proton_api 1.8.0

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Files changed (292) hide show
  1. checksums.yaml +7 -0
  2. data/Gemfile +7 -0
  3. data/README.md +246 -0
  4. data/Rakefile +8 -0
  5. data/docs/AccumulationGoalDepositConfig.md +14 -0
  6. data/docs/AnnuitiesApi.md +344 -0
  7. data/docs/AnnuityCalculatorAccumulationHorizonRequest.md +19 -0
  8. data/docs/AnnuityCalculatorAnnuityAmountRequest.md +19 -0
  9. data/docs/AnnuityCalculatorDecumulationHorizonRequest.md +19 -0
  10. data/docs/AnnuityCalculatorDepositAmountRequest.md +19 -0
  11. data/docs/AnnuityCalculatorInitialBalanceRequest.md +19 -0
  12. data/docs/AnnuityDepositSchedule.md +10 -0
  13. data/docs/BacktestRequest.md +17 -0
  14. data/docs/BeneficiaryBequestConfig.md +10 -0
  15. data/docs/BudgetAggregationAccount.md +8 -0
  16. data/docs/BudgetCalculatorRequest.md +16 -0
  17. data/docs/BudgetComponent.md +10 -0
  18. data/docs/BudgetDetails.md +17 -0
  19. data/docs/BusinessFinancialHealthCheckRequest.md +22 -0
  20. data/docs/BusinessFinancialManagementApi.md +288 -0
  21. data/docs/BusinessInvoiceAnalysisRequest.md +20 -0
  22. data/docs/CalculatorDepositSchedule.md +9 -0
  23. data/docs/CalculatorDepositSchedule1.md +10 -0
  24. data/docs/CardLimitCheckRequest.md +9 -0
  25. data/docs/CardTransactionAuthorizationRequest.md +19 -0
  26. data/docs/CardsApi.md +120 -0
  27. data/docs/CashAnalysisRequest.md +17 -0
  28. data/docs/CashFlowAnalysisRequest.md +20 -0
  29. data/docs/ChildrenEducationConfig.md +9 -0
  30. data/docs/CustomerAnalysisRequest.md +17 -0
  31. data/docs/DecumulationGoalDepositConfig.md +14 -0
  32. data/docs/DimensionalRiskScoreRequest.md +16 -0
  33. data/docs/DiversificationScoreRequest.md +19 -0
  34. data/docs/EducationCalculatorAnnualCostRequest.md +18 -0
  35. data/docs/EducationCalculatorDepositAmountRequest.md +19 -0
  36. data/docs/EducationCalculatorPercentCoveredRequest.md +18 -0
  37. data/docs/EducationConfig.md +10 -0
  38. data/docs/EmergencyFundCalculatorRequest.md +24 -0
  39. data/docs/EventStudyRequest.md +18 -0
  40. data/docs/FeeAnalysisRequest.md +13 -0
  41. data/docs/FinancialHealthApi.md +232 -0
  42. data/docs/FinancialHealthCheckRequest.md +17 -0
  43. data/docs/FinancialPictureRequest.md +16 -0
  44. data/docs/FinancialPlanningApi.md +680 -0
  45. data/docs/FinancialStatementAnalysisRequest.md +22 -0
  46. data/docs/GoalAccumulationAllocationRequest.md +33 -0
  47. data/docs/GoalAccumulationRecommendationRequest.md +28 -0
  48. data/docs/GoalAccumulationStatusRequest.md +28 -0
  49. data/docs/GoalConfig.md +9 -0
  50. data/docs/GoalDecumulationAllocationRequest.md +34 -0
  51. data/docs/GoalDecumulationRecommendationRequest.md +29 -0
  52. data/docs/GoalDecumulationStatusRequest.md +29 -0
  53. data/docs/GoalWithdrawalConfig.md +14 -0
  54. data/docs/GoalsApi.md +344 -0
  55. data/docs/GuaranteedRateBenefit.md +11 -0
  56. data/docs/IncomeConfig.md +10 -0
  57. data/docs/LifeInsuranceApi.md +64 -0
  58. data/docs/LifeInsuranceNeedsCalculatorRequest.md +22 -0
  59. data/docs/MonteCarloRequest.md +29 -0
  60. data/docs/MortgageCalculatorDownPaymentRequest.md +11 -0
  61. data/docs/MortgageCalculatorHomePriceRequest.md +11 -0
  62. data/docs/MortgageCalculatorPeriodicPaymentRequest.md +11 -0
  63. data/docs/MvoRequest.md +18 -0
  64. data/docs/OptConfig.md +14 -0
  65. data/docs/OptConfig1.md +12 -0
  66. data/docs/Periods.md +9 -0
