proton_api 1.8.0 → 1.9.0

Sign up to get free protection for your applications and to get access to all the features.
Files changed (304) hide show
  1. checksums.yaml +4 -4
  2. data/README.md +35 -205
  3. data/lib/proton_api.rb +10 -2
  4. data/lib/proton_api/api/annuities_api.rb +2 -2
  5. data/lib/proton_api/api/business_financial_management_api.rb +2 -2
  6. data/lib/proton_api/api/cards_api.rb +56 -2
  7. data/lib/proton_api/api/financial_health_api.rb +2 -2
  8. data/lib/proton_api/api/financial_planning_api.rb +2 -2
  9. data/lib/proton_api/api/goals_api.rb +2 -2
  10. data/lib/proton_api/api/life_insurance_api.rb +2 -2
  11. data/lib/proton_api/api/personal_financial_management_api.rb +56 -2
  12. data/lib/proton_api/api/portfolio_construction_api.rb +2 -2
  13. data/lib/proton_api/api/portfolio_management_api.rb +2 -2
  14. data/lib/proton_api/api/risk_scoring_api.rb +2 -2
  15. data/lib/proton_api/api/simulations_api.rb +2 -2
  16. data/lib/proton_api/api/util_api.rb +185 -0
  17. data/lib/proton_api/api_client.rb +6 -6
  18. data/lib/proton_api/api_error.rb +2 -2
  19. data/lib/proton_api/configuration.rb +3 -3
  20. data/lib/proton_api/models/accumulation_goal_deposit_config.rb +25 -25
  21. data/lib/proton_api/models/annuity_calculator_accumulation_horizon_request.rb +138 -141
  22. data/lib/proton_api/models/annuity_calculator_annuity_amount_request.rb +129 -132
  23. data/lib/proton_api/models/annuity_calculator_decumulation_horizon_request.rb +138 -141
  24. data/lib/proton_api/models/annuity_calculator_deposit_amount_request.rb +138 -141
  25. data/lib/proton_api/models/annuity_calculator_initial_balance_request.rb +138 -141
  26. data/lib/proton_api/models/annuity_deposit_schedule.rb +33 -36
  27. data/lib/proton_api/models/answer.rb +186 -0
  28. data/lib/proton_api/models/backtest_request.rb +56 -59
  29. data/lib/proton_api/models/beneficiary_bequest_config.rb +32 -35
  30. data/lib/proton_api/models/budget_aggregation_account.rb +7 -10
  31. data/lib/proton_api/models/budget_calculator_request.rb +85 -66
  32. data/lib/proton_api/models/budget_component.rb +25 -28
  33. data/lib/proton_api/models/budget_details.rb +75 -78
  34. data/lib/proton_api/models/business_financial_health_check_request.rb +172 -166
  35. data/lib/proton_api/models/business_invoice_analysis_request.rb +79 -73
  36. data/lib/proton_api/models/calculator_deposit_schedule.rb +22 -25
  37. data/lib/proton_api/models/calculator_deposit_schedule1.rb +33 -36
  38. data/lib/proton_api/models/card_analysis_request.rb +372 -0
  39. data/lib/proton_api/models/card_limit_check_request.rb +42 -14
  40. data/lib/proton_api/models/card_transaction_authorization_request.rb +143 -80
  41. data/lib/proton_api/models/cash_analysis_request.rb +82 -63
  42. data/lib/proton_api/models/cash_flow_analysis_request.rb +104 -76
  43. data/lib/proton_api/models/children_education_config.rb +7 -10
  44. data/lib/proton_api/models/customer_analysis_request.rb +60 -54
  45. data/lib/proton_api/models/decision_tree_result_request.rb +236 -0
  46. data/lib/proton_api/models/decumulation_goal_deposit_config.rb +28 -31
  47. data/lib/proton_api/models/dimensional_risk_score_request.rb +52 -55
  48. data/lib/proton_api/models/diversification_score_request.rb +59 -62
  49. data/lib/proton_api/models/education_calculator_annual_cost_request.rb +143 -146
  50. data/lib/proton_api/models/education_calculator_deposit_amount_request.rb +170 -173
  51. data/lib/proton_api/models/education_calculator_percent_covered_request.rb +136 -139
  52. data/lib/proton_api/models/education_config.rb +44 -47
  53. data/lib/proton_api/models/emergency_fund_calculator_request.rb +182 -185
  54. data/lib/proton_api/models/event_study_request.rb +64 -67
  55. data/lib/proton_api/models/fee_analysis_request.rb +42 -34
  56. data/lib/proton_api/models/financial_health_check_request.rb +109 -112
  57. data/lib/proton_api/models/financial_picture_request.rb +53 -52
  58. data/lib/proton_api/models/financial_statement_analysis_request.rb +140 -134
  59. data/lib/proton_api/models/goal_accumulation_allocation_request.rb +271 -274
  60. data/lib/proton_api/models/goal_accumulation_recommendation_request.rb +218 -221
  61. data/lib/proton_api/models/goal_accumulation_status_request.rb +218 -221
  62. data/lib/proton_api/models/goal_config.rb +35 -38
  63. data/lib/proton_api/models/goal_decumulation_allocation_request.rb +293 -296
  64. data/lib/proton_api/models/goal_decumulation_recommendation_request.rb +242 -245
  65. data/lib/proton_api/models/goal_decumulation_status_request.rb +242 -245
  66. data/lib/proton_api/models/goal_withdrawal_config.rb +82 -85
  67. data/lib/proton_api/models/guaranteed_rate_benefit.rb +51 -54
  68. data/lib/proton_api/models/income_config.rb +37 -40
  69. data/lib/proton_api/models/life_insurance_needs_calculator_request.rb +152 -155
  70. data/lib/proton_api/models/location.rb +183 -0
  71. data/lib/proton_api/models/monte_carlo_request.rb +157 -160
  72. data/lib/proton_api/models/mortgage_calculator_down_payment_request.rb +46 -49
  73. data/lib/proton_api/models/mortgage_calculator_home_price_request.rb +46 -49
  74. data/lib/proton_api/models/mortgage_calculator_periodic_payment_request.rb +71 -74
  75. data/lib/proton_api/models/mvo_request.rb +88 -91
  76. data/lib/proton_api/models/opt_config.rb +54 -57
  77. data/lib/proton_api/models/opt_config1.rb +29 -32
  78. data/lib/proton_api/models/order_rebalance_request.rb +398 -0
  79. data/lib/proton_api/models/performance_calculator_request.rb +687 -0
  80. data/lib/proton_api/models/periods.rb +7 -10
  81. data/lib/proton_api/models/portfolio_optimization_score_request.rb +68 -71
  82. data/lib/proton_api/models/portfolio_what_if_request.rb +71 -74
  83. data/lib/proton_api/models/purchase_calculator_amount_request.rb +112 -115
  84. data/lib/proton_api/models/purchase_calculator_deposit_amount_request.rb +136 -139
  85. data/lib/proton_api/models/purchase_calculator_horizon_request.rb +100 -103
  86. data/lib/proton_api/models/ratio_targets.rb +79 -82
  87. data/lib/proton_api/models/ratio_targets1.rb +38 -41
  88. data/lib/proton_api/models/rebalancing_signal_request.rb +26 -29
  89. data/lib/proton_api/models/recommendation_config.rb +104 -107
  90. data/lib/proton_api/models/recommendation_config1.rb +100 -103
  91. data/lib/proton_api/models/recurring_transaction_analysis_request.rb +106 -76
  92. data/lib/proton_api/models/retirement_calculator_deposit_amount_request.rb +148 -151
  93. data/lib/proton_api/models/retirement_calculator_expenses_request.rb +119 -122
  94. data/lib/proton_api/models/retirement_calculator_percent_covered_request.rb +132 -135
  95. data/lib/proton_api/models/risk_allocation_request.rb +53 -56
  96. data/lib/proton_api/models/risk_score_request.rb +37 -40
