proton_api 1.8.0
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.
- checksums.yaml +7 -0
- data/Gemfile +7 -0
- data/README.md +246 -0
- data/Rakefile +8 -0
- data/docs/AccumulationGoalDepositConfig.md +14 -0
- data/docs/AnnuitiesApi.md +344 -0
- data/docs/AnnuityCalculatorAccumulationHorizonRequest.md +19 -0
- data/docs/AnnuityCalculatorAnnuityAmountRequest.md +19 -0
- data/docs/AnnuityCalculatorDecumulationHorizonRequest.md +19 -0
- data/docs/AnnuityCalculatorDepositAmountRequest.md +19 -0
- data/docs/AnnuityCalculatorInitialBalanceRequest.md +19 -0
- data/docs/AnnuityDepositSchedule.md +10 -0
- data/docs/BacktestRequest.md +17 -0
- data/docs/BeneficiaryBequestConfig.md +10 -0
- data/docs/BudgetAggregationAccount.md +8 -0
- data/docs/BudgetCalculatorRequest.md +16 -0
- data/docs/BudgetComponent.md +10 -0
- data/docs/BudgetDetails.md +17 -0
- data/docs/BusinessFinancialHealthCheckRequest.md +22 -0
- data/docs/BusinessFinancialManagementApi.md +288 -0
- data/docs/BusinessInvoiceAnalysisRequest.md +20 -0
- data/docs/CalculatorDepositSchedule.md +9 -0
- data/docs/CalculatorDepositSchedule1.md +10 -0
- data/docs/CardLimitCheckRequest.md +9 -0
- data/docs/CardTransactionAuthorizationRequest.md +19 -0
- data/docs/CardsApi.md +120 -0
- data/docs/CashAnalysisRequest.md +17 -0
- data/docs/CashFlowAnalysisRequest.md +20 -0
- data/docs/ChildrenEducationConfig.md +9 -0
- data/docs/CustomerAnalysisRequest.md +17 -0
- data/docs/DecumulationGoalDepositConfig.md +14 -0
- data/docs/DimensionalRiskScoreRequest.md +16 -0
- data/docs/DiversificationScoreRequest.md +19 -0
- data/docs/EducationCalculatorAnnualCostRequest.md +18 -0
- data/docs/EducationCalculatorDepositAmountRequest.md +19 -0
- data/docs/EducationCalculatorPercentCoveredRequest.md +18 -0
- data/docs/EducationConfig.md +10 -0
- data/docs/EmergencyFundCalculatorRequest.md +24 -0
- data/docs/EventStudyRequest.md +18 -0
- data/docs/FeeAnalysisRequest.md +13 -0
- data/docs/FinancialHealthApi.md +232 -0
- data/docs/FinancialHealthCheckRequest.md +17 -0
- data/docs/FinancialPictureRequest.md +16 -0
- data/docs/FinancialPlanningApi.md +680 -0
- data/docs/FinancialStatementAnalysisRequest.md +22 -0
- data/docs/GoalAccumulationAllocationRequest.md +33 -0
- data/docs/GoalAccumulationRecommendationRequest.md +28 -0
- data/docs/GoalAccumulationStatusRequest.md +28 -0
- data/docs/GoalConfig.md +9 -0
- data/docs/GoalDecumulationAllocationRequest.md +34 -0
- data/docs/GoalDecumulationRecommendationRequest.md +29 -0
- data/docs/GoalDecumulationStatusRequest.md +29 -0
- data/docs/GoalWithdrawalConfig.md +14 -0
- data/docs/GoalsApi.md +344 -0
- data/docs/GuaranteedRateBenefit.md +11 -0
- data/docs/IncomeConfig.md +10 -0
- data/docs/LifeInsuranceApi.md +64 -0
- data/docs/LifeInsuranceNeedsCalculatorRequest.md +22 -0
- data/docs/MonteCarloRequest.md +29 -0
- data/docs/MortgageCalculatorDownPaymentRequest.md +11 -0
- data/docs/MortgageCalculatorHomePriceRequest.md +11 -0
- data/docs/MortgageCalculatorPeriodicPaymentRequest.md +11 -0
- data/docs/MvoRequest.md +18 -0
- data/docs/OptConfig.md +14 -0
- data/docs/OptConfig1.md +12 -0
- data/docs/Periods.md +9 -0
- data/docs/PersonalFinancialManagementApi.md +288 -0
- data/docs/PortfolioConstructionApi.md +64 -0
- data/docs/PortfolioManagementApi.md +64 -0
- data/docs/PortfolioOptimizationScoreRequest.md +21 -0
- data/docs/PortfolioWhatIfRequest.md +21 -0
- data/docs/PurchaseCalculatorAmountRequest.md +16 -0
- data/docs/PurchaseCalculatorDepositAmountRequest.md +17 -0
- data/docs/PurchaseCalculatorHorizonRequest.md +15 -0
- data/docs/RatioTargets.md +13 -0
- data/docs/RatioTargets1.md +13 -0
- data/docs/RebalancingSignalRequest.md +13 -0
- data/docs/RecommendationConfig.md +15 -0
- data/docs/RecommendationConfig1.md +14 -0
- data/docs/RecurringTransactionAnalysisRequest.md +19 -0
- data/docs/RetirementCalculatorDepositAmountRequest.md +20 -0
- data/docs/RetirementCalculatorExpensesRequest.md +19 -0
- data/docs/RetirementCalculatorPercentCoveredRequest.md +19 -0
- data/docs/RiskAllocationRequest.md +14 -0
- data/docs/RiskScoreRequest.md +13 -0
- data/docs/RiskScoringApi.md +176 -0
- data/docs/SavingsCalculatorRequest.md +17 -0
- data/docs/SavingsDepositSchedule.md +11 -0
- data/docs/ScenarioAnalysisRequest.md +22 -0
- data/docs/SensitivityAnalysisRequest.md +22 -0
- data/docs/SensitivityFactor.md +11 -0
- data/docs/Settings.md +13 -0
- data/docs/SimulationsApi.md +400 -0
- data/docs/VariableAnnuityRequest.md +34 -0
- data/docs/WConfig.md +12 -0
- data/docs/WConfig1.md +12 -0
- data/git_push.sh +55 -0
- data/lib/proton_api.rb +132 -0
- data/lib/proton_api/api/annuities_api.rb +347 -0
- data/lib/proton_api/api/business_financial_management_api.rb +293 -0
- data/lib/proton_api/api/cards_api.rb +131 -0
- data/lib/proton_api/api/financial_health_api.rb +239 -0
- data/lib/proton_api/api/financial_planning_api.rb +671 -0
- data/lib/proton_api/api/goals_api.rb +347 -0
- data/lib/proton_api/api/life_insurance_api.rb +77 -0
- data/lib/proton_api/api/personal_financial_management_api.rb +293 -0
- data/lib/proton_api/api/portfolio_construction_api.rb +77 -0
- data/lib/proton_api/api/portfolio_management_api.rb +77 -0
- data/lib/proton_api/api/risk_scoring_api.rb +185 -0
- data/lib/proton_api/api/simulations_api.rb +401 -0
- data/lib/proton_api/api_client.rb +391 -0
- data/lib/proton_api/api_error.rb +38 -0
- data/lib/proton_api/auth_configuration.rb +177 -0
- data/lib/proton_api/configuration.rb +209 -0
- data/lib/proton_api/models/accumulation_goal_deposit_config.rb +338 -0
- data/lib/proton_api/models/annuity_calculator_accumulation_horizon_request.rb +462 -0
- data/lib/proton_api/models/annuity_calculator_annuity_amount_request.rb +464 -0
- data/lib/proton_api/models/annuity_calculator_decumulation_horizon_request.rb +462 -0
- data/lib/proton_api/models/annuity_calculator_deposit_amount_request.rb +471 -0
- data/lib/proton_api/models/annuity_calculator_initial_balance_request.rb +471 -0
- data/lib/proton_api/models/annuity_deposit_schedule.rb +257 -0
- data/lib/proton_api/models/backtest_request.rb +298 -0
- data/lib/proton_api/models/beneficiary_bequest_config.rb +260 -0
- data/lib/proton_api/models/budget_aggregation_account.rb +189 -0
- data/lib/proton_api/models/budget_calculator_request.rb +315 -0
- data/lib/proton_api/models/budget_component.rb +231 -0
- data/lib/proton_api/models/budget_details.rb +340 -0
- data/lib/proton_api/models/business_financial_health_check_request.rb +478 -0
- data/lib/proton_api/models/business_invoice_analysis_request.rb +355 -0
- data/lib/proton_api/models/calculator_deposit_schedule.rb +231 -0
- data/lib/proton_api/models/calculator_deposit_schedule1.rb +257 -0
- data/lib/proton_api/models/card_limit_check_request.rb +203 -0
- data/lib/proton_api/models/card_transaction_authorization_request.rb +359 -0
- data/lib/proton_api/models/cash_analysis_request.rb +321 -0
- data/lib/proton_api/models/cash_flow_analysis_request.rb +338 -0
- data/lib/proton_api/models/children_education_config.rb +224 -0
- data/lib/proton_api/models/customer_analysis_request.rb +286 -0
- data/lib/proton_api/models/decumulation_goal_deposit_config.rb +338 -0
- data/lib/proton_api/models/dimensional_risk_score_request.rb +285 -0
- data/lib/proton_api/models/diversification_score_request.rb +327 -0
- data/lib/proton_api/models/education_calculator_annual_cost_request.rb +453 -0
- data/lib/proton_api/models/education_calculator_deposit_amount_request.rb +486 -0
