proton_api 1.8.0 → 1.9.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (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
@@ -1,11 +0,0 @@
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- # ProtonApi::GuaranteedRateBenefit
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-
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- ## Properties
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- Name | Type | Description | Notes
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- ------------ | ------------- | ------------- | -------------
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- **start_period** | **Integer** | | [optional] [default to 1]
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- **end_period** | **Integer** | | [optional]
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- **max_rate** | **Float** | | [optional]
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- **min_rate** | **Float** | | [optional] [default to 0.0]
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-
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-
data/docs/IncomeConfig.md DELETED
@@ -1,10 +0,0 @@
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- # ProtonApi::IncomeConfig
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-
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- ## Properties
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- Name | Type | Description | Notes
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- ------------ | ------------- | ------------- | -------------
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- **annual_net_take_home_pay** | **Float** | |
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- **percentage_of_income_covered** | **Float** | | [optional] [default to 1.0]
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- **income_benefit_duration** | **Integer** | | [optional] [default to 10]
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-
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-
@@ -1,64 +0,0 @@
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- # ProtonApi::LifeInsuranceApi
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-
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- All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
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-
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- Method | HTTP request | Description
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- ------------- | ------------- | -------------
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- [**life_insurance_needs_calculator**](LifeInsuranceApi.md#life_insurance_needs_calculator) | **POST** /life_insurance/needs_calculator | Life Insurance Needs Calculator
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-
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-
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- # **life_insurance_needs_calculator**
11
- > Hash<String, Object> life_insurance_needs_calculator(life_insurance_needs_calculator_request)
12
-
13
- Life Insurance Needs Calculator
14
-
15
- Calculate life insurance needs based on existing asset and liability data
16
-
17
- ### Example
18
- ```ruby
19
- # load the gem
20
- require 'proton_api'
21
- # setup authorization
22
- ProtonApi.configure do |config|
23
- # Creating a token for grant_type=client_credentials
24
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
25
- # Creating a token for grant_type=password
26
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
27
- # Creating a token using client token
28
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
29
- end
30
- api_instance = ProtonApi::LifeInsuranceApi.new
31
-
32
- life_insurance_needs_calculator_request = ProtonApi::LifeInsuranceNeedsCalculatorRequest.new # LifeInsuranceNeedsCalculatorRequest | Request payload for Life Insurance Needs Calculator
33
-
34
-
35
- begin
36
- #Life Insurance Needs Calculator
37
- result = api_instance.life_insurance_needs_calculator(life_insurance_needs_calculator_request)
38
- p result
39
- rescue ProtonApi::ApiError => e
40
- puts "Exception when calling LifeInsuranceApi->life_insurance_needs_calculator: #{e}"
41
- end
42
- ```
43
-
44
- ### Parameters
45
-
46
- Name | Type | Description | Notes
47
- ------------- | ------------- | ------------- | -------------
48
- **life_insurance_needs_calculator_request** | [**LifeInsuranceNeedsCalculatorRequest**](LifeInsuranceNeedsCalculatorRequest.md)| Request payload for Life Insurance Needs Calculator |
49
-
50
- ### Return type
51
-
52
- **Hash<String, Object>**
53
-
54
- ### Authorization
55
-
56
- [oauth2](../README.md#oauth2)
57
-
58
- ### HTTP request headers
59
-
60
- - **Content-Type**: application/json
61
- - **Accept**: application/json
62
-
63
-
64
-
@@ -1,22 +0,0 @@
1