  67. data/docs/PersonalFinancialManagementApi.md +288 -0
  68. data/docs/PortfolioConstructionApi.md +64 -0
  69. data/docs/PortfolioManagementApi.md +64 -0
  70. data/docs/PortfolioOptimizationScoreRequest.md +21 -0
  71. data/docs/PortfolioWhatIfRequest.md +21 -0
  72. data/docs/PurchaseCalculatorAmountRequest.md +16 -0
  73. data/docs/PurchaseCalculatorDepositAmountRequest.md +17 -0
  74. data/docs/PurchaseCalculatorHorizonRequest.md +15 -0
  75. data/docs/RatioTargets.md +13 -0
  76. data/docs/RatioTargets1.md +13 -0
  77. data/docs/RebalancingSignalRequest.md +13 -0
  78. data/docs/RecommendationConfig.md +15 -0
  79. data/docs/RecommendationConfig1.md +14 -0
  80. data/docs/RecurringTransactionAnalysisRequest.md +19 -0
  81. data/docs/RetirementCalculatorDepositAmountRequest.md +20 -0
  82. data/docs/RetirementCalculatorExpensesRequest.md +19 -0
  83. data/docs/RetirementCalculatorPercentCoveredRequest.md +19 -0
  84. data/docs/RiskAllocationRequest.md +14 -0
  85. data/docs/RiskScoreRequest.md +13 -0
  86. data/docs/RiskScoringApi.md +176 -0
  87. data/docs/SavingsCalculatorRequest.md +17 -0
  88. data/docs/SavingsDepositSchedule.md +11 -0
  89. data/docs/ScenarioAnalysisRequest.md +22 -0
  90. data/docs/SensitivityAnalysisRequest.md +22 -0
  91. data/docs/SensitivityFactor.md +11 -0
  92. data/docs/Settings.md +13 -0
  93. data/docs/SimulationsApi.md +400 -0
  94. data/docs/VariableAnnuityRequest.md +34 -0
  95. data/docs/WConfig.md +12 -0
  96. data/docs/WConfig1.md +12 -0
  97. data/git_push.sh +55 -0
  98. data/lib/proton_api.rb +132 -0
  99. data/lib/proton_api/api/annuities_api.rb +347 -0
  100. data/lib/proton_api/api/business_financial_management_api.rb +293 -0
  101. data/lib/proton_api/api/cards_api.rb +131 -0
  102. data/lib/proton_api/api/financial_health_api.rb +239 -0
  103. data/lib/proton_api/api/financial_planning_api.rb +671 -0
  104. data/lib/proton_api/api/goals_api.rb +347 -0
  105. data/lib/proton_api/api/life_insurance_api.rb +77 -0
  106. data/lib/proton_api/api/personal_financial_management_api.rb +293 -0
  107. data/lib/proton_api/api/portfolio_construction_api.rb +77 -0
  108. data/lib/proton_api/api/portfolio_management_api.rb +77 -0
  109. data/lib/proton_api/api/risk_scoring_api.rb +185 -0
  110. data/lib/proton_api/api/simulations_api.rb +401 -0
  111. data/lib/proton_api/api_client.rb +391 -0
  112. data/lib/proton_api/api_error.rb +38 -0
  113. data/lib/proton_api/auth_configuration.rb +177 -0
  114. data/lib/proton_api/configuration.rb +209 -0
  115. data/lib/proton_api/models/accumulation_goal_deposit_config.rb +338 -0
  116. data/lib/proton_api/models/annuity_calculator_accumulation_horizon_request.rb +462 -0
  117. data/lib/proton_api/models/annuity_calculator_annuity_amount_request.rb +464 -0
  118. data/lib/proton_api/models/annuity_calculator_decumulation_horizon_request.rb +462 -0
  119. data/lib/proton_api/models/annuity_calculator_deposit_amount_request.rb +471 -0
  120. data/lib/proton_api/models/annuity_calculator_initial_balance_request.rb +471 -0
  121. data/lib/proton_api/models/annuity_deposit_schedule.rb +257 -0
  122. data/lib/proton_api/models/backtest_request.rb +298 -0
  123. data/lib/proton_api/models/beneficiary_bequest_config.rb +260 -0
  124. data/lib/proton_api/models/budget_aggregation_account.rb +189 -0
  125. data/lib/proton_api/models/budget_calculator_request.rb +315 -0
  126. data/lib/proton_api/models/budget_component.rb +231 -0