- data/lib/proton_api/models/education_calculator_percent_covered_request.rb +451 -0
- data/lib/proton_api/models/education_config.rb +274 -0
- data/lib/proton_api/models/emergency_fund_calculator_request.rb +564 -0
- data/lib/proton_api/models/event_study_request.rb +320 -0
- data/lib/proton_api/models/fee_analysis_request.rb +231 -0
- data/lib/proton_api/models/financial_health_check_request.rb +387 -0
- data/lib/proton_api/models/financial_picture_request.rb +269 -0
- data/lib/proton_api/models/financial_statement_analysis_request.rb +455 -0
- data/lib/proton_api/models/goal_accumulation_allocation_request.rb +732 -0
- data/lib/proton_api/models/goal_accumulation_recommendation_request.rb +625 -0
- data/lib/proton_api/models/goal_accumulation_status_request.rb +625 -0
- data/lib/proton_api/models/goal_config.rb +225 -0
- data/lib/proton_api/models/goal_decumulation_allocation_request.rb +767 -0
- data/lib/proton_api/models/goal_decumulation_recommendation_request.rb +660 -0
- data/lib/proton_api/models/goal_decumulation_status_request.rb +660 -0
- data/lib/proton_api/models/goal_withdrawal_config.rb +338 -0
- data/lib/proton_api/models/guaranteed_rate_benefit.rb +275 -0
- data/lib/proton_api/models/income_config.rb +269 -0
- data/lib/proton_api/models/life_insurance_needs_calculator_request.rb +518 -0
- data/lib/proton_api/models/monte_carlo_request.rb +507 -0
- data/lib/proton_api/models/mortgage_calculator_down_payment_request.rb +302 -0
- data/lib/proton_api/models/mortgage_calculator_home_price_request.rb +302 -0
- data/lib/proton_api/models/mortgage_calculator_periodic_payment_request.rb +302 -0
- data/lib/proton_api/models/mvo_request.rb +369 -0
- data/lib/proton_api/models/opt_config.rb +303 -0
- data/lib/proton_api/models/opt_config1.rb +263 -0
- data/lib/proton_api/models/periods.rb +223 -0
- data/lib/proton_api/models/portfolio_optimization_score_request.rb +359 -0
- data/lib/proton_api/models/portfolio_what_if_request.rb +354 -0
- data/lib/proton_api/models/purchase_calculator_amount_request.rb +404 -0
- data/lib/proton_api/models/purchase_calculator_deposit_amount_request.rb +437 -0
- data/lib/proton_api/models/purchase_calculator_horizon_request.rb +359 -0
- data/lib/proton_api/models/ratio_targets.rb +331 -0
- data/lib/proton_api/models/ratio_targets1.rb +331 -0
- data/lib/proton_api/models/rebalancing_signal_request.rb +241 -0
- data/lib/proton_api/models/recommendation_config.rb +360 -0
- data/lib/proton_api/models/recommendation_config1.rb +349 -0
- data/lib/proton_api/models/recurring_transaction_analysis_request.rb +370 -0
- data/lib/proton_api/models/retirement_calculator_deposit_amount_request.rb +512 -0
- data/lib/proton_api/models/retirement_calculator_expenses_request.rb +479 -0
- data/lib/proton_api/models/retirement_calculator_percent_covered_request.rb +477 -0
- data/lib/proton_api/models/risk_allocation_request.rb +319 -0
- data/lib/proton_api/models/risk_score_request.rb +242 -0
- data/lib/proton_api/models/savings_calculator_request.rb +398 -0
- data/lib/proton_api/models/savings_deposit_schedule.rb +279 -0
- data/lib/proton_api/models/scenario_analysis_request.rb +404 -0
- data/lib/proton_api/models/sensitivity_analysis_request.rb +402 -0
- data/lib/proton_api/models/sensitivity_factor.rb +281 -0
- data/lib/proton_api/models/settings.rb +290 -0
- data/lib/proton_api/models/variable_annuity_request.rb +703 -0
- data/lib/proton_api/models/w_config.rb +385 -0
- data/lib/proton_api/models/w_config1.rb +350 -0
- data/lib/proton_api/version.rb +15 -0
- data/proton_api.gemspec +46 -0
- data/spec/api/annuities_api_spec.rb +107 -0
- data/spec/api/business_financial_management_api_spec.rb +95 -0
- data/spec/api/cards_api_spec.rb +59 -0
- data/spec/api/financial_health_api_spec.rb +83 -0
- data/spec/api/financial_planning_api_spec.rb +179 -0
- data/spec/api/goals_api_spec.rb +107 -0
- data/spec/api/life_insurance_api_spec.rb +47 -0
- data/spec/api/personal_financial_management_api_spec.rb +95 -0
- data/spec/api/portfolio_construction_api_spec.rb +47 -0
- data/spec/api/portfolio_management_api_spec.rb +47 -0
- data/spec/api/risk_scoring_api_spec.rb +71 -0
- data/spec/api/simulations_api_spec.rb +119 -0
- data/spec/api_client_spec.rb +243 -0
- data/spec/configuration_spec.rb +42 -0
- data/spec/models/accumulation_goal_deposit_config_spec.rb +89 -0
- data/spec/models/annuity_calculator_accumulation_horizon_request_spec.rb +111 -0
- data/spec/models/annuity_calculator_annuity_amount_request_spec.rb +111 -0
- data/spec/models/annuity_calculator_decumulation_horizon_request_spec.rb +111 -0
- data/spec/models/annuity_calculator_deposit_amount_request_spec.rb +111 -0
- data/spec/models/annuity_calculator_initial_balance_request_spec.rb +111 -0
- data/spec/models/annuity_deposit_schedule_spec.rb +57 -0
- data/spec/models/backtest_request_spec.rb +95 -0
- data/spec/models/beneficiary_bequest_config_spec.rb +53 -0
- data/spec/models/budget_aggregation_account_spec.rb +41 -0
- data/spec/models/budget_calculator_request_spec.rb +93 -0
- data/spec/models/budget_component_spec.rb +53 -0
- data/spec/models/budget_details_spec.rb +99 -0
- data/spec/models/business_financial_health_check_request_spec.rb +137 -0
- data/spec/models/business_invoice_analysis_request_spec.rb +117 -0
- data/spec/models/calculator_deposit_schedule1_spec.rb +57 -0
- data/spec/models/calculator_deposit_schedule_spec.rb +51 -0
- data/spec/models/card_limit_check_request_spec.rb +47 -0
- data/spec/models/card_transaction_authorization_request_spec.rb +115 -0
- data/spec/models/cash_analysis_request_spec.rb +103 -0
- data/spec/models/cash_flow_analysis_request_spec.rb +117 -0
- data/spec/models/children_education_config_spec.rb +47 -0
- data/spec/models/customer_analysis_request_spec.rb +95 -0
- data/spec/models/decumulation_goal_deposit_config_spec.rb +89 -0
- data/spec/models/dimensional_risk_score_request_spec.rb +89 -0
- data/spec/models/diversification_score_request_spec.rb +111 -0
- data/spec/models/education_calculator_annual_cost_request_spec.rb +101 -0
- data/spec/models/education_calculator_deposit_amount_request_spec.rb +107 -0
- data/spec/models/education_calculator_percent_covered_request_spec.rb +101 -0
- data/spec/models/education_config_spec.rb +53 -0
- data/spec/models/emergency_fund_calculator_request_spec.rb +141 -0
- data/spec/models/event_study_request_spec.rb +109 -0
- data/spec/models/fee_analysis_request_spec.rb +71 -0
- data/spec/models/financial_health_check_request_spec.rb +95 -0
- data/spec/models/financial_picture_request_spec.rb +89 -0
- data/spec/models/financial_statement_analysis_request_spec.rb +149 -0
- data/spec/models/goal_accumulation_allocation_request_spec.rb +215 -0
- data/spec/models/goal_accumulation_recommendation_request_spec.rb +173 -0
- data/spec/models/goal_accumulation_status_request_spec.rb +173 -0
- data/spec/models/goal_config_spec.rb +47 -0
- data/spec/models/goal_decumulation_allocation_request_spec.rb +221 -0
- data/spec/models/goal_decumulation_recommendation_request_spec.rb +179 -0
- data/spec/models/goal_decumulation_status_request_spec.rb +179 -0
- data/spec/models/goal_withdrawal_config_spec.rb +89 -0
- data/spec/models/guaranteed_rate_benefit_spec.rb +59 -0
- data/spec/models/income_config_spec.rb +53 -0
- data/spec/models/life_insurance_needs_calculator_request_spec.rb +125 -0
- data/spec/models/monte_carlo_request_spec.rb +179 -0