- # ProtonApi::LifeInsuranceNeedsCalculatorRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **children_education_config** | [**Array<ChildrenEducationConfig>**](ChildrenEducationConfig.md) | | [optional]
7
- **liquid_assets** | **Float** | | [optional]
8
- **other_debt** | **Float** | | [optional]
9
- **client_id** | **String** | | [optional]
10
- **tax_rate** | **Float** | | [optional] [default to 0.0]
11
- **end_of_life_expenses** | **Float** | | [optional]
12
- **mortgage_balance** | **Float** | | [optional]
13
- **income_config** | [**Array<IncomeConfig>**](IncomeConfig.md) | | [optional]
14
- **beneficiary_bequest_config** | [**Array<BeneficiaryBequestConfig>**](BeneficiaryBequestConfig.md) | | [optional]
15
- **margin_of_error** | **Float** | | [optional] [default to 0.0]
16
- **education_inflation_rate** | **Float** | | [optional] [default to 0.0]
17
- **interest_rate** | **Float** | |
18
- **existing_life_insurance** | **Float** | | [optional]
19
- **benefit_amount_rounding** | **Integer** | | [optional] [default to 0]
20
- **general_inflation_rate** | **Float** | | [optional] [default to 0.0]
21
-
22
-
@@ -1,29 +0,0 @@
1
- # ProtonApi::MonteCarloRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **portfolio_id** | **String** | | [optional]
7
- **max_sample** | **Array<Float>** | | [optional]
8
- **result_type** | **String** | | [optional] [default to 'raw']
9
- **ret_mod** | **Array<Float>** | | [optional]
10
- **remove_outliers** | **BOOLEAN** | | [optional] [default to false]
11
- **max_bal** | **Array<Float>** | | [optional]
12
- **market_data_source** | **String** | | [optional] [default to 'nucleus']
13
- **p** | **Array<Float>** | | [optional]
14
- **allocation_id** | **String** | | [optional]
15
- **use_proxy_data** | **BOOLEAN** | | [optional] [default to false]
16
- **aggregation_account_id** | **String** | | [optional]
17
- **init_bal** | **Float** | | [optional]
18
- **min_sample** | **Array<Float>** | | [optional]
19
- **create_log** | **BOOLEAN** | | [optional] [default to false]
20
- **mu** | **Array<Float>** | | [optional]
21
- **account_id** | **String** | | [optional]
22
- **sigma** | **Array<Float>** | | [optional]
23
- **model_id** | **String** | | [optional]
24
- **n** | **Integer** | | [optional] [default to 1000]
25
- **min_bal** | **Array<Float>** | | [optional]
26
- **frequency_interval** | **String** | | [optional] [default to 'year']
27
- **cf** | **Array<Array<Float>>** | |
28
-
29
-
@@ -1,11 +0,0 @@
1
- # ProtonApi::MortgageCalculatorDownPaymentRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **mortgage_term** | **Integer** | | [optional] [default to 360]
7
- **periodic_payment** | **Float** | |
8
- **home_price** | **Float** | |
9
- **interest_rate** | **Float** | | [optional] [default to 0.04]
10
-
11
-
@@ -1,11 +0,0 @@
1
- # ProtonApi::MortgageCalculatorHomePriceRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **mortgage_term** | **Integer** | | [optional] [default to 360]
7
- **periodic_payment** | **Float** | |
8
- **down_payment** | **Float** | |
9
- **interest_rate** | **Float** | | [optional] [default to 0.04]
10
-
11
-
@@ -1,11 +0,0 @@
1
- # ProtonApi::MortgageCalculatorPeriodicPaymentRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **mortgage_term** | **Integer** | | [optional] [default to 360]
7
- **home_price** | **Float** | |
8
- **down_payment** | **Float** | |
9
- **interest_rate** | **Float** | | [optional] [default to 0.04]
10
-
11
-
data/docs/MvoRequest.md DELETED
@@ -1,18 +0,0 @@
1
- # ProtonApi::MvoRequest
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **sec_types** | **Array<String>** | |
7
- **end_date** | **Date** | | [optional]
8
- **market_data_source** | **String** | | [optional] [default to 'nucleus']
9
- **tgt_val** | **Float** | | [optional] [default to 0.0]
10
- **tgt_type** | **String** | | [optional]
11
- **use_proxy_data** | **BOOLEAN** | | [optional] [default to false]
12
- **w_config** | [**WConfig**](WConfig.md) | |
13
- **start_date** | **Date** | | [optional]
14
- **tickers** | **Array<String>** | |
15
- **min_assets** | **Integer** | |
16
- **w_asset_config** | **Object** | | [optional]
17
-
18
-
data/docs/OptConfig.md DELETED
@@ -1,14 +0,0 @@
1
- # ProtonApi::OptConfig
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **sec_types** | **Array<String>** | |
7
- **end_date** | **Date** | | [optional]
8
- **w_config** | [**WConfig**](WConfig.md) | |
9
- **start_date** | **Date** | | [optional]
10
- **tickers** | **Array<String>** | |
11
- **min_assets** | **Integer** | |
12
- **w_asset_config** | **Object** | | [optional]
13
-
14
-
data/docs/OptConfig1.md DELETED
@@ -1,12 +0,0 @@
1
- # ProtonApi::OptConfig1
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **sec_types** | **Array<String>** | | [optional]
7
- **w_config** | [**WConfig1**](WConfig1.md) | | [optional]
8
- **tickers** | **Array<String>** | | [optional]
