Portfolio X-Ray API

OutputEquitySectorExposureItem

object
Idstring

Parent/rollup sector identifier.

Valuenumber(double)

Sector exposure value.

ExposureItemarray[object]

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

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Example

OutputEquitySectorExposureItemSecurity

object
SecurityIdstring

Unique identifier of a security.

Analyzednumber(double)

Percentage of security analyzed.

NotAnalyzednumber(double)

Percentage of security not analyzed.

Sectorarray[object]
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Example

OutputEquitySectorItem

object
Idstring

Parent/rollup sector identifier.

Valuenumber(double)

Sector exposure value.

Example

OutputEquitySectors

object

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

EquitySectorarray[object]
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Example

OutputEquityStyle

object

Equity style data.

AsOfDatestring(date-time)

End date of analysis.

PortfolioAnalyzednumber(double)

Percentage of portfolio analyzed.

Portfolioobject
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Benchmarkobject
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EquityStyleBreakdownobject

Equity style box breakdown by market capitalization (Large/Mid/Small) and investment style (Value/Blend/Growth).

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SecurityBreakdownarray[object]
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Example