 -0
  706. data/spec/models/page_budget_spec.rb +89 -0
  707. data/spec/models/page_business_spec.rb +89 -0
  708. data/spec/models/page_card_program_spec.rb +89 -0
  709. data/spec/models/page_card_spec.rb +89 -0
  710. data/spec/models/page_client_response_spec.rb +89 -0
  711. data/spec/models/page_client_spec.rb +89 -0
  712. data/spec/models/page_client_status_spec.rb +89 -0
  713. data/spec/models/page_customer_revenue_spec.rb +89 -0
  714. data/spec/models/page_customer_spec.rb +89 -0
  715. data/spec/models/page_daily_deposit_spec.rb +89 -0
  716. data/spec/models/page_daily_withdrawal_spec.rb +89 -0
  717. data/spec/models/page_decision_tree_spec.rb +89 -0
  718. data/spec/models/page_document_spec.rb +89 -0
  719. data/spec/models/page_external_account_transfer_spec.rb +89 -0
  720. data/spec/models/page_feature_spec.rb +89 -0
  721. data/spec/models/page_feature_track_spec.rb +89 -0
  722. data/spec/models/page_financial_statement_spec.rb +89 -0
  723. data/spec/models/page_funding_spec.rb +89 -0
  724. data/spec/models/page_goal_spec.rb +89 -0
  725. data/spec/models/page_goal_track_spec.rb +89 -0
  726. data/spec/models/page_household_spec.rb +89 -0
  727. data/spec/models/page_invoice_payment_spec.rb +89 -0
  728. data/spec/models/page_invoice_spec.rb +89 -0
  729. data/spec/models/page_model_asset_size_spec.rb +89 -0
  730. data/spec/models/page_model_comment_spec.rb +89 -0
  731. data/spec/models/page_model_holding_spec.rb +89 -0
  732. data/spec/models/page_model_spec.rb +89 -0
  733. data/spec/models/page_model_transaction_spec.rb +89 -0
  734. data/spec/models/page_mx_merchant_res_spec.rb +89 -0
  735. data/spec/models/page_node_relationship_spec.rb +89 -0
  736. data/spec/models/page_node_spec.rb +89 -0
  737. data/spec/models/page_notification_client_spec.rb +89 -0
  738. data/spec/models/page_notification_setting_spec.rb +89 -0
  739. data/spec/models/page_notification_spec.rb +89 -0
  740. data/spec/models/page_order_bulk_spec.rb +89 -0
  741. data/spec/models/page_order_spec.rb +89 -0
  742. data/spec/models/page_order_status_spec.rb +89 -0
  743. data/spec/models/page_order_track_spec.rb +89 -0
  744. data/spec/models/page_overflow_settings_spec.rb +89 -0
  745. data/spec/models/page_overflow_spec.rb +89 -0
  746. data/spec/models/page_portfolio_asset_size_log_spec.rb +89 -0
  747. data/spec/models/page_portfolio_comment_spec.rb +89 -0
  748. data/spec/models/page_portfolio_goal_spec.rb +89 -0
  749. data/spec/models/page_portfolio_holding_log_spec.rb +89 -0
  750. data/spec/models/page_portfolio_spec.rb +89 -0
  751. data/spec/models/page_portfolio_transaction_spec.rb +89 -0
  752. data/spec/models/page_question_spec.rb +89 -0
  753. data/spec/models/page_questionnaire_spec.rb +89 -0
  754. data/spec/models/page_reason_code_spec.rb +89 -0
  755. data/spec/models/page_risk_profile_spec.rb +89 -0
  756. data/spec/models/page_roundup_settings_spec.rb +89 -0
  757. data/spec/models/page_roundup_spec.rb +89 -0
  758. data/spec/models/page_score_spec.rb +89 -0
  759. data/spec/models/page_security_exclusion_spec.rb +89 -0
  760. data/spec/models/page_security_price_spec.rb +89 -0
  761. data/spec/models/page_security_spec.rb +89 -0
  762. data/spec/models/page_spending_control_spec.rb +89 -0
  763. data/spec/models/page_stage_spec.rb +89 -0
  764. data/spec/models/page_transaction_code_spec.rb +89 -0
  765. data/spec/models/page_v_account_asset_size_spec.rb +89 -0
  766. data/spec/models/page_webhook_spec.rb +89 -0
  767. data/spec/models/permission_vo_spec.rb +51 -0
  768. data/spec/models/portfolio_asset_size_log_spec.rb +113 -0
  769. data/spec/models/portfolio_comment_spec.rb +89 -0
  770. data/spec/models/portfolio_goal_map_spec.rb +47 -0
  771. data/spec/models/portfolio_goal_spec.rb +77 -0
  772. data/spec/models/portfolio_holding_agg_spec.rb +77 -0
  773. data/spec/models/portfolio_holding_log_spec.rb +119 -0
  774. data/spec/models/portfolio_spec.rb +125 -0
  775. data/spec/models/portfolio_transaction_spec.rb +215 -0
  776. data/spec/models/question_spec.rb +131 -0
  777. data/spec/models/questionnaire_spec.rb +95 -0
  778. data/spec/models/reason_code_spec.rb +95 -0
  779. data/spec/models/risk_profile_spec.rb +101 -0
  780. data/spec/models/roundup_co_spec.rb +65 -0
  781. data/spec/models/roundup_settings_spec.rb +119 -0
  782. data/spec/models/roundup_spec.rb +83 -0
  783. data/spec/models/score_spec.rb +135 -0
  784. data/spec/models/securities_composition_spec.rb +59 -0
  785. data/spec/models/securities_country_spec.rb +47 -0
  786. data/spec/models/security_composition_vo_spec.rb +119 -0
  787. data/spec/models/security_country_vo_spec.rb +47 -0
  788. data/spec/models/security_exclusion_spec.rb +101 -0
  789. data/spec/models/security_price_spec.rb +113 -0
  790. data/spec/models/security_spec.rb +185 -0
  791. data/spec/models/sort_spec.rb +71 -0
  792. data/spec/models/spending_control_spec.rb +119 -0
  793. data/spec/models/stage_spec.rb +125 -0
  794. data/spec/models/stat_spec.rb +47 -0
  795. data/spec/models/state_spec.rb +53 -0
  796. data/spec/models/statistic_resource_vo_spec.rb +59 -0
  797. data/spec/models/token_date_request_spec.rb +71 -0
  798. data/spec/models/transaction_code_spec.rb +125 -0
