Portfolio X-Ray API

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]
Show Child Parameters
Example

OutputEquityStyle

object

Equity style data.

AsOfDatestring(date-time)

End date of analysis.

PortfolioAnalyzednumber(double)

Percentage of portfolio analyzed.

Portfolioobject
Show Child Parameters
Benchmarkobject
Show Child Parameters
EquityStyleBreakdownobject

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

Show Child Parameters
SecurityBreakdownarray[object]
Show Child Parameters
Example

OutputEquityStyleBreakdown

object

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

AsOfDatestring(date-time)

End date of analysis.

Portfolioobject
Show Child Parameters
SecurityBreakdownarray[object]
Show Child Parameters
Example

OutputEquityStyleBreakdownItem

object
LargeValuenumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

LargeBlendnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

LargeGrowthnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

MidValuenumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

MidBlendnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

MidGrowthnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

SmallValuenumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

SmallBlendnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

SmallGrowthnumber(double)

Percentage of equity holdings in this style box quadrant of the Morningstar Style Box™.

Unclassifiednumber(double)

Percentage not classified into a style box category.

Example