  97. data/lib/proton_api/models/savings_calculator_request.rb +100 -103
  98. data/lib/proton_api/models/savings_deposit_schedule.rb +22 -25
  99. data/lib/proton_api/models/scenario_analysis_request.rb +81 -84
  100. data/lib/proton_api/models/sensitivity_analysis_request.rb +77 -80
  101. data/lib/proton_api/models/sensitivity_factor.rb +58 -61
  102. data/lib/proton_api/models/settings.rb +38 -41
  103. data/lib/proton_api/models/spending_analysis_request.rb +505 -0
  104. data/lib/proton_api/models/variable_annuity_request.rb +284 -287
  105. data/lib/proton_api/models/w_config.rb +77 -80
  106. data/lib/proton_api/models/w_config1.rb +66 -69
  107. data/lib/proton_api/version.rb +3 -3
  108. data/proton_api.gemspec +2 -2
  109. data/spec/api/annuities_api_spec.rb +2 -2
  110. data/spec/api/business_financial_management_api_spec.rb +2 -2
  111. data/spec/api/cards_api_spec.rb +14 -2
  112. data/spec/api/financial_health_api_spec.rb +2 -2
  113. data/spec/api/financial_planning_api_spec.rb +2 -2
  114. data/spec/api/goals_api_spec.rb +2 -2
  115. data/spec/api/life_insurance_api_spec.rb +2 -2
  116. data/spec/api/personal_financial_management_api_spec.rb +14 -2
  117. data/spec/api/portfolio_construction_api_spec.rb +2 -2
  118. data/spec/api/portfolio_management_api_spec.rb +2 -2
  119. data/spec/api/risk_scoring_api_spec.rb +2 -2
  120. data/spec/api/simulations_api_spec.rb +2 -2
  121. data/spec/api/util_api_spec.rb +71 -0
  122. data/spec/api_client_spec.rb +2 -2
  123. data/spec/configuration_spec.rb +5 -5
  124. data/spec/models/accumulation_goal_deposit_config_spec.rb +10 -10
  125. data/spec/models/annuity_calculator_accumulation_horizon_request_spec.rb +17 -17
  126. data/spec/models/annuity_calculator_annuity_amount_request_spec.rb +17 -17
  127. data/spec/models/annuity_calculator_decumulation_horizon_request_spec.rb +17 -17
  128. data/spec/models/annuity_calculator_deposit_amount_request_spec.rb +17 -17
  129. data/spec/models/annuity_calculator_initial_balance_request_spec.rb +17 -17
  130. data/spec/models/annuity_deposit_schedule_spec.rb +4 -4
  131. data/spec/models/answer_spec.rb +41 -0
  132. data/spec/models/backtest_request_spec.rb +10 -10
  133. data/spec/models/beneficiary_bequest_config_spec.rb +4 -4
  134. data/spec/models/budget_aggregation_account_spec.rb +2 -2
  135. data/spec/models/budget_calculator_request_spec.rb +25 -13
  136. data/spec/models/budget_component_spec.rb +4 -4
  137. data/spec/models/budget_details_spec.rb +15 -15
  138. data/spec/models/business_financial_health_check_request_spec.rb +34 -28
  139. data/spec/models/business_invoice_analysis_request_spec.rb +18 -12
  140. data/spec/models/calculator_deposit_schedule1_spec.rb +4 -4
  141. data/spec/models/calculator_deposit_schedule_spec.rb +8 -8
  142. data/spec/models/card_analysis_request_spec.rb +129 -0
  143. data/spec/models/card_limit_check_request_spec.rb +20 -2
  144. data/spec/models/card_transaction_authorization_request_spec.rb +57 -15
  145. data/spec/models/cash_analysis_request_spec.rb +25 -13
  146. data/spec/models/cash_flow_analysis_request_spec.rb +34 -16
  147. data/spec/models/children_education_config_spec.rb +2 -2
  148. data/spec/models/customer_analysis_request_spec.rb +15 -9
  149. data/spec/models/decision_tree_result_request_spec.rb +51 -0
  150. data/spec/models/decumulation_goal_deposit_config_spec.rb +10 -10
  151. data/spec/models/dimensional_risk_score_request_spec.rb +8 -8
  152. data/spec/models/diversification_score_request_spec.rb +14 -14
  153. data/spec/models/education_calculator_annual_cost_request_spec.rb +13 -13
  154. data/spec/models/education_calculator_deposit_amount_request_spec.rb +13 -13
  155. data/spec/models/education_calculator_percent_covered_request_spec.rb +12 -12
  156. data/spec/models/education_config_spec.rb +5 -5
  157. data/spec/models/emergency_fund_calculator_request_spec.rb +23 -23
  158. data/spec/models/event_study_request_spec.rb +17 -17
  159. data/spec/models/fee_analysis_request_spec.rb +12 -6
  160. data/spec/models/financial_health_check_request_spec.rb +12 -12
  161. data/spec/models/financial_picture_request_spec.rb +15 -9
  162. data/spec/models/financial_statement_analysis_request_spec.rb +39 -33
  163. data/spec/models/goal_accumulation_allocation_request_spec.rb +48 -48
  164. data/spec/models/goal_accumulation_recommendation_request_spec.rb +34 -34
  165. data/spec/models/goal_accumulation_status_request_spec.rb +34 -34
  166. data/spec/models/goal_config_spec.rb +4 -4
  167. data/spec/models/goal_decumulation_allocation_request_spec.rb +51 -51
  168. data/spec/models/goal_decumulation_recommendation_request_spec.rb +35 -35
  169. data/spec/models/goal_decumulation_status_request_spec.rb +35 -35
  170. data/spec/models/goal_withdrawal_config_spec.rb +20 -20
  171. data/spec/models/guaranteed_rate_benefit_spec.rb +5 -5
  172. data/spec/models/income_config_spec.rb +4 -4
  173. data/spec/models/life_insurance_needs_calculator_request_spec.rb +16 -16
  174. data/spec/models/location_spec.rb +41 -0
  175. data/spec/models/monte_carlo_request_spec.rb +31 -31
  176. data/spec/models/mortgage_calculator_down_payment_request_spec.rb +6 -6
  177. data/spec/models/mortgage_calculator_home_price_request_spec.rb +6 -6
  178. data/spec/models/mortgage_calculator_periodic_payment_request_spec.rb +6 -6
  179. data/spec/models/mvo_request_spec.rb +23 -23
  180. data/spec/models/opt_config1_spec.rb +10 -10
  181. data/spec/models/opt_config_spec.rb +13 -13
  182. data/spec/models/order_rebalance_request_spec.rb +123 -0
  183. data/spec/models/performance_calculator_request_spec.rb +233 -0
  184. data/spec/models/periods_spec.rb +2 -2
  185. data/spec/models/portfolio_optimization_score_request_spec.rb +16 -16
  186. data/spec/models/portfolio_what_if_request_spec.rb +16 -16
  187. data/spec/models/purchase_calculator_amount_request_spec.rb +14 -14
  188. data/spec/models/purchase_calculator_deposit_amount_request_spec.rb +16 -16
  189. data/spec/models/purchase_calculator_horizon_request_spec.rb +10 -10
  190. data/spec/models/ratio_targets1_spec.rb +4 -4
  191. data/spec/models/ratio_targets_spec.rb +8 -8
  192. data/spec/models/rebalancing_signal_request_spec.rb +6 -6
  193. data/spec/models/recommendation_config1_spec.rb +9 -9
  194. data/spec/models/recommendation_config_spec.rb +9 -9
  195. data/spec/models/recurring_transaction_analysis_request_spec.rb +33 -15
  196. data/spec/models/retirement_calculator_deposit_amount_request_spec.rb +13 -13
  197. data/spec/models/retirement_calculator_expenses_request_spec.rb +12 -12
  198. data/spec/models/retirement_calculator_percent_covered_request_spec.rb +12 -12
  199. data/spec/models/risk_allocation_request_spec.rb +15 -15
  200. data/spec/models/risk_score_request_spec.rb +8 -8
