openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts Reports API
  description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.</br></br>

    To request a token, click Authorize and enter the following credentials:


    * Username - Your Client ID.

    * Password - Your Client Secret.'
servers:
- url: https://www.us-api.morningstar.com/token
  description: PROD US
- url: https://www.emea-api.morningstar.com/token
  description: PROD EMEA
- url: https://www.apac-api.morningstar.com/token
  description: PROD APAC
security:
- BasicAuth: []
tags:
- name: Reports
paths:
  /v1/reports/risks/{id}:
    get:
      tags:
      - Reports
      summary: Get a risk tolerance report in JSON format
      description: Get a client's risk tolerance report in JSON format.
      operationId: getRiskReportJson
      parameters:
      - name: Accept-Language
        in: header
        description: Specifies the locale.
        required: true
        schema:
          type: string
          enum:
          - en-US
          - en-CA
          - en-AU
          - en-GB
          - en-IN
          - fr-CA
        example: en-US
      - name: X-API-RequestId
        in: header
        description: Initial request identifier
        schema:
          type: string
      - name: id
        in: path
        description: Unique identifier of response to query
        required: true
        schema:
          type: string
      - name: clientId
        in: query
        description: Unique identifier of a client
        required: true
        schema:
          type: string
      - name: ignoreSections
        in: query
        example:
        - YOUR_DIFFERENCES
        - FOOTNOTES
        description: "Determines the sections NOT to include in the report.If not specified, all the sections will be included. Multiple valuses must be comma-separated. Accepted values are:\n\n  * `RISK_TOLERANCE`\n  * `USING_YOUR_PROFILE`\n  * `RISK_TOLERANCE_SCORE`\n  * `RISK_GROUP`\n  * `YOUR_DIFFERENCES`\n  * `FOOTNOTES`\n"
        schema:
          type: array
          items:
            type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportResponsePayload'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse400'
        '404':
          description: Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse404'
        '500':
          description: Internal server communication failure
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse500'
        '502':
          description: Internal server communication failure
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse502'
  /v2/reports/risks:
    get:
      tags:
      - Reports
      summary: Get a client's most recent risk tolerance report
      description: "Get a client’s risk tolerance report based on the most recently submitted responses to the risk tolerance questionnaire. The report includes sections on:\n\n\n  * Risk tolerance score\n  * Risk group\n  * Differences\n  * How to use the report\n  * Footnotes\n\nIn the `ignoreSections` parameter, specify any sections you do not want returned in the response.\n"
      operationId: getRiskReports
      parameters:
      - name: Accept-Language
        in: header
        description: Specifies the locale.
        required: true
        schema:
          type: string
          enum:
          - en-US
          - en-CA
          - en-AU
          - en-GB
          - en-IN
          - fr-CA
        example: en-US
      - name: X-API-RequestId
        in: header
        description: Initial request identifier
        schema:
          type: string
      - name: clientId
        in: query
        description: Unique identifier of a client
        required: true
        schema:
          type: string
      - name: rtqType
        in: query
        description: 'Questionnaire type identifier.

          - `FM10S30` - 10 questions

          - `FM25V30`- 25 questions

          '
        required: false
        schema:
          type: string
          enum:
          - FM10S30
          - FM25V30
      - name: disclosureType
        in: query
        description: 'Indicates if disclosure is needed.

          - `1` - Include disclosure.

          - `2` - Do not include disclosure.

          '
        required: false
        schema:
          type: integer
          enum:
          - 1
          - 2
      - name: ignoreSections
        in: query
        example:
        - YOUR_DIFFERENCES
        - FOOTNOTES
        description: "Determines the sections NOT to include in the report.If not specified, all the sections will be included. Multiple valuses must be comma-separated. Accepted values are:\n\n  * `RISK_TOLERANCE`\n  * `USING_YOUR_PROFILE`\n  * `RISK_TOLERANCE_SCORE`\n  * `RISK_GROUP`\n  * `YOUR_DIFFERENCES`\n  * `FOOTNOTES`\n"
        schema:
          type: array
          items:
            type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportResponsePayload'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse400'
        '404':
          description: Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse404'
        '500':
          description: Internal server communication failure
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse500'
        '502':
          description: Internal server communication failure
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse502'
  /v2/reports/risks/{id}:
    get:
      tags:
      - Reports
      summary: Get a specific risk tolerance report for a client
      description: "Get a specific response to the risk tolerance questionnaire for a client. The report includes sections on:\n\n\n  * Risk tolerance score\n  * Risk group\n  * Differences\n  * How to use the report\n  * Footnotes\n\nIn the `ignoreSections` parameter, specify any sections you do not want returned in the response.\n"
      operationId: getRiskReportPDF
      parameters:
      - name: Accept-Language
        in: header
        description: Specifies the locale.
        required: true
        schema:
          type: string
          enum:
          - en-US
          - en-CA
          - en-AU
          - en-GB
          - en-IN
          - fr-CA
        example: en-US
      - name: X-API-RequestId
        in: header
        description: Initial request identifier
        schema:
          type: string
      - name: id
        in: path
        description: Unique identifier of response to query
        required: true
        schema:
          type: string
      - name: clientId
        in: query
        description: Unique identifier of a client
        required: true
        schema:
          type: string
      - name: rtqType
        in: query
        description: 'Questionnaire type identifier.

          - `FM10S30` - 10 questions

          - `FM25V30`- 25 questions

          '
        required: false
        schema:
          type: string
          enum:
          - FM10S30
          - FM25V30
      - name: disclosureType
        in: query
        description: 'Indicates if disclosure is needed.

          - `1` - Include disclosure.

          - `2` - Do not include disclosure.

