proton_api 1.8.0 → 1.9.0
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- checksums.yaml +4 -4
- data/README.md +35 -205
- data/lib/proton_api.rb +10 -2
- data/lib/proton_api/api/annuities_api.rb +2 -2
- data/lib/proton_api/api/business_financial_management_api.rb +2 -2
- data/lib/proton_api/api/cards_api.rb +56 -2
- data/lib/proton_api/api/financial_health_api.rb +2 -2
- data/lib/proton_api/api/financial_planning_api.rb +2 -2
- data/lib/proton_api/api/goals_api.rb +2 -2
- data/lib/proton_api/api/life_insurance_api.rb +2 -2
- data/lib/proton_api/api/personal_financial_management_api.rb +56 -2
- data/lib/proton_api/api/portfolio_construction_api.rb +2 -2
- data/lib/proton_api/api/portfolio_management_api.rb +2 -2
- data/lib/proton_api/api/risk_scoring_api.rb +2 -2
- data/lib/proton_api/api/simulations_api.rb +2 -2
- data/lib/proton_api/api/util_api.rb +185 -0
- data/lib/proton_api/api_client.rb +6 -6
- data/lib/proton_api/api_error.rb +2 -2
- data/lib/proton_api/configuration.rb +3 -3
- data/lib/proton_api/models/accumulation_goal_deposit_config.rb +25 -25
- data/lib/proton_api/models/annuity_calculator_accumulation_horizon_request.rb +138 -141
- data/lib/proton_api/models/annuity_calculator_annuity_amount_request.rb +129 -132
- data/lib/proton_api/models/annuity_calculator_decumulation_horizon_request.rb +138 -141
- data/lib/proton_api/models/annuity_calculator_deposit_amount_request.rb +138 -141
- data/lib/proton_api/models/annuity_calculator_initial_balance_request.rb +138 -141
- data/lib/proton_api/models/annuity_deposit_schedule.rb +33 -36
- data/lib/proton_api/models/answer.rb +186 -0
- data/lib/proton_api/models/backtest_request.rb +56 -59
- data/lib/proton_api/models/beneficiary_bequest_config.rb +32 -35
- data/lib/proton_api/models/budget_aggregation_account.rb +7 -10
- data/lib/proton_api/models/budget_calculator_request.rb +85 -66
- data/lib/proton_api/models/budget_component.rb +25 -28
- data/lib/proton_api/models/budget_details.rb +75 -78
- data/lib/proton_api/models/business_financial_health_check_request.rb +172 -166
- data/lib/proton_api/models/business_invoice_analysis_request.rb +79 -73
- data/lib/proton_api/models/calculator_deposit_schedule.rb +22 -25
- data/lib/proton_api/models/calculator_deposit_schedule1.rb +33 -36
- data/lib/proton_api/models/card_analysis_request.rb +372 -0
- data/lib/proton_api/models/card_limit_check_request.rb +42 -14
- data/lib/proton_api/models/card_transaction_authorization_request.rb +143 -80
- data/lib/proton_api/models/cash_analysis_request.rb +82 -63
- data/lib/proton_api/models/cash_flow_analysis_request.rb +104 -76
- data/lib/proton_api/models/children_education_config.rb +7 -10
- data/lib/proton_api/models/customer_analysis_request.rb +60 -54
- data/lib/proton_api/models/decision_tree_result_request.rb +236 -0
- data/lib/proton_api/models/decumulation_goal_deposit_config.rb +28 -31
- data/lib/proton_api/models/dimensional_risk_score_request.rb +52 -55
- data/lib/proton_api/models/diversification_score_request.rb +59 -62
- data/lib/proton_api/models/education_calculator_annual_cost_request.rb +143 -146
- data/lib/proton_api/models/education_calculator_deposit_amount_request.rb +170 -173
- data/lib/proton_api/models/education_calculator_percent_covered_request.rb +136 -139
- data/lib/proton_api/models/education_config.rb +44 -47
- data/lib/proton_api/models/emergency_fund_calculator_request.rb +182 -185
- data/lib/proton_api/models/event_study_request.rb +64 -67
- data/lib/proton_api/models/fee_analysis_request.rb +42 -34
- data/lib/proton_api/models/financial_health_check_request.rb +109 -112
- data/lib/proton_api/models/financial_picture_request.rb +53 -52
- data/lib/proton_api/models/financial_statement_analysis_request.rb +140 -134
- data/lib/proton_api/models/goal_accumulation_allocation_request.rb +271 -274
- data/lib/proton_api/models/goal_accumulation_recommendation_request.rb +218 -221
- data/lib/proton_api/models/goal_accumulation_status_request.rb +218 -221
- data/lib/proton_api/models/goal_config.rb +35 -38
- data/lib/proton_api/models/goal_decumulation_allocation_request.rb +293 -296
- data/lib/proton_api/models/goal_decumulation_recommendation_request.rb +242 -245
- data/lib/proton_api/models/goal_decumulation_status_request.rb +242 -245
- data/lib/proton_api/models/goal_withdrawal_config.rb +82 -85
- data/lib/proton_api/models/guaranteed_rate_benefit.rb +51 -54
- data/lib/proton_api/models/income_config.rb +37 -40
- data/lib/proton_api/models/life_insurance_needs_calculator_request.rb +152 -155
- data/lib/proton_api/models/location.rb +183 -0
- data/lib/proton_api/models/monte_carlo_request.rb +157 -160