  799. data/spec/models/v_account_asset_size_spec.rb +59 -0
  800. data/spec/models/v_account_vo_spec.rb +71 -0
  801. data/spec/models/v_client_goal_view_data_spec.rb +71 -0
  802. data/spec/models/v_portfolio_vo_spec.rb +59 -0
  803. data/spec/models/webhook_spec.rb +87 -0
  804. data/spec/spec_helper.rb +111 -0
  805. metadata +1312 -0
@@ -0,0 +1,16 @@
1
+ # NucleusApi::PageSecurityPrice
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **content** | [**Array<SecurityPrice>**](SecurityPrice.md) | | [optional]
7
+ **first** | **BOOLEAN** | | [optional]
8
+ **last** | **BOOLEAN** | | [optional]
9
+ **number** | **Integer** | | [optional]
10
+ **number_of_elements** | **Integer** | | [optional]
11
+ **size** | **Integer** | | [optional]
12
+ **sort** | [**Array<Sort>**](Sort.md) | | [optional]
13
+ **total_elements** | **Integer** | | [optional]
14
+ **total_pages** | **Integer** | | [optional]
15
+
16
+
@@ -0,0 +1,16 @@
1
+ # NucleusApi::PageSpendingControl
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **content** | [**Array<SpendingControl>**](SpendingControl.md) | | [optional]
7
+ **first** | **BOOLEAN** | | [optional]
8
+ **last** | **BOOLEAN** | | [optional]
9
+ **number** | **Integer** | | [optional]
10
+ **number_of_elements** | **Integer** | | [optional]
11
+ **size** | **Integer** | | [optional]
12
+ **sort** | [**Array<Sort>**](Sort.md) | | [optional]
13
+ **total_elements** | **Integer** | | [optional]
14
+ **total_pages** | **Integer** | | [optional]
15
+
16
+
data/docs/PageStage.md ADDED
@@ -0,0 +1,16 @@
1
+ # NucleusApi::PageStage
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **content** | [**Array<Stage>**](Stage.md) | | [optional]
7
+ **first** | **BOOLEAN** | | [optional]
8
+ **last** | **BOOLEAN** | | [optional]
9
+ **number** | **Integer** | | [optional]
10
+ **number_of_elements** | **Integer** | | [optional]
11
+ **size** | **Integer** | | [optional]
12
+ **sort** | [**Array<Sort>**](Sort.md) | | [optional]
13
+ **total_elements** | **Integer** | | [optional]
14
+ **total_pages** | **Integer** | | [optional]
15
+
16
+
@@ -0,0 +1,16 @@
1
+ # NucleusApi::PageTransactionCode
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **content** | [**Array<TransactionCode>**](TransactionCode.md) | | [optional]
7
+ **first** | **BOOLEAN** | | [optional]
8
+ **last** | **BOOLEAN** | | [optional]
9
+ **number** | **Integer** | | [optional]
10
+ **number_of_elements** | **Integer** | | [optional]
11
+ **size** | **Integer** | | [optional]
12
+ **sort** | [**Array<Sort>**](Sort.md) | | [optional]
13
+ **total_elements** | **Integer** | | [optional]
14
+ **total_pages** | **Integer** | | [optional]
15
+
16
+
@@ -0,0 +1,16 @@
1
+ # NucleusApi::PageVAccountAssetSize
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **content** | [**Array<VAccountAssetSize>**](VAccountAssetSize.md) | | [optional]
7
+ **first** | **BOOLEAN** | | [optional]
8
+ **last** | **BOOLEAN** | | [optional]
9
+ **number** | **Integer** | | [optional]
10
+ **number_of_elements** | **Integer** | | [optional]
11
+ **size** | **Integer** | | [optional]
12
+ **sort** | [**Array<Sort>**](Sort.md) | | [optional]
13
+ **total_elements** | **Integer** | | [optional]
14
+ **total_pages** | **Integer** | | [optional]
15
+
16
+
@@ -0,0 +1,16 @@
1
+ # NucleusApi::PageWebhook
2
+
3
+ ## Properties
4
+ Name | Type | Description | Notes
5
+ ------------ | ------------- | ------------- | -------------
6
+ **content** | [**Array<Webhook>**](Webhook.md) | | [optional]
7
+ **first** | **BOOLEAN** | | [optional]
8
+ **last** | **BOOLEAN** | | [optional]
9
+ **number** | **Integer** | | [optional]
10
+ **number_of_elements** | **Integer** | | [optional]
11
+ **size** | **Integer** | | [optional]
12
+ **sort** | [**Array<Sort>**](Sort.md) | | [optional]
13
+ **total_elements** | **Integer** | | [optional]
14
+ **total_pages** | **Integer** | | [optional]
15
+
16
+
@@ -0,0 +1,973 @@
1
+ # NucleusApi::PerformanceApi
2
+
3
+ All URIs are relative to *https://sandbox.hydrogenplatform.com/nucleus/v1*
4
+
5
+ Method | HTTP request | Description
6
+ ------------- | ------------- | -------------
7
+ [**get_account_performance_using_get**](PerformanceApi.md#get_account_performance_using_get) | **GET** /account/{account_id}/performance | Account Performance
8
+ [**get_allocation_performance_using_get**](PerformanceApi.md#get_allocation_performance_using_get) | **GET** /allocation/{allocation_id}/performance | Allocation Performance
9
+ [**get_benchmark_performance_using_get**](PerformanceApi.md#get_benchmark_performance_using_get) | **GET** /benchmark/{benchmark_id}/performance | Benchmark Performance
10
+ [**get_client_performance_using_get**](PerformanceApi.md#get_client_performance_using_get) | **GET** /client/{client_id}/performance | Client Performance
11
+ [**get_goal_performance_using_get**](PerformanceApi.md#get_goal_performance_using_get) | **GET** /goal/{goal_id}/performance | Goal Performance
12
+ [**get_household_client_performance_using_get**](PerformanceApi.md#get_household_client_performance_using_get) | **GET** /household/{household_id}/performance | Household Performance
13