  201. data/spec/models/savings_calculator_request_spec.rb +16 -16
  202. data/spec/models/savings_deposit_schedule_spec.rb +8 -8
  203. data/spec/models/scenario_analysis_request_spec.rb +19 -19
  204. data/spec/models/sensitivity_analysis_request_spec.rb +23 -23
  205. data/spec/models/sensitivity_factor_spec.rb +6 -6
  206. data/spec/models/settings_spec.rb +13 -13
  207. data/spec/models/spending_analysis_request_spec.rb +187 -0
  208. data/spec/models/variable_annuity_request_spec.rb +40 -40
  209. data/spec/models/w_config1_spec.rb +6 -6
  210. data/spec/models/w_config_spec.rb +7 -7
  211. data/spec/spec_helper.rb +2 -2
  212. metadata +26 -94
  213. data/docs/AccumulationGoalDepositConfig.md +0 -14
  214. data/docs/AnnuitiesApi.md +0 -344
  215. data/docs/AnnuityCalculatorAccumulationHorizonRequest.md +0 -19
  216. data/docs/AnnuityCalculatorAnnuityAmountRequest.md +0 -19
  217. data/docs/AnnuityCalculatorDecumulationHorizonRequest.md +0 -19
  218. data/docs/AnnuityCalculatorDepositAmountRequest.md +0 -19
  219. data/docs/AnnuityCalculatorInitialBalanceRequest.md +0 -19
  220. data/docs/AnnuityDepositSchedule.md +0 -10
  221. data/docs/BacktestRequest.md +0 -17
  222. data/docs/BeneficiaryBequestConfig.md +0 -10
  223. data/docs/BudgetAggregationAccount.md +0 -8
  224. data/docs/BudgetCalculatorRequest.md +0 -16
  225. data/docs/BudgetComponent.md +0 -10
  226. data/docs/BudgetDetails.md +0 -17
  227. data/docs/BusinessFinancialHealthCheckRequest.md +0 -22
  228. data/docs/BusinessFinancialManagementApi.md +0 -288
  229. data/docs/BusinessInvoiceAnalysisRequest.md +0 -20
  230. data/docs/CalculatorDepositSchedule.md +0 -9
  231. data/docs/CalculatorDepositSchedule1.md +0 -10
  232. data/docs/CardLimitCheckRequest.md +0 -9
  233. data/docs/CardTransactionAuthorizationRequest.md +0 -19
  234. data/docs/CardsApi.md +0 -120
  235. data/docs/CashAnalysisRequest.md +0 -17
  236. data/docs/CashFlowAnalysisRequest.md +0 -20
  237. data/docs/ChildrenEducationConfig.md +0 -9
  238. data/docs/CustomerAnalysisRequest.md +0 -17
  239. data/docs/DecumulationGoalDepositConfig.md +0 -14
  240. data/docs/DimensionalRiskScoreRequest.md +0 -16
  241. data/docs/DiversificationScoreRequest.md +0 -19
  242. data/docs/EducationCalculatorAnnualCostRequest.md +0 -18
  243. data/docs/EducationCalculatorDepositAmountRequest.md +0 -19
  244. data/docs/EducationCalculatorPercentCoveredRequest.md +0 -18
  245. data/docs/EducationConfig.md +0 -10
  246. data/docs/EmergencyFundCalculatorRequest.md +0 -24
  247. data/docs/EventStudyRequest.md +0 -18
  248. data/docs/FeeAnalysisRequest.md +0 -13
  249. data/docs/FinancialHealthApi.md +0 -232
  250. data/docs/FinancialHealthCheckRequest.md +0 -17
  251. data/docs/FinancialPictureRequest.md +0 -16
  252. data/docs/FinancialPlanningApi.md +0 -680
  253. data/docs/FinancialStatementAnalysisRequest.md +0 -22
  254. data/docs/GoalAccumulationAllocationRequest.md +0 -33
  255. data/docs/GoalAccumulationRecommendationRequest.md +0 -28
  256. data/docs/GoalAccumulationStatusRequest.md +0 -28
  257. data/docs/GoalConfig.md +0 -9
  258. data/docs/GoalDecumulationAllocationRequest.md +0 -34
  259. data/docs/GoalDecumulationRecommendationRequest.md +0 -29
  260. data/docs/GoalDecumulationStatusRequest.md +0 -29
  261. data/docs/GoalWithdrawalConfig.md +0 -14
  262. data/docs/GoalsApi.md +0 -344
  263. data/docs/GuaranteedRateBenefit.md +0 -11
  264. data/docs/IncomeConfig.md +0 -10
  265. data/docs/LifeInsuranceApi.md +0 -64
  266. data/docs/LifeInsuranceNeedsCalculatorRequest.md +0 -22
  267. data/docs/MonteCarloRequest.md +0 -29
  268. data/docs/MortgageCalculatorDownPaymentRequest.md +0 -11
  269. data/docs/MortgageCalculatorHomePriceRequest.md +0 -11
  270. data/docs/MortgageCalculatorPeriodicPaymentRequest.md +0 -11
  271. data/docs/MvoRequest.md +0 -18
  272. data/docs/OptConfig.md +0 -14
  273. data/docs/OptConfig1.md +0 -12
  274. data/docs/Periods.md +0 -9
  275. data/docs/PersonalFinancialManagementApi.md +0 -288
  276. data/docs/PortfolioConstructionApi.md +0 -64
  277. data/docs/PortfolioManagementApi.md +0 -64
  278. data/docs/PortfolioOptimizationScoreRequest.md +0 -21
  279. data/docs/PortfolioWhatIfRequest.md +0 -21
  280. data/docs/PurchaseCalculatorAmountRequest.md +0 -16
  281. data/docs/PurchaseCalculatorDepositAmountRequest.md +0 -17
  282. data/docs/PurchaseCalculatorHorizonRequest.md +0 -15
  283. data/docs/RatioTargets.md +0 -13
  284. data/docs/RatioTargets1.md +0 -13
  285. data/docs/RebalancingSignalRequest.md +0 -13
  286. data/docs/RecommendationConfig.md +0 -15
  287. data/docs/RecommendationConfig1.md +0 -14
  288. data/docs/RecurringTransactionAnalysisRequest.md +0 -19
  289. data/docs/RetirementCalculatorDepositAmountRequest.md +0 -20
  290. data/docs/RetirementCalculatorExpensesRequest.md +0 -19
  291. data/docs/RetirementCalculatorPercentCoveredRequest.md +0 -19
  292. data/docs/RiskAllocationRequest.md +0 -14
  293. data/docs/RiskScoreRequest.md +0 -13
  294. data/docs/RiskScoringApi.md +0 -176
  295. data/docs/SavingsCalculatorRequest.md +0 -17
  296. data/docs/SavingsDepositSchedule.md +0 -11
  297. data/docs/ScenarioAnalysisRequest.md +0 -22
  298. data/docs/SensitivityAnalysisRequest.md +0 -22
  299. data/docs/SensitivityFactor.md +0 -11
  300. data/docs/Settings.md +0 -13
  301. data/docs/SimulationsApi.md +0 -400
  302. data/docs/VariableAnnuityRequest.md +0 -34
  303. data/docs/WConfig.md +0 -12
  304. data/docs/WConfig1.md +0 -12
@@ -1,232 +0,0 @@
1
- # ProtonApi::FinancialHealthApi
2
-
3
- All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
4
-
5
- Method | HTTP request | Description
6
- ------------- | ------------- | -------------
7
- [**diversification_score**](FinancialHealthApi.md#diversification_score) | **POST** /diversification_score | Diversification Score
8
- [**emergency_fund_calculator**](FinancialHealthApi.md#emergency_fund_calculator) | **POST** /emergency_fund_calculator | Emergency Fund Calculator
9
- [**financial_health_check**](FinancialHealthApi.md#financial_health_check) | **POST** /financial_health_check | Financial Health Check
10
- [**portfolio_optimization_score**](FinancialHealthApi.md#portfolio_optimization_score) | **POST** /portfolio_optimization_score | Portfolio Optimization Score
11
-
12
-
13
- # **diversification_score**
14
- > Hash<String, Object> diversification_score(diversification_score_request)
15
-
16
- Diversification Score
17
-
18
- Assess how well a group of investments is diversified
19
-
20
- ### Example
21
- ```ruby
22
- # load the gem
23
- require 'proton_api'
24
- # setup authorization
25
- ProtonApi.configure do |config|
26
- # Creating a token for grant_type=client_credentials
27
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
28
- # Creating a token for grant_type=password
29
