/// <summary>
/// Initializes a new instance of the <see cref="BusinessFinancialHealthCheckRequest" /> class.
/// </summary>
/// <param name="currencyCode">currencyCode.</param>
/// <param name="clientId">clientId.</param>
/// <param name="ratioTargets">ratioTargets.</param>
/// <param name="accountingMethod">accountingMethod.</param>
/// <param name="totalLiabilities">totalLiabilities.</param>
/// <param name="totalAssets">totalAssets.</param>
/// <param name="currencyConversion">currencyConversion.</param>
/// <param name="periodQuarter">periodQuarter.</param>
/// <param name="periodMonth">periodMonth.</param>
/// <param name="totalEquity">totalEquity.</param>
/// <param name="businessId">businessId.</param>
/// <param name="periodYear">periodYear.</param>
/// <param name="totalRevenue">totalRevenue.</param>
/// <param name="periodLength">periodLength (default to PeriodLengthEnum.Quarterly).</param>
/// <param name="netIncome">netIncome.</param>
/// <param name="periodType">periodType.</param>
public BusinessFinancialHealthCheckRequest(string currencyCode = default(string), Guid?clientId = default(Guid?), RatioTargets1 ratioTargets = default(RatioTargets1), AccountingMethodEnum?accountingMethod = default(AccountingMethodEnum?), float?totalLiabilities = default(float?), float?totalAssets = default(float?), string currencyConversion = default(string), int?periodQuarter = default(int?), int?periodMonth = default(int?), float?totalEquity = default(float?), Guid?businessId = default(Guid?), int?periodYear = default(int?), float?totalRevenue = default(float?), PeriodLengthEnum?periodLength = PeriodLengthEnum.Quarterly, float?netIncome = default(float?), PeriodTypeEnum?periodType = default(PeriodTypeEnum?))
{
this.CurrencyCode = currencyCode;
this.ClientId = clientId;
this.RatioTargets = ratioTargets;
this.AccountingMethod = accountingMethod;
this.TotalLiabilities = totalLiabilities;
this.TotalAssets = totalAssets;
this.CurrencyConversion = currencyConversion;
this.PeriodQuarter = periodQuarter;
this.PeriodMonth = periodMonth;
this.TotalEquity = totalEquity;
this.BusinessId = businessId;
this.PeriodYear = periodYear;
this.TotalRevenue = totalRevenue;
// use default value if no "periodLength" provided
if (periodLength == null)
{
this.PeriodLength = PeriodLengthEnum.Quarterly;
}
else
{
this.PeriodLength = periodLength;
}
this.NetIncome = netIncome;
this.PeriodType = periodType;
}
/// <summary>
/// Initializes a new instance of the <see cref="UpsertReferencePortfolioConstituentsRequest" /> class.
/// </summary>
/// <param name="effectiveFrom">effectiveFrom (required).</param>
/// <param name="weightType">weightType (required).</param>
/// <param name="periodType">periodType.</param>
/// <param name="periodCount">periodCount.</param>
/// <param name="constituents">Set of constituents (instrument/weight pairings) (required).</param>
public UpsertReferencePortfolioConstituentsRequest(DateTimeOffset?effectiveFrom = default(DateTimeOffset?), WeightTypeEnum weightType = default(WeightTypeEnum), PeriodTypeEnum?periodType = default(PeriodTypeEnum?), int?periodCount = default(int?), List <ReferencePortfolioConstituentRequest> constituents = default(List <ReferencePortfolioConstituentRequest>))
{
// to ensure "effectiveFrom" is required (not null)
if (effectiveFrom == null)
{
throw new InvalidDataException("effectiveFrom is a required property for UpsertReferencePortfolioConstituentsRequest and cannot be null");
}
else
{
this.EffectiveFrom = effectiveFrom;
}
// to ensure "weightType" is required (not null)
if (weightType == null)
{
throw new InvalidDataException("weightType is a required property for UpsertReferencePortfolioConstituentsRequest and cannot be null");
}
else
{
this.WeightType = weightType;
}
// to ensure "constituents" is required (not null)
if (constituents == null)
{
throw new InvalidDataException("constituents is a required property for UpsertReferencePortfolioConstituentsRequest and cannot be null");
}
else
{
this.Constituents = constituents;
}
this.PeriodType = periodType;
this.PeriodCount = periodCount;
}
/// <summary>
/// Initializes a new instance of the <see cref="FinancialStatementAnalysisRequest" /> class.