- data/spec/models/mortgage_calculator_down_payment_request_spec.rb +59 -0
- data/spec/models/mortgage_calculator_home_price_request_spec.rb +59 -0
- data/spec/models/mortgage_calculator_periodic_payment_request_spec.rb +59 -0
- data/spec/models/mvo_request_spec.rb +113 -0
- data/spec/models/opt_config1_spec.rb +69 -0
- data/spec/models/opt_config_spec.rb +81 -0
- data/spec/models/periods_spec.rb +47 -0
- data/spec/models/portfolio_optimization_score_request_spec.rb +127 -0
- data/spec/models/portfolio_what_if_request_spec.rb +123 -0
- data/spec/models/purchase_calculator_amount_request_spec.rb +93 -0
- data/spec/models/purchase_calculator_deposit_amount_request_spec.rb +99 -0
- data/spec/models/purchase_calculator_horizon_request_spec.rb +83 -0
- data/spec/models/ratio_targets1_spec.rb +71 -0
- data/spec/models/ratio_targets_spec.rb +71 -0
- data/spec/models/rebalancing_signal_request_spec.rb +71 -0
- data/spec/models/recommendation_config1_spec.rb +77 -0
- data/spec/models/recommendation_config_spec.rb +83 -0
- data/spec/models/recurring_transaction_analysis_request_spec.rb +111 -0
- data/spec/models/retirement_calculator_deposit_amount_request_spec.rb +113 -0
- data/spec/models/retirement_calculator_expenses_request_spec.rb +107 -0
- data/spec/models/retirement_calculator_percent_covered_request_spec.rb +107 -0
- data/spec/models/risk_allocation_request_spec.rb +85 -0
- data/spec/models/risk_score_request_spec.rb +71 -0
- data/spec/models/savings_calculator_request_spec.rb +99 -0
- data/spec/models/savings_deposit_schedule_spec.rb +63 -0
- data/spec/models/scenario_analysis_request_spec.rb +133 -0
- data/spec/models/sensitivity_analysis_request_spec.rb +133 -0
- data/spec/models/sensitivity_factor_spec.rb +59 -0
- data/spec/models/settings_spec.rb +79 -0
- data/spec/models/variable_annuity_request_spec.rb +209 -0
- data/spec/models/w_config1_spec.rb +65 -0
- data/spec/models/w_config_spec.rb +65 -0
- data/spec/spec_helper.rb +111 -0
- metadata +628 -0
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# ProtonApi::FinancialHealthApi
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All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
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Method | HTTP request | Description
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------------- | ------------- | -------------
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[**diversification_score**](FinancialHealthApi.md#diversification_score) | **POST** /diversification_score | Diversification Score
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[**emergency_fund_calculator**](FinancialHealthApi.md#emergency_fund_calculator) | **POST** /emergency_fund_calculator | Emergency Fund Calculator
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[**financial_health_check**](FinancialHealthApi.md#financial_health_check) | **POST** /financial_health_check | Financial Health Check
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[**portfolio_optimization_score**](FinancialHealthApi.md#portfolio_optimization_score) | **POST** /portfolio_optimization_score | Portfolio Optimization Score
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# **diversification_score**
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> Hash<String, Object> diversification_score(diversification_score_request)
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Diversification Score
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Assess how well a group of investments is diversified
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### Example
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```ruby
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# load the gem
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require 'proton_api'
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# setup authorization
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ProtonApi.configure do |config|
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# Creating a token for grant_type=client_credentials
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config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
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# Creating a token for grant_type=password
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config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
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# Creating a token using client token
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config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
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end
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api_instance = ProtonApi::FinancialHealthApi.new
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diversification_score_request = ProtonApi::DiversificationScoreRequest.new # DiversificationScoreRequest | Request payload for Diversification Score
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begin
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#Diversification Score
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result = api_instance.diversification_score(diversification_score_request)
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p result
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rescue ProtonApi::ApiError => e
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puts "Exception when calling FinancialHealthApi->diversification_score: #{e}"
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end
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```
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### Parameters
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Name | Type | Description | Notes
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------------- | ------------- | ------------- | -------------
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**diversification_score_request** | [**DiversificationScoreRequest**](DiversificationScoreRequest.md)| Request payload for Diversification Score |
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### Return type
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**Hash<String, Object>**
|
|
56
|
+
|
|
57
|
+
### Authorization
|
|
58
|
+
|
|
59
|
+
[oauth2](../README.md#oauth2)
|
|
60
|
+
|
|
61
|
+
### HTTP request headers
|
|
62
|
+
|
|
63
|
+
- **Content-Type**: application/json
|
|
64
|
+
- **Accept**: application/json
|
|
65
|
+
|
|
66
|
+
|
|
67
|
+
|
|
68
|
+
# **emergency_fund_calculator**
|
|
69
|
+
> Hash<String, Object> emergency_fund_calculator(emergency_fund_calculator_request)
|
|
70
|
+
|
|
71
|
+
Emergency Fund Calculator
|
|
72
|
+
|
|
73
|
+
Calculate a target emergency fund amount and savings plan
|
|
74
|
+
|
|
75
|
+
### Example
|
|
76
|
+
```ruby
|
|
77
|
+
# load the gem
|
|
78
|
+
require 'proton_api'
|
|
79
|
+
# setup authorization
|
|
80
|
+
ProtonApi.configure do |config|
|
|
81
|
+
# Creating a token for grant_type=client_credentials
|
|
82
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
83
|
+
# Creating a token for grant_type=password
|
|
84
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
85
|
+
# Creating a token using client token
|
|
86
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
87
|
+
end
|
|
88
|
+
api_instance = ProtonApi::FinancialHealthApi.new
|
|
89
|
+
|
|
90
|
+