  127. data/lib/proton_api/models/budget_details.rb +340 -0
  128. data/lib/proton_api/models/business_financial_health_check_request.rb +478 -0
  129. data/lib/proton_api/models/business_invoice_analysis_request.rb +355 -0
  130. data/lib/proton_api/models/calculator_deposit_schedule.rb +231 -0
  131. data/lib/proton_api/models/calculator_deposit_schedule1.rb +257 -0
  132. data/lib/proton_api/models/card_limit_check_request.rb +203 -0
  133. data/lib/proton_api/models/card_transaction_authorization_request.rb +359 -0
  134. data/lib/proton_api/models/cash_analysis_request.rb +321 -0
  135. data/lib/proton_api/models/cash_flow_analysis_request.rb +338 -0
  136. data/lib/proton_api/models/children_education_config.rb +224 -0
  137. data/lib/proton_api/models/customer_analysis_request.rb +286 -0
  138. data/lib/proton_api/models/decumulation_goal_deposit_config.rb +338 -0
  139. data/lib/proton_api/models/dimensional_risk_score_request.rb +285 -0
  140. data/lib/proton_api/models/diversification_score_request.rb +327 -0
  141. data/lib/proton_api/models/education_calculator_annual_cost_request.rb +453 -0
  142. data/lib/proton_api/models/education_calculator_deposit_amount_request.rb +486 -0
  143. data/lib/proton_api/models/education_calculator_percent_covered_request.rb +451 -0
  144. data/lib/proton_api/models/education_config.rb +274 -0
  145. data/lib/proton_api/models/emergency_fund_calculator_request.rb +564 -0
  146. data/lib/proton_api/models/event_study_request.rb +320 -0
  147. data/lib/proton_api/models/fee_analysis_request.rb +231 -0
  148. data/lib/proton_api/models/financial_health_check_request.rb +387 -0
  149. data/lib/proton_api/models/financial_picture_request.rb +269 -0
  150. data/lib/proton_api/models/financial_statement_analysis_request.rb +455 -0
  151. data/lib/proton_api/models/goal_accumulation_allocation_request.rb +732 -0
  152. data/lib/proton_api/models/goal_accumulation_recommendation_request.rb +625 -0
  153. data/lib/proton_api/models/goal_accumulation_status_request.rb +625 -0
  154. data/lib/proton_api/models/goal_config.rb +225 -0
  155. data/lib/proton_api/models/goal_decumulation_allocation_request.rb +767 -0
  156. data/lib/proton_api/models/goal_decumulation_recommendation_request.rb +660 -0
  157. data/lib/proton_api/models/goal_decumulation_status_request.rb +660 -0
  158. data/lib/proton_api/models/goal_withdrawal_config.rb +338 -0
  159. data/lib/proton_api/models/guaranteed_rate_benefit.rb +275 -0
  160. data/lib/proton_api/models/income_config.rb +269 -0
  161. data/lib/proton_api/models/life_insurance_needs_calculator_request.rb +518 -0
  162. data/lib/proton_api/models/monte_carlo_request.rb +507 -0
  163. data/lib/proton_api/models/mortgage_calculator_down_payment_request.rb +302 -0
  164. data/lib/proton_api/models/mortgage_calculator_home_price_request.rb +302 -0
  165. data/lib/proton_api/models/mortgage_calculator_periodic_payment_request.rb +302 -0
  166. data/lib/proton_api/models/mvo_request.rb +369 -0
  167. data/lib/proton_api/models/opt_config.rb +303 -0
  168. data/lib/proton_api/models/opt_config1.rb +263 -0
  169. data/lib/proton_api/models/periods.rb +223 -0
  170. data/lib/proton_api/models/portfolio_optimization_score_request.rb +359 -0
  171. data/lib/proton_api/models/portfolio_what_if_request.rb +354 -0
  172. data/lib/proton_api/models/purchase_calculator_amount_request.rb +404 -0