- data/lib/proton_api/models/mortgage_calculator_down_payment_request.rb +46 -49
- data/lib/proton_api/models/mortgage_calculator_home_price_request.rb +46 -49
- data/lib/proton_api/models/mortgage_calculator_periodic_payment_request.rb +71 -74
- data/lib/proton_api/models/mvo_request.rb +88 -91
- data/lib/proton_api/models/opt_config.rb +54 -57
- data/lib/proton_api/models/opt_config1.rb +29 -32
- data/lib/proton_api/models/order_rebalance_request.rb +398 -0
- data/lib/proton_api/models/performance_calculator_request.rb +687 -0
- data/lib/proton_api/models/periods.rb +7 -10
- data/lib/proton_api/models/portfolio_optimization_score_request.rb +68 -71
- data/lib/proton_api/models/portfolio_what_if_request.rb +71 -74
- data/lib/proton_api/models/purchase_calculator_amount_request.rb +112 -115
- data/lib/proton_api/models/purchase_calculator_deposit_amount_request.rb +136 -139
- data/lib/proton_api/models/purchase_calculator_horizon_request.rb +100 -103
- data/lib/proton_api/models/ratio_targets.rb +79 -82
- data/lib/proton_api/models/ratio_targets1.rb +38 -41
- data/lib/proton_api/models/rebalancing_signal_request.rb +26 -29
- data/lib/proton_api/models/recommendation_config.rb +104 -107
- data/lib/proton_api/models/recommendation_config1.rb +100 -103
- data/lib/proton_api/models/recurring_transaction_analysis_request.rb +106 -76
- data/lib/proton_api/models/retirement_calculator_deposit_amount_request.rb +148 -151
- data/lib/proton_api/models/retirement_calculator_expenses_request.rb +119 -122
- data/lib/proton_api/models/retirement_calculator_percent_covered_request.rb +132 -135
- data/lib/proton_api/models/risk_allocation_request.rb +53 -56
- data/lib/proton_api/models/risk_score_request.rb +37 -40
- data/lib/proton_api/models/savings_calculator_request.rb +100 -103
- data/lib/proton_api/models/savings_deposit_schedule.rb +22 -25
- data/lib/proton_api/models/scenario_analysis_request.rb +81 -84
- data/lib/proton_api/models/sensitivity_analysis_request.rb +77 -80
- data/lib/proton_api/models/sensitivity_factor.rb +58 -61
- data/lib/proton_api/models/settings.rb +38 -41
- data/lib/proton_api/models/spending_analysis_request.rb +505 -0
- data/lib/proton_api/models/variable_annuity_request.rb +284 -287
- data/lib/proton_api/models/w_config.rb +77 -80
- data/lib/proton_api/models/w_config1.rb +66 -69
- data/lib/proton_api/version.rb +3 -3
- data/proton_api.gemspec +2 -2
- data/spec/api/annuities_api_spec.rb +2 -2
- data/spec/api/business_financial_management_api_spec.rb +2 -2
- data/spec/api/cards_api_spec.rb +14 -2
- data/spec/api/financial_health_api_spec.rb +2 -2
- data/spec/api/financial_planning_api_spec.rb +2 -2
- data/spec/api/goals_api_spec.rb +2 -2
- data/spec/api/life_insurance_api_spec.rb +2 -2
- data/spec/api/personal_financial_management_api_spec.rb +14 -2
- data/spec/api/portfolio_construction_api_spec.rb +2 -2
- data/spec/api/portfolio_management_api_spec.rb +2 -2
- data/spec/api/risk_scoring_api_spec.rb +2 -2
- data/spec/api/simulations_api_spec.rb +2 -2
- data/spec/api/util_api_spec.rb +71 -0
- data/spec/api_client_spec.rb +2 -2
- data/spec/configuration_spec.rb +5 -5
- data/spec/models/accumulation_goal_deposit_config_spec.rb +10 -10
- data/spec/models/annuity_calculator_accumulation_horizon_request_spec.rb +17 -17
- data/spec/models/annuity_calculator_annuity_amount_request_spec.rb +17 -17
- data/spec/models/annuity_calculator_decumulation_horizon_request_spec.rb +17 -17
- data/spec/models/annuity_calculator_deposit_amount_request_spec.rb +17 -17
- data/spec/models/annuity_calculator_initial_balance_request_spec.rb +17 -17
- data/spec/models/annuity_deposit_schedule_spec.rb +4 -4
- data/spec/models/answer_spec.rb +41 -0
- data/spec/models/backtest_request_spec.rb +10 -10
- data/spec/models/beneficiary_bequest_config_spec.rb +4 -4
- data/spec/models/budget_aggregation_account_spec.rb +2 -2
- data/spec/models/budget_calculator_request_spec.rb +25 -13
- data/spec/models/budget_component_spec.rb +4 -4
- data/spec/models/budget_details_spec.rb +15 -15
- data/spec/models/business_financial_health_check_request_spec.rb +34 -28
- data/spec/models/business_invoice_analysis_request_spec.rb +18 -12
- data/spec/models/calculator_deposit_schedule1_spec.rb +4 -4
- data/spec/models/calculator_deposit_schedule_spec.rb +8 -8
- data/spec/models/card_analysis_request_spec.rb +129 -0
- data/spec/models/card_limit_check_request_spec.rb +20 -2
- data/spec/models/card_transaction_authorization_request_spec.rb +57 -15
- data/spec/models/cash_analysis_request_spec.rb +25 -13
- data/spec/models/cash_flow_analysis_request_spec.rb +34 -16