/// </summary>
/// <param name="currencyCode">currencyCode.</param>
/// <param name="clientId">clientId.</param>
/// <param name="showHistory">showHistory (default to false).</param>
/// <param name="accountingMethod">accountingMethod (required).</param>
/// <param name="endDate">endDate.</param>
/// <param name="historyFrequencyInterval">historyFrequencyInterval (default to HistoryFrequencyIntervalEnum.Month).</param>
/// <param name="currencyConversion">currencyConversion.</param>
/// <param name="periodQuarter">periodQuarter.</param>
/// <param name="statementType">statementType (default to StatementTypeEnum.All).</param>
/// <param name="periodMonth">periodMonth.</param>
/// <param name="startDate">startDate.</param>
/// <param name="businessId">businessId.</param>
/// <param name="periodYear">periodYear.</param>
/// <param name="periodLength">periodLength (default to PeriodLengthEnum.Quarterly).</param>
/// <param name="statNames">statNames.</param>
/// <param name="periodType">periodType.</param>
public FinancialStatementAnalysisRequest(string currencyCode = default(string), Guid?clientId = default(Guid?), bool?showHistory = false, AccountingMethodEnum accountingMethod = default(AccountingMethodEnum), DateTime?endDate = default(DateTime?), HistoryFrequencyIntervalEnum?historyFrequencyInterval = HistoryFrequencyIntervalEnum.Month, string currencyConversion = default(string), int?periodQuarter = default(int?), StatementTypeEnum?statementType = StatementTypeEnum.All, int?periodMonth = default(int?), DateTime?startDate = default(DateTime?), Guid?businessId = default(Guid?), int?periodYear = default(int?), PeriodLengthEnum?periodLength = PeriodLengthEnum.Quarterly, List <StatNamesEnum> statNames = default(List <StatNamesEnum>), PeriodTypeEnum?periodType = default(PeriodTypeEnum?))
{
// to ensure "accountingMethod" is required (not null)
if (accountingMethod == null)
{
throw new InvalidDataException("accountingMethod is a required property for FinancialStatementAnalysisRequest and cannot be null");
}
else
{
this.AccountingMethod = accountingMethod;
}
this.CurrencyCode = currencyCode;
this.ClientId = clientId;
// use default value if no "showHistory" provided
if (showHistory == null)
{
this.ShowHistory = false;
}
else
{
this.ShowHistory = showHistory;
}
this.EndDate = endDate;
// use default value if no "historyFrequencyInterval" provided
if (historyFrequencyInterval == null)
{
this.HistoryFrequencyInterval = HistoryFrequencyIntervalEnum.Month;
}
else
{
this.HistoryFrequencyInterval = historyFrequencyInterval;
}
this.CurrencyConversion = currencyConversion;
this.PeriodQuarter = periodQuarter;
// use default value if no "statementType" provided
if (statementType == null)
{
this.StatementType = StatementTypeEnum.All;
}
else
{
this.StatementType = statementType;
}
this.PeriodMonth = periodMonth;
this.StartDate = startDate;
this.BusinessId = businessId;
this.PeriodYear = periodYear;
// use default value if no "periodLength" provided
if (periodLength == null)
{
this.PeriodLength = PeriodLengthEnum.Quarterly;
}
else
{
this.PeriodLength = periodLength;
}
this.StatNames = statNames;
this.PeriodType = periodType;
}
/// <summary>
/// Initializes a new instance of the <see cref="UpsertReferencePortfolioConstituentsRequest" /> class.
/// </summary>
/// <param name="effectiveFrom">The first date from which the weights will apply (required).</param>
/// <param name="weightType">The available values are: Static, Floating, Periodical (required).</param>
/// <param name="periodType">The available values are: Daily, Weekly, Monthly, Quarterly, Annually.</param>
/// <param name="periodCount">periodCount.</param>
/// <param name="constituents">Set of constituents (instrument/weight pairings) (required).</param>
public UpsertReferencePortfolioConstituentsRequest(DateTimeOrCutLabel effectiveFrom = default(DateTimeOrCutLabel), WeightTypeEnum weightType = default(WeightTypeEnum), PeriodTypeEnum?periodType = default(PeriodTypeEnum?), int?periodCount = default(int?), List <ReferencePortfolioConstituentRequest> constituents = default(List <ReferencePortfolioConstituentRequest>))
{
// to ensure "effectiveFrom" is required (not null)
this.EffectiveFrom = effectiveFrom ?? throw new ArgumentNullException("effectiveFrom is a required property for UpsertReferencePortfolioConstituentsRequest and cannot be null");
this.WeightType = weightType;
// to ensure "constituents" is required (not null)
this.Constituents = constituents ?? throw new ArgumentNullException("constituents is a required property for UpsertReferencePortfolioConstituentsRequest and cannot be null");
this.PeriodType = periodType;
this.PeriodCount = periodCount;
}
/// <summary>
/// Initializes a new instance of the <see cref="GetReferencePortfolioConstituentsResponse" /> class.
