nucleus_api 1.8.0

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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
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  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
+