emergency_fund_calculator_request = ProtonApi::EmergencyFundCalculatorRequest.new # EmergencyFundCalculatorRequest | Request payload for Emergency Fund Calculator
|
|
91
|
+
|
|
92
|
+
|
|
93
|
+
begin
|
|
94
|
+
#Emergency Fund Calculator
|
|
95
|
+
result = api_instance.emergency_fund_calculator(emergency_fund_calculator_request)
|
|
96
|
+
p result
|
|
97
|
+
rescue ProtonApi::ApiError => e
|
|
98
|
+
puts "Exception when calling FinancialHealthApi->emergency_fund_calculator: #{e}"
|
|
99
|
+
end
|
|
100
|
+
```
|
|
101
|
+
|
|
102
|
+
### Parameters
|
|
103
|
+
|
|
104
|
+
Name | Type | Description | Notes
|
|
105
|
+
------------- | ------------- | ------------- | -------------
|
|
106
|
+
**emergency_fund_calculator_request** | [**EmergencyFundCalculatorRequest**](EmergencyFundCalculatorRequest.md)| Request payload for Emergency Fund Calculator |
|
|
107
|
+
|
|
108
|
+
### Return type
|
|
109
|
+
|
|
110
|
+
**Hash<String, Object>**
|
|
111
|
+
|
|
112
|
+
### Authorization
|
|
113
|
+
|
|
114
|
+
[oauth2](../README.md#oauth2)
|
|
115
|
+
|
|
116
|
+
### HTTP request headers
|
|
117
|
+
|
|
118
|
+
- **Content-Type**: application/json
|
|
119
|
+
- **Accept**: application/json
|
|
120
|
+
|
|
121
|
+
|
|
122
|
+
|
|
123
|
+
# **financial_health_check**
|
|
124
|
+
> Hash<String, Object> financial_health_check(financial_health_check_request)
|
|
125
|
+
|
|
126
|
+
Financial Health Check
|
|
127
|
+
|
|
128
|
+
Calculate a series of financial ratios to assess financial health
|
|
129
|
+
|
|
130
|
+
### Example
|
|
131
|
+
```ruby
|
|
132
|
+
# load the gem
|
|
133
|
+
require 'proton_api'
|
|
134
|
+
# setup authorization
|
|
135
|
+
ProtonApi.configure do |config|
|
|
136
|
+
# Creating a token for grant_type=client_credentials
|
|
137
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
138
|
+
# Creating a token for grant_type=password
|
|
139
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
140
|
+
# Creating a token using client token
|
|
141
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
142
|
+
end
|
|
143
|
+
api_instance = ProtonApi::FinancialHealthApi.new
|
|
144
|
+
|
|
145
|
+
financial_health_check_request = ProtonApi::FinancialHealthCheckRequest.new # FinancialHealthCheckRequest | Request payload for Financial Health Check
|
|
146
|
+
|
|
147
|
+
|
|
148
|
+
begin
|
|
149
|
+
#Financial Health Check
|
|
150
|
+
result = api_instance.financial_health_check(financial_health_check_request)
|
|
151
|
+
p result
|
|
152
|
+
rescue ProtonApi::ApiError => e
|
|
153
|
+
puts "Exception when calling FinancialHealthApi->financial_health_check: #{e}"
|
|
154
|
+
end
|
|
155
|
+
```
|
|
156
|
+
|
|
157
|
+
### Parameters
|
|
158
|
+
|
|
159
|
+
Name | Type | Description | Notes
|
|
160
|
+
------------- | ------------- | ------------- | -------------
|
|
161
|
+
**financial_health_check_request** | [**FinancialHealthCheckRequest**](FinancialHealthCheckRequest.md)| Request payload for Financial Health Check |
|
|
162
|
+
|
|
163
|
+
### Return type
|
|
164
|
+
|
|
165
|
+
**Hash<String, Object>**
|
|
166
|
+
|
|
167
|
+
### Authorization
|
|
168
|
+
|
|
169
|
+
[oauth2](../README.md#oauth2)
|
|
170
|
+
|
|
171
|
+
### HTTP request headers
|
|
172
|
+
|
|
173
|
+
- **Content-Type**: application/json
|
|
174
|
+
- **Accept**: application/json
|
|
175
|
+
|
|
176
|
+
|
|
177
|
+
|
|
178
|
+
# **portfolio_optimization_score**
|
|
179
|
+
> Hash<String, Object> portfolio_optimization_score(portfolio_optimization_score_request)
|
|
180
|
+
|
|
181
|
+
Portfolio Optimization Score
|
|
182
|
+
|
|
183
|
+
Analyze a group of investments against the optimized result
|
|
184
|
+
|
|
185
|
+
### Example
|
|
186
|
+
```ruby
|
|
187
|
+
# load the gem
|
|
188
|
+
require 'proton_api'
|
|
189
|
+
# setup authorization
|
|
190
|
+
ProtonApi.configure do |config|
|
|
191
|
+
# Creating a token for grant_type=client_credentials
|
|
192
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
193
|
+
# Creating a token for grant_type=password
|
|
194
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
195
|
+
# Creating a token using client token
|
|
196
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
197
|
+
end
|
|
198
|
+
api_instance = ProtonApi::FinancialHealthApi.new
|
|
199
|
+
|
|
200
|
+
portfolio_optimization_score_request = ProtonApi::PortfolioOptimizationScoreRequest.new # PortfolioOptimizationScoreRequest | Request payload for Portfolio Optimization Score
|
|
201
|
+
|
|
202
|
+
|
|
203
|
+
begin
|
|
204
|
+
#Portfolio Optimization Score
|
|
205
|
+
result = api_instance.portfolio_optimization_score(portfolio_optimization_score_request)
|
|
206
|
+
p result
|
|
207
|
+
rescue ProtonApi::ApiError => e
|
|
208
|
+
puts "Exception when calling FinancialHealthApi->portfolio_optimization_score: #{e}"
|
|
209
|
+
end
|
|
210
|
+
```
|
|
211
|
+
|
|
212
|
+
### Parameters
|
|
213
|
+
|
|
214
|
+
Name | Type | Description | Notes
|
|
215
|
+
------------- | ------------- | ------------- | -------------
|
|
216
|
+
**portfolio_optimization_score_request** | [**PortfolioOptimizationScoreRequest**](PortfolioOptimizationScoreRequest.md)| Request payload for Portfolio Optimization Score |
|
|
217
|
+
|
|
218
|
+
### Return type
|
|
219
|
+
|
|
220
|
+
**Hash<String, Object>**
|
|
221
|
+
|
|
222
|
+
### Authorization
|
|
223
|
+
|
|
224
|
+
[oauth2](../README.md#oauth2)
|
|
225
|
+
|
|
226
|
+
### HTTP request headers
|
|
227
|
+
|
|
228
|
+
- **Content-Type**: application/json
|
|
229
|
+
- **Accept**: application/json
|
|
230
|
+
|
|
231
|
+
|
|
232
|
+
|
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
# ProtonApi::FinancialHealthCheckRequest
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
Name | Type | Description | Notes
|
|
5
|
+
------------ | ------------- | ------------- | -------------
|
|
6
|
+
**gross_annual_income** | **Float** | | [optional]
|
|
7
|
+
**liquid_assets** | **Float** | | [optional]
|
|
8
|
+
**net_monthly_income** | **Float** | | [optional]
|
|
9
|
+
**client_id** | **String** | | [optional]
|
|
10
|
+
**short_term_liabilities** | **Float** | | [optional]
|
|
11
|
+
**monthly_expenses** | **Float** | | [optional]
|
|
12
|
+
**total_liabilities** | **Float** | | [optional]
|
|
13
|
+
**lookback_periods** | **Integer** | | [optional] [default to 3]
|
|
14
|
+
**ratio_targets** | [**RatioTargets**](RatioTargets.md) | | [optional]
|
|
15
|
+
**non_liquid_assets** | **Float** | | [optional]
|
|
16
|
+
|
|
17
|
+
|
|
@@ -0,0 +1,16 @@
|
|
|
1
|
+
# ProtonApi::FinancialPictureRequest
|
|
2
|
+
|
|
3
|
+
## Properties
|
|
4
|
+
Name | Type | Description | Notes
|
|
5
|
+
------------ | ------------- | ------------- | -------------
|
|
6
|
+
**end_date** | **Date** | | [optional]
|
|
7
|
+
**client_id** | **String** | |
|
|
8
|
+
**create_log** | **BOOLEAN** | | [optional] [default to false]
|
|
9
|
+
**currency_conversion** | **String** | | [optional]
|
|
10
|
+
**show_history** | **BOOLEAN** | | [optional] [default to false]
|
|
11
|
+
**start_date** | **Date** | | [optional]
|
|
12
|
+
**currency_code** | **String** | | [optional]
|
|
13
|
+
**show_category_breakdown** | **BOOLEAN** | | [optional] [default to true]
|
|
14
|
+
**show_change** | **BOOLEAN** | | [optional] [default to false]
|
|
15
|
+
|
|
16
|
+
|
|
@@ -0,0 +1,680 @@
|
|
|
1
|
+
# ProtonApi::FinancialPlanningApi
|
|
2
|
+
|
|
3
|
+
All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
|
|
4
|
+
|
|
5
|
+
Method | HTTP request | Description
|
|
6
|
+
------------- | ------------- | -------------