          '
        required: false
        schema:
          type: integer
          enum:
          - 1
          - 2
      - name: ignoreSections
        in: query
        example:
        - YOUR_DIFFERENCES
        - FOOTNOTES
        description: "Determines the sections NOT to include in the report.If not specified, all the sections will be included. Multiple valuses must be comma-separated. Accepted values are:\n\n  * `RISK_TOLERANCE`\n  * `USING_YOUR_PROFILE`\n  * `RISK_TOLERANCE_SCORE`\n  * `RISK_GROUP`\n  * `YOUR_DIFFERENCES`\n  * `FOOTNOTES`\n"
        schema:
          type: array
          items:
            type: string
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportResponsePayload'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse400'
        '404':
          description: Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse404'
        '500':
          description: Internal server communication failure
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse500'
        '502':
          description: Internal server communication failure
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse502'
  /report:
    post:
      tags:
      - Reports
      summary: Generate reports
      description: 'Create a report for the portfolio specified in the request body. Report types include: </br></br> - X-Ray</br>- Snapshot </br> - Hypothetical Growth </br>- Investment Details </br> - Stock Intersection </br>- Disclosure </br></br>To override the default value in the Accept-Language HTTP header, use the `langcult` parameter.'
      operationId: PortfolioAnalysisV1_PostAsync
      parameters:
      - name: langcult
        in: query
        description: Language and locale, for example, en-US
        required: false
        schema:
          type: string
          default: en-US
      - name: contentDispositionHeaderValue
        in: query
        description: Open PDF online or download as an attachment
        required: false
        schema:
          type: string
          default: attachment
          enum:
          - attachment
          - inline
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisInputSettings'
          text/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisInputSettings'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisInputSettings'
          application/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisInputSettings'
          text/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisInputSettings'
        description: Object that defines the settings and portfolio(s) to use in the request.
        required: true
      responses:
        '200':
          description: Success
          content:
            application/pdf:
              schema:
                type: string
                format: binary
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
      deprecated: false
  /reports:
    get:
      tags:
      - Reports
      summary: Get report(s) metadata
      description: Get reports metadata including `reportId`. </br></br>You must enter a time period for the request to query in the `period` parameter. Time period is measured in quarters:</br> - `0` = Current quarter. For example, if today is 2021-07-31, returns reports for 2021-07-01 to 2021-09-30.</br> - `1` = Previous quarter. For example, if today is 2021-07-31, returns reports for 2021-04-01 to 2021-06-30.</br> - `n` = nth quarter from the current quarter. For example, `4` returns reports of the 4th quarter from the current quarter. If today is 2021-07-31, returns reports for 2020-07-01 to 2020-09-30.</br> - `-1` = Current and previous quarter. </br></br>You can limit results returned by entering a string in the `name` parameter. Only reports with that string in the report name will be returned. </br></br>You can also limit the results returned by specifying values in the `bucketId` and `householdId` parameters. </br></br>A value of `published` in the `published` parameter will return published files only. <br><br>**Note:** If `published` has a `published` or `unpublished` value, the bucket ID will be ignored, and the response will return reports from all buckets.
      operationId: getReports
      parameters:
      - in: header
        name: x-api-key
        description: Unique API key of a client
        required: true
        schema:
          type: string
      - name: period
        in: query
        description: Time period for reports in quarters:<br> 0 = Current quarter<br> 1 = Previous quarter<br> n = nth quarter from the current quarter<br> -1 = Current and previous quarter<br>
        required: false
        schema:
          default: 0
          type: integer
      - name: name
        in: query
        description: Name search string
        required: false
        schema:
          type: string
      - name: bucketId
        in: query
        description: Unique identifier of a bucket. Default is root bucket.
        required: false
        schema:
          type: string
          format: uuid
      - name: householdId
        in: query
        description: Unique identifier of a client
        required: false
        schema:
          type: string
          format: uuid
      - name: published
        in: query
        description: When set to `published` returns published reports only
        required: false
        schema:
          type: string
          default: all
          enum:
          - all
          - published
          - unpublished
      responses:
        '200':
          description: Successful operation
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ReportList'
        '400':
          description: Invalid status value
  /reports/{reportId}:
    get:
      tags:
      - Reports
      summary: Get a report
      description: Get the report specified in the `reportId` parameter.
      operationId: getReportDetails
      parameters:
      - in: header
        name: x-api-key
        description: Unique API key of a client
        required: true
        schema:
          type: string
      - name: reportId
        in: path
        description: Unique identifier of a report
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Successful operation
          content:
            '*/*':
              schema:
                $ref: '#/components/schemas/ReportListSingle'
        '400':
          description: Invalid parameter value
        '404':
          description: Not found
  /reports/assign:
    post:
      tags:
      - Reports
      summary: Assign report(s)
      description: Assign report(s) specified in the request body to household(s) specified in the request body.</br></br>You must assign a report to a household before it can be published.
      operationId: assignReport
      parameters:
      - in: header
        name: x-api-key
        description: Unique API key of a client
        required: true
        schema:
          type: string
      requestBody:
        description: Assign report(s) to household(s).
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AssignInput'
      responses:
        '200':
          description: Successful operation
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Assign'
        '400':
          description: Invalid parameter value
        '404':
          description: Not found
  /reports/publish:
    post:
      tags:
      - Reports
      summary: Publish or unpublish reports(s) to Client Web Portal
      description: Add or remove report files from the Client Web Portal. You must assign a report to a household before it can be published.</br></br>**Note:** Requests to unpublish a report that contain an identifier for a report that has not been published will fail.
      operationId: publishReport
      parameters:
      - in: header
        name: x-api-key
        description: Unique API key of a client
        required: true
        schema:
          type: string
      - in: query
        name: enabled
        description: Set report(s) to added (true) or removed (false).
        required: false
        schema:
          type: boolean
          default: false
      requestBody:
        description: List of report IDs to add to/remove from Client Web Portal.
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/ArrayOfReportUuid'
      responses:
        '200':
          description: Successful operation
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Publish'
        '400':
          description: Invalid parameter value
        '404':
          description: Not found
  /reports/risks/{responseId}:
    get:
      summary: Get the content of a specific response to a questionnaire
      description: Get the content of a specific response to a questionnaire, including the static text, risk tolerance responses, and footnotes. In the `ignoreSections` parameter, specify any sections you do not want returned in the response.
      tags:
      - Reports
      operationId: getRiskReport
      parameters:
      - name: responseId
        in: path
        description: Unique identifier of a response to a questionnaire
        required: true
        example: 436c05d4-27b6-4a92-b7f1-5a829d55373a
        schema:
          type: string
      - name: clientId
        in: query
        description: Unique identifier of a client
        example: 3168dab3-4445-40c5-8295-5a816c6cd5de
        required: true
        schema:
          type: string
      - name: ignoreSections
        in: query
        description: Define the sections you do NOT want to include in the report. It must be a comma separated string with the specific sections to ignore in the response. If not specified, all the sections will be included.
        required: false
        example: RISK_TOLERANCE,USING_YOUR_PROFILE,RISK_TOLERANCE_SCORE,RISK_GROUP,YOUR_DIFFERENCES,FOOTNOTES
        schema:
          type: string
      - name: X-API-RequestId
        in: header
        description: Initial request identifier
        example: 436c05d4-27b6-4a92-b7f1-5a829d55373a
        required: false
        schema:
          type: string
      - name: Accept-Language
        in: header
        description: Indicate the locale for the request. e.g. en-US, fr-CA
        required: true
        schema:
          type: string
          enum:
          - en-US
      - name: Authorization
        in: header
        description: Bearer access token authorization
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Ok
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ReportResponsePayload_2'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse400'
        '404':
          description: Not found
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse404'
        '502':
          description: Internal server communication failure
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse502'
        '500':
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse500'
  /reports/data-points:
    get:
      summary: Extract clients data in csv format.
      description: Extract client data with questionnaire answers and suitability score calculations.
      tags:
      - Reports
      operationId: getDataPointReport
      parameters:
      - name: startDate
        in: query
        description: Date to start fetching records.
        example: '20200601'
        required: true
        schema:
          type: integer
      - name: endDate
        in: query
        description: Date to limit fetching record.
        example: '20200228'
        required: true
        schema:
          type: integer
      - name: X-API-RequestId
        in: header
        description: Initial request identifier
        example: 436c05d4-27b6-4a92-b7f1-5a829d55373a
        required: false
        schema:
          type: string
      - name: Authorization
        in: header
        description: Bearer access token authorization
        required: true
        schema:
          type: string
      responses:
        '200':
          description: File download.
          content:
            application/csv:
              schema:
                type: string
                format: binary
          headers:
            Content-Disposition:
              description: attachment; filename=data-points-20200601-20200228.csv
              schema:
                type: string
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse400'
        '502':
          description: Internal server communication failure
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse502'
        '500':
          description: Internal server error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorResponse500'
  /v1/reports/{namespaces}:
    get:
      tags:
      - Reports
      summary: Generate reports in Excel format
      operationId: getStatisticsReports
      parameters:
      - name: namespaces
        description: Get statistics for a namespace or comma-separated list of namespaces
        in: path
        required: true
        schema:
          type: string
          example: abco.opp.screener,abco.opp.xray
      responses:
        '200':
          description: Excel report file containing monthly and quarterly usage stats and top security data
          content:
            application/vnd.ms-excel:
              schema:
                type: string
                format: base64
                example: SGVsbG8gV29ybGQ=
        '401':
          description: The user is not authorised to perform this operation
          content:
            application/json:
              schema:
                type: object
                description: Generic error object
                properties:
                  errorId:
                    type: string
                    format: uuid
                    example: 100380c0-8f94-11ea-bc55-0242ac130003
                  message:
                    type: string
                    example: An error occurred
        '404':
          description: The requested resource does not exist
          content:
            application/json:
              schema:
                type: object
                description: Generic error object
                properties:
                  errorId:
                    type: string
                    format: uuid
                    example: 100380c0-8f94-11ea-bc55-0242ac130003
                  message:
                    type: string
                    example: An error occurred
        '500':
          description: An unexpected error occured
          content:
            application/json:
              schema:
                type: object
                description: Generic error object
                properties:
                  errorId:
                    type: string
                    format: uuid
                    example: 100380c0-8f94-11ea-bc55-0242ac130003
                  message:
                    type: string
                    example: An error occurred
components:
  schemas:
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySector:
      type: object
      properties:
        Id:
          description: Possible values are GICS, Morningstar, or Institution defined Id
          type: string
        Portfolio:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySectorExposureItem'
        Benchmark:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySectorExposureItem'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySectorExposureItemSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.StockIntersection:
      type: object
      properties:
        IncludeIndex:
          type: boolean
        Stock:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.StockIntersectionItem'
        ConcentrationRatio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.StockIntersectionConcentrationRatio'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.WorldRegions:
      type: object
      properties:
        Id:
          type: string
        Portfolio:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityRegionExposureItem'
        Benchmark:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityRegionExposureItem'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityRegionExposureItemSecurity'
    AssetClassPayload:
      title: AssetClassPayload
      type: object
      properties:
        label:
          type: string
          description: Asset label
          example: US Stocks
        count:
          type: number
          description: Asset value
          example: 24
    MixInvestmentsHeader:
      title: MixInvestmentsHeader
      type: object
      properties:
        portfolio:
          type: string
          description: Header of the column for portfolio information.
          example: Portfolio
        highRisk:
          type: string
          description: Header of the column for high risk information.
          example: High Risk/Return %
        mediumRisk:
          type: string
          description: Header of the column for medium risk information.
          example: Medium Risk/Return %
        lowRisk:
          type: string
          description: Header of the column for low risk information.
          example: Low Risk/Return %
      description: Mix investments header
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InvestmentStyle:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        FixedIncomeStyle:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeStyle'
        EquityStyle:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyle'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecurityEndingMarketValueBreakdown:
      type: object
      properties:
        Principal:
          format: double
          type: number
        Income:
          format: double
          type: number
        CapGain:
          format: double
          type: number
    Report:
      type: object
      required:
      - id
      - name
      properties:
        reportId:
          type: string
          format: uuid
          example: ef11ef11-abcd-1234-0000-000000000000
        storageId:
          type: string
          format: uuid
          example: ef11ef11-abcd-1234-0000-000000000000
        households:
          $ref: '#/components/schemas/ArrayOfHouseholds'
        name:
          type: string
          example: Report ABCo
        accountName:
          type: string
          example: Brokerage
        targetAdvisorId:
          type: string
          format: uuid
        advisorName:
          type: string
          example: Advisor
        reportLevel:
          type: string
          example: Client
        target:
          type: string
          example: Brokerage
        createdAt:
          type: string
          format: date-time
        lastUpdated:
          type: string
          format: date-time
        publishedAt:
          type: string
          format: date-time
          example: 2019-01-02T01:59Z
        fileName:
          type: string
          format: string
        bucketId:
          type: string
          format: uuid
          example: bb11bb11-1111-0000-0000-000000000000
        reportType:
          type: string
          enum:
          - portfolio-xray
          - snapshot
          - ToBeDecided
        format:
          type: string
          example: PDF
        uri:
          type: string
          format: domain
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelationItemKey:
      type: object
      properties:
        Id:
          format: int32
          type: integer
        PortfolioName:
