Portfolio X-Ray API

OutputDataItemString

object
idstring
valuestring
Example

OutputDataItemStringNumber

object
Idstring
Valuenumber(double)

Value.

Example

OutputDataItemTimePeriod

object
Idstring

Allowed values:QuarterToDateYearToDateMonth1Month3Month6Year1Year2Year3Year5Year10SinceInception

Valuenumber(double)
GrossValuenumber(double)
Example

OutputDataItemTrailingTimePeriod

object
Idstring

Time period identifier.

Allowed values:YearToDateMonth3Month6Year1Year2Year3Year5Year10SinceInception

Valuenumber(double)

Value for the time period.

GrossValuenumber(double)

Gross value for the time period.

Example

OutputEquityAnalysis

object

Equity analysis data.

AsOfDatestring(date-time)

End date of analysis.

EquitySectorsobject

The portfolio’s equity exposure broken down by sector. Percentages may reflect long, short, net, or long-rescaled positions.

Show Child Parameters
WorldRegionsobject

The portfolio’s equity exposure broken down by geographic region. Percentages may reflect long, short, net, or long-rescaled positions.

Show Child Parameters
EquityMarketMaturityobject

Market maturity breakdown showing the percentage of portfolio stocks domiciled in developed and emerging markets.

Show Child Parameters
EquityTypeBreakdownobject

Portfolio stocks broken down into Morningstar equity type designations based on objective financial criteria.

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PriceRatiosobject

Price ratio data for the portfolio and benchmark.

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Profitabilityobject

Profitability data for the portfolio and benchmark.

Show Child Parameters
GeometricAverageCapitalizationobject

Geometric average capitalization data for the portfolio and benchmark.

Show Child Parameters
Example