|
|
7
|
+
[**education_calculator_annual_cost**](FinancialPlanningApi.md#education_calculator_annual_cost) | **POST** /education_calculator/annual_cost | Education Calculator - Annual Cost
|
|
8
|
+
[**education_calculator_deposit_amount**](FinancialPlanningApi.md#education_calculator_deposit_amount) | **POST** /education_calculator/deposit_amount | Education Calculator - Deposit Amount
|
|
9
|
+
[**education_calculator_percent_covered**](FinancialPlanningApi.md#education_calculator_percent_covered) | **POST** /education_calculator/percent_covered | Education Calculator - Percent Covered
|
|
10
|
+
[**mortgage_calculator_down_payment**](FinancialPlanningApi.md#mortgage_calculator_down_payment) | **POST** /mortgage_calculator/down_payment | Mortgage Calculator - Down Payment
|
|
11
|
+
[**mortgage_calculator_home_price**](FinancialPlanningApi.md#mortgage_calculator_home_price) | **POST** /mortgage_calculator/home_price | Mortgage Calculator - Home Price
|
|
12
|
+
[**mortgage_calculator_periodic_payment**](FinancialPlanningApi.md#mortgage_calculator_periodic_payment) | **POST** /mortgage_calculator/periodic_payment | Mortgage Calculator - Periodic Payment
|
|
13
|
+
[**purchase_calculator_amount**](FinancialPlanningApi.md#purchase_calculator_amount) | **POST** /purchase_calculator/amount | Purchase Calculator - Amount
|
|
14
|
+
[**purchase_calculator_deposit_amount**](FinancialPlanningApi.md#purchase_calculator_deposit_amount) | **POST** /purchase_calculator/deposit_amount | Purchase Calculator - Deposit Amount
|
|
15
|
+
[**purchase_calculator_horizon**](FinancialPlanningApi.md#purchase_calculator_horizon) | **POST** /purchase_calculator/horizon | Purchase Calculator - Horizon
|
|
16
|
+
[**retirement_calculator_deposit_amount**](FinancialPlanningApi.md#retirement_calculator_deposit_amount) | **POST** /retirement_calculator/deposit_amount | Retirement Calculator - Deposit Amount
|
|
17
|
+
[**retirement_calculator_expenses**](FinancialPlanningApi.md#retirement_calculator_expenses) | **POST** /retirement_calculator/expenses | Retirement Calculator - Expenses
|
|
18
|
+
[**retirement_calculator_percent_covered**](FinancialPlanningApi.md#retirement_calculator_percent_covered) | **POST** /retirement_calculator/percent_covered | Retirement Calculator - Percent Covered
|
|
19
|
+
|
|
20
|
+
|
|
21
|
+
# **education_calculator_annual_cost**
|
|
22
|
+
> Hash<String, Object> education_calculator_annual_cost(education_calculator_annual_cost_request)
|
|
23
|
+
|
|
24
|
+
Education Calculator - Annual Cost
|
|
25
|
+
|
|
26
|
+
Calculate the achievable education costs
|
|
27
|
+
|
|
28
|
+
### Example
|
|
29
|
+
```ruby
|
|
30
|
+
# load the gem
|
|
31
|
+
require 'proton_api'
|
|
32
|
+
# setup authorization
|
|
33
|
+
ProtonApi.configure do |config|
|
|
34
|
+
# Creating a token for grant_type=client_credentials
|
|
35
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
36
|
+
# Creating a token for grant_type=password
|
|
37
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
38
|
+
# Creating a token using client token
|
|
39
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
40
|
+
end
|
|
41
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
42
|
+
|
|
43
|
+
education_calculator_annual_cost_request = ProtonApi::EducationCalculatorAnnualCostRequest.new # EducationCalculatorAnnualCostRequest | Request payload for Education Calculator - Annual Cost
|
|
44
|
+
|
|
45
|
+
|
|
46
|
+
begin
|
|
47
|
+
#Education Calculator - Annual Cost
|
|
48
|
+
result = api_instance.education_calculator_annual_cost(education_calculator_annual_cost_request)
|
|
49
|
+
p result
|
|
50
|
+
rescue ProtonApi::ApiError => e
|
|
51
|
+
puts "Exception when calling FinancialPlanningApi->education_calculator_annual_cost: #{e}"
|
|
52
|
+
end
|
|
53
|
+
```
|
|
54
|
+
|
|
55
|
+
### Parameters
|
|
56
|
+
|
|
57
|
+
Name | Type | Description | Notes
|
|
58
|
+
------------- | ------------- | ------------- | -------------
|
|
59
|
+
**education_calculator_annual_cost_request** | [**EducationCalculatorAnnualCostRequest**](EducationCalculatorAnnualCostRequest.md)| Request payload for Education Calculator - Annual Cost |
|
|
60
|
+
|
|
61
|
+
### Return type
|
|
62
|
+
|
|
63
|
+
**Hash<String, Object>**
|
|
64
|
+
|
|
65
|
+
### Authorization
|
|
66
|
+
|
|
67
|
+
[oauth2](../README.md#oauth2)
|
|
68
|
+
|
|
69
|
+
### HTTP request headers
|
|
70
|
+
|
|
71
|
+
- **Content-Type**: application/json
|
|
72
|
+
- **Accept**: application/json
|
|
73
|
+
|
|
74
|
+
|
|
75
|
+
|
|
76
|
+
# **education_calculator_deposit_amount**
|
|
77
|
+
> Hash<String, Object> education_calculator_deposit_amount(education_calculator_deposit_amount_request)
|
|
78
|
+
|
|
79
|
+
Education Calculator - Deposit Amount
|
|
80
|
+
|
|
81
|
+
Calculate the necessary periodic deposit amount to achieve education costs
|
|
82
|
+
|
|
83
|
+
### Example
|
|
84
|
+
```ruby
|
|
85
|
+
# load the gem
|
|
86
|
+
require 'proton_api'
|
|
87
|
+
# setup authorization
|
|
88
|
+
ProtonApi.configure do |config|
|
|
89
|
+
# Creating a token for grant_type=client_credentials
|
|
90
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
91
|
+
# Creating a token for grant_type=password
|
|
92
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
93
|
+
# Creating a token using client token
|
|
94
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
95
|
+
end
|
|
96
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
97
|
+
|
|
98
|
+
education_calculator_deposit_amount_request = ProtonApi::EducationCalculatorDepositAmountRequest.new # EducationCalculatorDepositAmountRequest | Request payload for Education Calculator - Deposit Amount
|
|
99
|
+
|
|
100
|
+
|
|
101
|
+
begin
|
|
102
|
+
#Education Calculator - Deposit Amount
|
|
103
|
+
result = api_instance.education_calculator_deposit_amount(education_calculator_deposit_amount_request)
|
|
104
|
+
p result
|
|
105
|
+
rescue ProtonApi::ApiError => e
|
|
106
|
+
puts "Exception when calling FinancialPlanningApi->education_calculator_deposit_amount: #{e}"
|
|
107
|
+
end
|
|
108
|
+
```
|
|
109
|
+
|
|
110
|
+
### Parameters
|
|
111
|
+
|
|
112
|
+
Name | Type | Description | Notes
|
|
113
|
+
------------- | ------------- | ------------- | -------------
|
|
114
|
+
**education_calculator_deposit_amount_request** | [**EducationCalculatorDepositAmountRequest**](EducationCalculatorDepositAmountRequest.md)| Request payload for Education Calculator - Deposit Amount |
|
|
115
|
+
|
|
116
|
+
### Return type
|
|
117
|
+
|
|
118
|
+
**Hash<String, Object>**
|
|
119
|
+
|
|
120
|
+
### Authorization
|
|
121
|
+
|
|
122
|
+
[oauth2](../README.md#oauth2)
|
|
123
|
+
|
|
124
|
+
### HTTP request headers
|
|
125
|
+
|
|
126
|
+
- **Content-Type**: application/json
|
|
127
|
+
- **Accept**: application/json
|
|
128
|
+
|
|
129
|
+
|
|
130
|
+
|
|
131
|
+
# **education_calculator_percent_covered**
|
|
132
|
+
> Hash<String, Object> education_calculator_percent_covered(education_calculator_percent_covered_request)
|
|
133
|
+
|
|
134
|
+
Education Calculator - Percent Covered
|
|
135
|
+
|
|
136
|
+
Calculate the achievable percentage of education costs that can be covered
|
|
137
|
+
|
|
138
|
+
### Example
|
|
139
|
+
```ruby
|
|
140
|
+
# load the gem
|
|
141
|
+
require 'proton_api'
|
|
142
|
+
# setup authorization
|
|
143
|
+
ProtonApi.configure do |config|
|
|
144
|
+
# Creating a token for grant_type=client_credentials
|
|
145