          type: string
        UseExtendedReturns:
          type: boolean
        Type:
          enum:
          - Portfolio
          type: string
        CorrelatedItemKey:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelatedItemKey'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeStyle:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeStyleItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeStyleItem'
        FixedIncomeStyleBreakdown:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeStyleBreakdown'
    Morningstar.PortfolioAnalysis.Models.Input.Hypo.HypoCalculationSettings:
      description: Contains input parameters and their values used in the hypothetical calculations.
      type: object
      properties:
        HypoType:
          enum:
          - Portfolio
          - IndividualHoldings
          - HoldingsComparison
          - PortfolioComparison
          type: string
        FilingStatus:
          description: This parameter is used to set the tax status of the portfolios to be analyzed.
          enum:
          - NoTaxes
          - Single
          - MarriedFilingJointly
          - MarriedFilingSeparately
          - HeadOfHousehold
          - Registered
          - NonRegistered
          type: string
        TaxableIncome:
          format: double
          description: This is the amount of income subject to income taxes for the year, found by subtracting the appropriate deductions (IRA contributions, alimony payments, unreimbursed business expenses, some capital losses, etc.) from adjusted gross income.
          type: number
        PayTaxes:
          description: You can set the option to pay any taxes that are assessed either out of pocket (as if the taxpayer writes a check to pay for them) or by selling shares equal to the amount of taxes.
          enum:
          - OutOfPocket
          - SalesOfShares
          type: string
        FederalIncomeTaxRate:
          format: double
          description: The federal income tax rate assessed on incomes from the portfolio. This would be referred to as the  Income Marginal Tax Rate for Canada.
          type: number
        CapitalGainTaxRate:
          format: double
          description: A tax assessed on profits realized from the sale of a capital asset, such as stock or fund. . This would be referred to as the  Capital Gains Marginal Tax Rate for Canada.
          type: number
        StateIncomeTaxRate:
          format: double
          description: State income tax rate on incomes received from the portfolio.
          type: number
        DividendTaxRate:
          format: double
          description: Dividend tax rate on dividends received from the portfolio. Canada only.
          type: number
        IllustrationTrailingTimePeriod:
          description: This parameter determines the Illustration Time period��s start date and end date of the hypothetical illustration. Please be sure that start date and end date are set in accordance to the Illustration Time period value selected before sending the request to the Portfolio Analysis API.
          enum:
          - YearToDate
          - Year1
          - Year3
          - Year5
          - Year10
          - SinceInception
          - EarliestAvailable
          - EarliestCommon
          - Customized
          type: string
        StartDate:
          format: date-time
          description: Illustration Time period start date the Hypothetical illustration will be run.
          type: string
        EndDate:
          format: date-time
          description: Illustration Time period end date the Hypothetical illustration will be run.
          type: string
        SynchronizePortfolioStartDate:
          description: This will override the IllustrationTrailingTimePeriod to the EarliestCommon across all input portfolios.
          type: boolean
        InvestmentDetailReturnsFrequency:
          description: 'TODO: can this have a value of None? NO'
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        LiquidateOnEndDate:
          description: "When this is set to true, holdings are sold at month-end NAV/price and taxes will be applied.\r\n            Note: This affects total returns because taxes are calculated based on the final market value of your investments and the tax rates specified in the Taxes section."
          type: boolean
        SubsequentInvestmentType:
          enum:
          - Invest
          - Withdrawal
          - WithdrawalPercentage
          type: string
        SubsequentInvestmentAmount:
          format: double
          description: This is the amount for the subsequent investment or withdrawal. It is invested or removed on a regular basis, according to SubsequentInvestmentWithdrawalFrequency value.
          type: number
        SubsequentInvestmentWithdrawalFrequency:
          description: "This parameter informs the Portfolio Analysis API how frequently to apply the subsequent investment or withdrawal, for example, if the frequency is quarterly, the subsequent amount will be applied every quarter after the initial investments. \r\n            Note: subsequent amount is applied on the first month end in the frequency period. Also, None is not a valid value"
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        AssetBasedAnnualFee:
          format: double
          description: This parameter specifies the amount of the fee as a percentage. For example, if you want to apply a 1% fee, set this parameter to 1.00. For Australian Hypo this can be set as a dollar amount as well, depending on the Annual Fees Type.
          type: number
        AssetFeeFrequency:
          description: "TODO: can this have a value of None? NO\r\n            This parameter specifies how often the asset based fees are to be applied. Asset-based fees are deducted as a percentage."
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        AssetFeeType:
          description: This parameter specifies the type of the annual fee amount as a percentage, or as a dollar amount. For example, if you want to apply a 1% fee, set this parameter to %. This option is available only in Australian Hypo.
          enum:
          - Amount
          - Percentage
          type: string
        PayFees:
          description: This parameter can be set to the option to pay any asset-based fees that are assessed either out of pocket (as if the client writes a check to pay for them), or by selling shares equal to the amount of the fees.
          enum:
          - OutOfPocketBeginning
          - OutOfPocketEnding
          - SalesOfSharesBeginning
          - SalesOfSharesEnding
          type: string
        PayFeesUseCashFirst:
          description: This parameter is applicable to Portfolio Illustrations only. If Pay Fees parameter is set to sale of shares, then this parameter can be set to true to specify that the application tap cash equivalents first before selling shares in the other securities on which annual fees are applied.
          type: boolean
        PortfolioAmountFee:
          format: double
          description: This parameter specifies the portfolio amount fee charged annually
          type: number
        FrontLoadType:
          description: This parameter specifies what sales fees are deducted from an investment upon purchase or sale.
          enum:
          - Standard
          - Custom
          - LetterOfIntent
          - None
          - CustomEntry
          - CustomExit
          type: string
        CustomFeeType:
          description: "TODO: Optional, and only affects FrontLoadType=Custom\r\n            If Apply Fee Schedule parameter is set to Custom, this parameter specifies what type the value in custom fee parameter is, percentage or money amount."
          enum:
          - Amount
          - Percentage
          type: string
        SalesFeeAmount:
          format: double
          description: If Apply Fee Schedule parameter is set to Custom, this parameter specifies the amount of the custom fee.
          type: number
        ApplySalesCharge:
          description: For funds, deferred or redemption fees are applied to charge a fee to the investor upon redeeming shares. Deferred fees apply for most withdrawals, and redemption fees are deducted when you choose to liquidate the investment. Set this parameter to false if you do not want the standard deferred or redemption fees to be applied.
          type: boolean
        ApplyFeeForRebalance:
          description: Rebalance results in at least one sale and at least one buy. The sale may involve a fund that has a back-end charge and the buy may involve a fund that has a front-end charge. Any front-end charge that would normally be applied for the bought fund will be applied when this parameter is set to true. For example, if standard schedule is selected, the tool will apply whatever front-end charges would be applied for a buy on that schedule. On a sale, back-end charges that would normally be applied using the standard back-end schedule would be applied. If a custom schedule is selected, the tool will apply the custom % entered in the Custom Fees parameter as the same load as the fund. If this parameter is set to false, neither a front-end nor back-end charge for buys/sells due to rebalancing will be applied.
          type: boolean
        EntryExitFeeType:
          description: This parameter is applicable to Australian Hypo only.
          enum:
          - CustomEntry
          - CustomExit
          - None
          type: string
        RebalanceFrequency:
          description: This parameter specifies how often to rebalance your portfolio.
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - Biennially
          - None
          type: string
        RebalanceThreshold:
          format: double
          description: This parameter specifies a rebalance threshold that must be reached before the holdings are rebalanced. For example, if set it to 5, rebalancing will only take place if the allocation increases or decreases from the original setting by 5% or more for at least one security in the portfolio.
          type: number
        ReinvestDividends:
          description: "Set it to true to reinvest dividends and income distributions, or set it to false to not reinvest dividends and income distributions.\r\n            For Australian Hypo,either set both ReinvestDividends and ReinvestCapitalGains to true, or both to false."
          type: boolean
        ReinvestCapitalGains:
          description: "Set it to true to reinvest capital gains distributions, or set it to false to not reinvest capital gains distributions.\r\n            For Australian Hypo,either set both ReinvestDividends and ReinvestCapitalGains to true, or both to false.\r\n            Note: If you choose not to reinvest, you may notice the Total Reinvestment, Taxes Paid, and Final Market Value of your portfolio decrease because you own fewer shares."
          type: boolean
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySectorExposureItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        Sector:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySectorExposureItem'
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.EquityType_:
      type: object
      properties:
        Id:
          enum:
          - AggressiveGrowth
          - ClassicGrowth
          - Cyclical
          - Distressed
          - HardAsset
          - HighYield
          - NotAvailable
          - SlowGrowth
          - SpeculativeGrowth
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleBreakdownItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        EquityStyleBreakdownItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleBreakdownItem'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.HoldingsItem:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        TopNetUnderlyingHoldings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.TopNetUnderlyingHoldings'
        PortfolioHoldings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.PortfolioHoldings'
        StockIntersection:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.StockIntersection'
    OptionReport:
      title: OptionReport
      type: object
      properties:
        text:
          type: string
          description: Option text
          example: Extremely low risk taker.
        displayOrder:
          type: integer
          description: Question display order
          example: 1
        selected:
          type: boolean
          description: True if the option was selected in stored responses
          example: false
      description: Option for report.
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentAssumptionSecurityItem:
      type: object
      properties:
        Sequence:
          format: int32
          type: integer
        SecurityId:
          type: string
        AnnualFee:
          format: double
          type: number
        AnnualFeeType:
          enum:
          - Amount
          - Percentage
          type: string
        AnnualFeeFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        DeferredLoadPercent:
          description: values can be "0-0"
          type: string
        EndingMarketValue:
          format: double
          type: number
        FrontLoad:
          format: double
          type: number
        HoldingPeriodEndDate:
          format: date-time
          type: string
        HoldingPeriodStartDate:
          format: date-time
          type: string
        InitialInvestment:
          format: double
          type: number
        Liquidate:
          description: 'TODO: need to confirm this type'
          type: boolean
        RebalancePercent:
          format: double
          description: values can be "2004-06-29 - 2015-04-30"
          type: number
        ReinvestDistributionsCapGains:
          description: need to confirm this type
          type: boolean
        ReinvestDistributionsIncome:
          description: need to confirm this type
          type: boolean
        SubsequentInvestmentWithdrawalAmount:
          format: double
          type: number
        SubsequentInvestmentWithdrawalFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          type: string
        EntryExitFeeAmount:
          format: double
          type: number
        EntryExitFeeAmountType:
          enum:
          - Amount
          - Percentage
          type: string
        EntryExitFeeType:
          enum:
          - CustomEntry
          - CustomExit
          - None
          type: string
        TotalReturnPercent:
          format: double
          type: number
        PeriodYears:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInput:
      type: object
      properties:
        Type:
          enum:
          - Standard
          - AutoAsset
          - AutoCategory
          - Custom
          type: string
        Holdings:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInputHolding'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.StockIntersectionItemSource:
      type: object
      properties:
        SecurityId:
          type: string
        CUSIP:
          type: string
        FundPortfolioDate:
          format: date-time
          type: string
        PercentOfInvestments:
          format: double
          type: number
        MarketValue:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.PriceRatiosItem:
      type: object
      properties:
        PriceBook:
          format: double
          type: number
        PriceCashFlow:
          format: double
          type: number
        PriceEarnings:
          format: double
          type: number
        PriceSales:
          format: double
          type: number
    RiskGroupPayload_2:
      type: object
      title: RiskGroupPayload
      description: Payload with risk group information containing a representation of a portfolio's table
      properties:
        title:
          type: string
          description: Title of the mix investments table
          example: Mix of Investments in Portfolio
        header:
          $ref: '#/components/schemas/MixInvestmentsHeader_2'
        mixInvestmentsPortfolio:
          type: array
          items:
            $ref: '#/components/schemas/InvestmentPortfolio_2'
          example:
          - portfolio: Portfolio 1
            highRisk: 0
            mediumRisk: 0
            lowRisk: 100
          - portfolio: Portfolio 2
            highRisk: 0
            mediumRisk: 30
            lowRisk: 70
        riskGroupCategories:
          type: array
          items:
            $ref: '#/components/schemas/RiskGroupCategory'
          example:
          - code: FINANCIAL_DECISIONS
            label: Making Financial Decisions
            questionDifferences:
            - questionId: FM25-10
              message: You are prepared to take only a small degree of risk with your financial decisions.
    Morningstar.PortfolioAnalysis.Models.Input.XRay.WorldRegionGroupConfig:
      type: object
      properties:
        Id:
          type: string
        QuickPortInputId:
          type: string
        WorldRegionConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.WorldRegionConfig'
    AssetClassPayload_2:
      type: object
      title: AssetClassPayload
      properties:
        label:
          type: string
          description: Asset label
          example: US Stocks
        count:
          type: number
          description: Asset value
          example: 24
        category:
          type: string
          description: Asset category
          example: Bond
    Morningstar.PortfolioAnalysis.Models.Output.Performance.IllustrationReturnSecurityItem:
      type: object
      properties:
        Sequence:
          format: int32
          description: 'TODO: is this needed?'
          type: integer
        InceptionDate:
          format: date-time
          type: string
        SecurityId:
          type: string
        Date:
          format: date-time
          description: 'TODO: Is this field needed?'
          type: string
        HoldingValue:
          format: double
          type: number
        Percent:
          format: double
          description: 'TODO: Should this be named Percent or Weight?'
          type: number
        TimePeriods:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.IllustrationReturnTimePeriod_'
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TimePeriod_:
      type: object
      properties:
        Id:
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsItem:
      type: object
      properties:
        Mean:
          format: double
          type: number
        SharpeRatio:
          format: double
          type: number
        StandardDeviation:
          format: double
          type: number
        InformationRatio:
          format: double
          type: number
        TrackingError:
          format: double
          type: number
        SortinoRatio:
          format: double
          type: number
        ExcessReturn:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedAndTaxAdjustedReturnsSecurity:
      type: object
      properties:
        Sequence:
          format: int32
          type: integer
        SecurityId:
          type: string
        StandardizedReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedReturns'
        AfterTaxReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.AfterTaxReturns'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummary:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        PlanningAssumptions:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.PlanningAssumptions'
        PortfolioSummaryPerformance:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummaryPerformance'
        InvestmentDetails:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentDetails'
        PortfolioSummaryChart:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummaryChart'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecuritySummaryItem:
      type: object
      properties:
        SecurityId:
          type: string
        StartDate:
          format: date-time
          description: Based on IllustrationTrailingTimePeriod
          type: string
        EndDate:
          format: date-time
          description: Based on IllustrationTrailingTimePeriod
          type: string
        InitialInvestment:
          format: double
          type: number
        SubsequentInvestmentWithdrawalAmount:
          format: double
          type: number
        SubsequentInvestmentWithdrawalFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          type: string
        ReinvestDistributionsIncome:
          type: boolean
        ReinvestDistributionsCapGains:
          type: boolean
        Liquidate:
          type: boolean
        RebalanceFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - Biennially
          - None
          type: string
        FrontLoad:
          format: double
          type: number
        AnnualFee:
          format: double
          type: number
        DeferredLoadAmount:
          description: current value in format of "0-0"
          type: string
        EndMarketValue:
          format: double
          type: number
        PeriodYears:
          format: double
          type: number
        HistoricalMonthEndPerformance:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
        InvestmentDetails:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecurityInvestmentDetails'
        SecuritySummaryPerformance:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecuritySummaryPerformance'
        SecurityEndingMarketValueBreakdown:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecurityEndingMarketValueBreakdown'
        PlanningAssumptions:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.PlanningAssumptions'
        EntryExitFeeAmount:
          format: double
          type: number
        EntryExitFeeAmountType:
          enum:
          - Amount
          - Percentage
          type: string
        EntryExitFeeType:
          enum:
          - CustomEntry
          - CustomExit
          - None
          type: string
        BenchmarkPerformance:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.BenchmarkPerformance'
        NetAmountInvested:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
        Principal:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
        Income:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
        CapGain:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.ProfitabilityItem:
      type: object
      properties:
        DebtCapital:
          format: double
          type: number
        NetMargin:
          format: double
          type: number
        ROA:
          format: double
          type: number
        ROE:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySectors:
      type: object
      properties:
        EquitySector:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySector'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturn:
      type: object
      properties:
        CalendarYear:
          description: 1-10 to represent 10 most recent calendar years
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.Int32_'
    Morningstar.PortfolioAnalysis.Models.Input.Report.CoverPage:
      type: object
      properties:
        ReportTitle:
          type: string
        PreparedFor:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.PreparedFor'
        PreparedBy:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.PreparedBy'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.ReturnDataItem:
      type: object
      properties:
        Id:
          format: int32
          type: integer
        Date:
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.Report.RiskToleranceQuestionnaire:
      type: object
      properties:
        Sections:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.QuestionnaireSection'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityRegionExposureItem:
      type: object
      properties:
        Id:
          description: Parent/Rollup
          type: string
        Value:
          format: double
          type: number
        ExposureItem:
          description: Children of a grouping. Can't use enum because they can be client specific and have different classifications (Morningstar, Institution specific)
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    ArrayOfPublishB:
      type: array
      items:
        $ref: '#/components/schemas/PublishB'
    ArrayOfHouseholdUuid:
      type: array
      items:
        type: string
        format: uuid
        example: cd11cd11-cdef-5678-0000-000000000000
    Morningstar.PortfolioAnalysis.Models.Output.PerformanceDate:
      type: object
      properties:
        EarliestCommonDate:
          format: date-time
          type: string
        EarliestAvailableDate:
          format: date-time
          type: string
        EarliestInceptionDate:
          format: date-time
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistory:
      type: object
      properties:
        Type:
          enum:
          - Difference
          type: string
        Frequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          type: string
        StartDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistoryItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistoryItem'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeStyleBreakdown:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        HighLtd:
          format: double
          type: number
        HighMod:
          format: double
          type: number
        HighExt:
          format: double
          type: number
        MedLtd:
          format: double
          type: number
        MedMod:
          format: double
          type: number
        MedExt:
          format: double
          type: number
        LowLtd:
          format: double
          type: number
        LowMod:
          format: double
          type: number
        LowExt:
          format: double
          type: number
        Unclassified:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.SecurityItem:
      type: object
      properties:
        SecurityId:
          type: string
        CUSIP:
          type: string
        Name:
          type: string
        TradingSymbol:
          type: string
        BaseCurrency:
          enum:
          - MultipleCurrencies
          - AED
          - AFN
          - ALL
          - AMD
          - ANG
          - AOA
          - ARS
          - AUD
          - AWG
          - AZN
          - BAM
          - BBD
          - BDT
          - BGN
          - BHD
          - BIF
          - BMD
          - BND
          - BOB
          - BOV
          - BRL
          - BSD
          - BTN
          - BWP
          - BYR
          - BZD
          - CAD
          - CDF
          - CHE
          - CHF
          - CHW
          - CLF
          - CLP
          - CNY
          - COP
          - COU
          - CRC
          - CUP
          - CVE
          - CZK
          - DJF
          - DKK
          - DOP
          - DZD
          - EEK
          - EGP
          - ERN
          - ETB
          - EUR
          - FJD
          - FKP
          - GBP
          - GEL
          - GHC
          - GIP
          - GMD
          - GNF
          - GTQ
          - GYD
          - HKD
          - HNL
          - HRK
          - HTG
          - HUF
          - IDR
          - ILS
          - INR
          - IQD
          - IRR
          - ISK
          - JMD
          - JOD
          - JPY
          - KES
          - KGS
          - KHR
          - KMF
          - KPW
          - KRW
          - KWD
          - KYD
          - KZT
          - LAK
          - LBP
          - LKR
          - LRD
          - LSL
          - LTL
          - LVL
          - LYD
          - MAD
          - MDL
          - MGA
          - MKD
          - MMK
          - MNT
          - MOP
          - MRO
          - MUR
          - MVR
          - MWK
          - MXN
          - MXV
          - MYR
          - MZN
          - NAD
          - NGN
          - NIO
          - NOK
          - NPR
          - NZD
          - OMR
          - PAB
          - PEN
          - PGK
          - PHP
          - PKR
          - PLN
          - PYG
          - QAR
          - ROL
          - RON
          - RSD
          - RUB
          - RWF
          - SAR
          - SBD
          - SCR
          - SDD
          - SEK
          - SGD
          - SHP
          - SLL
          - SOS
          - SRD
          - STD
          - SYP
          - SZL
          - THB
          - TJS
          - TMT
          - TND
          - TOP
          - TRY
          - TTD
          - TWD
          - TZS
          - UAH
          - UGX
          - USD
          - USN
          - USS
          - UYU
          - UZS
          - VEF
          - VND
          - VUV
          - WST
          - XAF
          - XAG
          - XAU
          - XBA
          - XBB
          - XBC
          - XBD
          - XCD
          - XDR
          - XFO
          - XFU
          - XOF
          - XPD
          - XPF
          - XPT
          - YER
          - ZAR
          - ZMK
          - ZWR
          type: string
        Type:
          enum:
          - BD
          - CT
          - CA
          - CASH
          - EI
          - FC
          - FE
          - FM
          - FO
          - FI
          - FV
          - SA
          - ST
          - VA
          - V1
          - XI
          - SP
          type: string
        InceptionDate:
          format: date-time
          type: string
        SecurityReferenceTypes:
          type: array
          items:
            enum:
            - PortfolioHolding
            - BenchmarkHolding
            - RiskFreeIndex
            - DisclosureIndex
            - TopNetUnderlyingHolding
            - StockIntersection
            - InvalidSecurity
            type: string
    DifferencePayload_2:
      type: object
      title: DifferencePayload
      properties:
        group:
          type: string
          description: Question risk group column by key difference map. (VERY_LOW, LOW, AVERAGE, HIGH, VERY_HIGH)
          example: VERY_LOW
        type:
          type: string
          description: Difference type. (STANDARD, RISKIER, LESS_RISKY)
          example: STANDARD
        value:
          type: integer
          description: Difference value from key difference map.
          example: '-1'
        text:
          type: string
          description: Text that describe if the question is riskier or less risky than the Very High/Very Low risk group.
          example: Your answer was actually riskier than the most risky typically given by those in risk group.
        category:
          type: string
          description: Category of the question. (FINANCIAL_DECISIONS, EMPLOYMENT, FINANCIAL_DISAPPOINTMENTS, FINANCIAL_PAST, INVESTMENT, GOVERNMENT_BENEFITS_TAXES)
          example: FINANCIAL_DECISIONS
    SectionPayload_2:
      type: object
      title: SectionPayload
      description: Section that contains id, header, array of paragraphs that are going to be part of the report
      properties:
        header:
          type: string
          description: header of the section
          example: About Risk Tolerance
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport_2'
    Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfigs:
      type: object
      properties:
        AssetClassGroupConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfig'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturnsItem:
      type: object
      properties:
        StartYear:
          format: int32
          type: integer
        StartMonth:
          format: int32
          maximum: 12
          minimum: 1
          type: integer
        Data:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.MedianReturn:
      type: object
      properties:
        ReturnData:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.ReturnDataItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedReturns:
      type: object
      properties:
        GrossExpenseRatio:
          format: double
          type: number
        InceptionDate:
          format: date-time
          type: string
        MaxBackLoad:
          format: double
          type: number
        MaxFrontLoad:
          format: double
          type: number
        NetExpenseRatio:
          format: double
          type: number
        ManagementExpenseRatio:
          format: double
          type: number
        TurnoverRatio:
          format: double
          type: number
        TurnoverRatioDate:
          format: date-time
          type: string
        Day7YieldUnsubsized:
          format: double
          type: number
        Day7YieldSubsidized:
          format: double
          type: number
        Month12Yield:
          format: double
          type: number
        TimePeriod:
          description: Year1,Year3,Year5,Year10,SinceInception only supported
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedReturnsTimePeriodItem'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.Profitability:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.ProfitabilityItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.ProfitabilityItem'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.ProfitabilityItemSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        EquityStyleItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleItem'
    RiskGroupLabel_2:
      type: object
      title: RiskGroupLabel
      properties:
        groupName:
          type: string
          description: Name of the risk group
          example: Average
        range:
          type: string
          description: Range of the score within the risk group
          example: 45-54
    Morningstar.PortfolioAnalysis.Models.Output.XRay.XRays:
      type: object
      properties:
        XRay:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.XRay'
        SecurityReference:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.SecurityItem'
    SectionSuitabilityScorePayload:
      title: SectionSuitabilityScorePayload
      type: object
      properties:
        header:
          type: string
          description: Header of the section
          example: Portfolio Suitability
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport'
        payloadSuitabilityScore:
          $ref: '#/components/schemas/SuitabilityScorePayload'
      description: Section for suitability score
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Statistics.PortfolioStatisticsSummary:
      type: object
      properties:
        PortfolioValue:
          format: double
          type: number
        Currency:
          description: Ignore value in the view definition. This will be set correctly as part of the response.
          enum:
          - AUD
          - CAD
          - CNY
          - EUR
          - GBP
          - INR
          - JPY
          - USD
          type: string
        PortfolioDate:
          format: date-time
          type: string
        EquityCount:
          format: int32
          type: integer
        FixedIncomeCount:
          format: int32
          type: integer
        PortfolioYield:
          description: Currently only support PortfolioYield12Month
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.PortfolioYieldTrailingTimePeriod_'
    ErrorResponse404:
      title: ErrorResponse
      type: object
      properties:
        message:
          type: string
          description: Error Message
          example: Server can't find the requested resource
        status:
          type: string
          description: Error Status
          example: NOT_FOUND
        timestamp:
          type: string
          description: Error Timestamp
          example: 2020-08-05T13:40:25+0000
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecurityInvestmentDetails:
      type: object
      properties:
        SecurityDetails:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentDetailsItem'
    ArrayOfHouseholds:
      type: array
      items:
        $ref: '#/components/schemas/Households'
    Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceConfig:
      type: object
      properties:
        Id:
          description: this will look up the configuration settings
          type: string
        ReturnMethodology:
          enum:
          - QuickPortfolio
          - Hypothetical
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriods:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        BestTimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriod'
        WorstTimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriod'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturns:
      type: object
      properties:
        RollingReturn:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturn'
    RiskGroupCategory:
      type: object
      title: RiskGroupCategory
      properties:
        code:
          type: string
          description: Category of the question. (FINANCIAL_DECISIONS, EMPLOYMENT, FINANCIAL_DISAPPOINTMENTS, FINANCIAL_PAST, INVESTMENT, GOVERNMENT_BENEFITS_TAXES)
          example: FINANCIAL_DECISIONS
        label:
          type: string
          description: Category description
          example: Making Financial Decisions
        questionDifferences:
          type: array
          description: List of question differences
          items:
            $ref: '#/components/schemas/QuestionDifference'
    Morningstar.PortfolioAnalysis.Models.Output.PortfolioBenchmarkHolding:
      type: object
      properties:
        SecurityId:
          type: string
        Weight:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.AssetClassConfig:
      type: object
      properties:
        Id:
          type: string
        Name:
          type: string
        Color:
          type: string
        BorderColor:
          type: string
        Index:
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Statistics.FundStatistics:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Statistics.FundStatisticsItem'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelatedItemKey:
      type: object
      properties:
        CorrelatedItemKeyId:
          format: int32
          type: integer
        Type:
          description: 'TODO: we don''t want to manage names. Should this just be called CorrelationItemType?'
          enum:
          - Portfolio
          - Security
          type: string
        Value:
          format: double
          type: number
    SectionSuitabilityScorePayload_2:
      type: object
      title: SectionSuitabilityScorePayload
