Portfolio X-Ray API

OutputEquityMarketMaturity

object

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

AsOfDatestring(date-time)

End date of analysis.

Portfolioobject
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Benchmarkobject
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Example

OutputEquityMarketMaturityItem

object
DevelopedMarketsnumber(double)

Countries with mature economies and stock markets that benefit from a high degree of investor recourse, corporate governance and legal infrastructure.

EmergingMarketsnumber(double)

Countries with fairly young economies and stock markets that offer higher growth potential and higher risk.

NotAvailablenumber(double)

Countries that are neither developed nor emerging, or that lack a sufficiently liquid or transparent stock market.

Example

OutputEquityRegionExposureItem

object
Idstring

Parent/rollup region identifier.

Valuenumber(double)

Value for world region.

ExposureItemarray[object]

Child region items. Values are client-specific and may follow Morningstar or institution-defined classifications.

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Example

OutputEquityRegionExposureItemSecurity

object
SecurityIdstring

Unique identifier of a security.

Analyzednumber(double)

Percentage of security analyzed.

NotAnalyzednumber(double)

Percentage of security not analyzed.

Regionarray[object]
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Example

OutputEquitySector

object
Idstring

Possible values are GICS, Morningstar, or institution-defined identifier.

PortfolioAnalyzednumber(double)

Percentage of portfolio analyzed.

Portfolioarray[object]
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Benchmarkarray[object]
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SecurityBreakdownarray[object]
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Example