9
- **min_assets** | **Integer** | | [optional] [default to 1]
10
- **w_asset_config** | **Object** | | [optional]
11
-
12
-
data/docs/Periods.md DELETED
@@ -1,9 +0,0 @@
1
- # ProtonApi::Periods
2
-
3
- ## Properties
4
- Name | Type | Description | Notes
5
- ------------ | ------------- | ------------- | -------------
6
- **_end** | **Integer** | | [optional]
7
- **start** | **Integer** | | [optional]
8
-
9
-
@@ -1,288 +0,0 @@
1
- # ProtonApi::PersonalFinancialManagementApi
2
-
3
- All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
4
-
5
- Method | HTTP request | Description
6
- ------------- | ------------- | -------------
7
- [**budget_calculator**](PersonalFinancialManagementApi.md#budget_calculator) | **POST** /budget_calculator | Budget Calculator
8
- [**cash_flow_analysis**](PersonalFinancialManagementApi.md#cash_flow_analysis) | **POST** /cash_flow_analysis | Cash Flow Analysis
9
- [**fee_analysis**](PersonalFinancialManagementApi.md#fee_analysis) | **POST** /fee_analysis | RFee Analysis
10
- [**financial_picture**](PersonalFinancialManagementApi.md#financial_picture) | **POST** /financial_picture | Financial Picture
11
- [**recurring_transaction_analysis**](PersonalFinancialManagementApi.md#recurring_transaction_analysis) | **POST** /recurring_transaction_analysis | Recurring Transaction Analysis
12
-
13
-
14
- # **budget_calculator**
15
- > Hash<String, Object> budget_calculator(budget_calculator_request)
16
-
17
- Budget Calculator
18
-
19
- Analyze spending against a defined budget
20
-
21
- ### Example
22
- ```ruby
23
- # load the gem
24
- require 'proton_api'
25
- # setup authorization
26
- ProtonApi.configure do |config|
27
- # Creating a token for grant_type=client_credentials
28
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
29
- # Creating a token for grant_type=password
30
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
31
- # Creating a token using client token
32
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
33
- end
34
- api_instance = ProtonApi::PersonalFinancialManagementApi.new
35
-
36
- budget_calculator_request = ProtonApi::BudgetCalculatorRequest.new # BudgetCalculatorRequest | Request payload for Budget Calculator
37
-
38
-
39
- begin
40
- #Budget Calculator
41
- result = api_instance.budget_calculator(budget_calculator_request)
42
- p result
43
- rescue ProtonApi::ApiError => e
44
- puts "Exception when calling PersonalFinancialManagementApi->budget_calculator: #{e}"
45
- end
46
- ```
47
-
48
- ### Parameters
49
-
50
- Name | Type | Description | Notes
51
- ------------- | ------------- | ------------- | -------------
52
- **budget_calculator_request** | [**BudgetCalculatorRequest**](BudgetCalculatorRequest.md)| Request payload for Budget Calculator |
53
-
54
- ### Return type
55
-
56
- **Hash<String, Object>**
57
-
58
- ### Authorization
59
-
60
- [oauth2](../README.md#oauth2)
61
-
62
- ### HTTP request headers
63
-
64
- - **Content-Type**: application/json
65
- - **Accept**: application/json
66
-
67
-
68
-
69
- # **cash_flow_analysis**
70
- > Hash<String, Object> cash_flow_analysis(cash_flow_analysis_request)
71
-
72
- Cash Flow Analysis
73
-
74
- Analyze income, expenses, and net income
75
-
76
- ### Example
77
- ```ruby
78
- # load the gem
79
- require 'proton_api'
80
- # setup authorization
81
- ProtonApi.configure do |config|
82
- # Creating a token for grant_type=client_credentials
83
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
84
- # Creating a token for grant_type=password
85
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
86
- # Creating a token using client token
87
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
88
- end
89
- api_instance = ProtonApi::PersonalFinancialManagementApi.new
90
-
91
- cash_flow_analysis_request = ProtonApi::CashFlowAnalysisRequest.new # CashFlowAnalysisRequest | Request payload for Cash Flow Analysis
92
-
93
-
94
- begin
95
- #Cash Flow Analysis
96
- result = api_instance.cash_flow_analysis(cash_flow_analysis_request)
97
- p result
98
- rescue ProtonApi::ApiError => e
99
- puts "Exception when calling PersonalFinancialManagementApi->cash_flow_analysis: #{e}"
100
- end
101
- ```
102
-
103
- ### Parameters
104
-
105
- Name | Type | Description | Notes
106
- ------------- | ------------- | ------------- | -------------
107
- **cash_flow_analysis_request** | [**CashFlowAnalysisRequest**](CashFlowAnalysisRequest.md)| Request payload for Cash Flow Analysis |
108
-
109
- ### Return type
110
-
111
- **Hash<String, Object>**
112
-
113
- ### Authorization
114
-
115
- [oauth2](../README.md#oauth2)
116
-
117
- ### HTTP request headers
118
-
119
- - **Content-Type**: application/json
120
- - **Accept**: application/json
121
-
122
-
123
-
124
- # **fee_analysis**
125
- > Hash<String, Object> fee_analysis(fee_analysis_request)
126
-
127
- RFee Analysis
128
-
129
- Analyze fee data
