/// <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; } }