- data/spec/models/children_education_config_spec.rb +2 -2
- data/spec/models/customer_analysis_request_spec.rb +15 -9
- data/spec/models/decision_tree_result_request_spec.rb +51 -0
- data/spec/models/decumulation_goal_deposit_config_spec.rb +10 -10
- data/spec/models/dimensional_risk_score_request_spec.rb +8 -8
- data/spec/models/diversification_score_request_spec.rb +14 -14
- data/spec/models/education_calculator_annual_cost_request_spec.rb +13 -13
- data/spec/models/education_calculator_deposit_amount_request_spec.rb +13 -13
- data/spec/models/education_calculator_percent_covered_request_spec.rb +12 -12
- data/spec/models/education_config_spec.rb +5 -5
- data/spec/models/emergency_fund_calculator_request_spec.rb +23 -23
- data/spec/models/event_study_request_spec.rb +17 -17
- data/spec/models/fee_analysis_request_spec.rb +12 -6
- data/spec/models/financial_health_check_request_spec.rb +12 -12
- data/spec/models/financial_picture_request_spec.rb +15 -9
- data/spec/models/financial_statement_analysis_request_spec.rb +39 -33
- data/spec/models/goal_accumulation_allocation_request_spec.rb +48 -48
- data/spec/models/goal_accumulation_recommendation_request_spec.rb +34 -34
- data/spec/models/goal_accumulation_status_request_spec.rb +34 -34
- data/spec/models/goal_config_spec.rb +4 -4
- data/spec/models/goal_decumulation_allocation_request_spec.rb +51 -51
- data/spec/models/goal_decumulation_recommendation_request_spec.rb +35 -35
- data/spec/models/goal_decumulation_status_request_spec.rb +35 -35
- data/spec/models/goal_withdrawal_config_spec.rb +20 -20
- data/spec/models/guaranteed_rate_benefit_spec.rb +5 -5
- data/spec/models/income_config_spec.rb +4 -4
- data/spec/models/life_insurance_needs_calculator_request_spec.rb +16 -16
- data/spec/models/location_spec.rb +41 -0
- data/spec/models/monte_carlo_request_spec.rb +31 -31
- data/spec/models/mortgage_calculator_down_payment_request_spec.rb +6 -6
- data/spec/models/mortgage_calculator_home_price_request_spec.rb +6 -6
- data/spec/models/mortgage_calculator_periodic_payment_request_spec.rb +6 -6
- data/spec/models/mvo_request_spec.rb +23 -23
- data/spec/models/opt_config1_spec.rb +10 -10
- data/spec/models/opt_config_spec.rb +13 -13
- data/spec/models/order_rebalance_request_spec.rb +123 -0
- data/spec/models/performance_calculator_request_spec.rb +233 -0
- data/spec/models/periods_spec.rb +2 -2
- data/spec/models/portfolio_optimization_score_request_spec.rb +16 -16
- data/spec/models/portfolio_what_if_request_spec.rb +16 -16
- data/spec/models/purchase_calculator_amount_request_spec.rb +14 -14
- data/spec/models/purchase_calculator_deposit_amount_request_spec.rb +16 -16
- data/spec/models/purchase_calculator_horizon_request_spec.rb +10 -10
- data/spec/models/ratio_targets1_spec.rb +4 -4
- data/spec/models/ratio_targets_spec.rb +8 -8
- data/spec/models/rebalancing_signal_request_spec.rb +6 -6
- data/spec/models/recommendation_config1_spec.rb +9 -9
- data/spec/models/recommendation_config_spec.rb +9 -9
- data/spec/models/recurring_transaction_analysis_request_spec.rb +33 -15
- data/spec/models/retirement_calculator_deposit_amount_request_spec.rb +13 -13
- data/spec/models/retirement_calculator_expenses_request_spec.rb +12 -12
- data/spec/models/retirement_calculator_percent_covered_request_spec.rb +12 -12
- data/spec/models/risk_allocation_request_spec.rb +15 -15
- data/spec/models/risk_score_request_spec.rb +8 -8
- data/spec/models/savings_calculator_request_spec.rb +16 -16
- data/spec/models/savings_deposit_schedule_spec.rb +8 -8
- data/spec/models/scenario_analysis_request_spec.rb +19 -19
- data/spec/models/sensitivity_analysis_request_spec.rb +23 -23
- data/spec/models/sensitivity_factor_spec.rb +6 -6
- data/spec/models/settings_spec.rb +13 -13
- data/spec/models/spending_analysis_request_spec.rb +187 -0
- data/spec/models/variable_annuity_request_spec.rb +40 -40
- data/spec/models/w_config1_spec.rb +6 -6
- data/spec/models/w_config_spec.rb +7 -7
- data/spec/spec_helper.rb +2 -2
- metadata +26 -94
- data/docs/AccumulationGoalDepositConfig.md +0 -14
- data/docs/AnnuitiesApi.md +0 -344
- data/docs/AnnuityCalculatorAccumulationHorizonRequest.md +0 -19
- data/docs/AnnuityCalculatorAnnuityAmountRequest.md +0 -19
- data/docs/AnnuityCalculatorDecumulationHorizonRequest.md +0 -19
- data/docs/AnnuityCalculatorDepositAmountRequest.md +0 -19
- data/docs/AnnuityCalculatorInitialBalanceRequest.md +0 -19
- data/docs/AnnuityDepositSchedule.md +0 -10
- data/docs/BacktestRequest.md +0 -17
- data/docs/BeneficiaryBequestConfig.md +0 -10
- data/docs/BudgetAggregationAccount.md +0 -8
- data/docs/BudgetCalculatorRequest.md +0 -16