      description: Section for suitability score
      properties:
        header:
          type: string
          description: header of the section
          example: Portfolio Suitability
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport_2'
        payloadSuitabilityScore:
          $ref: '#/components/schemas/SuitabilityScorePayload_2'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturnsItem:
      type: object
      properties:
        TimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TrailingTimePeriod_'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.NonStdLoadAdjustedReturnsSecurity:
      type: object
      properties:
        Sequence:
          format: int32
          type: integer
        SecurityId:
          type: string
        HoldingDate:
          format: date-time
          type: string
        HoldingValue:
          format: double
          type: number
        Day7Yield:
          format: double
          type: number
        TimePeriod:
          description: Year1,Year3,Year5,Year10 only supported
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TimePeriod_'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatistics:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        TrailingTimePeriod:
          description: Only Year1, Year3, Year5, Year10 supported
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        DataFrequency:
          description: Only Monthly, Quarterly  supported
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsItem'
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsSecurityItem'
    SectionRiskToleranceScorePayload_2:
      type: object
      title: SectionRiskToleranceScorePayload
      description: Section with risk tolerance score information
      properties:
        header:
          type: string
          description: header of the section
          example: Here’s how you scored compared to other investors.
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport_2'
        payloadComparedToInvestors:
          $ref: '#/components/schemas/ComparedToInvestorsPayload_2'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.Performance:
      type: object
      properties:
        PortfolioName:
          type: string
        PerformanceDate:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.PerformanceDate'
        ReturnMethodology:
          enum:
          - QuickPortfolio
          - Hypothetical
          type: string
        Returns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Returns'
        Risks:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.Risks'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AssetAllocationSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        AssetClass:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AssetClassItem'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummaryChart:
      type: object
      properties:
        Frequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummaryChartItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummaryChartItem'
        NetAmountInvested:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    YourDifferencesPayload_2:
      type: object
      title: YourDifferencesPayload
      description: Information for your differences details
      properties:
        questions:
          type: array
          items:
            $ref: '#/components/schemas/QuestionReport_2'
    YourDifferencesPayload:
      title: YourDifferencesPayload
      type: object
      properties:
        questions:
          type: array
          items:
            $ref: '#/components/schemas/QuestionReport'
      description: Information for your differences details.
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleBreakdownItem:
      type: object
      properties:
        LargeValue:
          format: double
          type: number
        LargeBlend:
          format: double
          type: number
        LargeGrowth:
          format: double
          type: number
        MidValue:
          format: double
          type: number
        MidBlend:
          format: double
          type: number
        MidGrowth:
          format: double
          type: number
        SmallValue:
          format: double
          type: number
        SmallBlend:
          format: double
          type: number
        SmallGrowth:
          format: double
          type: number
        Unclassified:
          format: double
          type: number
    OptionReport_2:
      type: object
      title: Option for report
      properties:
        text:
          type: string
          description: Option text
          example: Extremely low risk taker.
        displayOrder:
          type: integer
          description: Question display order
          example: 1
        selected:
          type: boolean
          description: True if the option was selected in stored responses
          example: false
    Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturnsItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturnsItem'
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TrailingTimePeriod_:
      type: object
      properties:
        Id:
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelationMatrix:
      type: object
      properties:
        TrailingTimePeriod:
          description: Only Year1, Year3, Year5, Year10 supported
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        DataFrequency:
          description: Only Monthly, Quarterly  supported
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        StartDate:
          format: date-time
          type: string
        EndDate:
          format: date-time
          type: string
        Correlations:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelationItemKey'
    QuestionReport_2:
      type: object
      title: QuestionReport
      properties:
        title:
          type: string
          description: Question title text
          example: Self-Rating
        text:
          type: string
          description: Option text
          example: Compared to others, how do you rate your willingness to take financial risks?
        displayOrder:
          type: integer
          description: Question display order
          example: 1
        options:
          type: array
          items:
            $ref: '#/components/schemas/OptionReport_2'
        difference:
          $ref: '#/components/schemas/DifferencePayload_2'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeMaturity:
      type: object
      properties:
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeMaturityItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeMaturityItem'
    Morningstar.PortfolioAnalysis.Models.Input.Report.RiskProfile:
      type: object
      properties:
        labelId:
          type: string
        profileTypeID:
          type: string
        profileID:
          type: string
        description:
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecurityReturnsItem:
      type: object
      properties:
        SecurityId:
          type: string
        ReturnData:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.ReturnDataItem'
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_:
      type: object
      properties:
        Id:
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.Report.targetassetPiechart:
      type: object
      properties:
        compitem:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.targetassetPiechartCompitem'
        tp:
          type: string
        chart:
          type: string
        profileId:
          type: string
        id:
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySectorExposureItem:
      type: object
      properties:
        Id:
          description: Parent/Rollup
          type: string
        Value:
          format: double
          type: number
        ExposureItem:
          description: Children. Can't use enum because they can be client specific and have different classifications (GICS, Morningstar, Institution specific)
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentDetailsItem:
      description: 'TODO: check all the types and possible values for properties in this class'
      type: object
      properties:
        Sequence:
          format: int32
          type: integer
        BeginningBalance:
          format: double
          type: number
        StartDate:
          format: date-time
          type: string
        EndDate:
          format: date-time
          type: string
        ChargesFees:
          format: double
          type: number
        DistributionWithdrawal:
          format: double
          type: number
        MarketValue:
          format: double
          type: number
        NewInvestment:
          format: double
          type: number
        TaxesDue:
          format: double
          type: number
        TotalReinvest:
          format: double
          type: number
        TotalReturnPercent:
          format: double
          type: number
    SuitabilityScorePayload:
      title: SuitabilityScorePayload
      type: object
      properties:
        suitabilityScore:
          type: integer
          description: Suitability core number
          example: 52
        investmentPolicies:
          type: array
          items:
            $ref: '#/components/schemas/InvestmentPolicyReport'
      description: Information for your suitability score
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.PlanningAssumptions:
      type: object
      properties:
        Currency:
          enum:
          - AUD
          - CAD
          - CNY
          - EUR
          - GBP
          - INR
          - JPY
          - USD
          type: string
        RebalanceFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - Biennially
          - None
          type: string
        IllustrationTrailingTimePeriod:
          enum:
          - YearToDate
          - Year1
          - Year3
          - Year5
          - Year10
          - SinceInception
          - EarliestAvailable
          - EarliestCommon
          - Customized
          type: string
        RebalanceThreshold:
          format: double
          type: number
        AllocationUpdateFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        FederalIncomeTaxRate:
          format: double
          type: number
        CapitalGainTaxRate:
          format: double
          type: number
        StateIncomeTaxRate:
          format: double
          type: number
        CanadianIncomeMarginalTaxRate:
          format: double
          type: number
        CanadianDividendMarginalTaxRate:
          format: double
          type: number
        CanadianCapitalGainsMarginalTaxRate:
          format: double
          type: number
        PayTaxes:
          enum:
          - OutOfPocket
          - SalesOfShares
          type: string
        PayFees:
          enum:
          - OutOfPocket
          - SalesOfShares
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.PortfolioHoldings:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.PortfolioHolding'
    SectionYourDifferencesPayload_2:
      type: object
      title: SectionYourDifferencesPayload
      description: Section with your differences information
      properties:
        header:
          type: string
          description: header of the section
          example: Your Differences
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport_2'
        payloadYourDifferences:
          $ref: '#/components/schemas/YourDifferencesPayload_2'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.SecurityFees:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.SecurityFeesSecurity'
    Morningstar.PortfolioAnalysis.Models.Input.Report.QuestionnaireSectionQuestion:
      type: object
      properties:
        refId:
          type: string
        responseRefId:
          type: string
        questionnaireImage:
          type: string
    ReportResponsePayload:
      title: ReportResponsePayload
      type: object
      properties:
        title:
          type: string
          description: Report's main title
          example: Risk Tolerance Results
        completedDate:
          type: string
          description: Questionnaire complete date (yyyy-mm-dd)
          example: '2020-05-28T00:00:00.000Z'
        sectionRiskTolerance:
          $ref: '#/components/schemas/SectionPayload'
        sectionUsingYourProfile:
          $ref: '#/components/schemas/SectionPayload'
        sectionRiskToleranceScore:
          $ref: '#/components/schemas/SectionRiskToleranceScorePayload'
        sectionRiskGroup:
          $ref: '#/components/schemas/SectionRiskGroupPayload'
        sectionYourDifferences:
          $ref: '#/components/schemas/SectionYourDifferencesPayload'
        sectionSuitabilityScore:
          $ref: '#/components/schemas/SectionSuitabilityScorePayload'
        sectionFooter:
          $ref: '#/components/schemas/SectionPayload'
      description: Content of the risk tolerance report with sections for static text, questionnaire responses, score values and footnotes.
    Morningstar.PortfolioAnalysis.Models.Input.Report.TargetAssetAllocation:
      type: object
      properties:
        piechart:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.targetassetPiechart'
        name:
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityRegionExposureItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        Region:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityRegionExposureItem'
    Morningstar.PortfolioAnalysis.Models.Input.XRay.FixedIncomeSectorGroupConfig:
      type: object
      properties:
        Id:
          type: string
        QuickPortInputId:
          type: string
        FixedIncomeSectorConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.FixedIncomeSectorConfig'
    Morningstar.PortfolioAnalysis.Models.Input.Report.PreparedByAdvisor:
      type: object
      properties:
        Name:
          type: string
        Title:
          type: string
        Email:
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.Performance.NonStdLoadAdjustedReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.NonStdLoadAdjustedReturnsSecurity'
    Morningstar.PortfolioAnalysis.Models.Input.Report.ReportSettings:
      type: object
      properties:
        ReportOrientation:
          enum:
          - Portrait
          - Landscape
          type: string
        staticPDFs:
          type: array
          items:
            type: string
        IncludeDisclosure:
          type: boolean
        CoverPage:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.CoverPage'
        RiskQuestionnaire:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.RiskToleranceQuestionnaire'
        TargetAssetAllocation:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.TargetAssetAllocation'
        InvestorProfile:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.InvestorProfile'
        ReportPages:
          type: array
          items:
            enum:
            - HistoricalPerformance
            - PortfolioSnapshot
            - PortfolioXRay
            - StockIntersection
            - CorrelationMatrix
            - RollingReturns
            - PriceAndDistribution
            - InvestmentDetail
            - InvestmentPolicyAgreement
            - PortfolioComparison
            - RiskQuestionnaire
            - TargetAssetAllocation
            - IndividualInvestmentFee
            - PortfolioComparisonFee
            - PortfolioFeeReport
            - Disclosure
            - PlanLookup
            - Agreement
            type: string
        InvestmentPolicyAgreement:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.InvestmentPolicyAgreement'
        ReportPermission:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.ReportPermission'
        ShowBarCode:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.ReportBarCode'
        ExpectedReturn:
          format: double
          type: number
    QuestionDifference:
      type: object
      title: QuestionDifference
      properties:
        questionId:
          type: string
          description: Question Id
          example: FM25-10
        message:
          type: string
          description: Message
          example: You are prepared to take only a small degree of risk with your financial decisions.
    RiskGroupPayload:
      title: RiskGroupPayload
      type: object
      properties:
        title:
          type: string
          description: Title of the mix investments table
          example: Mix of Investments in Portfolio
        headers:
          $ref: '#/components/schemas/MixInvestmentsHeader'
        mixInvestmentsPortfolio:
          type: array
          example:
          - portfolio: Portfolio 1
            highRisk: 0
            mediumRisk: 0
            lowRisk: 100
          - portfolio: Portfolio 2
            highRisk: 0
            mediumRisk: 30
            lowRisk: 70
          items:
            $ref: '#/components/schemas/InvestmentPortfolio'
      description: Payload with risk group information containing a representation of a portfolio's table.
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityMarketMaturityItem:
      type: object
      properties:
        DevelopedMarkets:
          format: double
          type: number
        EmergingMarkets:
          format: double
          type: number
        NotAvailable:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.Report.InvestmentPolicyAgreement:
      type: object
      properties:
        Name1:
          type: string
        Name2:
          type: string
    SectionYourDifferencesPayload:
      title: SectionYourDifferencesPayload
      type: object
      properties:
        header:
          type: string
          description: Header of the section
          example: Your differences
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport'
        payloadYourDifferences:
          $ref: '#/components/schemas/YourDifferencesPayload'
      description: Section with your differences information.
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.PriceRatios:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.PriceRatiosItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.PriceRatiosItem'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.PriceRatiosItemSecurity'
    Morningstar.PortfolioAnalysis.Models.Input.Hypo.HypoView:
      required:
      - Id
      type: object
      properties:
        Id:
          description: this will look up the view definition defined by configuration
          type: string
        Hypos:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.Hypos'
    Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInputHolding:
      description: 'TODO: Implement same way as PortfolioInput'
      required:
      - SecurityId
      - Weight
      type: object
      properties:
        SecurityId:
          type: string
        Type:
          enum:
          - XI
          - CA
          - EI
          - CASH
          type: string
        Weight:
          format: double
          type: number
    PublishB:
      type: object
      properties:
        reportId:
          type: string
          format: uuid
          example: ef22ef22-efef-5678-0000-000000000000