/// </summary>
/// <param name="effectiveFrom">effectiveFrom (required).</param>
/// <param name="weightType">The available values are: Static, Floating, Periodical (required).</param>
/// <param name="periodType">The available values are: Daily, Weekly, Monthly, Quarterly, Annually.</param>
/// <param name="periodCount">periodCount.</param>
/// <param name="constituents">Set of constituents (instrument/weight pairings) (required).</param>
/// <param name="href">The Uri that returns the same result as the original request, but may include resolved as at time(s)..</param>
/// <param name="links">Collection of links..</param>
public GetReferencePortfolioConstituentsResponse(DateTimeOffset effectiveFrom = default(DateTimeOffset), WeightTypeEnum weightType = default(WeightTypeEnum), PeriodTypeEnum?periodType = default(PeriodTypeEnum?), int?periodCount = default(int?), List <ReferencePortfolioConstituent> constituents = default(List <ReferencePortfolioConstituent>), string href = default(string), List <Link> links = default(List <Link>))
{
this.EffectiveFrom = effectiveFrom;
this.WeightType = weightType;
// to ensure "constituents" is required (not null)
this.Constituents = constituents ?? throw new ArgumentNullException("constituents is a required property for GetReferencePortfolioConstituentsResponse and cannot be null");
this.PeriodType = periodType;
this.PeriodCount = periodCount;
this.Href = href;
this.Links = links;
}
/// <summary>
/// Initializes a new instance of the <see cref="GetReferencePortfolioConstituentsResponse" /> class.
/// </summary>
/// <param name="effectiveFrom">effectiveFrom (required).</param>
/// <param name="weightType">The available values are: Static, Floating, Periodical (required).</param>
/// <param name="periodType">The available values are: Daily, Weekly, Monthly, Quarterly, Annually.</param>
/// <param name="periodCount">periodCount.</param>
/// <param name="constituents">Set of constituents (instrument/weight pairings) (required).</param>
/// <param name="href">The Uri that returns the same result as the original request, but may include resolved as at time(s)..</param>
/// <param name="links">links.</param>
public GetReferencePortfolioConstituentsResponse(DateTimeOffset?effectiveFrom = default(DateTimeOffset?), WeightTypeEnum weightType = default(WeightTypeEnum), PeriodTypeEnum?periodType = default(PeriodTypeEnum?), int?periodCount = default(int?), List <ReferencePortfolioConstituent> constituents = default(List <ReferencePortfolioConstituent>), string href = default(string), List <Link> links = default(List <Link>))
{
// to ensure "effectiveFrom" is required (not null)
if (effectiveFrom == null)
{
throw new InvalidDataException("effectiveFrom is a required property for GetReferencePortfolioConstituentsResponse and cannot be null");
}
else
{
this.EffectiveFrom = effectiveFrom;
}
// to ensure "weightType" is required (not null)
if (weightType == null)
{
throw new InvalidDataException("weightType is a required property for GetReferencePortfolioConstituentsResponse and cannot be null");
}
else
{
this.WeightType = weightType;
}
this.PeriodType = periodType;
this.PeriodCount = periodCount;
// to ensure "constituents" is required (not null)
if (constituents == null)
{
throw new InvalidDataException("constituents is a required property for GetReferencePortfolioConstituentsResponse and cannot be null");
}
else
{
this.Constituents = constituents;
}
this.Href = href;
this.Links = links;
this.PeriodType = periodType;
this.PeriodCount = periodCount;
this.Href = href;
this.Links = links;
}
/// <summary>
/// Initializes a new instance of the <see cref="PerformanceCalculatorRequest" /> class.