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
30
- # Creating a token using client token
31
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
32
- end
33
- api_instance = ProtonApi::FinancialHealthApi.new
34
-
35
- diversification_score_request = ProtonApi::DiversificationScoreRequest.new # DiversificationScoreRequest | Request payload for Diversification Score
36
-
37
-
38
- begin
39
- #Diversification Score
40
- result = api_instance.diversification_score(diversification_score_request)
41
- p result
42
- rescue ProtonApi::ApiError => e
43
- puts "Exception when calling FinancialHealthApi->diversification_score: #{e}"
44
- end
45
- ```
46
-
47
- ### Parameters
48
-
49
- Name | Type | Description | Notes
50
- ------------- | ------------- | ------------- | -------------
51
- **diversification_score_request** | [**DiversificationScoreRequest**](DiversificationScoreRequest.md)| Request payload for Diversification Score |
52
-
53
- ### Return type
54
-
55
- **Hash<String, Object>**
56
-
57
- ### Authorization
58
-
59
- [oauth2](../README.md#oauth2)
60
-
61
- ### HTTP request headers
62
-
63
- - **Content-Type**: application/json
64
- - **Accept**: application/json
65
-
66
-
67
-
68
- # **emergency_fund_calculator**
69
- > Hash<String, Object> emergency_fund_calculator(emergency_fund_calculator_request)
70
-
71
- Emergency Fund Calculator
72
-
73
- Calculate a target emergency fund amount and savings plan
74
-
75
- ### Example
76
- ```ruby
77
- # load the gem
78
- require 'proton_api'
79
- # setup authorization
80
- ProtonApi.configure do |config|
81
- # Creating a token for grant_type=client_credentials
82
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
83
- # Creating a token for grant_type=password
84
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
85
- # Creating a token using client token
86
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
87
- end
88
- api_instance = ProtonApi::FinancialHealthApi.new
89
-
90
- emergency_fund_calculator_request = ProtonApi::EmergencyFundCalculatorRequest.new # EmergencyFundCalculatorRequest | Request payload for Emergency Fund Calculator
91
-
92
-
93
- begin
94
- #Emergency Fund Calculator
95
- result = api_instance.emergency_fund_calculator(emergency_fund_calculator_request)
96
- p result
97
- rescue ProtonApi::ApiError => e
98
- puts "Exception when calling FinancialHealthApi->emergency_fund_calculator: #{e}"
99
- end
100
- ```
101
-
102
- ### Parameters
103
-
104
- Name | Type | Description | Notes
105
- ------------- | ------------- | ------------- | -------------
106
- **emergency_fund_calculator_request** | [**EmergencyFundCalculatorRequest**](EmergencyFundCalculatorRequest.md)| Request payload for Emergency Fund Calculator |
107
-
108
- ### Return type
109
-
110
- **Hash<String, Object>**
111
-
112
- ### Authorization
113
-
114
- [oauth2](../README.md#oauth2)
115
-
116
- ### HTTP request headers
117
-
118
- - **Content-Type**: application/json
119
- - **Accept**: application/json
120
-
121
-
122
-
123
- # **financial_health_check**
124
- > Hash<String, Object> financial_health_check(financial_health_check_request)
125
-
126
- Financial Health Check
127
-
128
- Calculate a series of financial ratios to assess financial health
129
-
130
- ### Example
131
- ```ruby
132
- # load the gem
133
- require 'proton_api'
134
- # setup authorization
135
- ProtonApi.configure do |config|
136
- # Creating a token for grant_type=client_credentials
137
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
138
- # Creating a token for grant_type=password
139
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
140
- # Creating a token using client token
141
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
142
- end
143
- api_instance = ProtonApi::FinancialHealthApi.new
144
-
145
- financial_health_check_request = ProtonApi::FinancialHealthCheckRequest.new # FinancialHealthCheckRequest | Request payload for Financial Health Check
146
-
147
-
148
- begin
149
- #Financial Health Check
150
- result = api_instance.financial_health_check(financial_health_check_request)
151
- p result
152
- rescue ProtonApi::ApiError => e
153
- puts "Exception when calling FinancialHealthApi->financial_health_check: #{e}"
154
- end
155
- ```
156
-
157
- ### Parameters
158
-
159
- Name | Type | Description | Notes
160
- ------------- | ------------- | ------------- | -------------
161
- **financial_health_check_request** | [**FinancialHealthCheckRequest**](FinancialHealthCheckRequest.md)| Request payload for Financial Health Check |
162
-
163
- ### Return type
164
-
165
- **Hash<String, Object>**
166
-
167
- ### Authorization
168
-
169
- [oauth2](../README.md#oauth2)
170
-
171
- ### HTTP request headers
172
-
173
- - **Content-Type**: application/json
174
- - **Accept**: application/json
175
-
176
-
177
-
178
- # **portfolio_optimization_score**
179
- > Hash<String, Object> portfolio_optimization_score(portfolio_optimization_score_request)
180
-
181
- Portfolio Optimization Score
182
-
183
- Analyze a group of investments against the optimized result
184
-
185
- ### Example
186
- ```ruby
187
- # load the gem
188
- require 'proton_api'
189
- # setup authorization
190
- ProtonApi.configure do |config|
191
- # Creating a token for grant_type=client_credentials
192
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
193
- # Creating a token for grant_type=password
194
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
195
- # Creating a token using client token
196
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
197
- end
198
- api_instance = ProtonApi::FinancialHealthApi.new
199
-
200
- portfolio_optimization_score_request = ProtonApi::PortfolioOptimizationScoreRequest.new # PortfolioOptimizationScoreRequest | Request payload for Portfolio Optimization Score
201
-
202
-
203
- begin
204
- #Portfolio Optimization Score
205
- result = api_instance.portfolio_optimization_score(portfolio_optimization_score_request)
206
- p result
207
- rescue ProtonApi::ApiError => e
208
- puts "Exception when calling FinancialHealthApi->portfolio_optimization_score: #{e}"
209
- end
210
- ```
211
-
212
- ### Parameters
213
-
214
- Name | Type | Description | Notes
215
- ------------- | ------------- | ------------- | -------------
216
- **portfolio_optimization_score_request** | [**PortfolioOptimizationScoreRequest**](PortfolioOptimizationScoreRequest.md)| Request payload for Portfolio Optimization Score |
217
-
218
- ### Return type
219
-
220
- **Hash<String, Object>**
221
-
222
- ### Authorization
223
-
224
- [oauth2](../README.md#oauth2)
225
-
226
- ### HTTP request headers
227
-
228
- - **Content-Type**: application/json
229
- - **Accept**: application/json
230
-
231
-
232
-
@@ -1,17 +0,0 @@
1
- # ProtonApi::FinancialHealthCheckRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **gross_annual_income** | **Float** | | [optional]