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleBreakdown:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleBreakdownItem'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleBreakdownItemSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.IllustrationReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.IllustrationReturnSecurityItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.SecurityReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        NonStdLoadAdjustedReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.NonStdLoadAdjustedReturns'
        StandardizedAndTaxAdjustedReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedAndTaxAdjustedReturns'
    Morningstar.PortfolioAnalysis.Models.Input.Report.QuestionnaireSection:
      type: object
      properties:
        textId:
          type: string
        titleId:
          type: string
        notDrawSolidline:
          type: boolean
        Questions:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.QuestionnaireSectionQuestion'
    ArrayOfReportUuid:
      type: array
      items:
        type: string
        format: uuid
        example: ef11ef11-abcd-1234-0000-000000000000
    Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceView:
      type: object
      properties:
        Id:
          description: this will look up the view definition defined by configuration
          type: string
        Performances:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Performances'
    Assign:
      type: object
      required:
      - reportId
      - bucketId
      properties:
        reportName:
          type: string
          example: ABCo portfolio-xray
        format:
          type: string
          example: PDF
        reportId:
          type: string
          format: uuid
          example: ef11ef11-abcd-1234-0000-000000000000
        bucketId:
          type: string
          format: uuid
          example: bb11bb11-1111-0000-0000-000000000000
        households:
          $ref: '#/components/schemas/ArrayOfHouseholds'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecuritySummaryPerformance:
      type: object
      properties:
        AverageAnnualizedReturn:
          format: double
          type: number
        CumulativeReturn:
          format: double
          type: number
        Day7Yield:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelationMatrix:
      type: object
      properties:
        TrailingTimePeriod:
          description: Only Year1, Year3, Year5, Year10 supported
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        DataFrequency:
          description: Only Monthly, Quarterly  supported
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        StartDate:
          format: date-time
          type: string
        EndDate:
          format: date-time
          type: string
        Correlations:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelationItemKey'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriod:
      type: object
      properties:
        TimePeriod:
          description: Only support Month1, Month3, Year1, Year3
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Value:
          format: double
          type: number
        StartDate:
          format: date-time
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.Performance.AfterTaxReturns:
      type: object
      properties:
        OnDistributionAndSalesOfShares:
          description: Year1,Year3,Year5,Year10,SinceInception only supported
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TimePeriod_'
        OnDistributionReturn:
          description: Year1,Year3,Year5,Year10,SinceInception only supported
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TimePeriod_'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecuritiesReturns:
      type: object
      properties:
        MedianReturn:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.MedianReturn'
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecurityReturnsItem'
    Morningstar.PortfolioAnalysis.Models.Input.XRay.StockIntersectionConfig:
      type: object
      properties:
        ApiDataPoints:
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentAssumption:
      type: object
      properties:
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentAssumptionSecurityItem'
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisConfig:
      type: object
      properties:
        Id:
          description: this will look up the configuration settings
          type: string
        PerformanceOptional:
          type: boolean
        PerformanceConfig:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceConfig'
        XRayConfig:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayConfig'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.ProfitabilityItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        ProfitabilityItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.ProfitabilityItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.Performances:
      type: object
      properties:
        PerformanceDate:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.PerformanceDate'
        Performance:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Performance'
        CrossPortfolioCorrelationMatrix:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelationMatrix'
        SecurityReference:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.SecurityItem'
    SuitabilityScorePayload_2:
      type: object
      title: SuitabilityScorePayload
      description: Information for your suitability score
      properties:
        suitabilityScore:
          type: integer
          description: suitability core number
          example: 52
        investmentPolicies:
          type: array
          items:
            $ref: '#/components/schemas/InvestmentPolicyReport_2'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentDetails:
      type: object
      properties:
        PortfolioDetails:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentDetailsItem'
        PortfolioTotalDistributionAndWithdrawal:
          format: double
          type: number
        PortfolioTotalNewInvestment:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.GeometricAverageCapitalizationItem:
      type: object
      properties:
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivity:
      type: object
      properties:
        DataFrequency:
          enum:
          - Monthly
          - Quarterly
          type: string
        Portfolio:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivityItem'
        Benchmark:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivityItem'
        MaxSequence:
          format: int32
          type: integer
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.Int32_:
      type: object
      properties:
        Id:
          format: int32
          type: integer
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.Report.ReportBarCode:
      type: object
      properties:
        Text:
          type: string
        Height:
          format: double
          type: number
        Width:
          format: double
          type: number
    InvestmentPortfolio_2:
      type: object
      title: InvestmentPortfolio
      description: Investment portfolio object that represents the mix of investments in portfolio
      properties:
        portfolio:
          type: string
          description: portfolio's name
          example: Portfolio 1
        highRisk:
          type: integer
          description: High risk value
          example: 1
        mediumRisk:
          type: integer
          description: Medium risk value
          example: 0
        lowRisk:
          type: integer
          description: Low risk value
          example: 100
    Households:
      type: object
      properties:
        householdId:
          type: string
          format: uuid
          example: cd11cd11-cdef-5678-0000-000000000000
        name:
          type: string
    ArrayOfPublishA:
      type: array
      items:
        $ref: '#/components/schemas/PublishA'
    PublishA:
      type: object
      properties:
        reportId:
          type: string
          format: uuid
          example: ef11ef11-abcd-1234-0000-000000000000
    Morningstar.PortfolioAnalysis.Models.Output.PortfolioBenchmark:
      type: object
      properties:
        Type:
          description: Ignore value in the view definition. This will be set correctly as part of the response.
          enum:
          - Standard
          - AutoAsset
          - AutoCategory
          - Custom
          type: string
        Holdings:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.PortfolioBenchmarkHolding'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedReturnsTimePeriodItem:
      type: object
      properties:
        Id:
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Market:
          format: double
          type: number
        Nav:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleItem:
      type: object
      properties:
        AverageMarketCap:
          format: double
          type: number
        ProspectivePriceBook:
          format: double
          type: number
        ProspectivePriceCashFlow:
          format: double
          type: number
        ProspectivePriceEarnings:
          format: double
          type: number
        ProspectivePriceSales:
          format: double
          type: number
    InvestmentPortfolio:
      title: InvestmentPortfolio
      type: object
      properties:
        portfolio:
          type: string
          description: portfolio's name
          example: Portfolio 1
        highRisk:
          type: integer
          description: High risk value
          example: 1
        mediumRisk:
          type: integer
          description: Medium risk value
          example: 0
        lowRisk:
          type: integer
          description: Low risk value
          example: 100
      description: Investment portfolio object that represents the mix of investments in portfolio.
    ReportResponsePayload_2:
      type: object
      title: ReportResponsePayload
      description: Content of the risk tolerance report with sections for static text, questionnaire responses, score values and footnotes.
      properties:
        title:
          type: string
          description: report's main title
          example: Risk Tolerance Results
        completedDate:
          type: string
          example: '2020-05-28'
          description: Questionnaire complete date (yyyy-mm-dd)
        sectionRiskTolerance:
          $ref: '#/components/schemas/SectionPayload_2'
        sectionUsingYourProfile:
          $ref: '#/components/schemas/SectionPayload_2'
        sectionRiskToleranceScore:
          $ref: '#/components/schemas/SectionRiskToleranceScorePayload_2'
        sectionRiskGroup:
          $ref: '#/components/schemas/SectionRiskGroupPayload_2'
        sectionYourDifferences:
          $ref: '#/components/schemas/SectionYourDifferencesPayload_2'
        sectionSuitabilityScore:
          $ref: '#/components/schemas/SectionSuitabilityScorePayload_2'
        sectionFooter:
          $ref: '#/components/schemas/SectionPayload_2'
    Publish:
      type: object
      required:
      - reportId
      - bucketId
      properties:
        enabled:
          type: boolean
        success:
          $ref: '#/components/schemas/ArrayOfPublishA'
        failure:
          $ref: '#/components/schemas/ArrayOfPublishB'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.XRay:
      type: object
      properties:
        PortfolioName:
          type: string
        AnalysisDate:
          format: date-time
          type: string
        AnalysisDateTimePeriod:
          enum:
          - MonthEnd
          - QuarterEnd
          type: string
        ReturnMethodology:
          enum:
          - QuickPortfolio
          - Hypothetical
          type: string
        Analysis:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AnalysisItem'
        Holdings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.HoldingsItem'
        Statistics:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Statistics.StatisticsItem'
        PortfolioBenchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.PortfolioBenchmark'
        Returns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Returns'
        SecurityFees:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.SecurityFees'
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisRequestSettings:
      type: object
      properties:
        OutputCurrency:
          enum:
          - AUD
          - CAD
          - CNY
          - EUR
          - GBP
          - INR
          - JPY
          - USD
          type: string
        AnalysisDateTimePeriod:
          enum:
          - MonthEnd
          - QuarterEnd
          type: string
        AssetClassGroupConfigs:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfigs'
        OutputReturnsFrequency:
          description: Default should be annually
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        IncludePortfolioInCorrelationMatrix:
          type: boolean
        RollingReturnFrequency:
          enum:
          - Month3
          - Month6
          - Year1
          - Year3
          - Year5
          - Year10
          type: string
        HypoCalculationSettings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Hypo.HypoCalculationSettings'
        ReportSettings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.ReportSettings'
    SectionPayload:
      title: SectionPayload
      type: object
      properties:
        header:
          type: string
          description: Header of the section
          example: About Risk Tolerance
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport'
      description: Section that contains id, header, array of paragraphs that are going to be part of the report.
    Morningstar.PortfolioAnalysis.Models.Input.Report.PreparedBy:
      type: object
      properties:
        Advisors:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.PreparedByAdvisor'
        FirmName:
          type: string
        Address1:
          type: string
        Address2:
          type: string
        City:
          type: string
        State:
          description: To be used for Province in Canada
          type: string
        Zipcode:
          description: To be used for Postal Code in Canada
          type: string
        Country:
          type: string
        Phone:
          type: string
        Website:
          type: string
        ABN:
          description: Australia only
          type: string
        AFSL:
          description: Australia only
          type: string
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisInputSettings:
      type: object
      properties:
        View:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisView'
        Config:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisConfig'
        RequestSettings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisRequestSettings'
        Portfolios:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput'
      example:
        View:
          Id: PDF
        Config:
          Id: PDF
        RequestSettings:
          OutputCurrency: USD
          AnalysisDateTimePeriod: MonthEnd
          AssetClassGroupConfigs:
            AssetClassGroupConfig:
            - Id: ACG-USDETAILED-15
            - Id: ACG-USBROAD
          OutputReturnsFrequency: Annually
          IncludePortfolioInCorrelationMatrix: true
          RollingReturnFrequency: Month3
          ReportSettings:
            ReportOrientation: Portrait
            IncludeDisclosure: true
            ReportPermission:
              AllowAnnotation: false
              AllowPrint: false
              AllowCopy: false
              AllowContent: false
            CoverPage:
              ReportTitle: ReportTitle
              PreparedFor:
                Name: PreparedForName
                Address: PreparedForAddress
                City: PreparedForCity
                Phone: PreparedForPhone
                Email: PreparedForEmail
              PreparedBy:
                Advisors:
                - Name: PreparedByAdvisorName1
                  Title: PreparedByAdvisorTitle1
                  Email: PreparedByAdvisorEmail1
                - Name: PreparedByAdvisorName2
                  Title: PreparedByAdvisorTitle2
                  Email: PreparedByAdvisorEmail2
                FirmName: PreparedByFirmName
                Address1: PreparedByAddress1
                Address2: PreparedByAddress2
                City: PreparedByCity
                State: PreparedByState
                Zipcode: PreparedByZipcode
                Country: PreparedByCountry
                Phone: PreparedByPhone
                Website: PreparedByWebsite
            ReportPages:
            - PortfolioXRay
            - PortfolioSnapshot
            InvestmentPolicyAgreement:
              Name1: Name1
              Name2: Name2
          HypoReportType: Portfolio
        Portfolios:
        - Name: TestPortfolio1
          TotalValue: 100000
          Currency: USD
          Holdings:
          - SecurityId: F00000VCTT
            Weight: 20
          - SecurityId: 0P00002NW8
            Weight: 10
          - TradingSymbol: AAPL
            Weight: 15
          - ISIN: US09251T1034
            Weight: 35
          - CUSIP: '256219106'
            Weight: 20
          Benchmark:
            Type: Standard
            Holdings:
            - SecurityId: XIUSA04G92
              Type: XI
              Weight: 100
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.StockIntersectionConcentrationRatio:
      type: object
      properties:
        TopStocksPercent:
          format: double
          type: number
        OtherStocksPercent:
          format: double
          type: number
        TopNumberOfStocks:
          format: int32
          type: integer
    InvestmentPolicyReport:
      title: InvestmentPolicyReport
      type: object
      properties:
        id:
          type: string
          description: Unique identifier
          example: 95000cf-9f72-4au7-811b-35dc66dd95a
        title:
          type: string
          description: Investment policy title
          example: Conservative
        text:
          type: string
          description: Investment policy text
          example: As a conservative investor, your portfolio will be invested in the most risk-averse areas such as cash and fixed-income securities.
        min:
          type: integer
          description: Minimum score range
          example: 10
        max:
          type: integer
          description: Maximum score range
          example: 30
        assetClass:
          type: array
          items:
            $ref: '#/components/schemas/AssetClassPayload'
      description: Investment policy report
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InterestRateRiskItem:
      type: object
      properties:
        Maturity:
          format: double
          type: number
        MaturityPercentAnalyzed:
          format: double
          type: number
        YieldToMaturity:
          format: double
          type: number
        ModifiedDuration:
          format: double
          type: number
        EffectiveDuration:
          format: double
          type: number
        EffectiveDurationPercentAnalyzed:
          format: double
          type: number