- data/docs/BudgetComponent.md +0 -10
- data/docs/BudgetDetails.md +0 -17
- data/docs/BusinessFinancialHealthCheckRequest.md +0 -22
- data/docs/BusinessFinancialManagementApi.md +0 -288
- data/docs/BusinessInvoiceAnalysisRequest.md +0 -20
- data/docs/CalculatorDepositSchedule.md +0 -9
- data/docs/CalculatorDepositSchedule1.md +0 -10
- data/docs/CardLimitCheckRequest.md +0 -9
- data/docs/CardTransactionAuthorizationRequest.md +0 -19
- data/docs/CardsApi.md +0 -120
- data/docs/CashAnalysisRequest.md +0 -17
- data/docs/CashFlowAnalysisRequest.md +0 -20
- data/docs/ChildrenEducationConfig.md +0 -9
- data/docs/CustomerAnalysisRequest.md +0 -17
- data/docs/DecumulationGoalDepositConfig.md +0 -14
- data/docs/DimensionalRiskScoreRequest.md +0 -16
- data/docs/DiversificationScoreRequest.md +0 -19
- data/docs/EducationCalculatorAnnualCostRequest.md +0 -18
- data/docs/EducationCalculatorDepositAmountRequest.md +0 -19
- data/docs/EducationCalculatorPercentCoveredRequest.md +0 -18
- data/docs/EducationConfig.md +0 -10
- data/docs/EmergencyFundCalculatorRequest.md +0 -24
- data/docs/EventStudyRequest.md +0 -18
- data/docs/FeeAnalysisRequest.md +0 -13
- data/docs/FinancialHealthApi.md +0 -232
- data/docs/FinancialHealthCheckRequest.md +0 -17
- data/docs/FinancialPictureRequest.md +0 -16
- data/docs/FinancialPlanningApi.md +0 -680
- data/docs/FinancialStatementAnalysisRequest.md +0 -22
- data/docs/GoalAccumulationAllocationRequest.md +0 -33
- data/docs/GoalAccumulationRecommendationRequest.md +0 -28
- data/docs/GoalAccumulationStatusRequest.md +0 -28
- data/docs/GoalConfig.md +0 -9
- data/docs/GoalDecumulationAllocationRequest.md +0 -34
- data/docs/GoalDecumulationRecommendationRequest.md +0 -29
- data/docs/GoalDecumulationStatusRequest.md +0 -29
- data/docs/GoalWithdrawalConfig.md +0 -14
- data/docs/GoalsApi.md +0 -344
- data/docs/GuaranteedRateBenefit.md +0 -11
- data/docs/IncomeConfig.md +0 -10
- data/docs/LifeInsuranceApi.md +0 -64
- data/docs/LifeInsuranceNeedsCalculatorRequest.md +0 -22
- data/docs/MonteCarloRequest.md +0 -29
- data/docs/MortgageCalculatorDownPaymentRequest.md +0 -11
- data/docs/MortgageCalculatorHomePriceRequest.md +0 -11
- data/docs/MortgageCalculatorPeriodicPaymentRequest.md +0 -11
- data/docs/MvoRequest.md +0 -18
- data/docs/OptConfig.md +0 -14
- data/docs/OptConfig1.md +0 -12
- data/docs/Periods.md +0 -9
- data/docs/PersonalFinancialManagementApi.md +0 -288
- data/docs/PortfolioConstructionApi.md +0 -64
- data/docs/PortfolioManagementApi.md +0 -64
- data/docs/PortfolioOptimizationScoreRequest.md +0 -21
- data/docs/PortfolioWhatIfRequest.md +0 -21
- data/docs/PurchaseCalculatorAmountRequest.md +0 -16
- data/docs/PurchaseCalculatorDepositAmountRequest.md +0 -17
- data/docs/PurchaseCalculatorHorizonRequest.md +0 -15
- data/docs/RatioTargets.md +0 -13
- data/docs/RatioTargets1.md +0 -13
- data/docs/RebalancingSignalRequest.md +0 -13
- data/docs/RecommendationConfig.md +0 -15
- data/docs/RecommendationConfig1.md +0 -14
- data/docs/RecurringTransactionAnalysisRequest.md +0 -19
- data/docs/RetirementCalculatorDepositAmountRequest.md +0 -20
- data/docs/RetirementCalculatorExpensesRequest.md +0 -19
- data/docs/RetirementCalculatorPercentCoveredRequest.md +0 -19
- data/docs/RiskAllocationRequest.md +0 -14
- data/docs/RiskScoreRequest.md +0 -13
- data/docs/RiskScoringApi.md +0 -176
- data/docs/SavingsCalculatorRequest.md +0 -17
- data/docs/SavingsDepositSchedule.md +0 -11
- data/docs/ScenarioAnalysisRequest.md +0 -22
- data/docs/SensitivityAnalysisRequest.md +0 -22
- data/docs/SensitivityFactor.md +0 -11
- data/docs/Settings.md +0 -13
- data/docs/SimulationsApi.md +0 -400
- data/docs/VariableAnnuityRequest.md +0 -34
- data/docs/WConfig.md +0 -12
- data/docs/WConfig1.md +0 -12
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# ProtonApi::SavingsCalculatorRequest
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**aggregation_account_ids** | **Array<String>** | | [optional]
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**account_ids** | **Array<String>** | | [optional]
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**initial_balance** | **Float** | | [optional]
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**create_log** | **BOOLEAN** | | [optional] [default to false]
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**horizon** | **Integer** | |
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**deposit_schedule** | [**Array<SavingsDepositSchedule>**](SavingsDepositSchedule.md) | | [optional]
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**adjust_deposit_for_inflation** | **BOOLEAN** | | [optional] [default to true]