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
146
|
+
# Creating a token for grant_type=password
|
|
147
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
148
|
+
# Creating a token using client token
|
|
149
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
150
|
+
end
|
|
151
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
152
|
+
|
|
153
|
+
education_calculator_percent_covered_request = ProtonApi::EducationCalculatorPercentCoveredRequest.new # EducationCalculatorPercentCoveredRequest | Request payload for Education Calculator - Percent Covered
|
|
154
|
+
|
|
155
|
+
|
|
156
|
+
begin
|
|
157
|
+
#Education Calculator - Percent Covered
|
|
158
|
+
result = api_instance.education_calculator_percent_covered(education_calculator_percent_covered_request)
|
|
159
|
+
p result
|
|
160
|
+
rescue ProtonApi::ApiError => e
|
|
161
|
+
puts "Exception when calling FinancialPlanningApi->education_calculator_percent_covered: #{e}"
|
|
162
|
+
end
|
|
163
|
+
```
|
|
164
|
+
|
|
165
|
+
### Parameters
|
|
166
|
+
|
|
167
|
+
Name | Type | Description | Notes
|
|
168
|
+
------------- | ------------- | ------------- | -------------
|
|
169
|
+
**education_calculator_percent_covered_request** | [**EducationCalculatorPercentCoveredRequest**](EducationCalculatorPercentCoveredRequest.md)| Request payload for Education Calculator - Percent Covered |
|
|
170
|
+
|
|
171
|
+
### Return type
|
|
172
|
+
|
|
173
|
+
**Hash<String, Object>**
|
|
174
|
+
|
|
175
|
+
### Authorization
|
|
176
|
+
|
|
177
|
+
[oauth2](../README.md#oauth2)
|
|
178
|
+
|
|
179
|
+
### HTTP request headers
|
|
180
|
+
|
|
181
|
+
- **Content-Type**: application/json
|
|
182
|
+
- **Accept**: application/json
|
|
183
|
+
|
|
184
|
+
|
|
185
|
+
|
|
186
|
+
# **mortgage_calculator_down_payment**
|
|
187
|
+
> Hash<String, Object> mortgage_calculator_down_payment(mortgage_calculator_down_payment_request)
|
|
188
|
+
|
|
189
|
+
Mortgage Calculator - Down Payment
|
|
190
|
+
|
|
191
|
+
Calculate the necessary down payment for the mortgage
|
|
192
|
+
|
|
193
|
+
### Example
|
|
194
|
+
```ruby
|
|
195
|
+
# load the gem
|
|
196
|
+
require 'proton_api'
|
|
197
|
+
# setup authorization
|
|
198
|
+
ProtonApi.configure do |config|
|
|
199
|
+
# Creating a token for grant_type=client_credentials
|
|
200
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
201
|
+
# Creating a token for grant_type=password
|
|
202
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
203
|
+
# Creating a token using client token
|
|
204
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
205
|
+
end
|
|
206
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
207
|
+
|
|
208
|
+
mortgage_calculator_down_payment_request = ProtonApi::MortgageCalculatorDownPaymentRequest.new # MortgageCalculatorDownPaymentRequest | Request payload for Mortgage Calculator - Down Payment
|
|
209
|
+
|
|
210
|
+
|
|
211
|
+
begin
|
|
212
|
+
#Mortgage Calculator - Down Payment
|
|
213
|
+
result = api_instance.mortgage_calculator_down_payment(mortgage_calculator_down_payment_request)
|
|
214
|
+
p result
|
|
215
|
+
rescue ProtonApi::ApiError => e
|
|
216
|
+
puts "Exception when calling FinancialPlanningApi->mortgage_calculator_down_payment: #{e}"
|
|
217
|
+
end
|
|
218
|
+
```
|
|
219
|
+
|
|
220
|
+
### Parameters
|
|
221
|
+
|
|
222
|
+
Name | Type | Description | Notes
|
|
223
|
+
------------- | ------------- | ------------- | -------------
|
|
224
|
+
**mortgage_calculator_down_payment_request** | [**MortgageCalculatorDownPaymentRequest**](MortgageCalculatorDownPaymentRequest.md)| Request payload for Mortgage Calculator - Down Payment |
|
|
225
|
+
|
|
226
|
+
### Return type
|
|
227
|
+
|
|
228
|
+
**Hash<String, Object>**
|
|
229
|
+
|
|
230
|
+
### Authorization
|
|
231
|
+
|
|
232
|
+
[oauth2](../README.md#oauth2)
|
|
233
|
+
|
|
234
|
+
### HTTP request headers
|
|
235
|
+
|
|
236
|
+
- **Content-Type**: application/json
|
|
237
|
+
- **Accept**: application/json
|
|
238
|
+
|
|
239
|
+
|
|
240
|
+
|
|
241
|
+
# **mortgage_calculator_home_price**
|
|
242
|
+
> Hash<String, Object> mortgage_calculator_home_price(mortgage_calculator_home_price_request)
|
|
243
|
+
|
|
244
|
+
Mortgage Calculator - Home Price
|
|
245
|
+
|
|
246
|
+
Calculate the achievable home price for the mortgage
|
|
247
|
+
|
|
248
|
+
### Example
|
|
249
|
+
```ruby
|
|
250
|
+
# load the gem
|
|
251
|
+
require 'proton_api'
|
|
252
|
+
# setup authorization
|
|
253
|
+
ProtonApi.configure do |config|
|
|
254
|
+
# Creating a token for grant_type=client_credentials
|
|
255
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
256
|
+
# Creating a token for grant_type=password
|
|
257
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
258
|
+
# Creating a token using client token
|
|
259
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
260
|
+
end
|
|
261
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
262
|
+
|
|
263
|
+
mortgage_calculator_home_price_request = ProtonApi::MortgageCalculatorHomePriceRequest.new # MortgageCalculatorHomePriceRequest | Request payload for Mortgage Calculator - Home Price
|
|
264
|
+
|
|
265
|
+
|
|
266
|
+
begin
|
|
267
|
+
#Mortgage Calculator - Home Price
|
|
268
|
+
result = api_instance.mortgage_calculator_home_price(mortgage_calculator_home_price_request)
|
|
269
|
+
p result
|
|
270
|
+
rescue ProtonApi::ApiError => e
|
|
271
|
+
puts "Exception when calling FinancialPlanningApi->mortgage_calculator_home_price: #{e}"
|
|
272
|
+
end
|
|
273
|
+
```
|
|
274
|
+
|
|
275
|
+
### Parameters
|
|
276
|
+
|
|
277
|
+
Name | Type | Description | Notes
|
|
278
|
+
------------- | ------------- | ------------- | -------------
|
|
279
|
+
**mortgage_calculator_home_price_request** | [**MortgageCalculatorHomePriceRequest**](MortgageCalculatorHomePriceRequest.md)| Request payload for Mortgage Calculator - Home Price |
|
|
280
|
+
|
|
281
|
+
### Return type
|
|
282
|
+
|
|
283
|
+
**Hash<String, Object>**
|
|
284
|
+
|
|
285
|
+
### Authorization
|
|
286
|
+
|
|
287
|
+
[oauth2](../README.md#oauth2)
|
|
288
|
+
|
|
289
|
+
### HTTP request headers
|
|
290
|
+
|
|
291
|
+
- **Content-Type**: application/json
|
|
292
|
+
- **Accept**: application/json
|
|
293
|
+
|
|
294
|
+
|
|
295
|
+
|
|
296
|
+
# **mortgage_calculator_periodic_payment**
|
|
297
|
+
> Hash<String, Object> mortgage_calculator_periodic_payment(mortgage_calculator_periodic_payment_request)
|
|
298
|
+
|
|
299
|
+
Mortgage Calculator - Periodic Payment
|
|
300
|
+
|
|
301
|
+
Calculate the periodic payment for the mortgage
|
|
302
|
+
|
|
303
|
+
### Example
|
|
304
|
+
```ruby
|
|
305
|
+
# load the gem
|
|
306
|
+
require 'proton_api'
|
|
307
|
+
# setup authorization
|
|
308
|
+
ProtonApi.configure do |config|
|
|
309
|
+
# Creating a token for grant_type=client_credentials
|
|
310
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
311
|
+
# Creating a token for grant_type=password
|
|
312
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
313
|
+
# Creating a token using client token
|
|
314
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
315
|
+
end
|
|
316
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
317
|
+
|
|
318
|
+
mortgage_calculator_periodic_payment_request = ProtonApi::MortgageCalculatorPeriodicPaymentRequest.new # MortgageCalculatorPeriodicPaymentRequest | Request payload for Mortgage Calculator - Periodic Payment
|
|
319
|
+
|
|
320
|
+
|
|
321
|
+
begin
