proton_api 1.8.0 → 1.9.0

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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
@@ -1,17 +0,0 @@
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- # ProtonApi::SavingsCalculatorRequest
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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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- **aggregation_account_ids** | **Array<String>** | | [optional]
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- **tax_rate** | **Float** | | [optional] [default to 0.0]
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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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- **inflation_rate** | **Float** | | [optional] [default to 0.0]
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- **horizon** | **Integer** | |
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- **horizon_frequency_interval** | **String** | | [optional] [default to 'year']
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- **deposit_schedule** | [**Array<SavingsDepositSchedule>**](SavingsDepositSchedule.md) | | [optional]
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- **return_schedule** | **Array<Float>** | |
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-
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-
@@ -1,11 +0,0 @@
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- # ProtonApi::SavingsDepositSchedule
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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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- **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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- **deposit_duration** | **Integer** | | [optional]
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-
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-
@@ -1,22 +0,0 @@
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- # ProtonApi::ScenarioAnalysisRequest
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-
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- ## 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
- **scenario** | [**Array<SensitivityFactor>**](SensitivityFactor.md) | |
14
- **use_proxy_data** | **BOOLEAN** | | [optional] [default to false]
15
- **start_date** | **Date** | | [optional]
16
- **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
-
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
-
22
-
@@ -1,11 +0,0 @@
1
- # ProtonApi::SensitivityFactor
2
-
3
- ## Properties
4
- 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
-
@@ -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
-