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**deposit_frequency_interval** | **String** | | [optional] [default to 'year']
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**deposit_amount** | **Float** | | [optional]
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# ProtonApi::ScenarioAnalysisRequest
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## Properties
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**portfolio_tickers** | **Array<String>** | | [optional]
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**end_date** | **Date** | | [optional]
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**portfolio_id** | **String** | | [optional]
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**market_data_source** | **String** | | [optional] [default to 'nucleus']
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**model_id** | **String** | | [optional]
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**create_log** | **BOOLEAN** | | [optional] [default to false]
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**allocation_id** | **String** | | [optional]
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**scenario** | [**Array<SensitivityFactor>**](SensitivityFactor.md) | |
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**use_proxy_data** | **BOOLEAN** | | [optional] [default to false]
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**start_date** | **Date** | | [optional]
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**account_id** | **String** | | [optional]
|
17
|
-
**frequency_interval** | **String** | |
|
18
|
-
**aggregation_account_id** | **String** | | [optional]
|
19
|
-
**trading_days_per_year** | **Integer** | | [optional] [default to 252]
|
20
|
-
**portfolio_weights** | **Array<Float>** | | [optional]
|
21
|
-
|
22
|
-
|
@@ -1,22 +0,0 @@
|
|
1
|
-
# ProtonApi::SensitivityAnalysisRequest
|
2
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|
3
|
-
## Properties
|
4
|
-
Name | Type | Description | Notes
|
5
|
-
------------ | ------------- | ------------- | -------------
|
6
|
-
**portfolio_tickers** | **Array<String>** | | [optional]
|
7
|
-
**end_date** | **Date** | | [optional]
|
8
|
-
**portfolio_id** | **String** | | [optional]
|
9
|
-
**market_data_source** | **String** | | [optional] [default to 'nucleus']
|
10
|
-
**model_id** | **String** | | [optional]
|
11
|
-
**create_log** | **BOOLEAN** | | [optional] [default to false]
|
12
|
-
**allocation_id** | **String** | | [optional]
|
13
|
-
**use_proxy_data** | **BOOLEAN** | | [optional] [default to false]
|
14
|
-
**start_date** | **Date** | | [optional]
|
15
|
-
**account_id** | **String** | | [optional]
|
16
|
-
**frequency_interval** | **String** | |
|
17
|
-
**aggregation_account_id** | **String** | | [optional]
|
18
|
-
**trading_days_per_year** | **Integer** | | [optional] [default to 252]
|
19
|
-
**portfolio_weights** | **Array<Float>** | | [optional]
|
20
|
-
**sensitivity_factor** | [**SensitivityFactor**](SensitivityFactor.md) | |
|
21
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-
|
22
|
-
|
data/docs/SensitivityFactor.md
DELETED
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# ProtonApi::SensitivityFactor
|
2
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-
|
3
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## Properties
|
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Name | Type | Description | Notes
|
5
|
-
------------ | ------------- | ------------- | -------------
|
6
|
-
**change_duration** | **Integer** | |
|
7
|
-
**lag** | **Integer** | | [optional] [default to 0]
|
8
|
-
**change_amount** | **Float** | |
|
9
|
-
**ticker** | **String** | |
|
10
|
-
|
11
|
-
|
data/docs/Settings.md
DELETED
@@ -1,13 +0,0 @@
|
|
1
|
-
# ProtonApi::Settings
|
2
|
-
|
3
|
-
## Properties
|
4
|
-
Name | Type | Description | Notes
|
5
|
-
------------ | ------------- | ------------- | -------------
|
6
|
-
**drift_rebal** | **BOOLEAN** | | [optional]
|
7
|
-
**downside** | **BOOLEAN** | | [optional]
|
8
|
-
**default_drift_factor** | **Float** | | [optional]
|
9
|
-
**period_rebal** | **BOOLEAN** | | [optional]
|
10
|
-
**rebalance_period** | **Integer** | | [optional]
|
11
|
-
**tax_efficiency_id** | **Integer** | | [optional]
|
12
|
-
|
13
|
-
|
data/docs/SimulationsApi.md
DELETED
@@ -1,400 +0,0 @@
|
|
1
|
-
# ProtonApi::SimulationsApi
|
2
|
-
|
3
|
-
All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
|
4
|
-
|
5
|
-
Method | HTTP request | Description
|
6
|
-
------------- | ------------- | -------------
|
7
|
-
[**backtest**](SimulationsApi.md#backtest) | **POST** /backtest | Backtest