7
- **liquid_assets** | **Float** | | [optional]
8
- **net_monthly_income** | **Float** | | [optional]
9
- **client_id** | **String** | | [optional]
10
- **short_term_liabilities** | **Float** | | [optional]
11
- **monthly_expenses** | **Float** | | [optional]
12
- **total_liabilities** | **Float** | | [optional]
13
- **lookback_periods** | **Integer** | | [optional] [default to 3]
14
- **ratio_targets** | [**RatioTargets**](RatioTargets.md) | | [optional]
15
- **non_liquid_assets** | **Float** | | [optional]
16
-
17
-
@@ -1,16 +0,0 @@
1
- # ProtonApi::FinancialPictureRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **end_date** | **Date** | | [optional]
7
- **client_id** | **String** | |
8
- **create_log** | **BOOLEAN** | | [optional] [default to false]
9
- **currency_conversion** | **String** | | [optional]
10
- **show_history** | **BOOLEAN** | | [optional] [default to false]
11
- **start_date** | **Date** | | [optional]
12
- **currency_code** | **String** | | [optional]
13
- **show_category_breakdown** | **BOOLEAN** | | [optional] [default to true]
14
- **show_change** | **BOOLEAN** | | [optional] [default to false]
15
-
16
-
@@ -1,680 +0,0 @@
1
- # ProtonApi::FinancialPlanningApi
2
-
3
- All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
4
-
5
- Method | HTTP request | Description
6
- ------------- | ------------- | -------------
7
- [**education_calculator_annual_cost**](FinancialPlanningApi.md#education_calculator_annual_cost) | **POST** /education_calculator/annual_cost | Education Calculator - Annual Cost
8
- [**education_calculator_deposit_amount**](FinancialPlanningApi.md#education_calculator_deposit_amount) | **POST** /education_calculator/deposit_amount | Education Calculator - Deposit Amount
9
- [**education_calculator_percent_covered**](FinancialPlanningApi.md#education_calculator_percent_covered) | **POST** /education_calculator/percent_covered | Education Calculator - Percent Covered
10
- [**mortgage_calculator_down_payment**](FinancialPlanningApi.md#mortgage_calculator_down_payment) | **POST** /mortgage_calculator/down_payment | Mortgage Calculator - Down Payment
11
- [**mortgage_calculator_home_price**](FinancialPlanningApi.md#mortgage_calculator_home_price) | **POST** /mortgage_calculator/home_price | Mortgage Calculator - Home Price
12
- [**mortgage_calculator_periodic_payment**](FinancialPlanningApi.md#mortgage_calculator_periodic_payment) | **POST** /mortgage_calculator/periodic_payment | Mortgage Calculator - Periodic Payment
13
- [**purchase_calculator_amount**](FinancialPlanningApi.md#purchase_calculator_amount) | **POST** /purchase_calculator/amount | Purchase Calculator - Amount
14
- [**purchase_calculator_deposit_amount**](FinancialPlanningApi.md#purchase_calculator_deposit_amount) | **POST** /purchase_calculator/deposit_amount | Purchase Calculator - Deposit Amount
15
- [**purchase_calculator_horizon**](FinancialPlanningApi.md#purchase_calculator_horizon) | **POST** /purchase_calculator/horizon | Purchase Calculator - Horizon
16
- [**retirement_calculator_deposit_amount**](FinancialPlanningApi.md#retirement_calculator_deposit_amount) | **POST** /retirement_calculator/deposit_amount | Retirement Calculator - Deposit Amount
17
- [**retirement_calculator_expenses**](FinancialPlanningApi.md#retirement_calculator_expenses) | **POST** /retirement_calculator/expenses | Retirement Calculator - Expenses
18
- [**retirement_calculator_percent_covered**](FinancialPlanningApi.md#retirement_calculator_percent_covered) | **POST** /retirement_calculator/percent_covered | Retirement Calculator - Percent Covered
19
-
20
-
21
- # **education_calculator_annual_cost**
22
- > Hash<String, Object> education_calculator_annual_cost(education_calculator_annual_cost_request)
23
-
24
- Education Calculator - Annual Cost
25
-
26
- Calculate the achievable education costs
27
-
28
- ### Example
29
- ```ruby
30
- # load the gem
31
- require 'proton_api'
32
- # setup authorization
33
- ProtonApi.configure do |config|
34
- # Creating a token for grant_type=client_credentials
35
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
36
- # Creating a token for grant_type=password
37
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
38
- # Creating a token using client token
39
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
40
- end
41
- api_instance = ProtonApi::FinancialPlanningApi.new
42
-
43
- education_calculator_annual_cost_request = ProtonApi::EducationCalculatorAnnualCostRequest.new # EducationCalculatorAnnualCostRequest | Request payload for Education Calculator - Annual Cost
44
-
45
-
46
- begin
47
- #Education Calculator - Annual Cost
48
- result = api_instance.education_calculator_annual_cost(education_calculator_annual_cost_request)
49
- p result
50
- rescue ProtonApi::ApiError => e
51
- puts "Exception when calling FinancialPlanningApi->education_calculator_annual_cost: #{e}"
52
- end
53
- ```
54
-
55
- ### Parameters
56
-
57
- Name | Type | Description | Notes
58
- ------------- | ------------- | ------------- | -------------
59
- **education_calculator_annual_cost_request** | [**EducationCalculatorAnnualCostRequest**](EducationCalculatorAnnualCostRequest.md)| Request payload for Education Calculator - Annual Cost |
60
-
61
- ### Return type
62
-
63
- **Hash<String, Object>**
64
-
65
- ### Authorization
66
-
67
- [oauth2](../README.md#oauth2)
68
-
69
- ### HTTP request headers
70
-
71
- - **Content-Type**: application/json
72
- - **Accept**: application/json
73
-
74
-
75
-
76
- # **education_calculator_deposit_amount**
77
- > Hash<String, Object> education_calculator_deposit_amount(education_calculator_deposit_amount_request)
78
-
79
- Education Calculator - Deposit Amount
80
-
81
- Calculate the necessary periodic deposit amount to achieve education costs
82
-
83
- ### Example
84
- ```ruby
85
- # load the gem
86
- require 'proton_api'
87
- # setup authorization
88
- ProtonApi.configure do |config|
89
- # Creating a token for grant_type=client_credentials
90
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
91
- # Creating a token for grant_type=password
92
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
93
- # Creating a token using client token
94
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
95
- end
96
- api_instance = ProtonApi::FinancialPlanningApi.new
97
-
98
- education_calculator_deposit_amount_request = ProtonApi::EducationCalculatorDepositAmountRequest.new # EducationCalculatorDepositAmountRequest | Request payload for Education Calculator - Deposit Amount
99
-
100
-
101
- begin
102
- #Education Calculator - Deposit Amount
103
- result = api_instance.education_calculator_deposit_amount(education_calculator_deposit_amount_request)
104
- p result
105
- rescue ProtonApi::ApiError => e
106