130
-
131
- ### Example
132
- ```ruby
133
- # load the gem
134
- require 'proton_api'
135
- # setup authorization
136
- ProtonApi.configure do |config|
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
- api_instance = ProtonApi::PersonalFinancialManagementApi.new
145
-
146
- fee_analysis_request = ProtonApi::FeeAnalysisRequest.new # FeeAnalysisRequest | Request payload for Fee Analysis
147
-
148
-
149
- begin
150
- #RFee Analysis
151
- result = api_instance.fee_analysis(fee_analysis_request)
152
- p result
153
- rescue ProtonApi::ApiError => e
154
- puts "Exception when calling PersonalFinancialManagementApi->fee_analysis: #{e}"
155
- end
156
- ```
157
-
158
- ### Parameters
159
-
160
- Name | Type | Description | Notes
161
- ------------- | ------------- | ------------- | -------------
162
- **fee_analysis_request** | [**FeeAnalysisRequest**](FeeAnalysisRequest.md)| Request payload for Fee Analysis |
163
-
164
- ### Return type
165
-
166
- **Hash<String, Object>**
167
-
168
- ### Authorization
169
-
170
- [oauth2](../README.md#oauth2)
171
-
172
- ### HTTP request headers
173
-
174
- - **Content-Type**: application/json
175
- - **Accept**: application/json
176
-
177
-
178
-
179
- # **financial_picture**
180
- > Hash<String, Object> financial_picture(financial_picture_request)
181
-
182
- Financial Picture
183
-
184
- Assess assets, liabilities, and net worth
185
-
186
- ### Example
187
- ```ruby
188
- # load the gem
189
- require 'proton_api'
190
- # setup authorization
191
- ProtonApi.configure do |config|
192
- # Creating a token for grant_type=client_credentials
193
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
194
- # Creating a token for grant_type=password
195
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
196
- # Creating a token using client token
197
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
198
- end
199
- api_instance = ProtonApi::PersonalFinancialManagementApi.new
200
-
201
- financial_picture_request = ProtonApi::FinancialPictureRequest.new # FinancialPictureRequest | Request payload for Financial Picture
202
-
203
-
204
- begin
205
- #Financial Picture
206
- result = api_instance.financial_picture(financial_picture_request)
207
- p result
208
- rescue ProtonApi::ApiError => e
209
- puts "Exception when calling PersonalFinancialManagementApi->financial_picture: #{e}"
210
- end
211
- ```
212
-
213
- ### Parameters
214
-
215
- Name | Type | Description | Notes
216
- ------------- | ------------- | ------------- | -------------
217
- **financial_picture_request** | [**FinancialPictureRequest**](FinancialPictureRequest.md)| Request payload for Financial Picture |
218
-
219
- ### Return type
220
-
221
- **Hash<String, Object>**
222
-
223
- ### Authorization
224
-
225
- [oauth2](../README.md#oauth2)
226
-
227
- ### HTTP request headers
228
-
229
- - **Content-Type**: application/json
230
- - **Accept**: application/json
231
-
232
-
233
-
234
- # **recurring_transaction_analysis**
235
- > Hash<String, Object> recurring_transaction_analysis(recurring_transaction_analysis_request)
236
-
237
- Recurring Transaction Analysis
238
-
239
- Analyze recurring transactions
240
-
241
- ### Example
242
- ```ruby
243
- # load the gem
244
- require 'proton_api'
245
- # setup authorization
246
- ProtonApi.configure do |config|
247
- # Creating a token for grant_type=client_credentials
248
- config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
249
- # Creating a token for grant_type=password
250
- config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
251
- # Creating a token using client token
252
- config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
253
- end
254
- api_instance = ProtonApi::PersonalFinancialManagementApi.new
255
-
256
- recurring_transaction_analysis_request = ProtonApi::RecurringTransactionAnalysisRequest.new # RecurringTransactionAnalysisRequest | Request payload for Recurring Transaction Analysis
257
-
258
-
259
- begin
260
- #Recurring Transaction Analysis
261
- result = api_instance.recurring_transaction_analysis(recurring_transaction_analysis_request)
262
- p result
263
- rescue ProtonApi::ApiError => e
264
- puts "Exception when calling PersonalFinancialManagementApi->recurring_transaction_analysis: #{e}"
265
- end
266
- ```
267
-
268
- ### Parameters
269
-
270
- Name | Type | Description | Notes
271
- ------------- | ------------- | ------------- | -------------
272
- **recurring_transaction_analysis_request** | [**RecurringTransactionAnalysisRequest**](RecurringTransactionAnalysisRequest.md)| Request payload for Recurring Transaction Analysis |
273
-
274
- ### Return type
275
-
276
- **Hash<String, Object>**
277
-
278
- ### Authorization
279
-
280
- [oauth2](../README.md#oauth2)
281
-
282
- ### HTTP request headers
283
-
284
- - **Content-Type**: application/json
285
- - **Accept**: application/json
286
-
287
-
288
-