Portfolio X-Ray API

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

OutputEquityStyleBreakdownItemSecurity

object
SecurityIdstring

Unique identifier of a security.

Analyzednumber(double)

Percentage of security analyzed.

NotAnalyzednumber(double)

Percentage of security not analyzed.

EquityStyleBreakdownItemobject
Show Child Parameters
Example

OutputEquityStyleItem

object
AverageMarketCapnumber(double)

Geometric mean of the market capitalizations of all stocks held, weighted by portfolio allocation.

Example

OutputEquityStyleItemSecurity

object
SecurityIdstring

Unique identifier of a security.

EquityStyleItemobject
Show Child Parameters
Example

OutputEquityTypeBreakdown

object

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

AsOfDatestring(date-time)

End date of analysis.

PortfolioAnalyzednumber(double)

Percentage of portfolio analyzed.

Portfolioarray[object]
Show Child Parameters
Benchmarkarray[object]
Show Child Parameters
SecurityBreakdownarray[object]
Show Child Parameters
Example