        WTDCoupon:
          format: double
          type: number
        WTDPrice:
          format: double
          type: number
        AverageCreditQuality:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AssetClassItem:
      type: object
      properties:
        Id:
          type: string
        Long:
          format: double
          type: number
        Short:
          format: double
          type: number
        Net:
          format: double
          type: number
        RescaledLong:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.SecurityFeesSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        FrontLoadFee:
          format: double
          type: number
        DeferredLoadFee:
          format: double
          type: number
        ManagementFees:
          format: double
          type: number
        Expense12b1:
          format: double
          type: number
        NetExpenseRatio:
          format: double
          type: number
        GrossExpenseRatio:
          format: double
          type: number
        AnnualReportNetExpenseRatio:
          format: double
          type: number
        AnnualReportGrossExpenseRatio:
          format: double
          type: number
        TotalExpenseRatio:
          format: double
          type: number
        ManagementExpenseRatio:
          format: double
          type: number
        IndirectCostRatio:
          format: double
          type: number
        OnGoingCharge:
          format: double
          type: number
        KIIDOnGoingCharge:
          format: double
          type: number
    ReportListSingle:
      type: object
      required:
      - reportId
      - name
      properties:
        metadata:
          $ref: '#/components/schemas/ReportMetaDataSingle'
        results:
          type: array
          items:
            $ref: '#/components/schemas/Report'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelationItemKey:
      type: object
      properties:
        Id:
          format: int32
          type: integer
        SecurityId:
          type: string
        PortfolioName:
          type: string
        UseExtendedReturns:
          type: boolean
        Type:
          enum:
          - Portfolio
          - Security
          type: string
        CorrelatedItemKey:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelatedItemKey'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsSecurityItem:
      type: object
      properties:
        SecurityId:
          type: string
        Weight:
          format: double
          type: number
        RiskStatisticsItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsItem'
    Morningstar.PortfolioAnalysis.Models.Input.Report.targetassetPiechartCompitem:
      type: object
      properties:
        itemname:
          type: string
        classid:
          type: string
        alias:
          type: string
        color:
          type: string
        net:
          type: string
    SectionRiskGroupPayload_2:
      type: object
      title: SectionRiskGroupPayload
      description: Section with risk group information
      properties:
        header:
          type: string
          description: header of the section
          example: About Your Risk Group
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport_2'
        payloadRiskGroup:
          $ref: '#/components/schemas/RiskGroupPayload_2'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeStyleItem:
      type: object
      properties:
        EffectiveDuration:
          format: double
          type: number
        EffectiveMaturity:
          format: double
          type: number
    ErrorResponse502:
      title: ErrorResponse
      type: object
      properties:
        message:
          type: string
          description: Error Message
          example: Received an invalid response from the upstream server
        status:
          type: string
          description: Error Status
          example: BAD_GATEWAY
        timestamp:
          type: string
          description: Error Timestamp
          example: 2020-08-05T13:40:25+0000
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AssetAllocation:
      type: object
      properties:
        Id:
          description: Asset Class Group Id
          type: string
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AssetClassItem'
        Benchmark:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AssetClassItem'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AssetAllocationSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsItem:
      type: object
      properties:
        Alpha:
          format: double
          type: number
        Beta:
          format: double
          type: number
        RSquared:
          format: double
          type: number
    MixInvestmentsHeader_2:
      type: object
      title: MixInvestmentsHeader
      properties:
        portfolio:
          type: string
          description: Header of the column for portfolio information.
          example: Portfolio
        highRisk:
          type: string
          description: Header of the column for high risk information.
          example: High Risk/Return %
        mediumRisk:
          type: string
          description: Header of the column for medium risk information.
          example: Medium Risk/Return %
        lowRisk:
          type: string
          description: Header of the column for low risk information.
          example: Low Risk/Return %
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.Hypos:
      type: object
      properties:
        PerformanceDate:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.PerformanceDate'
        Hypo:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.Hypo'
        SecurityReference:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.SecurityItem'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.TopNetUnderlyingHoldings:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        TopNumber:
          format: int32
          type: integer
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.TopNetUnderlyingHoldingsSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeSectors:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Id:
          description: Possible values Morningstar, or Institution defined Id
          type: string
        Portfolio:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
        Benchmark:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AnalysisItem:
      type: object
      properties:
        AssetAllocation:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.AssetAllocation'
        EquityAnalysis:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityAnalysis'
        FixedIncomeAnalysis:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeAnalysis'
        InvestmentStyle:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InvestmentStyle'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatistics:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        TrailingTimePeriod:
          description: Only Year1, Year3, Year5, Year10 supported
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        DataFrequency:
          description: Only Monthly, Quarterly  supported
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsItem'
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsSecurityItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivityItem:
      description: 'TODO: check all the types and possible values for properties in this class'
      type: object
      properties:
        Sequence:
          format: int32
          type: integer
        StartDate:
          format: date-time
          type: string
        EndDate:
          format: date-time
          type: string
        BeginningBalance:
          format: double
          type: number
        ChargesFees:
          format: double
          type: number
        DistributionWithdrawal:
          format: double
          type: number
        MarketValue:
          format: double
          type: number
        NewInvestment:
          type: boolean
        TaxesDue:
          format: double
          type: number
        TotalReinvest:
          format: double
          type: number
        TotalReturnPercent:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Performance.Returns:
      type: object
      properties:
        BestWorstTimePeriods:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriods'
        TrailingReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturns'
        CalendarYearReturn:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturns'
        RollingReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturns'
        IllustrationReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.IllustrationReturns'
        PerformanceHistorys:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistorys'
        InvestmentActivity:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivity'
        SecurityReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.SecurityReturns'
    AssignInput:
      type: object
      required:
      - reportIds
      - householdIds
      properties:
        reportIds:
          $ref: '#/components/schemas/ArrayOfReportUuid'
        householdIds:
          $ref: '#/components/schemas/ArrayOfHouseholdUuid'
    Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayView:
      type: object
      properties:
        Id:
          description: this will look up the view definition defined by configuration
          type: string
        XRays:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.XRays'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecuritySummary:
      type: object
      properties:
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecuritySummaryItem'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyle:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleItem'
        EquityStyleBreakdown:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleBreakdown'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityStyleItemSecurity'
    Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayConfig:
      type: object
      properties:
        Id:
          description: this will look up the configuration settings
          type: string
        ReturnMethodology:
          enum:
          - QuickPortfolio
          - Hypothetical
          type: string
        FixedIncomeSectorGroupConfig:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.FixedIncomeSectorGroupConfig'
        StockIntersectionConfig:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.StockIntersectionConfig'
        EquitySectorGroupConfig:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.EquitySectorGroupConfig'
        WorldRegionGroupConfig:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.WorldRegionGroupConfig'
        AssetClassGroupConfig:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfig'
        IncludeStockIntersectionIndexData:
          type: boolean
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InterestRateRisk:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InterestRateRiskItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InterestRateRiskItem'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InterestRateRiskItemSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturn'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturn'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.StockIntersectionItem:
      type: object
      properties:
        SecurityId:
          type: string
        SecurityName:
          type: string
        CUSIP:
          type: string
        TradingSymbol:
          type: string
        PercentOfInvestments:
          format: double
          type: number
        MarketValue:
          format: double
          type: number
        StockSector:
          description: 'TODO: should this be an enum instead of a string?'
          type: string
        SourceOfStock:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.StockIntersectionItemSource'
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput:
      required:
      - Name
      - Currency
      - Holdings
      type: object
      properties:
        Name:
          type: string
        TotalValue:
          format: double
          type: number
        Currency:
          enum:
          - AUD
          - CAD
          - CNY
          - EUR
          - GBP
          - INR
          - JPY
          - USD
          type: string
        Holdings:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioInputHolding'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInput'
        IrrFees:
          format: double
          type: number
        RiskFreeProxyId:
          description: Default is set in the Configuration. This is a portfolio level override.
          type: string
    SectionRiskToleranceScorePayload:
      title: SectionRiskToleranceScorePayload
      type: object
      properties:
        header:
          type: string
          description: Header of the section
          example: About Risk Tolerance
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport'
        payloadComparedToInvestors:
          $ref: '#/components/schemas/ComparedToInvestorsPayload'
      description: Section with risk tolerance score information.
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityTypeBreakdownItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        EquityTypeBreakdownItem:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.EquityType_'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeMaturityItem:
      type: object
      properties:
        Maturity:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.FixedIncomeMaturityPeriod_'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.GeometricAverageCapitalization:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.GeometricAverageCapitalizationItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.GeometricAverageCapitalizationItem'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.GeometricAverageCapitalizationItemSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.BenchmarkPerformance:
      type: object
      properties:
        Name:
          type: string
        Performance:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.Risks:
      type: object
      properties:
        RiskStatistics:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatistics'
        MPTStatistics:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatistics'
        CorrelationMatrix:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelationMatrix'
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioInputHolding:
      type: object
      properties:
        SecurityId:
          type: string
        Type:
          description: 'TODO: is this required? If not, is there a default?'
          enum:
          - BD
          - CT
          - CA
          - CASH
          - EI
          - FC
          - FE
          - FM
          - FO
          - FI
          - FV
          - SA
          - ST
          - VA
          - V1
          - XI
          - SP
          type: string
        ExchangeID:
          type: string
        Weight:
          format: double
          type: number
        Value:
          format: double
          type: number
        AnnualFeePercent:
          format: double
          type: number
        AnnualFeeFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          type: string
        SalesFeesAmountType:
          enum:
          - Amount
          - Percentage
          type: string
        SalesFeesAmount:
          format: double
          type: number
        SalesFeesType:
          enum:
          - Standard
          - Custom
          type: string
        SalesFeesROAAmount:
          format: double
          type: number
        SalesFeesLOIAmount:
          format: double
          type: number
        OtherFeeAmount:
          format: double
          type: number
        OtherFeeAmountType:
          enum:
          - Amount
          - Percentage
          type: string
        OtherFeeType:
          enum:
          - TradingCommissions
          - ShortTermTradingFee
          type: string
        CUSIP:
          type: string
        TradingSymbol:
          type: string
        FundCode:
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.FixedIncomeMaturityPeriod_:
      type: object
      properties:
        Id:
          enum:
          - Years1to3
          - Years3to5
          - Years5to7
          - Years7to10
          - Years10to15
          - Years15to20
          - Years20to30
          - YearsOver30
          type: string
        Value:
          format: double
          type: number
    ReportMetaData:
      type: object
      properties:
        startdate:
          type: string
          example: YYYY-MM-DD
          description: Date or empty.
        enddate:
          type: string
          example: YYYY-MM-DD
          description: Date or empty.
        bucketId:
          type: string
          format: uuid
          example: bb11bb11-1111-0000-0000-000000000000
          description: BucketId or empty in special cases.
        items:
          type: integer
          example: 1
          description: Number of reports found.
    SectionRiskGroupPayload:
      title: SectionRiskGroupPayload
      type: object
      properties:
        header:
          type: string
          description: Header of the section
          example: About Your Risk Group
        paragraphs:
          type: array
          items:
            $ref: '#/components/schemas/ParagraphReport'
        payloadRiskGroup:
          $ref: '#/components/schemas/RiskGroupPayload'
      description: Section with risk group information.
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummaryChartItem:
      type: object
      properties:
        StartDate:
          format: date-time
          type: string
        Data:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeAnalysis:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        FixedIncomeSectors:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeSectors'
        FixedIncomeMaturity:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeMaturity'
        CreditQuality:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.CreditQuality'
        InterestRateRisk:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InterestRateRisk'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsSecurityItem:
      type: object
      properties:
        SecurityId:
          type: string
        MPTStatisticsItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsItem'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityTypeBreakdown:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.EquityType_'
        Benchmark:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.EquityType_'
        SecurityBreakdown:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityTypeBreakdownItemSecurity'
    ParagraphReport_2:
      type: object
      title: ParagraphReport
      properties:
        content:
          type: string
          description: Paragraph text
          example: Compared to others, how do you rate your willingness to take financial risks?
        isHtml:
          type: boolean
          example: false
          description: True if the text field is an HTML markup, otherwise text field is plain text
