Generate portfolio x-ray
Generate an x-ray of the portfolio(s) specified in the request body. The response will return information about how the portfolio is diversified by region, sector and investment style.
To override the default value in the Accept-Language HTTP header, use the langcult parameter.
post
Query Parameters
langcultstringrequired
Language and locale used for the response. Defaults to en-US.
Allowed values:en-USen-CAen-AUen-GB
Default:en-US
teststringrequired
For internal testing.
Allowed values:self
Default:self
Body
application/json
Body
application/json
RequestPortfolioXray
Generate a Portfolio X-Ray for up to 2 portfolios. The maximum number of holdings per portfolio is 250.
Viewobject
Show Child Parameters
Configobject
Show Child Parameters
RequestSettingsobjectrequired
Analysis settings including output currency, date range, performance frequency, and optional data sections.
Show Child Parameters
Portfoliosarray[object]required
Object representing a portfolio to be analysed. Each holding must specify a security identifier and either Weight or Value to define its allocation. TotalValue is required when holdings use Weight.
>= 1 items<= 2 items
Show Child Parameters
Response
application/json
Response
application/json
200: OK
ResponsePortfolioXray
X-Ray response containing analysis results and security reference data.
XRayarray[object]
Show Child Parameters
SecurityReferencearray[object]
Security reference data returned alongside the X-Ray response.
Show Child Parameters
post/portfolioanalysis/v1/xray
Authentication
Query Parameters
Body
{
"Portfolios": [
{
"Name": "ExamplePortfolio1",
"Currency": "USD",
"TotalValue": 50000,
"Holdings": [
{
"TradingSymbol": "SPY",
"Weight": 40
},
{
"TradingSymbol": "AGG",
"Weight": 30
},
{
"TradingSymbol": "QQQ",
"Weight": 20
},
{
"SecurityId": "CASH%0.000",
"Weight": 10
}
],
"Benchmark": {
"Type": "Standard"
},
"RequestSettings": {
"OutputCurrency": "USD",
"AnalysisDateTimePeriod": "MonthEnd",
"PortfolioPerformanceStartDate": "EarliestCommon",
"PerformanceFrequency": "Monthly",
"InitialValue": 10000,
"DisableRescale": false
}
}
]
}
application/json
RequestPortfolioXray
objectGenerate a Portfolio X-Ray for up to 2 portfolios. The maximum number of holdings per portfolio is 250.
Viewobject
Show Child Parameters
Configobject
Show Child Parameters
RequestSettingsobjectrequired
Analysis settings including output currency, date range, performance frequency, and optional data sections.
Show Child Parameters
Portfoliosarray[object]required
Object representing a portfolio to be analysed. Each holding must specify a security identifier and either Weight or Value to define its allocation. TotalValue is required when holdings use Weight.
>= 1 items<= 2 items
Show Child Parameters
Example
ResponsePortfolioXray
objectX-Ray response containing analysis results and security reference data.
XRayarray[object]
Show Child Parameters
SecurityReferencearray[object]
Security reference data returned alongside the X-Ray response.
Show Child Parameters
Example
InputAssetClassGroupConfigs
objectAsset class group to query.
AssetClassGroupConfigarray[object]
Asset class group identifier. Maximum of one value can be passed in a request.
Show Child Parameters
Example
InputAssetClassGroupConfig
objectIdstring
Asset class group identifier.
Allowed values:ACG-AUDETAILEDACG-BROAD-INDIA2ACG-BROAD-JAPANACG-CABROADACG-CANBROAD4ACG-EUBROADACG-GLOBBROADACG-NZDETAILEDACG-UKBROADACG-UK-GBRACG-USBROAD
Default:ACG-USBROAD
Example