- puts "Exception when calling FinancialPlanningApi->education_calculator_deposit_amount: #{e}"
107
- end
108
- ```
109
-
110
- ### Parameters
111
-
112
- Name | Type | Description | Notes
113
- ------------- | ------------- | ------------- | -------------
114
- **education_calculator_deposit_amount_request** | [**EducationCalculatorDepositAmountRequest**](EducationCalculatorDepositAmountRequest.md)| Request payload for Education Calculator - Deposit Amount |
115
-
116
- ### Return type
117
-
118
- **Hash<String, Object>**
119
-
120
- ### Authorization
121
-
122
- [oauth2](../README.md#oauth2)
123
-
124
- ### HTTP request headers
125
-
126
- - **Content-Type**: application/json
127
- - **Accept**: application/json
128
-
129
-
130
-
131
- # **education_calculator_percent_covered**
132
- > Hash<String, Object> education_calculator_percent_covered(education_calculator_percent_covered_request)
133
-
134
- Education Calculator - Percent Covered
135
-
136
- Calculate the achievable percentage of education costs that can be covered
137
-
138
- ### Example
139
- ```ruby
140
- # load the gem
141
- require 'proton_api'
142
- # setup authorization
143
- ProtonApi.configure do |config|
144
- # Creating a token for grant_type=client_credentials
145
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
146
- # Creating a token for grant_type=password
147
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
148
- # Creating a token using client token
149
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
150
- end
151
- api_instance = ProtonApi::FinancialPlanningApi.new
152
-
153
- education_calculator_percent_covered_request = ProtonApi::EducationCalculatorPercentCoveredRequest.new # EducationCalculatorPercentCoveredRequest | Request payload for Education Calculator - Percent Covered
154
-
155
-
156
- begin
157
- #Education Calculator - Percent Covered
158
- result = api_instance.education_calculator_percent_covered(education_calculator_percent_covered_request)
159
- p result
160
- rescue ProtonApi::ApiError => e
161
- puts "Exception when calling FinancialPlanningApi->education_calculator_percent_covered: #{e}"
162
- end
163
- ```
164
-
165
- ### Parameters
166
-
167
- Name | Type | Description | Notes
168
- ------------- | ------------- | ------------- | -------------
169
- **education_calculator_percent_covered_request** | [**EducationCalculatorPercentCoveredRequest**](EducationCalculatorPercentCoveredRequest.md)| Request payload for Education Calculator - Percent Covered |
170
-
171
- ### Return type
172
-
173
- **Hash<String, Object>**
174
-
175
- ### Authorization
176
-
177
- [oauth2](../README.md#oauth2)
178
-
179
- ### HTTP request headers
180
-
181
- - **Content-Type**: application/json
182
- - **Accept**: application/json
183
-
184
-
185
-
186
- # **mortgage_calculator_down_payment**
187
- > Hash<String, Object> mortgage_calculator_down_payment(mortgage_calculator_down_payment_request)
188
-
189
- Mortgage Calculator - Down Payment
190
-
191
- Calculate the necessary down payment for the mortgage
192
-
193
- ### Example
194
- ```ruby
195
- # load the gem
196
- require 'proton_api'
197
- # setup authorization
198
- ProtonApi.configure do |config|
199
- # Creating a token for grant_type=client_credentials
200
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
201
- # Creating a token for grant_type=password
202
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
203
- # Creating a token using client token
204
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
205
- end
206
- api_instance = ProtonApi::FinancialPlanningApi.new
207
-
208
- mortgage_calculator_down_payment_request = ProtonApi::MortgageCalculatorDownPaymentRequest.new # MortgageCalculatorDownPaymentRequest | Request payload for Mortgage Calculator - Down Payment
209
-
210
-
211
- begin
212
- #Mortgage Calculator - Down Payment
213
- result = api_instance.mortgage_calculator_down_payment(mortgage_calculator_down_payment_request)
214
- p result
215
- rescue ProtonApi::ApiError => e
216
- puts "Exception when calling FinancialPlanningApi->mortgage_calculator_down_payment: #{e}"
217
- end
218
- ```
219
-
220
- ### Parameters
221
-
222
- Name | Type | Description | Notes
223
- ------------- | ------------- | ------------- | -------------
224
- **mortgage_calculator_down_payment_request** | [**MortgageCalculatorDownPaymentRequest**](MortgageCalculatorDownPaymentRequest.md)| Request payload for Mortgage Calculator - Down Payment |
225
-
226
- ### Return type
227
-
228
- **Hash<String, Object>**
229
-
230
- ### Authorization
231
-
232
- [oauth2](../README.md#oauth2)
233
-
234
- ### HTTP request headers
235
-
236
- - **Content-Type**: application/json
237
- - **Accept**: application/json
238
-
239
-
240
-
241
- # **mortgage_calculator_home_price**
242
- > Hash<String, Object> mortgage_calculator_home_price(mortgage_calculator_home_price_request)
243
-
244
- Mortgage Calculator - Home Price
245
-
246
- Calculate the achievable home price for the mortgage
247
-
248
- ### Example
249
- ```ruby
250
- # load the gem
251
- require 'proton_api'
252
- # setup authorization
253
- ProtonApi.configure do |config|
254
- # Creating a token for grant_type=client_credentials
255
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
256
- # Creating a token for grant_type=password
257
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
258
- # Creating a token using client token
259
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
260
- end
261
- api_instance = ProtonApi::FinancialPlanningApi.new
262
-
263
- mortgage_calculator_home_price_request = ProtonApi::MortgageCalculatorHomePriceRequest.new # MortgageCalculatorHomePriceRequest | Request payload for Mortgage Calculator - Home Price
264
-
265
-
266
- begin
267
- #Mortgage Calculator - Home Price
268
- result = api_instance.mortgage_calculator_home_price(mortgage_calculator_home_price_request)
269
- p result
270
- rescue ProtonApi::ApiError => e
271
- puts "Exception when calling FinancialPlanningApi->mortgage_calculator_home_price: #{e}"
272
- end
273
- ```
274
-
275
- ### Parameters
276
-
277
- Name | Type | Description | Notes
278
- ------------- | ------------- | ------------- | -------------
279
- **mortgage_calculator_home_price_request** | [**MortgageCalculatorHomePriceRequest**](MortgageCalculatorHomePriceRequest.md)| Request payload for Mortgage Calculator - Home Price |
280
-
281
- ### Return type
282
-
283
- **Hash<String, Object>**
284
-
285
- ### Authorization
286
-
287
- [oauth2](../README.md#oauth2)
288
-
289
- ### HTTP request headers
290
-
291
- - **Content-Type**: application/json
292
- - **Accept**: application/json
293
-
294
-
295
-
296
- # **mortgage_calculator_periodic_payment**
297
- > Hash<String, Object> mortgage_calculator_periodic_payment(mortgage_calculator_periodic_payment_request)
298
-
299
