Portfolio X-Ray API

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
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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]
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Benchmarkarray[object]
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SecurityBreakdownarray[object]
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Example

OutputEquityTypeBreakdownItemSecurity

object
SecurityIdstring

Unique identifier of a security.

Analyzednumber(double)

Percentage of security analyzed.

NotAnalyzednumber(double)

Percentage of security not analyzed.

EquityTypeBreakdownItemarray[object]
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Example

OutputErrorOutput

object
Messagestring

Example:The request is invalid.

SpecificErrorStatusarray[object]
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Example