+ [**get_model_performance_using_get**](PerformanceApi.md#get_model_performance_using_get) | **GET** /model/{model_id}/performance | Model Performance
14
+ [**get_portfolio_performance_using_get**](PerformanceApi.md#get_portfolio_performance_using_get) | **GET** /portfolio/{portfolio_id}/performance | Portfolio Performance
15
+ [**get_security_performance_using_get**](PerformanceApi.md#get_security_performance_using_get) | **GET** /security/{security_id}/performance | Security Performance
16
+
17
+
18
+ # **get_account_performance_using_get**
19
+ > Object get_account_performance_using_get(account_id, opts)
20
+
21
+ Account Performance
22
+
23
+ Get information on the performance of an account using IRR (Internal Rate of Return). You must provide the unique account_id.
24
+
25
+ ### Example
26
+ ```ruby
27
+ # load the gem
28
+ require 'nucleus_api'
29
+ # Setup authorization
30
+ NucleusApi.configure do |config|
31
+ # Use one of the below method to generate oauth token
32
+ # Creating a token for grant_type=client_credentials
33
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
34
+ # Creating a token for grant_type=password
35
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
36
+ # Creating a token using client token
37
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
38
+ end
39
+
40
+ api_instance = NucleusApi::PerformanceApi.new
41
+
42
+ account_id = 'account_id_example' # String | Account Id -/account
43
+
44
+ opts = {
45
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
46
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
47
+ benchmark_id: 'benchmark_id_example', # String | Client Benchmark or Tenant Benchmark id -/benchmark
48
+ end_date: Date.parse('2013-10-20'), # Date | end date
49
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
50
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
51
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
52
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
53
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
54
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
55
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
56
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
57
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
58
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
59
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
60
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
61
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
62
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
63
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
64
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
65
+ start_date: Date.parse('2013-10-20'), # Date | start date
66
+ stat: 'stat_example', # String | A stat type - /statistics
67
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
68
+ }
69
+
70
+ begin
71
+ #Account Performance
72
+ result = api_instance.get_account_performance_using_get(account_id, opts)
73
+ p result
74
+ rescue NucleusApi::ApiError => e
75
+ puts "Exception when calling PerformanceApi->get_account_performance_using_get: #{e}"
76
+ end
77
+ ```
78
+
79
+ ### Parameters
80
+
81
+ Name | Type | Description | Notes
82
+ ------------- | ------------- | ------------- | -------------
83
+ **account_id** | [**String**](.md)| Account Id -/account |
84
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
85
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
86
+ **benchmark_id** | [**String**](.md)| Client Benchmark or Tenant Benchmark id -/benchmark | [optional]
87
+ **end_date** | **Date**| end date | [optional]
88
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
89
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
90
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
91
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
92
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
93
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
94
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
95
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
96
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
97
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
98
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
99
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
100
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
101
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
102
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
103
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
104
+ **start_date** | **Date**| start date | [optional]
105
+ **stat** | **String**| A stat type - /statistics | [optional]
106
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
107
+
108
+ ### Return type
109
+
110
+ **Object**
111
+
112
+ ### Authorization
113
+
114
+ [oauth2](../README.md#oauth2)
115
+
116
+ ### HTTP request headers
117
+
118
+ - **Content-Type**: Not defined
119
+ - **Accept**: */*
120
+
121
+
122
+
123
+ # **get_allocation_performance_using_get**
124
+ > Hash<String, Object> get_allocation_performance_using_get(allocation_id, opts)
125
+
126
+ Allocation Performance
127
+
128
+ Get information on the performance of an allocation using TWR (Time Weighted Return). You must provide the unique allocation_id.