- Mortgage Calculator - Periodic Payment
300
-
301
- Calculate the periodic payment for the mortgage
302
-
303
- ### Example
304
- ```ruby
305
- # load the gem
306
- require 'proton_api'
307
- # setup authorization
308
- ProtonApi.configure do |config|
309
- # Creating a token for grant_type=client_credentials
310
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
311
- # Creating a token for grant_type=password
312
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
313
- # Creating a token using client token
314
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
315
- end
316
- api_instance = ProtonApi::FinancialPlanningApi.new
317
-
318
- mortgage_calculator_periodic_payment_request = ProtonApi::MortgageCalculatorPeriodicPaymentRequest.new # MortgageCalculatorPeriodicPaymentRequest | Request payload for Mortgage Calculator - Periodic Payment
319
-
320
-
321
- begin
322
- #Mortgage Calculator - Periodic Payment
323
- result = api_instance.mortgage_calculator_periodic_payment(mortgage_calculator_periodic_payment_request)
324
- p result
325
- rescue ProtonApi::ApiError => e
326
- puts "Exception when calling FinancialPlanningApi->mortgage_calculator_periodic_payment: #{e}"
327
- end
328
- ```
329
-
330
- ### Parameters
331
-
332
- Name | Type | Description | Notes
333
- ------------- | ------------- | ------------- | -------------
334
- **mortgage_calculator_periodic_payment_request** | [**MortgageCalculatorPeriodicPaymentRequest**](MortgageCalculatorPeriodicPaymentRequest.md)| Request payload for Mortgage Calculator - Periodic Payment |
335
-
336
- ### Return type
337
-
338
- **Hash<String, Object>**
339
-
340
- ### Authorization
341
-
342
- [oauth2](../README.md#oauth2)
343
-
344
- ### HTTP request headers
345
-
346
- - **Content-Type**: application/json
347
- - **Accept**: application/json
348
-
349
-
350
-
351
- # **purchase_calculator_amount**
352
- > Hash<String, Object> purchase_calculator_amount(purchase_calculator_amount_request)
353
-
354
- Purchase Calculator - Amount
355
-
356
- Calculate the achievable purchase amount
357
-
358
- ### Example
359
- ```ruby
360
- # load the gem
361
- require 'proton_api'
362
- # setup authorization
363
- ProtonApi.configure do |config|
364
- # Creating a token for grant_type=client_credentials
365
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
366
- # Creating a token for grant_type=password
367
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
368
- # Creating a token using client token
369
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
370
- end
371
- api_instance = ProtonApi::FinancialPlanningApi.new
372
-
373
- purchase_calculator_amount_request = ProtonApi::PurchaseCalculatorAmountRequest.new # PurchaseCalculatorAmountRequest | Request payload for Purchase Calculator - Amount
374
-
375
-
376
- begin
377
- #Purchase Calculator - Amount
378
- result = api_instance.purchase_calculator_amount(purchase_calculator_amount_request)
379
- p result
380
- rescue ProtonApi::ApiError => e
381
- puts "Exception when calling FinancialPlanningApi->purchase_calculator_amount: #{e}"
382
- end
383
- ```
384
-
385
- ### Parameters
386
-
387
- Name | Type | Description | Notes
388
- ------------- | ------------- | ------------- | -------------
389
- **purchase_calculator_amount_request** | [**PurchaseCalculatorAmountRequest**](PurchaseCalculatorAmountRequest.md)| Request payload for Purchase Calculator - Amount |
390
-
391
- ### Return type
392
-
393
- **Hash<String, Object>**
394
-
395
- ### Authorization
396
-
397
- [oauth2](../README.md#oauth2)
398
-
399
- ### HTTP request headers
400
-
401
- - **Content-Type**: application/json
402
- - **Accept**: application/json
403
-
404
-
405
-
406
- # **purchase_calculator_deposit_amount**
407
- > Hash<String, Object> purchase_calculator_deposit_amount(purchase_calculator_deposit_amount_request)
408
-
409
- Purchase Calculator - Deposit Amount
410
-
411
- Calculate the necessary periodic deposit amount to achieve the purchase amount
412
-
413
- ### Example
414
- ```ruby
415
- # load the gem
416
- require 'proton_api'
417
- # setup authorization
418
- ProtonApi.configure do |config|
419
- # Creating a token for grant_type=client_credentials
420
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
421
- # Creating a token for grant_type=password
422
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
423
- # Creating a token using client token
424
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
425
- end
426
- api_instance = ProtonApi::FinancialPlanningApi.new
427
-
428
- purchase_calculator_deposit_amount_request = ProtonApi::PurchaseCalculatorDepositAmountRequest.new # PurchaseCalculatorDepositAmountRequest | Request payload for Purchase Calculator - Deposit Amount
429
-
430
-
431
- begin
432
- #Purchase Calculator - Deposit Amount
433
- result = api_instance.purchase_calculator_deposit_amount(purchase_calculator_deposit_amount_request)
434
- p result
435
- rescue ProtonApi::ApiError => e
436
- puts "Exception when calling FinancialPlanningApi->purchase_calculator_deposit_amount: #{e}"
437
- end
438
- ```
439
-
440
- ### Parameters
441
-
442
- Name | Type | Description | Notes
443
- ------------- | ------------- | ------------- | -------------
444
- **purchase_calculator_deposit_amount_request** | [**PurchaseCalculatorDepositAmountRequest**](PurchaseCalculatorDepositAmountRequest.md)| Request payload for Purchase Calculator - Deposit Amount |
445
-
446
- ### Return type
447
-
448
- **Hash<String, Object>**
449
-
450
- ### Authorization
451
-
452
- [oauth2](../README.md#oauth2)
453
-
454
- ### HTTP request headers
455
-
456
- - **Content-Type**: application/json
457
- - **Accept**: application/json
458
-
459
-
460
-
461
- # **purchase_calculator_horizon**
462
- > Hash<String, Object> purchase_calculator_horizon(purchase_calculator_horizon_request)
463
-
464
- Purchase Calculator - Horizon
465
-
466
- Calculate the necessary time horizon to achieve the purchase amount
467
-
468
- ### Example
469
- ```ruby
470
- # load the gem
471
- require 'proton_api'
472
- # setup authorization
473
- ProtonApi.configure do |config|
474
- # Creating a token for grant_type=client_credentials
475
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
476
- # Creating a token for grant_type=password
477
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
478
- # Creating a token using client token
479
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
480
- end
481
- api_instance = ProtonApi::FinancialPlanningApi.new
482
-
483
- purchase_calculator_horizon_request = ProtonApi::PurchaseCalculatorHorizonRequest.new # PurchaseCalculatorHorizonRequest | Request payload for Purchase Calculator - Horizon
484
-
485
-
486
- begin
487
- #Purchase Calculator - Horizon
488
- result = api_instance.purchase_calculator_horizon(purchase_calculator_horizon_request)