|
|
322
|
+
#Mortgage Calculator - Periodic Payment
|
|
323
|
+
result = api_instance.mortgage_calculator_periodic_payment(mortgage_calculator_periodic_payment_request)
|
|
324
|
+
p result
|
|
325
|
+
rescue ProtonApi::ApiError => e
|
|
326
|
+
puts "Exception when calling FinancialPlanningApi->mortgage_calculator_periodic_payment: #{e}"
|
|
327
|
+
end
|
|
328
|
+
```
|
|
329
|
+
|
|
330
|
+
### Parameters
|
|
331
|
+
|
|
332
|
+
Name | Type | Description | Notes
|
|
333
|
+
------------- | ------------- | ------------- | -------------
|
|
334
|
+
**mortgage_calculator_periodic_payment_request** | [**MortgageCalculatorPeriodicPaymentRequest**](MortgageCalculatorPeriodicPaymentRequest.md)| Request payload for Mortgage Calculator - Periodic Payment |
|
|
335
|
+
|
|
336
|
+
### Return type
|
|
337
|
+
|
|
338
|
+
**Hash<String, Object>**
|
|
339
|
+
|
|
340
|
+
### Authorization
|
|
341
|
+
|
|
342
|
+
[oauth2](../README.md#oauth2)
|
|
343
|
+
|
|
344
|
+
### HTTP request headers
|
|
345
|
+
|
|
346
|
+
- **Content-Type**: application/json
|
|
347
|
+
- **Accept**: application/json
|
|
348
|
+
|
|
349
|
+
|
|
350
|
+
|
|
351
|
+
# **purchase_calculator_amount**
|
|
352
|
+
> Hash<String, Object> purchase_calculator_amount(purchase_calculator_amount_request)
|
|
353
|
+
|
|
354
|
+
Purchase Calculator - Amount
|
|
355
|
+
|
|
356
|
+
Calculate the achievable purchase amount
|
|
357
|
+
|
|
358
|
+
### Example
|
|
359
|
+
```ruby
|
|
360
|
+
# load the gem
|
|
361
|
+
require 'proton_api'
|
|
362
|
+
# setup authorization
|
|
363
|
+
ProtonApi.configure do |config|
|
|
364
|
+
# Creating a token for grant_type=client_credentials
|
|
365
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
366
|
+
# Creating a token for grant_type=password
|
|
367
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
368
|
+
# Creating a token using client token
|
|
369
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
370
|
+
end
|
|
371
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
372
|
+
|
|
373
|
+
purchase_calculator_amount_request = ProtonApi::PurchaseCalculatorAmountRequest.new # PurchaseCalculatorAmountRequest | Request payload for Purchase Calculator - Amount
|
|
374
|
+
|
|
375
|
+
|
|
376
|
+
begin
|
|
377
|
+
#Purchase Calculator - Amount
|
|
378
|
+
result = api_instance.purchase_calculator_amount(purchase_calculator_amount_request)
|
|
379
|
+
p result
|
|
380
|
+
rescue ProtonApi::ApiError => e
|
|
381
|
+
puts "Exception when calling FinancialPlanningApi->purchase_calculator_amount: #{e}"
|
|
382
|
+
end
|
|
383
|
+
```
|
|
384
|
+
|
|
385
|
+
### Parameters
|
|
386
|
+
|
|
387
|
+
Name | Type | Description | Notes
|
|
388
|
+
------------- | ------------- | ------------- | -------------
|
|
389
|
+
**purchase_calculator_amount_request** | [**PurchaseCalculatorAmountRequest**](PurchaseCalculatorAmountRequest.md)| Request payload for Purchase Calculator - Amount |
|
|
390
|
+
|
|
391
|
+
### Return type
|
|
392
|
+
|
|
393
|
+
**Hash<String, Object>**
|
|
394
|
+
|
|
395
|
+
### Authorization
|
|
396
|
+
|
|
397
|
+
[oauth2](../README.md#oauth2)
|
|
398
|
+
|
|
399
|
+
### HTTP request headers
|
|
400
|
+
|
|
401
|
+
- **Content-Type**: application/json
|
|
402
|
+
- **Accept**: application/json
|
|
403
|
+
|
|
404
|
+
|
|
405
|
+
|
|
406
|
+
# **purchase_calculator_deposit_amount**
|
|
407
|
+
> Hash<String, Object> purchase_calculator_deposit_amount(purchase_calculator_deposit_amount_request)
|
|
408
|
+
|
|
409
|
+
Purchase Calculator - Deposit Amount
|
|
410
|
+
|
|
411
|
+
Calculate the necessary periodic deposit amount to achieve the purchase amount
|
|
412
|
+
|
|
413
|
+
### Example
|
|
414
|
+
```ruby
|
|
415
|
+
# load the gem
|
|
416
|
+
require 'proton_api'
|
|
417
|
+
# setup authorization
|
|
418
|
+
ProtonApi.configure do |config|
|
|
419
|
+
# Creating a token for grant_type=client_credentials
|
|
420
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
421
|
+
# Creating a token for grant_type=password
|
|
422
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
423
|
+
# Creating a token using client token
|
|
424
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
425
|
+
end
|
|
426
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
427
|
+
|
|
428
|
+
purchase_calculator_deposit_amount_request = ProtonApi::PurchaseCalculatorDepositAmountRequest.new # PurchaseCalculatorDepositAmountRequest | Request payload for Purchase Calculator - Deposit Amount
|
|
429
|
+
|
|
430
|
+
|
|
431
|
+
begin
|
|
432
|
+
#Purchase Calculator - Deposit Amount
|
|
433
|
+
result = api_instance.purchase_calculator_deposit_amount(purchase_calculator_deposit_amount_request)
|
|
434
|
+
p result
|
|
435
|
+
rescue ProtonApi::ApiError => e
|
|
436
|
+
puts "Exception when calling FinancialPlanningApi->purchase_calculator_deposit_amount: #{e}"
|
|
437
|
+
end
|
|
438
|
+
```
|
|
439
|
+
|
|
440
|
+
### Parameters
|
|
441
|
+
|
|
442
|
+
Name | Type | Description | Notes
|
|
443
|
+
------------- | ------------- | ------------- | -------------
|
|
444
|
+
**purchase_calculator_deposit_amount_request** | [**PurchaseCalculatorDepositAmountRequest**](PurchaseCalculatorDepositAmountRequest.md)| Request payload for Purchase Calculator - Deposit Amount |
|
|
445
|
+
|
|
446
|
+
### Return type
|
|
447
|
+
|
|
448
|
+
**Hash<String, Object>**
|
|
449
|
+
|
|
450
|
+
### Authorization
|
|
451
|
+
|
|
452
|
+
[oauth2](../README.md#oauth2)
|
|
453
|
+
|
|
454
|
+
### HTTP request headers
|
|
455
|
+
|
|
456
|
+
- **Content-Type**: application/json
|
|
457
|
+
- **Accept**: application/json
|
|
458
|
+
|
|
459
|
+
|
|
460
|
+
|
|
461
|
+
# **purchase_calculator_horizon**
|
|
462
|
+
> Hash<String, Object> purchase_calculator_horizon(purchase_calculator_horizon_request)
|
|
463
|
+
|
|
464
|
+
Purchase Calculator - Horizon
|
|
465
|
+
|
|
466
|
+
Calculate the necessary time horizon to achieve the purchase amount
|
|
467
|
+
|
|
468
|
+
### Example
|
|
469
|
+
```ruby
|
|
470
|
+
# load the gem
|
|
471
|
+
require 'proton_api'
|
|
472
|
+
# setup authorization
|
|
473
|
+
ProtonApi.configure do |config|
|
|
474
|
+
# Creating a token for grant_type=client_credentials
|
|
475
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
476
|
+
# Creating a token for grant_type=password
|
|
477
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
478
|
+
# Creating a token using client token
|
|
479
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
480
|
+
end
|
|
481
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
482
|
+
|
|
483
|
+
purchase_calculator_horizon_request = ProtonApi::PurchaseCalculatorHorizonRequest.new # PurchaseCalculatorHorizonRequest | Request payload for Purchase Calculator - Horizon
|
|
484
|
+
|
|
485
|
+
|
|
486
|
+
begin
|
|
487
|
+
#Purchase Calculator - Horizon
|
|
488
|
+
result = api_instance.purchase_calculator_horizon(purchase_calculator_horizon_request)
|
|
489
|
+
p result
|
|
490
|
+
rescue ProtonApi::ApiError => e
|
|
491
|
+
puts "Exception when calling FinancialPlanningApi->purchase_calculator_horizon: #{e}"
|
|
492
|
+
end
|
|
493
|
+
```
|
|
494
|
+
|
|
495
|
+
### Parameters
|
|
496
|
+
|
|
497
|
+
Name | Type | Description | Notes
|
|
498
|
+
------------- | ------------- | ------------- | -------------
|
|
499
|
+
**purchase_calculator_horizon_request** | [**PurchaseCalculatorHorizonRequest**](PurchaseCalculatorHorizonRequest.md)| Request payload for Purchase Calculator - Horizon |
|