129
+
130
+ ### Example
131
+ ```ruby
132
+ # load the gem
133
+ require 'nucleus_api'
134
+ # Setup authorization
135
+ NucleusApi.configure do |config|
136
+ # Use one of the below method to generate oauth token
137
+ # Creating a token for grant_type=client_credentials
138
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
139
+ # Creating a token for grant_type=password
140
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
141
+ # Creating a token using client token
142
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
143
+ end
144
+
145
+ api_instance = NucleusApi::PerformanceApi.new
146
+
147
+ allocation_id = 'allocation_id_example' # String | Allocation Id -/allocation
148
+
149
+ opts = {
150
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
151
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
152
+ benchmark_id: 'benchmark_id_example', # String | Tenant Benchmark Id -/benchmark
153
+ end_date: Date.parse('2013-10-20'), # Date | end date
154
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
155
+ is_current_weight: true, # BOOLEAN | is_current_weight
156
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
157
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
158
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
159
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
160
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
161
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
162
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
163
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
164
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
165
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
166
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
167
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
168
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
169
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
170
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
171
+ start_date: Date.parse('2013-10-20'), # Date | start date
172
+ stat: 'stat_example', # String | A stat type found under the Statistics banner
173
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
174
+ }
175
+
176
+ begin
177
+ #Allocation Performance
178
+ result = api_instance.get_allocation_performance_using_get(allocation_id, opts)
179
+ p result
180
+ rescue NucleusApi::ApiError => e
181
+ puts "Exception when calling PerformanceApi->get_allocation_performance_using_get: #{e}"
182
+ end
183
+ ```
184
+
185
+ ### Parameters
186
+
187
+ Name | Type | Description | Notes
188
+ ------------- | ------------- | ------------- | -------------
189
+ **allocation_id** | [**String**](.md)| Allocation Id -/allocation |
190
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
191
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
192
+ **benchmark_id** | [**String**](.md)| Tenant Benchmark Id -/benchmark | [optional]
193
+ **end_date** | **Date**| end date | [optional]
194
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
195
+ **is_current_weight** | **BOOLEAN**| is_current_weight | [optional] [default to true]
196
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
197
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
198
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
199
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
200
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
201
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
202
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
203
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
204
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
205
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
206
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
207
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
208
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
209
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
210
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
211
+ **start_date** | **Date**| start date | [optional]
212
+ **stat** | **String**| A stat type found under the Statistics banner | [optional]
213
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
214
+
215
+ ### Return type
216
+
217
+ **Hash<String, Object>**
218
+
219
+ ### Authorization
220
+
221
+ [oauth2](../README.md#oauth2)
222
+
223
+ ### HTTP request headers
224
+
225
+ - **Content-Type**: Not defined
226
+ - **Accept**: */*
227
+
228
+
229
+
230
+ # **get_benchmark_performance_using_get**
231
+ > Object get_benchmark_performance_using_get(benchmark_id, opts)
232
+
233
+ Benchmark Performance
234
+
235
+ Get information on the performance of a benchmark using TWR (Time Weighted Return). You must provide the unique benchmark_id.
236
+
237
+ ### Example
238
+ ```ruby
239
+ # load the gem
240
+ require 'nucleus_api'
241
+ # Setup authorization
242
+ NucleusApi.configure do |config|
243
+ # Use one of the below method to generate oauth token
244
+ # Creating a token for grant_type=client_credentials
245
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
246
+ # Creating a token for grant_type=password
247
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
248
+ # Creating a token using client token
249
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
250
+ end
251
+
252
+ api_instance = NucleusApi::PerformanceApi.new
253
+
254
+ benchmark_id = 'benchmark_id_example' # String | Benchmark Id - /benchmark
255
+
256
+ opts = {
257
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
258
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
259
+ comparison_benchmark_id: 'comparison_benchmark_id_example', # String | comparison_benchmark_id
260
+ end_date: Date.parse('2013-10-20'), # Date | end date
261
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
262
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
263
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
264
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
265
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
266
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
267
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
268
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
269
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
270
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
271
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
272
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
273
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
274
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
275
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
276
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
277
+ start_date: Date.parse('2013-10-20'), # Date | start date
278
+ stat: 'stat_example', # String | Stat type - /statistics endpoint
279
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
280
+ }
281
+
282
+ begin
283
+ #Benchmark Performance
284
+ result = api_instance.get_benchmark_performance_using_get(benchmark_id, opts)
285
+ p result
286
+ rescue NucleusApi::ApiError => e
287
+ puts "Exception when calling PerformanceApi->get_benchmark_performance_using_get: #{e}"
288
+ end
289
+ ```
290
+
291
+ ### Parameters
292
+
293
+ Name | Type | Description | Notes
294
+ ------------- | ------------- | ------------- | -------------
295
+ **benchmark_id** | [**String**](.md)| Benchmark Id - /benchmark |
296
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
297
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
298
+ **comparison_benchmark_id** | [**String**](.md)| comparison_benchmark_id | [optional]
299
+ **end_date** | **Date**| end date | [optional]
300
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
301
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
302
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
303
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
304
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
305
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
306
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
307
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
308
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
309
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
310
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
311
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
312
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
313
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
314
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
315
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
316
+ **start_date** | **Date**| start date | [optional]
317
+ **stat** | **String**| Stat type - /statistics endpoint | [optional]
318
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
319
+
320
+ ### Return type
321
+
322
+ **Object**
323
+
324
+ ### Authorization
325
+
326
+ [oauth2](../README.md#oauth2)
327
+
328
+ ### HTTP request headers
329
+
330
+ - **Content-Type**: Not defined
331
+ - **Accept**: */*
332
+
333
+
334
+
335
+ # **get_client_performance_using_get**
336
+ > Object get_client_performance_using_get(client_id, opts)
337
+
338
+ Client Performance
339
+
340
+ Get information on the performance of a client using IRR (Internal Rate of Return). You must provide the unique client_id.