|
8
|
-
[**event_study**](SimulationsApi.md#event_study) | **POST** /event_study | Event Study
|
9
|
-
[**monte_carlo**](SimulationsApi.md#monte_carlo) | **POST** /monte_carlo | Monte Carlo
|
10
|
-
[**portfolio_what_if**](SimulationsApi.md#portfolio_what_if) | **POST** /portfolio_what_if | Porfolio What-If
|
11
|
-
[**savings_calculator**](SimulationsApi.md#savings_calculator) | **POST** /savings_calculator | Savings Calculator
|
12
|
-
[**scenario_analysis**](SimulationsApi.md#scenario_analysis) | **POST** /scenario_analysis | Scenario Analysis
|
13
|
-
[**sensitivity_analysis**](SimulationsApi.md#sensitivity_analysis) | **POST** /sensitivity_analysis | Sensitivity Analysis
|
14
|
-
|
15
|
-
|
16
|
-
# **backtest**
|
17
|
-
> Hash<String, Object> backtest(backtest_request)
|
18
|
-
|
19
|
-
Backtest
|
20
|
-
|
21
|
-
Run a historical analysis for a group of investments
|
22
|
-
|
23
|
-
### Example
|
24
|
-
```ruby
|
25
|
-
# load the gem
|
26
|
-
require 'proton_api'
|
27
|
-
# setup authorization
|
28
|
-
ProtonApi.configure do |config|
|
29
|
-
# Creating a token for grant_type=client_credentials
|
30
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
31
|
-
# Creating a token for grant_type=password
|
32
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
33
|
-
# Creating a token using client token
|
34
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
35
|
-
end
|
36
|
-
api_instance = ProtonApi::SimulationsApi.new
|
37
|
-
|
38
|
-
backtest_request = ProtonApi::BacktestRequest.new # BacktestRequest | Request payload for Backtest
|
39
|
-
|
40
|
-
|
41
|
-
begin
|
42
|
-
#Backtest
|
43
|
-
result = api_instance.backtest(backtest_request)
|
44
|
-
p result
|
45
|
-
rescue ProtonApi::ApiError => e
|
46
|
-
puts "Exception when calling SimulationsApi->backtest: #{e}"
|
47
|
-
end
|
48
|
-
```
|
49
|
-
|
50
|
-
### Parameters
|
51
|
-
|
52
|
-
Name | Type | Description | Notes
|
53
|
-
------------- | ------------- | ------------- | -------------
|
54
|
-
**backtest_request** | [**BacktestRequest**](BacktestRequest.md)| Request payload for Backtest |
|
55
|
-
|
56
|
-
### Return type
|
57
|
-
|
58
|
-
**Hash<String, Object>**
|
59
|
-
|
60
|
-
### Authorization
|
61
|
-
|
62
|
-
[oauth2](../README.md#oauth2)
|
63
|
-
|
64
|
-
### HTTP request headers
|
65
|
-
|
66
|
-
- **Content-Type**: application/json
|
67
|
-
- **Accept**: application/json
|
68
|
-
|
69
|
-
|
70
|
-
|
71
|
-
# **event_study**
|
72
|
-
> Hash<String, Object> event_study(event_study_request)
|
73
|
-
|
74
|
-
Event Study
|
75
|
-
|
76
|
-
Analyze a group of investments against key historical events
|
77
|
-
|
78
|
-
### Example
|
79
|
-
```ruby
|
80
|
-
# load the gem
|
81
|
-
require 'proton_api'
|
82
|
-
# setup authorization
|
83
|
-
ProtonApi.configure do |config|
|
84
|
-
# Creating a token for grant_type=client_credentials
|
85
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
86
|
-
# Creating a token for grant_type=password
|
87
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
88
|
-
# Creating a token using client token
|
89
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
90
|
-
end
|
91
|
-
api_instance = ProtonApi::SimulationsApi.new
|
92
|
-
|
93
|
-
event_study_request = ProtonApi::EventStudyRequest.new # EventStudyRequest | Request payload for Event Study
|
94
|
-
|
95
|
-
|
96
|
-
begin
|
97
|
-
#Event Study
|
98
|
-
result = api_instance.event_study(event_study_request)
|
99
|
-
p result
|
100
|
-
rescue ProtonApi::ApiError => e
|
101
|
-
puts "Exception when calling SimulationsApi->event_study: #{e}"
|
102
|
-
end
|
103
|
-
```
|
104
|
-
|
105
|
-
### Parameters
|
106
|
-
|
107
|
-
Name | Type | Description | Notes
|
108
|
-
------------- | ------------- | ------------- | -------------
|
109
|
-
**event_study_request** | [**EventStudyRequest**](EventStudyRequest.md)| Request payload for Event Study |
|
110
|
-
|
111
|
-
### Return type
|
112
|
-
|
113
|
-
**Hash<String, Object>**
|
114
|
-
|
115
|
-
### Authorization
|
116
|
-
|
117
|
-
[oauth2](../README.md#oauth2)
|
118
|
-
|
119
|
-
### HTTP request headers
|
120
|
-
|
121
|
-
- **Content-Type**: application/json
|
122
|
-
- **Accept**: application/json
|
123
|
-
|
124
|
-
|
125
|
-
|
126
|
-
# **monte_carlo**
|
127
|
-
> Hash<String, Object> monte_carlo(monte_carlo_request)
|
128
|
-
|
129
|
-
Monte Carlo
|
130
|
-
|
131
|
-
Simulate the future growth of a group of investments
|
132
|
-
|
133
|
-
### Example
|
134
|
-
```ruby
|
135
|
-
# load the gem
|
136
|
-
require 'proton_api'
|
137
|
-
# setup authorization
|
138
|
-
ProtonApi.configure do |config|
|
139