/// </summary>
/// <param name="annualizedReturnPeriod">annualizedReturnPeriod (default to AnnualizedReturnPeriodEnum.D).</param>
/// <param name="riskFreeAlpha">riskFreeAlpha (default to 0.0F).</param>
/// <param name="allocationId">allocationId.</param>
/// <param name="meanPercentileMonteCarlo">meanPercentileMonteCarlo (default to 50.0F).</param>
/// <param name="modelId">modelId.</param>
/// <param name="marDownsideDeviation">marDownsideDeviation (default to 0.0F).</param>
/// <param name="riskFreeSharpe">riskFreeSharpe (default to 0.0F).</param>
/// <param name="benchmarkId">benchmarkId.</param>
/// <param name="riskFreeSortino">riskFreeSortino (default to 0.0F).</param>
/// <param name="householdId">householdId.</param>
/// <param name="minPercentileMonteCarlo">minPercentileMonteCarlo (default to 20.0F).</param>
/// <param name="movingAverageNDay">movingAverageNDay (default to 7).</param>
/// <param name="activePremiumPeriod">activePremiumPeriod (default to ActivePremiumPeriodEnum.D).</param>
/// <param name="statName">statName (required).</param>
/// <param name="endDate">endDate.</param>
/// <param name="startDate">startDate.</param>
/// <param name="nDayReturns">nDayReturns (default to 7).</param>
/// <param name="varConfInterval">varConfInterval (default to 95.0F).</param>
/// <param name="periodType">periodType (default to PeriodTypeEnum.D).</param>
/// <param name="riskFreeTreynor">riskFreeTreynor (default to 0.0F).</param>
/// <param name="nRollingMaxDrawdown">nRollingMaxDrawdown (default to 7).</param>
/// <param name="portfolioId">portfolioId.</param>
/// <param name="numSimMonteCarlo">numSimMonteCarlo (default to 1000).</param>
/// <param name="goalId">goalId.</param>
/// <param name="accountId">accountId.</param>
/// <param name="securityId">securityId.</param>
/// <param name="nPathMonteCarlo">nPathMonteCarlo (default to 100).</param>
/// <param name="clientId">clientId.</param>
/// <param name="nRollingVolatility">nRollingVolatility (default to 7).</param>
/// <param name="histFactor">histFactor (default to 5.0F).</param>
/// <param name="maxPercentileMonteCarlo">maxPercentileMonteCarlo (default to 80.0F).</param>
public PerformanceCalculatorRequest(AnnualizedReturnPeriodEnum?annualizedReturnPeriod = AnnualizedReturnPeriodEnum.D, float?riskFreeAlpha = 0.0F, Guid?allocationId = default(Guid?), float?meanPercentileMonteCarlo = 50.0F, Guid?modelId = default(Guid?), float?marDownsideDeviation = 0.0F, float?riskFreeSharpe = 0.0F, Guid?benchmarkId = default(Guid?), float?riskFreeSortino = 0.0F, Guid?householdId = default(Guid?), float?minPercentileMonteCarlo = 20.0F, int?movingAverageNDay = 7, ActivePremiumPeriodEnum?activePremiumPeriod = ActivePremiumPeriodEnum.D, string statName = default(string), DateTime?endDate = default(DateTime?), DateTime?startDate = default(DateTime?), int?nDayReturns = 7, float?varConfInterval = 95.0F, PeriodTypeEnum?periodType = PeriodTypeEnum.D, float?riskFreeTreynor = 0.0F, int?nRollingMaxDrawdown = 7, Guid?portfolioId = default(Guid?), int?numSimMonteCarlo = 1000, Guid?goalId = default(Guid?), Guid?accountId = default(Guid?), Guid?securityId = default(Guid?), int?nPathMonteCarlo = 100, Guid?clientId = default(Guid?), int?nRollingVolatility = 7, float?histFactor = 5.0F, float?maxPercentileMonteCarlo = 80.0F)
{
// to ensure "statName" is required (not null)
if (statName == null)
{
throw new InvalidDataException("statName is a required property for PerformanceCalculatorRequest and cannot be null");
}
else
{
this.StatName = statName;
}
// use default value if no "annualizedReturnPeriod" provided