489
- p result
490
- rescue ProtonApi::ApiError => e
491
- puts "Exception when calling FinancialPlanningApi->purchase_calculator_horizon: #{e}"
492
- end
493
- ```
494
-
495
- ### Parameters
496
-
497
- Name | Type | Description | Notes
498
- ------------- | ------------- | ------------- | -------------
499
- **purchase_calculator_horizon_request** | [**PurchaseCalculatorHorizonRequest**](PurchaseCalculatorHorizonRequest.md)| Request payload for Purchase Calculator - Horizon |
500
-
501
- ### Return type
502
-
503
- **Hash<String, Object>**
504
-
505
- ### Authorization
506
-
507
- [oauth2](../README.md#oauth2)
508
-
509
- ### HTTP request headers
510
-
511
- - **Content-Type**: application/json
512
- - **Accept**: application/json
513
-
514
-
515
-
516
- # **retirement_calculator_deposit_amount**
517
- > Hash<String, Object> retirement_calculator_deposit_amount(retirement_calculator_deposit_amount_request)
518
-
519
- Retirement Calculator - Deposit Amount
520
-
521
- Calculate the necessary period deposit amount to achieve the retirement expenses
522
-
523
- ### Example
524
- ```ruby
525
- # load the gem
526
- require 'proton_api'
527
- # setup authorization
528
- ProtonApi.configure do |config|
529
- # Creating a token for grant_type=client_credentials
530
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
531
- # Creating a token for grant_type=password
532
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
533
- # Creating a token using client token
534
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
535
- end
536
- api_instance = ProtonApi::FinancialPlanningApi.new
537
-
538
- retirement_calculator_deposit_amount_request = ProtonApi::RetirementCalculatorDepositAmountRequest.new # RetirementCalculatorDepositAmountRequest | Request payload for Retirement Calculator - Deposit AMount
539
-
540
-
541
- begin
542
- #Retirement Calculator - Deposit Amount
543
- result = api_instance.retirement_calculator_deposit_amount(retirement_calculator_deposit_amount_request)
544
- p result
545
- rescue ProtonApi::ApiError => e
546
- puts "Exception when calling FinancialPlanningApi->retirement_calculator_deposit_amount: #{e}"
547
- end
548
- ```
549
-
550
- ### Parameters
551
-
552
- Name | Type | Description | Notes
553
- ------------- | ------------- | ------------- | -------------
554
- **retirement_calculator_deposit_amount_request** | [**RetirementCalculatorDepositAmountRequest**](RetirementCalculatorDepositAmountRequest.md)| Request payload for Retirement Calculator - Deposit AMount |
555
-
556
- ### Return type
557
-
558
- **Hash<String, Object>**
559
-
560
- ### Authorization
561
-
562
- [oauth2](../README.md#oauth2)
563
-
564
- ### HTTP request headers
565
-
566
- - **Content-Type**: application/json
567
- - **Accept**: application/json
568
-
569
-
570
-
571
- # **retirement_calculator_expenses**
572
- > Hash<String, Object> retirement_calculator_expenses(retirement_calculator_expenses_request)
573
-
574
- Retirement Calculator - Expenses
575
-
576
- Calculate the achievable retirement expenses
577
-
578
- ### Example
579
- ```ruby
580
- # load the gem
581
- require 'proton_api'
582
- # setup authorization
583
- ProtonApi.configure do |config|
584
- # Creating a token for grant_type=client_credentials
585
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
586
- # Creating a token for grant_type=password
587
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
588
- # Creating a token using client token
589
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
590
- end
591
- api_instance = ProtonApi::FinancialPlanningApi.new
592
-
593
- retirement_calculator_expenses_request = ProtonApi::RetirementCalculatorExpensesRequest.new # RetirementCalculatorExpensesRequest | Request payload for Retirement Calculator - Expenses
594
-
595
-
596
- begin
597
- #Retirement Calculator - Expenses
598
- result = api_instance.retirement_calculator_expenses(retirement_calculator_expenses_request)
599
- p result
600
- rescue ProtonApi::ApiError => e
601
- puts "Exception when calling FinancialPlanningApi->retirement_calculator_expenses: #{e}"
602
- end
603
- ```
604
-
605
- ### Parameters
606
-
607
- Name | Type | Description | Notes
608
- ------------- | ------------- | ------------- | -------------
609
- **retirement_calculator_expenses_request** | [**RetirementCalculatorExpensesRequest**](RetirementCalculatorExpensesRequest.md)| Request payload for Retirement Calculator - Expenses |
610
-
611
- ### Return type
612
-
613
- **Hash<String, Object>**
614
-
615
- ### Authorization
616
-
617
- [oauth2](../README.md#oauth2)
618
-
619
- ### HTTP request headers
620
-
621
- - **Content-Type**: application/json
622
- - **Accept**: application/json
623
-
624
-
625
-
626
- # **retirement_calculator_percent_covered**
627
- > Hash<String, Object> retirement_calculator_percent_covered(retirement_calculator_percent_covered_request)
628
-
629
- Retirement Calculator - Percent Covered
630
-
631
- Calculate the achievable percentage of retirement expenses that can be covered
632
-
633
- ### Example
634
- ```ruby
635
- # load the gem
636
- require 'proton_api'
637
- # setup authorization
638
- ProtonApi.configure do |config|
639
- # Creating a token for grant_type=client_credentials
640
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
641
- # Creating a token for grant_type=password
642
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
643
- # Creating a token using client token
644
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
645
- end
646
- api_instance = ProtonApi::FinancialPlanningApi.new
647
-
648
- retirement_calculator_percent_covered_request = ProtonApi::RetirementCalculatorPercentCoveredRequest.new # RetirementCalculatorPercentCoveredRequest | Request payload for Retirement Calculator - Percent Covered
649
-
650
-
651
- begin
652
- #Retirement Calculator - Percent Covered
653
- result = api_instance.retirement_calculator_percent_covered(retirement_calculator_percent_covered_request)
654
- p result
655
- rescue ProtonApi::ApiError => e
656
- puts "Exception when calling FinancialPlanningApi->retirement_calculator_percent_covered: #{e}"
657
- end
658
- ```
659
-
660
- ### Parameters
661
-
662
- Name | Type | Description | Notes
663
- ------------- | ------------- | ------------- | -------------
664
- **retirement_calculator_percent_covered_request** | [**RetirementCalculatorPercentCoveredRequest**](RetirementCalculatorPercentCoveredRequest.md)| Request payload for Retirement Calculator - Percent Covered |
665
-
666
- ### Return type
667
-
668
- **Hash<String, Object>**
669
-
670
- ### Authorization
671
-
672
- [oauth2](../README.md#oauth2)
673
-
674
- ### HTTP request headers
675
-
676
- - **Content-Type**: application/json
677
- - **Accept**: application/json
678
-
679
-
680
-