|
-
# Creating a token for grant_type=client_credentials
|
140
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
141
|
-
# Creating a token for grant_type=password
|
142
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
143
|
-
# Creating a token using client token
|
144
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
145
|
-
end
|
146
|
-
api_instance = ProtonApi::SimulationsApi.new
|
147
|
-
|
148
|
-
monte_carlo_request = ProtonApi::MonteCarloRequest.new # MonteCarloRequest | Request payload for Monte Carlo
|
149
|
-
|
150
|
-
|
151
|
-
begin
|
152
|
-
#Monte Carlo
|
153
|
-
result = api_instance.monte_carlo(monte_carlo_request)
|
154
|
-
p result
|
155
|
-
rescue ProtonApi::ApiError => e
|
156
|
-
puts "Exception when calling SimulationsApi->monte_carlo: #{e}"
|
157
|
-
end
|
158
|
-
```
|
159
|
-
|
160
|
-
### Parameters
|
161
|
-
|
162
|
-
Name | Type | Description | Notes
|
163
|
-
------------- | ------------- | ------------- | -------------
|
164
|
-
**monte_carlo_request** | [**MonteCarloRequest**](MonteCarloRequest.md)| Request payload for Monte Carlo |
|
165
|
-
|
166
|
-
### Return type
|
167
|
-
|
168
|
-
**Hash<String, Object>**
|
169
|
-
|
170
|
-
### Authorization
|
171
|
-
|
172
|
-
[oauth2](../README.md#oauth2)
|
173
|
-
|
174
|
-
### HTTP request headers
|
175
|
-
|
176
|
-
- **Content-Type**: application/json
|
177
|
-
- **Accept**: application/json
|
178
|
-
|
179
|
-
|
180
|
-
|
181
|
-
# **portfolio_what_if**
|
182
|
-
> Hash<String, Object> portfolio_what_if(portfolio_what_if_request)
|
183
|
-
|
184
|
-
Porfolio What-If
|
185
|
-
|
186
|
-
Simulate the impact of adding, removing, reducing, or increasing various positions in a group of investments
|
187
|
-
|
188
|
-
### Example
|
189
|
-
```ruby
|
190
|
-
# load the gem
|
191
|
-
require 'proton_api'
|
192
|
-
# setup authorization
|
193
|
-
ProtonApi.configure do |config|
|
194
|
-
# Creating a token for grant_type=client_credentials
|
195
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
196
|
-
# Creating a token for grant_type=password
|
197
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
198
|
-
# Creating a token using client token
|
199
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
200
|
-
end
|
201
|
-
api_instance = ProtonApi::SimulationsApi.new
|
202
|
-
|
203
|
-
portfolio_what_if_request = ProtonApi::PortfolioWhatIfRequest.new # PortfolioWhatIfRequest | Request payload for Portfolio What-If
|
204
|
-
|
205
|
-
|
206
|
-
begin
|
207
|
-
#Porfolio What-If
|
208
|
-
result = api_instance.portfolio_what_if(portfolio_what_if_request)
|
209
|
-
p result
|
210
|
-
rescue ProtonApi::ApiError => e
|
211
|
-
puts "Exception when calling SimulationsApi->portfolio_what_if: #{e}"
|
212
|
-
end
|
213
|
-
```
|
214
|
-
|
215
|
-
### Parameters
|
216
|
-
|
217
|
-
Name | Type | Description | Notes
|
218
|
-
------------- | ------------- | ------------- | -------------
|
219
|
-
**portfolio_what_if_request** | [**PortfolioWhatIfRequest**](PortfolioWhatIfRequest.md)| Request payload for Portfolio What-If |
|
220
|
-
|
221
|
-
### Return type
|
222
|
-
|
223
|
-
**Hash<String, Object>**
|
224
|
-
|
225
|
-
### Authorization
|
226
|
-
|
227
|
-
[oauth2](../README.md#oauth2)
|
228
|
-
|
229
|
-
### HTTP request headers
|
230
|
-
|
231
|
-
- **Content-Type**: application/json
|
232
|
-
- **Accept**: application/json
|
233
|
-
|
234
|
-
|
235
|
-
|
236
|
-
# **savings_calculator**
|
237
|
-
> Hash<String, Object> savings_calculator(savings_calculator_request)
|
238
|
-
|
239
|
-
Savings Calculator
|
240
|
-
|
241
|
-
Simulate the future growth of a simple savings account
|
242
|
-
|
243
|
-
### Example
|
244
|
-
```ruby
|
245
|
-
# load the gem
|
246
|
-
require 'proton_api'
|
247
|
-
# setup authorization
|
248
|
-
ProtonApi.configure do |config|
|
249
|
-
# Creating a token for grant_type=client_credentials
|
250
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
251
|
-
# Creating a token for grant_type=password
|
252
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
253
|
-
# Creating a token using client token
|
254
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
255
|
-
end
|
256
|
-
api_instance = ProtonApi::SimulationsApi.new
|
257
|
-
|
258
|
-
savings_calculator_request = ProtonApi::SavingsCalculatorRequest.new # SavingsCalculatorRequest | Request payload for Savings Calculator
|
259
|
-
|
260
|
-
|
261
|
-
begin
|
262
|
-
#Savings Calculator
|
263
|
-
result = api_instance.savings_calculator(savings_calculator_request)
|
264
|
-
p result
|
265
|
-
rescue ProtonApi::ApiError => e
|
266
|
-
puts "Exception when calling SimulationsApi->savings_calculator: #{e}"