if (annualizedReturnPeriod == null)
{
this.AnnualizedReturnPeriod = AnnualizedReturnPeriodEnum.D;
}
else
{
this.AnnualizedReturnPeriod = annualizedReturnPeriod;
}
// use default value if no "riskFreeAlpha" provided
if (riskFreeAlpha == null)
{
this.RiskFreeAlpha = 0.0F;
}
else
{
this.RiskFreeAlpha = riskFreeAlpha;
}
this.AllocationId = allocationId;
// use default value if no "meanPercentileMonteCarlo" provided
if (meanPercentileMonteCarlo == null)
{
this.MeanPercentileMonteCarlo = 50.0F;
}
else
{
this.MeanPercentileMonteCarlo = meanPercentileMonteCarlo;
}
this.ModelId = modelId;
// use default value if no "marDownsideDeviation" provided
if (marDownsideDeviation == null)
{
this.MarDownsideDeviation = 0.0F;
}
else
{
this.MarDownsideDeviation = marDownsideDeviation;
}
// use default value if no "riskFreeSharpe" provided
if (riskFreeSharpe == null)
{
this.RiskFreeSharpe = 0.0F;
}
else
{
this.RiskFreeSharpe = riskFreeSharpe;
}
this.BenchmarkId = benchmarkId;
// use default value if no "riskFreeSortino" provided
if (riskFreeSortino == null)
{
this.RiskFreeSortino = 0.0F;
}
else
{
this.RiskFreeSortino = riskFreeSortino;
}
this.HouseholdId = householdId;
// use default value if no "minPercentileMonteCarlo" provided
if (minPercentileMonteCarlo == null)
{
this.MinPercentileMonteCarlo = 20.0F;
}
else
{
this.MinPercentileMonteCarlo = minPercentileMonteCarlo;
}
// use default value if no "movingAverageNDay" provided
if (movingAverageNDay == null)
{
this.MovingAverageNDay = 7;
}
else
{
this.MovingAverageNDay = movingAverageNDay;
}
// use default value if no "activePremiumPeriod" provided
if (activePremiumPeriod == null)
{
this.ActivePremiumPeriod = ActivePremiumPeriodEnum.D;
}
else
{
this.ActivePremiumPeriod = activePremiumPeriod;
}
this.EndDate = endDate;
this.StartDate = startDate;
// use default value if no "nDayReturns" provided
if (nDayReturns == null)
{
this.NDayReturns = 7;
}
else
{
this.NDayReturns = nDayReturns;
}
// use default value if no "varConfInterval" provided
if (varConfInterval == null)
{
this.VarConfInterval = 95.0F;
}
else
{
this.VarConfInterval = varConfInterval;
}
// use default value if no "periodType" provided
if (periodType == null)
{
this.PeriodType = PeriodTypeEnum.D;
}
else
{
this.PeriodType = periodType;
}
// use default value if no "riskFreeTreynor" provided
if (riskFreeTreynor == null)
{
this.RiskFreeTreynor = 0.0F;
}
else
{
this.RiskFreeTreynor = riskFreeTreynor;
}
// use default value if no "nRollingMaxDrawdown" provided
if (nRollingMaxDrawdown == null)
{
this.NRollingMaxDrawdown = 7;
}
else
{
this.NRollingMaxDrawdown = nRollingMaxDrawdown;
}
this.PortfolioId = portfolioId;
// use default value if no "numSimMonteCarlo" provided
if (numSimMonteCarlo == null)
{
this.NumSimMonteCarlo = 1000;
}
else
{
this.NumSimMonteCarlo = numSimMonteCarlo;
}
this.GoalId = goalId;
this.AccountId = accountId;
this.SecurityId = securityId;
// use default value if no "nPathMonteCarlo" provided
if (nPathMonteCarlo == null)
{
this.NPathMonteCarlo = 100;
}
else
{
this.NPathMonteCarlo = nPathMonteCarlo;
}
this.ClientId = clientId;
// use default value if no "nRollingVolatility" provided
if (nRollingVolatility == null)
{
this.NRollingVolatility = 7;
}
else
{
this.NRollingVolatility = nRollingVolatility;
}
// use default value if no "histFactor" provided
if (histFactor == null)
{
this.HistFactor = 5.0F;
}
else
{
this.HistFactor = histFactor;
}
// use default value if no "maxPercentileMonteCarlo" provided
if (maxPercentileMonteCarlo == null)
{
this.MaxPercentileMonteCarlo = 80.0F;
}
else
{
this.MaxPercentileMonteCarlo = maxPercentileMonteCarlo;
}
}