341
+
342
+ ### Example
343
+ ```ruby
344
+ # load the gem
345
+ require 'nucleus_api'
346
+ # Setup authorization
347
+ NucleusApi.configure do |config|
348
+ # Use one of the below method to generate oauth token
349
+ # Creating a token for grant_type=client_credentials
350
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
351
+ # Creating a token for grant_type=password
352
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
353
+ # Creating a token using client token
354
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
355
+ end
356
+
357
+ api_instance = NucleusApi::PerformanceApi.new
358
+
359
+ client_id = 'client_id_example' # String | Client Id -/client
360
+
361
+ opts = {
362
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
363
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
364
+ benchmark_id: 'benchmark_id_example', # String | Client Benchmark or Tenant Benchmark id -/benchmark
365
+ end_date: Date.parse('2013-10-20'), # Date | end date
366
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
367
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
368
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
369
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
370
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
371
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
372
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
373
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
374
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
375
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
376
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
377
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
378
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
379
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
380
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
381
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
382
+ start_date: Date.parse('2013-10-20'), # Date | start date
383
+ stat: 'stat_example', # String | A stat type -- /statistics
384
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
385
+ }
386
+
387
+ begin
388
+ #Client Performance
389
+ result = api_instance.get_client_performance_using_get(client_id, opts)
390
+ p result
391
+ rescue NucleusApi::ApiError => e
392
+ puts "Exception when calling PerformanceApi->get_client_performance_using_get: #{e}"
393
+ end
394
+ ```
395
+
396
+ ### Parameters
397
+
398
+ Name | Type | Description | Notes
399
+ ------------- | ------------- | ------------- | -------------
400
+ **client_id** | [**String**](.md)| Client Id -/client |
401
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
402
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
403
+ **benchmark_id** | [**String**](.md)| Client Benchmark or Tenant Benchmark id -/benchmark | [optional]
404
+ **end_date** | **Date**| end date | [optional]
405
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
406
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
407
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
408
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
409
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
410
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
411
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
412
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
413
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
414
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
415
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
416
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
417
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
418
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
419
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
420
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
421
+ **start_date** | **Date**| start date | [optional]
422
+ **stat** | **String**| A stat type -- /statistics | [optional]
423
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
424
+
425
+ ### Return type
426
+
427
+ **Object**
428
+
429
+ ### Authorization
430
+
431
+ [oauth2](../README.md#oauth2)
432
+
433
+ ### HTTP request headers
434
+
435
+ - **Content-Type**: Not defined
436
+ - **Accept**: */*
437
+
438
+
439
+
440
+ # **get_goal_performance_using_get**
441
+ > Object get_goal_performance_using_get(client_id, goal_id, opts)
442
+
443
+ Goal Performance
444
+
445
+ Get information on the performance of a goal using IRR (Internal Rate of Return). You must provide the unique goal_id.
446
+
447
+ ### Example
448
+ ```ruby
449
+ # load the gem
450
+ require 'nucleus_api'
451
+ # Setup authorization
452
+ NucleusApi.configure do |config|
453
+ # Use one of the below method to generate oauth token
454
+ # Creating a token for grant_type=client_credentials
455
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
456
+ # Creating a token for grant_type=password
457
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
458
+ # Creating a token using client token
459
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
460
+ end
461
+
462
+ api_instance = NucleusApi::PerformanceApi.new
463
+
464
+ client_id = 'client_id_example' # String | client_id
465
+
466
+ goal_id = 'goal_id_example' # String | Goal Id - /account
467
+
468
+ opts = {
469
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
470
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
471
+ benchmark_id: 'benchmark_id_example', # String | Client Benchmark or Tenant Benchmark id -/benchmark
472
+ end_date: Date.parse('null'), # Date | end date
473
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
474
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
475
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
476
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
477
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
478
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
479
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
480
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
481
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
482
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
483
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
484
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
485
+ portfolio_goal: false, # BOOLEAN | portfolio_goal
486
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
487
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
488
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
489
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
490
+ start_date: Date.parse('null'), # Date | start date
491
+ stat: 'stat_example', # String | A stat type - /statistics
492
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
493
+ }
494
+
495
+ begin
496
+ #Goal Performance
497
+ result = api_instance.get_goal_performance_using_get(client_id, goal_id, opts)
498
+ p result
499
+ rescue NucleusApi::ApiError => e
500
+ puts "Exception when calling PerformanceApi->get_goal_performance_using_get: #{e}"
501
+ end
502
+ ```
503
+
504
+ ### Parameters
505
+
506
+ Name | Type | Description | Notes
507
+ ------------- | ------------- | ------------- | -------------
508
+ **client_id** | [**String**](.md)| client_id |
509
+ **goal_id** | [**String**](.md)| Goal Id - /account |
510
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
511
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
512
+ **benchmark_id** | [**String**](.md)| Client Benchmark or Tenant Benchmark id -/benchmark | [optional]
513
+ **end_date** | **Date**| end date | [optional] [default to null]
514
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
515
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
516
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
517
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
518
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
519
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
520
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
521
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
522
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
523
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
524
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
525
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
526
+ **portfolio_goal** | **BOOLEAN**| portfolio_goal | [optional] [default to false]
527
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
528
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
529
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
530
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
531
+ **start_date** | **Date**| start date | [optional] [default to null]
532
+ **stat** | **String**| A stat type - /statistics | [optional]
533
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
534
+
535
+ ### Return type
536
+
537
+ **Object**
538
+
539
+ ### Authorization
540
+
541
+ [oauth2](../README.md#oauth2)
542
+
543
+ ### HTTP request headers
544
+
545
+ - **Content-Type**: Not defined
546
+ - **Accept**: */*
547
+
548
+
549
+
550
+ # **get_household_client_performance_using_get**
551
+ > Object get_household_client_performance_using_get(household_id, opts)
552
+
553
+ Household Performance
554
+
555
+ Get information on the performance of a Household using IRR (Internal Rate of Return). You must provide the unique household_id.