  173. data/lib/proton_api/models/purchase_calculator_deposit_amount_request.rb +437 -0
  174. data/lib/proton_api/models/purchase_calculator_horizon_request.rb +359 -0
  175. data/lib/proton_api/models/ratio_targets.rb +331 -0
  176. data/lib/proton_api/models/ratio_targets1.rb +331 -0
  177. data/lib/proton_api/models/rebalancing_signal_request.rb +241 -0
  178. data/lib/proton_api/models/recommendation_config.rb +360 -0
  179. data/lib/proton_api/models/recommendation_config1.rb +349 -0
  180. data/lib/proton_api/models/recurring_transaction_analysis_request.rb +370 -0
  181. data/lib/proton_api/models/retirement_calculator_deposit_amount_request.rb +512 -0
  182. data/lib/proton_api/models/retirement_calculator_expenses_request.rb +479 -0
  183. data/lib/proton_api/models/retirement_calculator_percent_covered_request.rb +477 -0
  184. data/lib/proton_api/models/risk_allocation_request.rb +319 -0
  185. data/lib/proton_api/models/risk_score_request.rb +242 -0
  186. data/lib/proton_api/models/savings_calculator_request.rb +398 -0
  187. data/lib/proton_api/models/savings_deposit_schedule.rb +279 -0
  188. data/lib/proton_api/models/scenario_analysis_request.rb +404 -0
  189. data/lib/proton_api/models/sensitivity_analysis_request.rb +402 -0
  190. data/lib/proton_api/models/sensitivity_factor.rb +281 -0
  191. data/lib/proton_api/models/settings.rb +290 -0
  192. data/lib/proton_api/models/variable_annuity_request.rb +703 -0
  193. data/lib/proton_api/models/w_config.rb +385 -0
  194. data/lib/proton_api/models/w_config1.rb +350 -0
  195. data/lib/proton_api/version.rb +15 -0
  196. data/proton_api.gemspec +46 -0
  197. data/spec/api/annuities_api_spec.rb +107 -0
  198. data/spec/api/business_financial_management_api_spec.rb +95 -0
  199. data/spec/api/cards_api_spec.rb +59 -0
  200. data/spec/api/financial_health_api_spec.rb +83 -0
  201. data/spec/api/financial_planning_api_spec.rb +179 -0
  202. data/spec/api/goals_api_spec.rb +107 -0
  203. data/spec/api/life_insurance_api_spec.rb +47 -0
  204. data/spec/api/personal_financial_management_api_spec.rb +95 -0
  205. data/spec/api/portfolio_construction_api_spec.rb +47 -0
  206. data/spec/api/portfolio_management_api_spec.rb +47 -0
  207. data/spec/api/risk_scoring_api_spec.rb +71 -0
  208. data/spec/api/simulations_api_spec.rb +119 -0
  209. data/spec/api_client_spec.rb +243 -0
  210. data/spec/configuration_spec.rb +42 -0
  211. data/spec/models/accumulation_goal_deposit_config_spec.rb +89 -0
  212. data/spec/models/annuity_calculator_accumulation_horizon_request_spec.rb +111 -0
  213. data/spec/models/annuity_calculator_annuity_amount_request_spec.rb +111 -0
  214. data/spec/models/annuity_calculator_decumulation_horizon_request_spec.rb +111 -0
  215. data/spec/models/annuity_calculator_deposit_amount_request_spec.rb +111 -0
  216. data/spec/models/annuity_calculator_initial_balance_request_spec.rb +111 -0
  217. data/spec/models/annuity_deposit_schedule_spec.rb +57 -0
  218. data/spec/models/backtest_request_spec.rb +95 -0
  219. data/spec/models/beneficiary_bequest_config_spec.rb +53 -0
  220. data/spec/models/budget_aggregation_account_spec.rb +41 -0
  221. data/spec/models/budget_calculator_request_spec.rb +93 -0
  222. data/spec/models/budget_component_spec.rb +53 -0
  223. data/spec/models/budget_details_spec.rb +99 -0
  224. data/spec/models/business_financial_health_check_request_spec.rb +137 -0