|
500
|
+
|
|
501
|
+
### Return type
|
|
502
|
+
|
|
503
|
+
**Hash<String, Object>**
|
|
504
|
+
|
|
505
|
+
### Authorization
|
|
506
|
+
|
|
507
|
+
[oauth2](../README.md#oauth2)
|
|
508
|
+
|
|
509
|
+
### HTTP request headers
|
|
510
|
+
|
|
511
|
+
- **Content-Type**: application/json
|
|
512
|
+
- **Accept**: application/json
|
|
513
|
+
|
|
514
|
+
|
|
515
|
+
|
|
516
|
+
# **retirement_calculator_deposit_amount**
|
|
517
|
+
> Hash<String, Object> retirement_calculator_deposit_amount(retirement_calculator_deposit_amount_request)
|
|
518
|
+
|
|
519
|
+
Retirement Calculator - Deposit Amount
|
|
520
|
+
|
|
521
|
+
Calculate the necessary period deposit amount to achieve the retirement expenses
|
|
522
|
+
|
|
523
|
+
### Example
|
|
524
|
+
```ruby
|
|
525
|
+
# load the gem
|
|
526
|
+
require 'proton_api'
|
|
527
|
+
# setup authorization
|
|
528
|
+
ProtonApi.configure do |config|
|
|
529
|
+
# Creating a token for grant_type=client_credentials
|
|
530
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
531
|
+
# Creating a token for grant_type=password
|
|
532
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
533
|
+
# Creating a token using client token
|
|
534
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
535
|
+
end
|
|
536
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
537
|
+
|
|
538
|
+
retirement_calculator_deposit_amount_request = ProtonApi::RetirementCalculatorDepositAmountRequest.new # RetirementCalculatorDepositAmountRequest | Request payload for Retirement Calculator - Deposit AMount
|
|
539
|
+
|
|
540
|
+
|
|
541
|
+
begin
|
|
542
|
+
#Retirement Calculator - Deposit Amount
|
|
543
|
+
result = api_instance.retirement_calculator_deposit_amount(retirement_calculator_deposit_amount_request)
|
|
544
|
+
p result
|
|
545
|
+
rescue ProtonApi::ApiError => e
|
|
546
|
+
puts "Exception when calling FinancialPlanningApi->retirement_calculator_deposit_amount: #{e}"
|
|
547
|
+
end
|
|
548
|
+
```
|
|
549
|
+
|
|
550
|
+
### Parameters
|
|
551
|
+
|
|
552
|
+
Name | Type | Description | Notes
|
|
553
|
+
------------- | ------------- | ------------- | -------------
|
|
554
|
+
**retirement_calculator_deposit_amount_request** | [**RetirementCalculatorDepositAmountRequest**](RetirementCalculatorDepositAmountRequest.md)| Request payload for Retirement Calculator - Deposit AMount |
|
|
555
|
+
|
|
556
|
+
### Return type
|
|
557
|
+
|
|
558
|
+
**Hash<String, Object>**
|
|
559
|
+
|
|
560
|
+
### Authorization
|
|
561
|
+
|
|
562
|
+
[oauth2](../README.md#oauth2)
|
|
563
|
+
|
|
564
|
+
### HTTP request headers
|
|
565
|
+
|
|
566
|
+
- **Content-Type**: application/json
|
|
567
|
+
- **Accept**: application/json
|
|
568
|
+
|
|
569
|
+
|
|
570
|
+
|
|
571
|
+
# **retirement_calculator_expenses**
|
|
572
|
+
> Hash<String, Object> retirement_calculator_expenses(retirement_calculator_expenses_request)
|
|
573
|
+
|
|
574
|
+
Retirement Calculator - Expenses
|
|
575
|
+
|
|
576
|
+
Calculate the achievable retirement expenses
|
|
577
|
+
|
|
578
|
+
### Example
|
|
579
|
+
```ruby
|
|
580
|
+
# load the gem
|
|
581
|
+
require 'proton_api'
|
|
582
|
+
# setup authorization
|
|
583
|
+
ProtonApi.configure do |config|
|
|
584
|
+
# Creating a token for grant_type=client_credentials
|
|
585
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
586
|
+
# Creating a token for grant_type=password
|
|
587
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
588
|
+
# Creating a token using client token
|
|
589
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
590
|
+
end
|
|
591
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
592
|
+
|
|
593
|
+
retirement_calculator_expenses_request = ProtonApi::RetirementCalculatorExpensesRequest.new # RetirementCalculatorExpensesRequest | Request payload for Retirement Calculator - Expenses
|
|
594
|
+
|
|
595
|
+
|
|
596
|
+
begin
|
|
597
|
+
#Retirement Calculator - Expenses
|
|
598
|
+
result = api_instance.retirement_calculator_expenses(retirement_calculator_expenses_request)
|
|
599
|
+
p result
|
|
600
|
+
rescue ProtonApi::ApiError => e
|
|
601
|
+
puts "Exception when calling FinancialPlanningApi->retirement_calculator_expenses: #{e}"
|
|
602
|
+
end
|
|
603
|
+
```
|
|
604
|
+
|
|
605
|
+
### Parameters
|
|
606
|
+
|
|
607
|
+
Name | Type | Description | Notes
|
|
608
|
+
------------- | ------------- | ------------- | -------------
|
|
609
|
+
**retirement_calculator_expenses_request** | [**RetirementCalculatorExpensesRequest**](RetirementCalculatorExpensesRequest.md)| Request payload for Retirement Calculator - Expenses |
|
|
610
|
+
|
|
611
|
+
### Return type
|
|
612
|
+
|
|
613
|
+
**Hash<String, Object>**
|
|
614
|
+
|
|
615
|
+
### Authorization
|
|
616
|
+
|
|
617
|
+
[oauth2](../README.md#oauth2)
|
|
618
|
+
|
|
619
|
+
### HTTP request headers
|
|
620
|
+
|
|
621
|
+
- **Content-Type**: application/json
|
|
622
|
+
- **Accept**: application/json
|
|
623
|
+
|
|
624
|
+
|
|
625
|
+
|
|
626
|
+
# **retirement_calculator_percent_covered**
|
|
627
|
+
> Hash<String, Object> retirement_calculator_percent_covered(retirement_calculator_percent_covered_request)
|
|
628
|
+
|
|
629
|
+
Retirement Calculator - Percent Covered
|
|
630
|
+
|
|
631
|
+
Calculate the achievable percentage of retirement expenses that can be covered
|
|
632
|
+
|
|
633
|
+
### Example
|
|
634
|
+
```ruby
|
|
635
|
+
# load the gem
|
|
636
|
+
require 'proton_api'
|
|
637
|
+
# setup authorization
|
|
638
|
+
ProtonApi.configure do |config|
|
|
639
|
+
# Creating a token for grant_type=client_credentials
|
|
640
|
+
config.create_client_credential("CLIENT_ID", "CLIENT_SECRET");
|
|
641
|
+
# Creating a token for grant_type=password
|
|
642
|
+
config.create_password_credential("CLIENT_ID", "CLIENT_SECRET", "USERNAME", "PASSWORD");
|
|
643
|
+
# Creating a token using client token
|
|
644
|
+
config.create_client_token_credential("CLIENT_ID", "CLIENT_SECRET", "CLIENT_TOKEN");
|
|
645
|
+
end
|
|
646
|
+
api_instance = ProtonApi::FinancialPlanningApi.new
|
|
647
|
+
|
|
648
|
+
retirement_calculator_percent_covered_request = ProtonApi::RetirementCalculatorPercentCoveredRequest.new # RetirementCalculatorPercentCoveredRequest | Request payload for Retirement Calculator - Percent Covered
|
|
649
|
+
|
|
650
|
+
|
|
651
|
+
begin
|
|
652
|
+
#Retirement Calculator - Percent Covered
|
|
653
|
+
result = api_instance.retirement_calculator_percent_covered(retirement_calculator_percent_covered_request)
|
|
654
|
+
p result
|
|
655
|
+
rescue ProtonApi::ApiError => e
|
|
656
|
+
puts "Exception when calling FinancialPlanningApi->retirement_calculator_percent_covered: #{e}"
|
|
657
|
+
end
|
|
658
|
+
```
|
|
659
|
+
|
|
660
|
+
### Parameters
|
|
661
|
+
|
|
662
|
+
Name | Type | Description | Notes
|
|
663
|
+
------------- | ------------- | ------------- | -------------
|
|
664
|
+
**retirement_calculator_percent_covered_request** | [**RetirementCalculatorPercentCoveredRequest**](RetirementCalculatorPercentCoveredRequest.md)| Request payload for Retirement Calculator - Percent Covered |
|
|
665
|
+
|
|
666
|
+
### Return type
|
|
667
|
+
|
|
668
|
+
**Hash<String, Object>**
|
|
669
|
+
|
|
670
|
+
### Authorization
|
|
671
|
+
|
|
672
|
+
[oauth2](../README.md#oauth2)
|
|
673
|
+
|
|
674
|
+
### HTTP request headers
|
|
675
|
+
|
|
676
|
+
- **Content-Type**: application/json
|
|
677
|
+
- **Accept**: application/json
|
|
678
|
+
|
|
679
|
+
|
|
680
|
+
|