556
+
557
+ ### Example
558
+ ```ruby
559
+ # load the gem
560
+ require 'nucleus_api'
561
+ # Setup authorization
562
+ NucleusApi.configure do |config|
563
+ # Use one of the below method to generate oauth token
564
+ # Creating a token for grant_type=client_credentials
565
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
566
+ # Creating a token for grant_type=password
567
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
568
+ # Creating a token using client token
569
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
570
+ end
571
+
572
+ api_instance = NucleusApi::PerformanceApi.new
573
+
574
+ household_id = 'household_id_example' # String | Household Id -/household
575
+
576
+ opts = {
577
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
578
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
579
+ benchmark_id: 'benchmark_id_example', # String | Client Benchmark or Tenant Benchmark id -/benchmark
580
+ end_date: Date.parse('2013-10-20'), # Date | end date
581
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
582
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
583
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
584
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
585
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
586
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
587
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
588
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
589
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
590
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
591
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
592
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
593
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
594
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
595
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
596
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
597
+ start_date: Date.parse('2013-10-20'), # Date | start date
598
+ stat: 'stat_example', # String | A stat type -- /statistics
599
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
600
+ }
601
+
602
+ begin
603
+ #Household Performance
604
+ result = api_instance.get_household_client_performance_using_get(household_id, opts)
605
+ p result
606
+ rescue NucleusApi::ApiError => e
607
+ puts "Exception when calling PerformanceApi->get_household_client_performance_using_get: #{e}"
608
+ end
609
+ ```
610
+
611
+ ### Parameters
612
+
613
+ Name | Type | Description | Notes
614
+ ------------- | ------------- | ------------- | -------------
615
+ **household_id** | [**String**](.md)| Household Id -/household |
616
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
617
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
618
+ **benchmark_id** | [**String**](.md)| Client Benchmark or Tenant Benchmark id -/benchmark | [optional]
619
+ **end_date** | **Date**| end date | [optional]
620
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
621
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
622
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
623
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
624
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
625
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
626
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
627
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
628
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
629
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
630
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
631
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
632
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
633
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
634
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
635
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
636
+ **start_date** | **Date**| start date | [optional]
637
+ **stat** | **String**| A stat type -- /statistics | [optional]
638
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
639
+
640
+ ### Return type
641
+
642
+ **Object**
643
+
644
+ ### Authorization
645
+
646
+ [oauth2](../README.md#oauth2)
647
+
648
+ ### HTTP request headers
649
+
650
+ - **Content-Type**: Not defined
651
+ - **Accept**: */*
652
+
653
+
654
+
655
+ # **get_model_performance_using_get**
656
+ > Object get_model_performance_using_get(model_id, opts)
657
+
658
+ Model Performance
659
+
660
+ Get information on the performance of a model using TWR (Time Weighted Return). You must provide the unique model_id.
661
+
662
+ ### Example
663
+ ```ruby
664
+ # load the gem
665
+ require 'nucleus_api'
666
+ # Setup authorization
667
+ NucleusApi.configure do |config|
668
+ # Use one of the below method to generate oauth token
669
+ # Creating a token for grant_type=client_credentials
670
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
671
+ # Creating a token for grant_type=password
672
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
673
+ # Creating a token using client token
674
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
675
+ end
676
+
677
+ api_instance = NucleusApi::PerformanceApi.new
678
+
679
+ model_id = 'model_id_example' # String | Model Id - /model
680
+
681
+ opts = {
682
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
683
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
684
+ benchmark_id: 'benchmark_id_example', # String | Tenant Benchmark Id -/benchmark
685
+ end_date: Date.parse('2013-10-20'), # Date | end date
686
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
687
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
688
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
689
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
690
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
691
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
692
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
693
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
694
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
695
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
696
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
697
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
698
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
699
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
700
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
701
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
702
+ start_date: Date.parse('2013-10-20'), # Date | start date
703
+ stat: 'stat_example', # String | Stat Type
704
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
705
+ }
706
+
707
+ begin
708
+ #Model Performance
709
+ result = api_instance.get_model_performance_using_get(model_id, opts)
710
+ p result
711
+ rescue NucleusApi::ApiError => e
712
+ puts "Exception when calling PerformanceApi->get_model_performance_using_get: #{e}"
713
+ end
714
+ ```
715
+
716
+ ### Parameters
717
+
718
+ Name | Type | Description | Notes
719
+ ------------- | ------------- | ------------- | -------------
720
+ **model_id** | [**String**](.md)| Model Id - /model |
721
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
722
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
723
+ **benchmark_id** | [**String**](.md)| Tenant Benchmark Id -/benchmark | [optional]
724
+ **end_date** | **Date**| end date | [optional]
725
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
726
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
727
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
728
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
729
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
730
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
731
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
732
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
733
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
734
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
735
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
736
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
737
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
738
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
739
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
740
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
741
+ **start_date** | **Date**| start date | [optional]
742
+ **stat** | **String**| Stat Type | [optional]
743
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
744
+
745
+ ### Return type
746
+
747
+ **Object**
748
+
749
+ ### Authorization
750
+
751
+ [oauth2](../README.md#oauth2)
752
+
753
+ ### HTTP request headers
754
+
755
+ - **Content-Type**: Not defined
756
+ - **Accept**: */*
757
+
758
+
759
+
760
+ # **get_portfolio_performance_using_get**
761
+ > Object get_portfolio_performance_using_get(portfolio_id, opts)
762
+
763
+ Portfolio Performance
764
+
765
+ Get information on the performance of a portfolio using IRR (Internal Rate of Return). You must provide the unique portfolio_id.