  225. data/spec/models/business_invoice_analysis_request_spec.rb +117 -0
  226. data/spec/models/calculator_deposit_schedule1_spec.rb +57 -0
  227. data/spec/models/calculator_deposit_schedule_spec.rb +51 -0
  228. data/spec/models/card_limit_check_request_spec.rb +47 -0
  229. data/spec/models/card_transaction_authorization_request_spec.rb +115 -0
  230. data/spec/models/cash_analysis_request_spec.rb +103 -0
  231. data/spec/models/cash_flow_analysis_request_spec.rb +117 -0
  232. data/spec/models/children_education_config_spec.rb +47 -0
  233. data/spec/models/customer_analysis_request_spec.rb +95 -0
  234. data/spec/models/decumulation_goal_deposit_config_spec.rb +89 -0
  235. data/spec/models/dimensional_risk_score_request_spec.rb +89 -0
  236. data/spec/models/diversification_score_request_spec.rb +111 -0
  237. data/spec/models/education_calculator_annual_cost_request_spec.rb +101 -0
  238. data/spec/models/education_calculator_deposit_amount_request_spec.rb +107 -0
  239. data/spec/models/education_calculator_percent_covered_request_spec.rb +101 -0
  240. data/spec/models/education_config_spec.rb +53 -0
  241. data/spec/models/emergency_fund_calculator_request_spec.rb +141 -0
  242. data/spec/models/event_study_request_spec.rb +109 -0
  243. data/spec/models/fee_analysis_request_spec.rb +71 -0
  244. data/spec/models/financial_health_check_request_spec.rb +95 -0
  245. data/spec/models/financial_picture_request_spec.rb +89 -0
  246. data/spec/models/financial_statement_analysis_request_spec.rb +149 -0
  247. data/spec/models/goal_accumulation_allocation_request_spec.rb +215 -0
  248. data/spec/models/goal_accumulation_recommendation_request_spec.rb +173 -0
  249. data/spec/models/goal_accumulation_status_request_spec.rb +173 -0
  250. data/spec/models/goal_config_spec.rb +47 -0
  251. data/spec/models/goal_decumulation_allocation_request_spec.rb +221 -0
  252. data/spec/models/goal_decumulation_recommendation_request_spec.rb +179 -0
  253. data/spec/models/goal_decumulation_status_request_spec.rb +179 -0
  254. data/spec/models/goal_withdrawal_config_spec.rb +89 -0
  255. data/spec/models/guaranteed_rate_benefit_spec.rb +59 -0
  256. data/spec/models/income_config_spec.rb +53 -0
  257. data/spec/models/life_insurance_needs_calculator_request_spec.rb +125 -0
  258. data/spec/models/monte_carlo_request_spec.rb +179 -0
  259. data/spec/models/mortgage_calculator_down_payment_request_spec.rb +59 -0
  260. data/spec/models/mortgage_calculator_home_price_request_spec.rb +59 -0
  261. data/spec/models/mortgage_calculator_periodic_payment_request_spec.rb +59 -0
  262. data/spec/models/mvo_request_spec.rb +113 -0
  263. data/spec/models/opt_config1_spec.rb +69 -0
  264. data/spec/models/opt_config_spec.rb +81 -0
  265. data/spec/models/periods_spec.rb +47 -0
  266. data/spec/models/portfolio_optimization_score_request_spec.rb +127 -0
  267. data/spec/models/portfolio_what_if_request_spec.rb +123 -0
  268. data/spec/models/purchase_calculator_amount_request_spec.rb +93 -0
  269. data/spec/models/purchase_calculator_deposit_amount_request_spec.rb +99 -0
  270. data/spec/models/purchase_calculator_horizon_request_spec.rb +83 -0
  271. data/spec/models/ratio_targets1_spec.rb +71 -0
  272. data/spec/models/ratio_targets_spec.rb +71 -0
  273. data/spec/models/rebalancing_signal_request_spec.rb +71 -0
  274. data/spec/models/recommendation_config1_spec.rb +77 -0
  275. data/spec/models/recommendation_config_spec.rb +83 -0