|
267
|
-
end
|
268
|
-
```
|
269
|
-
|
270
|
-
### Parameters
|
271
|
-
|
272
|
-
Name | Type | Description | Notes
|
273
|
-
------------- | ------------- | ------------- | -------------
|
274
|
-
**savings_calculator_request** | [**SavingsCalculatorRequest**](SavingsCalculatorRequest.md)| Request payload for Savings Calculator |
|
275
|
-
|
276
|
-
### Return type
|
277
|
-
|
278
|
-
**Hash<String, Object>**
|
279
|
-
|
280
|
-
### Authorization
|
281
|
-
|
282
|
-
[oauth2](../README.md#oauth2)
|
283
|
-
|
284
|
-
### HTTP request headers
|
285
|
-
|
286
|
-
- **Content-Type**: application/json
|
287
|
-
- **Accept**: application/json
|
288
|
-
|
289
|
-
|
290
|
-
|
291
|
-
# **scenario_analysis**
|
292
|
-
> Hash<String, Object> scenario_analysis(scneario_analysis_request)
|
293
|
-
|
294
|
-
Scenario Analysis
|
295
|
-
|
296
|
-
Analyze a group of investments against a series of external economic factors
|
297
|
-
|
298
|
-
### Example
|
299
|
-
```ruby
|
300
|
-
# load the gem
|
301
|
-
require 'proton_api'
|
302
|
-
# setup authorization
|
303
|
-
ProtonApi.configure do |config|
|
304
|
-
# Creating a token for grant_type=client_credentials
|
305
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
306
|
-
# Creating a token for grant_type=password
|
307
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
308
|
-
# Creating a token using client token
|
309
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
310
|
-
end
|
311
|
-
api_instance = ProtonApi::SimulationsApi.new
|
312
|
-
|
313
|
-
scneario_analysis_request = ProtonApi::ScenarioAnalysisRequest.new # ScenarioAnalysisRequest | Request payload for Scenario Analysis
|
314
|
-
|
315
|
-
|
316
|
-
begin
|
317
|
-
#Scenario Analysis
|
318
|
-
result = api_instance.scenario_analysis(scneario_analysis_request)
|
319
|
-
p result
|
320
|
-
rescue ProtonApi::ApiError => e
|
321
|
-
puts "Exception when calling SimulationsApi->scenario_analysis: #{e}"
|
322
|
-
end
|
323
|
-
```
|
324
|
-
|
325
|
-
### Parameters
|
326
|
-
|
327
|
-
Name | Type | Description | Notes
|
328
|
-
------------- | ------------- | ------------- | -------------
|
329
|
-
**scneario_analysis_request** | [**ScenarioAnalysisRequest**](ScenarioAnalysisRequest.md)| Request payload for Scenario Analysis |
|
330
|
-
|
331
|
-
### Return type
|
332
|
-
|
333
|
-
**Hash<String, Object>**
|
334
|
-
|
335
|
-
### Authorization
|
336
|
-
|
337
|
-
[oauth2](../README.md#oauth2)
|
338
|
-
|
339
|
-
### HTTP request headers
|
340
|
-
|
341
|
-
- **Content-Type**: application/json
|
342
|
-
- **Accept**: application/json
|
343
|
-
|
344
|
-
|
345
|
-
|
346
|
-
# **sensitivity_analysis**
|
347
|
-
> Hash<String, Object> sensitivity_analysis(sensitivity_analysis_request)
|
348
|
-
|
349
|
-
Sensitivity Analysis
|
350
|
-
|
351
|
-
Analyze a group of investments against an external economic factor
|
352
|
-
|
353
|
-
### Example
|
354
|
-
```ruby
|
355
|
-
# load the gem
|
356
|
-
require 'proton_api'
|
357
|
-
# setup authorization
|
358
|
-
ProtonApi.configure do |config|
|
359
|
-
# Creating a token for grant_type=client_credentials
|
360
|
-
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
361
|
-
# Creating a token for grant_type=password
|
362
|
-
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
363
|
-
# Creating a token using client token
|
364
|
-
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
365
|
-
end
|
366
|
-
api_instance = ProtonApi::SimulationsApi.new
|
367
|
-
|
368
|
-
sensitivity_analysis_request = ProtonApi::SensitivityAnalysisRequest.new # SensitivityAnalysisRequest | Request payload for Sensitivity Analysis
|
369
|
-
|
370
|
-
|
371
|
-
begin
|
372
|
-
#Sensitivity Analysis
|
373
|
-
result = api_instance.sensitivity_analysis(sensitivity_analysis_request)
|
374
|
-
p result
|
375
|
-
rescue ProtonApi::ApiError => e
|
376
|
-
puts "Exception when calling SimulationsApi->sensitivity_analysis: #{e}"
|
377
|
-
end
|
378
|
-
```
|
379
|
-
|
380
|
-
### Parameters
|
381
|
-
|
382
|
-
Name | Type | Description | Notes
|
383
|
-
------------- | ------------- | ------------- | -------------
|
384
|
-
**sensitivity_analysis_request** | [**SensitivityAnalysisRequest**](SensitivityAnalysisRequest.md)| Request payload for Sensitivity Analysis |
|
385
|
-
|
386
|
-
### Return type
|
387
|
-
|
388
|
-
**Hash<String, Object>**
|
389
|
-
|
390
|
-
### Authorization
|
391
|
-
|
392
|
-
[oauth2](../README.md#oauth2)
|
393
|
-
|
394
|
-
### HTTP request headers
|
395
|
-
|
396
|
-
- **Content-Type**: application/json
|
397
|
-
- **Accept**: application/json
|
398
|
-
|
399
|
-
|
400
|
-
|