766
+
767
+ ### Example
768
+ ```ruby
769
+ # load the gem
770
+ require 'nucleus_api'
771
+ # Setup authorization
772
+ NucleusApi.configure do |config|
773
+ # Use one of the below method to generate oauth token
774
+ # Creating a token for grant_type=client_credentials
775
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
776
+ # Creating a token for grant_type=password
777
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
778
+ # Creating a token using client token
779
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
780
+ end
781
+
782
+ api_instance = NucleusApi::PerformanceApi.new
783
+
784
+ portfolio_id = 'portfolio_id_example' # String | Portfolio Id -/portoflio
785
+
786
+ opts = {
787
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
788
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
789
+ benchmark_id: 'benchmark_id_example', # String | Benchmark Id - benchmarkId or clientBenchmarkId -/benchmark
790
+ end_date: Date.parse('2013-10-20'), # Date | end date
791
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
792
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
793
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
794
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
795
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
796
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
797
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
798
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
799
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
800
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
801
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
802
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
803
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
804
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
805
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
806
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
807
+ start_date: Date.parse('2013-10-20'), # Date | start date
808
+ stat: 'stat_example', # String | A stat type - /statistics endpoint to get types
809
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
810
+ }
811
+
812
+ begin
813
+ #Portfolio Performance
814
+ result = api_instance.get_portfolio_performance_using_get(portfolio_id, opts)
815
+ p result
816
+ rescue NucleusApi::ApiError => e
817
+ puts "Exception when calling PerformanceApi->get_portfolio_performance_using_get: #{e}"
818
+ end
819
+ ```
820
+
821
+ ### Parameters
822
+
823
+ Name | Type | Description | Notes
824
+ ------------- | ------------- | ------------- | -------------
825
+ **portfolio_id** | [**String**](.md)| Portfolio Id -/portoflio |
826
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
827
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
828
+ **benchmark_id** | [**String**](.md)| Benchmark Id - benchmarkId or clientBenchmarkId -/benchmark | [optional]
829
+ **end_date** | **Date**| end date | [optional]
830
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
831
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
832
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
833
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
834
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
835
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
836
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
837
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
838
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
839
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
840
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
841
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
842
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
843
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
844
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
845
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
846
+ **start_date** | **Date**| start date | [optional]
847
+ **stat** | **String**| A stat type - /statistics endpoint to get types | [optional]
848
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
849
+
850
+ ### Return type
851
+
852
+ **Object**
853
+
854
+ ### Authorization
855
+
856
+ [oauth2](../README.md#oauth2)
857
+
858
+ ### HTTP request headers
859
+
860
+ - **Content-Type**: Not defined
861
+ - **Accept**: */*
862
+
863
+
864
+
865
+ # **get_security_performance_using_get**
866
+ > Object get_security_performance_using_get(security_id, opts)
867
+
868
+ Security Performance
869
+
870
+ Get performance statistics for a security using TWR (Time Weighted Return). You must provide the unique security_id
871
+
872
+ ### Example
873
+ ```ruby
874
+ # load the gem
875
+ require 'nucleus_api'
876
+ # Setup authorization
877
+ NucleusApi.configure do |config|
878
+ # Use one of the below method to generate oauth token
879
+ # Creating a token for grant_type=client_credentials
880
+ config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
881
+ # Creating a token for grant_type=password
882
+ config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
883
+ # Creating a token using client token
884
+ config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN")
885
+ end
886
+
887
+ api_instance = NucleusApi::PerformanceApi.new
888
+
889
+ security_id = 'security_id_example' # String | security_id
890
+
891
+ opts = {
892
+ active_premium_period: 'active_premium_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
893
+ annualized_return_period: 'annualized_return_period_example', # String | Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D')
894
+ bench_ticker: 'bench_ticker_example', # String | Bench Ticker for security - (default: ^GSPC)
895