  276. data/spec/models/recurring_transaction_analysis_request_spec.rb +111 -0
  277. data/spec/models/retirement_calculator_deposit_amount_request_spec.rb +113 -0
  278. data/spec/models/retirement_calculator_expenses_request_spec.rb +107 -0
  279. data/spec/models/retirement_calculator_percent_covered_request_spec.rb +107 -0
  280. data/spec/models/risk_allocation_request_spec.rb +85 -0
  281. data/spec/models/risk_score_request_spec.rb +71 -0
  282. data/spec/models/savings_calculator_request_spec.rb +99 -0
  283. data/spec/models/savings_deposit_schedule_spec.rb +63 -0
  284. data/spec/models/scenario_analysis_request_spec.rb +133 -0
  285. data/spec/models/sensitivity_analysis_request_spec.rb +133 -0
  286. data/spec/models/sensitivity_factor_spec.rb +59 -0
  287. data/spec/models/settings_spec.rb +79 -0
  288. data/spec/models/variable_annuity_request_spec.rb +209 -0
  289. data/spec/models/w_config1_spec.rb +65 -0
  290. data/spec/models/w_config_spec.rb +65 -0
  291. data/spec/spec_helper.rb +111 -0
  292. metadata +628 -0
@@ -0,0 +1,232 @@
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+ # ProtonApi::FinancialHealthApi
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+
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+ All URIs are relative to *https://sandbox.hydrogenplatform.com/proton/v1*
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+
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+ Method | HTTP request | Description
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+ ------------- | ------------- | -------------
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+ [**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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+
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+
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+ # **diversification_score**
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+ > Hash<String, Object> diversification_score(diversification_score_request)
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+
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+ Diversification Score
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+
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+ Assess how well a group of investments is diversified
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+
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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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+
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+ diversification_score_request = ProtonApi::DiversificationScoreRequest.new # DiversificationScoreRequest | Request payload for Diversification Score
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+
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+
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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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+
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+ ### Parameters
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+
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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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+
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+ ### Return type
54
+
55
+ **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
+