proton_api 1.8.0
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- 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>**
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### Authorization
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[oauth2](../README.md#oauth2)
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### HTTP request headers
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- **Content-Type**: application/json
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- **Accept**: application/json
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|
+
# **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
|
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|
+
#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
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+
|
122
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+
|
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
|
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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
|
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
|
+
|