+ benchmark_id: 'benchmark_id_example', # String | benchmark_id
896
+ end_date: Date.parse('2013-10-20'), # Date | Ending parameter for time window
897
+ hist_factor: 1.2, # Float | Histogram factor- (statId: 39, default: 5)
898
+ mar_down_side_deviation: 1.2, # Float | minimum acceptable return for downside deviation - (statId: 58, default: 0)
899
+ max_percentile_monte_carlo: 1.2, # Float | max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95)
900
+ mean_percentile_monte_carlo: 1.2, # Float | mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50)
901
+ min_percentile_monte_carlo: 1.2, # Float | min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5)
902
+ moving_average_n_day: 56, # Integer | number of days for moving average n-day - (statId: 18, default: 7)
903
+ n_day_returns: 56, # Integer | number of days for Rolling n-day returns - (statId: 2, default: 7)
904
+ n_path_monte_carlo: 56, # Integer | number of points for a simulation- (statId: 62, default: 100)
905
+ n_rolling_max_drawdown: 56, # Integer | number of days for Rolling n-day max drawdown- (statId: 46, default: 7)
906
+ n_rolling_volatility: 56, # Integer | number of days for Rolling n-day volatility- (statId: 34, default: 7)
907
+ num_sim_monte_carlo: 56, # Integer | number of simulations - (statId: 62, default: 1000)
908
+ period_type: 'period_type_example', # String | Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D')
909
+ risk_free_alpha: 1.2, # Float | risk free val alpha - (statId: 52, default: 0)
910
+ risk_free_sharpe: 1.2, # Float | risk free val sharpe- (statId: 49, default: 0)
911
+ risk_free_sortino: 1.2, # Float | risk free val sortino - (statId: 56, default: 0)
912
+ risk_free_treynor: 1.2, # Float | risk free val treynor- (statId: 51, default: 0)
913
+ start_date: Date.parse('2013-10-20'), # Date | Starting parameter for time window
914
+ stat: 'stat_example', # String | A stat type - /statistics endpoint
915
+ ticker: 'ticker_example', # String | Ticker for security
916
+ var_conf_interval: 1.2 # Float | VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95)
917
+ }
918
+
919
+ begin
920
+ #Security Performance
921
+ result = api_instance.get_security_performance_using_get(security_id, opts)
922
+ p result
923
+ rescue NucleusApi::ApiError => e
924
+ puts "Exception when calling PerformanceApi->get_security_performance_using_get: #{e}"
925
+ end
926
+ ```
927
+
928
+ ### Parameters
929
+
930
+ Name | Type | Description | Notes
931
+ ------------- | ------------- | ------------- | -------------
932
+ **security_id** | [**String**](.md)| security_id |
933
+ **active_premium_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
934
+ **annualized_return_period** | **String**| Q (quarterly), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () - (statId: 19, default: 'D') | [optional]
935
+ **bench_ticker** | **String**| Bench Ticker for security - (default: ^GSPC) | [optional]
936
+ **benchmark_id** | [**String**](.md)| benchmark_id | [optional]
937
+ **end_date** | **Date**| Ending parameter for time window | [optional]
938
+ **hist_factor** | **Float**| Histogram factor- (statId: 39, default: 5) | [optional]
939
+ **mar_down_side_deviation** | **Float**| minimum acceptable return for downside deviation - (statId: 58, default: 0) | [optional]
940
+ **max_percentile_monte_carlo** | **Float**| max percentile for monte carlo, i.entity. 80 - (statId: 62, default: 95) | [optional]
941
+ **mean_percentile_monte_carlo** | **Float**| mean percentile for monte carlo i.entity. 50- (statId: 62, default: 50) | [optional]
942
+ **min_percentile_monte_carlo** | **Float**| min percentile for monte carlo i.entity. 20 - (statId: 62, default: 5) | [optional]
943
+ **moving_average_n_day** | **Integer**| number of days for moving average n-day - (statId: 18, default: 7) | [optional]
944
+ **n_day_returns** | **Integer**| number of days for Rolling n-day returns - (statId: 2, default: 7) | [optional]
945
+ **n_path_monte_carlo** | **Integer**| number of points for a simulation- (statId: 62, default: 100) | [optional]
946
+ **n_rolling_max_drawdown** | **Integer**| number of days for Rolling n-day max drawdown- (statId: 46, default: 7) | [optional]
947
+ **n_rolling_volatility** | **Integer**| number of days for Rolling n-day volatility- (statId: 34, default: 7) | [optional]
948
+ **num_sim_monte_carlo** | **Integer**| number of simulations - (statId: 62, default: 1000) | [optional]
949
+ **period_type** | **String**| Quarter (Q), Monthly (M) , Annually (Y), Daily (D) --caps matter, codes in () -Carries out stats on either daily, monthly, annually or quarterly dates (default: 'D') | [optional]
950
+ **risk_free_alpha** | **Float**| risk free val alpha - (statId: 52, default: 0) | [optional]
951
+ **risk_free_sharpe** | **Float**| risk free val sharpe- (statId: 49, default: 0) | [optional]
952
+ **risk_free_sortino** | **Float**| risk free val sortino - (statId: 56, default: 0) | [optional]
953
+ **risk_free_treynor** | **Float**| risk free val treynor- (statId: 51, default: 0) | [optional]
954
+ **start_date** | **Date**| Starting parameter for time window | [optional]
955
+ **stat** | **String**| A stat type - /statistics endpoint | [optional]
956
+ **ticker** | **String**| Ticker for security | [optional]
957
+ **var_conf_interval** | **Float**| VaR Confidence Interval ( alpha ) i.entity 99, 95, etc - (statId: 40, default: 95) | [optional]
958
+
959
+ ### Return type
960
+
961
+ **Object**
962
+
963
+ ### Authorization
964
+
965
+ [oauth2](../README.md#oauth2)
966
+
967
+ ### HTTP request headers
968
+
969
+ - **Content-Type**: Not defined
970
+ - **Accept**: */*
971
+
972
+
973
+