        isImage:
          type: boolean
          example: true
          description: True if the `content` field is a base64 encoded image, otherwise is regular text
        displayOrder:
          type: integer
          example: 1
          description: Paragraph display order
    Morningstar.PortfolioAnalysis.Models.Input.Report.PreparedFor:
      type: object
      properties:
        Name:
          type: string
        Address:
          type: string
        City:
          type: string
        Phone:
          type: string
        Email:
          type: string
    ReportList:
      type: object
      required:
      - reportId
      - name
      properties:
        metadata:
          $ref: '#/components/schemas/ReportMetaData'
        results:
          type: array
          items:
            $ref: '#/components/schemas/Report'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.TopNetUnderlyingHoldingsSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        PercentAssets:
          format: double
          type: number
        FundCategory:
          type: string
        EquitySector:
          description: Institution specific sector configuration
          type: string
        FixedIncomeSector:
          type: string
        Industry:
          type: string
        Country:
          description: Needs to be ISO country code
          type: string
    DifferencePayload:
      title: DifferencePayload
      type: object
      properties:
        group:
          type: string
          description: Question risk group column by key difference map. (VERY_LOW, LOW, AVERAGE, HIGH, VERY_HIGH)
          example: VERY_LOW
        type:
          type: string
          description: Difference type. (STANDARD, RISKIER, LESS_RISKY)
          example: STANDARD
        value:
          type: integer
          description: Difference value from key difference map.
          example: -1
        text:
          type: string
          description: Text that describe if the question is riskier or less risky than the Very High/Very Low risk group.
          example: Your answer is riskier than the most risky answer typically given by someone in the Very High risk group.
      description: Difference payload
    ComparedToInvestorsPayload_2:
      type: object
      title: ComparedToInvestorsPayload
      description: Payload with information about the comparison with other investors.
      properties:
        calculatedScore:
          type: integer
          description: Calculated score
          example: 52
        agreedScore:
          type: integer
          description: Agreed Score
          example: 52
        calculatedRiskGroup:
          type: string
          description: Calculated risk group
          example: Average
        calculatedRiskGroupValue:
          type: string
          description: Calculated risk group code
          example: AVERAGE
        agreedRiskGroup:
          type: string
          description: Agreed risk group
          example: Average
        agreedChangedDate:
          type: string
          description: Agreed change date
          example: '2020-06-01'
        completedDate:
          type: string
          description: Calculated date
          example: '2020-06-01'
        inconsistencyHeading:
          type: string
          description: Inconsistency heading
          example: Review Your Differences
        inconsistencyMessage:
          type: string
          description: Inconsistency message
          example: Based on how your answers differed, we recommend discussing your risk tolerance further with a financial professional.
        adjustedHeading:
          type: string
          description: Adjusted heading
          example: Suggested Score.
        adjustedMessage:
          type: string
          description: Adjusted message
          example: Based on how some of your answers differed from others in your risk group, it is recommended that your risk score be adjusted from 42 to 46.
        adjustedScore:
          type: integer
          description: Adjusted score
          example: 42
        adjustedRiskGroup:
          type: string
          description: Adjusted risk group
          example: Low
        riskGroupLabels:
          type: array
          items:
            $ref: '#/components/schemas/RiskGroupLabel_2'
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.Hypo:
      type: object
      properties:
        PortfolioName:
          type: string
        PerformanceDate:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.PerformanceDate'
        InvestmentAssumption:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.InvestmentAssumption'
        PortfolioSummary:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummary'
        SecuritySummary:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecuritySummary'
        SecuritiesReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Hypo.SecuritiesReturns'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Statistics.StatisticsItem:
      type: object
      properties:
        PortfolioSummary:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Statistics.PortfolioStatisticsSummary'
        FundStatistics:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Statistics.FundStatistics'
    Morningstar.PortfolioAnalysis.Models.Input.XRay.FixedIncomeSectorConfig:
      type: object
      properties:
        Id:
          type: string
        QuickPortId:
          type: string
    Morningstar.PortfolioAnalysis.Models.Input.Report.ReportPermission:
      type: object
      properties:
        AllowPrint:
          type: boolean
        AllowCopy:
          type: boolean
        AllowContent:
          type: boolean
        AllowAnnotation:
          type: boolean
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.CreditQualityItem:
      type: object
      properties:
        AAA:
          format: double
          type: number
        AA:
          format: double
          type: number
        A:
          format: double
          type: number
        BBB:
          format: double
          type: number
        BB:
          format: double
          type: number
        B:
          format: double
          type: number
        BelowB:
          format: double
          type: number
        NotRated:
          format: double
          type: number
    ParagraphReport:
      title: ParagraphReport
      type: object
      properties:
        content:
          type: string
          description: Paragraph text
          example: Compared to others, how do you rate your willingness to take financial risks?
        isHtml:
          type: boolean
          description: True if the text field is an HTML markup, otherwise text field is plain text
          example: true
        isImage:
          type: boolean
          description: True if the `content` field is a base64 encoded image, otherwise is regular text
          example: false
        displayOrder:
          type: integer
          description: Paragraph display order
          example: 1
      description: Option for report.
    ComparedToInvestorsPayload:
      title: ComparedToInvestorsPayload
      type: object
      properties:
        calculatedScore:
          type: integer
          description: Calculated score
          example: 52
        agreedScore:
          type: integer
          description: Agreed score
          example: 52
        calculatedRiskGroup:
          type: string
          description: Calculated risk group
          example: Average
        calculatedRiskGroupValue:
          type: string
          description: Calculated risk group code
          example: AVERAGE
        agreedRiskGroup:
          type: string
          description: Agreed risk group
          example: Average
        agreedChangedDate:
          type: string
          description: Agreed change date
          example: '2020-06-01T00:00:00.000Z'
        completedDate:
          type: string
          description: Calculated date
          example: '2020-06-01T00:00:00.000Z'
        riskGroupLabels:
          type: array
          items:
            $ref: '#/components/schemas/RiskGroupLabel'
      description: Payload with information about the comparison with other investors.
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioAnalysis.PortfolioAnalysisView:
      type: object
      properties:
        Id:
          description: this will look up the view definition defined by configuration
          type: string
        XRayView:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayView'
        HypoView:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Hypo.HypoView'
        PerformanceView:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceView'
    ReportMetaDataSingle:
      type: object
      properties:
        items:
          type: integer
          example: 1
          description: Number of reports found.
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.IllustrationReturnTimePeriod_:
      type: object
      properties:
        Id:
          enum:
          - Days7Yield
          - Days7YieldUnsubsidized
          - Days7YieldSubsidized
          - Year1
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.XRay.WorldRegionConfig:
      type: object
      properties:
        Id:
          type: string
        QuickPortId:
          type: string
        QuickPortRegionText:
          type: string
        QuickPortParentRegionText:
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Holdings.PortfolioHolding:
      type: object
      properties:
        SecurityId:
          type: string
        FundPortfolioDate:
          format: date-time
          type: string
        Year1:
          format: double
          type: number
        Year3:
          format: double
          type: number
        Year5:
          format: double
          type: number
        Year10:
          format: double
          type: number
        PercentAssets:
          format: double
          type: number
        MarketValue:
          format: double
          type: number
        FundCategory:
          type: string
        Sector:
          description: Institution specific sector configuration
          type: string
        Industry:
          type: string
        Country:
          description: ISO country code
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.PriceRatiosItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        PriceRatiosItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.PriceRatiosItem'
    QuestionReport:
      title: QuestionReport
      type: object
      properties:
        title:
          type: string
          description: Question title text
          example: Self-Rating
        text:
          type: string
          description: Option text
          example: Compared to others, how do you rate your willingness to take financial risks?
        displayOrder:
          type: integer
          description: Question display order
          example: 1
        options:
          type: array
          items:
            $ref: '#/components/schemas/OptionReport'
        difference:
          type: array
          items:
            $ref: '#/components/schemas/DifferencePayload'
      description: Question report.
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityMarketMaturity:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityMarketMaturityItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityMarketMaturityItem'
    ErrorResponse500:
      title: ErrorResponse
      type: object
      properties:
        message:
          type: string
          description: Error Message
          example: Internal Server Error
        status:
          type: string
          description: Error Status
          example: INTERNAL_SERVER_ERROR
        timestamp:
          type: string
          description: Error Timestamp
          example: 2020-08-05T13:40:25+0000
    Morningstar.PortfolioAnalysis.Models.Output.Hypo.PortfolioSummaryPerformance:
      type: object
      properties:
        AverageAnnualizedReturn:
          format: double
          type: number
        CumulativeReturn:
          format: double
          type: number
        FinalMarketValue:
          format: double
          type: number
        NetAmountInvested:
          format: double
          type: number
        BenchmarkCumulativeReturn:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfig:
      type: object
      properties:
        Id:
          type: string
        Type:
          enum:
          - Broad
          - Detailed
          type: string
        AssetClassConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.AssetClassConfig'
    Morningstar.PortfolioAnalysis.Models.Input.XRay.EquitySectorGroupConfig:
      type: object
      properties:
        Id:
          type: string
        EquitySectorConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.EquitySectorConfig'
    Morningstar.PortfolioAnalysis.Models.Input.XRay.EquitySectorConfig:
      type: object
      properties:
        Id:
          type: string
        QuickPortId:
          type: string
        IsParentSector:
          type: boolean
        ParentSectorId:
          type: string
    Morningstar.PortfolioAnalysis.Models.Input.Report.InvestorProfile:
      type: object
      properties:
        Profiles:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.RiskProfile'
        results:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Report.RiskProfile'
    InvestmentPolicyReport_2:
      type: object
      title: InvestmentPolicyReport
      properties:
        id:
          type: string
          description: Unique identifier
          example: 95000cf-9f72-4au7-811b-35dc66dd95a
        title:
          type: string
          description: Investment policy title
          example: Conservative
        text:
          type: string
          description: Investment policy text
          example: As a conservative investor, your portfolio will be invested in the most risk-averse areas such as cash and fixed-income securities.
        min:
          type: integer
          description: Minimum score range
          example: 10
        max:
          type: integer
          description: Maximum score range
          example: 30
        assetClass:
          type: array
          items:
            $ref: '#/components/schemas/AssetClassPayload_2'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Statistics.FundStatisticsItem:
      type: object
      properties:
        AverageNetExpenseRatio:
          format: double
          type: number
        AverageGrossExpenseRatio:
          format: double
          type: number
        PotentialCapGainsExposure:
          format: double
          type: number
        AverageAnnualReportNetExpenseRatio:
          format: double
          type: number
        AverageAnnualReportGrossExpenseRatio:
          format: double
          type: number
        AverageTotalExpenseRatio:
          format: double
          type: number
        AverageManagementExpenseRatio:
          format: double
          type: number
        AverageManagementFee:
          format: double
          type: number
        SimilarlyWeightedHypotheticalPortfolioPercentExpenseRatio:
          format: double
          type: number
        EstimatedMutualFundExpensesAmount:
          format: double
          type: number
        TotalSalesChargesPaidAmount:
          format: double
          type: number
        IndirectCostRatio:
          format: double
          type: number
        OnGoingCharge:
          format: double
          type: number
        KIIDOnGoingCharge:
          format: double
          type: number
    RiskGroupLabel:
      title: RiskGroupLabel
      type: object
      properties:
        groupName:
          type: string
          description: Name of the risk group
          example: Average
        range:
          type: string
          description: Range of the score within the risk group
          example: 45-54
      description: Risk group label
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelatedItemKey:
      type: object
      properties:
        CorrelatedItemKeyId:
          format: int32
          type: integer
        Type:
          enum:
          - Portfolio
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InterestRateRiskItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        InterestRateRiskItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.InterestRateRiskItem'
    ? Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.PortfolioYieldTrailingTimePeriod_
    : type: object
      properties:
        Id:
          enum:
          - Month12
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.GeometricAverageCapitalizationItemSecurity:
      type: object
      properties:
        SecurityId:
          type: string
        AverageMarketCapitalization:
          format: double
          type: number
    ErrorResponse400:
      title: ErrorResponse
      type: object
      properties:
        message:
          type: string
          description: Error Message
          example: Server cannot or will not process the request due to something that is perceived to be a client error
        status:
          type: string
          description: Error Status
          example: BAD_REQUEST
        timestamp:
          type: string
          description: Error Timestamp
          example: 2020-08-05T13:40:25+0000
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityAnalysis:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        EquitySectors:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquitySectors'
        WorldRegions:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.WorldRegions'
        EquityMarketMaturity:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityMarketMaturity'
        EquityTypeBreakdown:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.EquityTypeBreakdown'
        PriceRatios:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.PriceRatios'
        Profitability:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.Profitability'
        GeometricAverageCapitalization:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.GeometricAverageCapitalization'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturn:
      type: object
      properties:
        RollingPeriod:
          enum:
          - Month3
          - Month6
          - Month12
          - Month24
          - Month36
          - Month60
          - Month120
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturnsItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturnsItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedAndTaxAdjustedReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedAndTaxAdjustedReturnsSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.CreditQuality:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.CreditQualityItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.CreditQualityItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistoryItem:
      type: object
      properties:
        StartYear:
          format: int32
          type: integer
        StartQuarter:
          format: int32
          maximum: 4
          minimum: 1
          type: integer
        StartMonth:
          format: int32
          maximum: 12
          minimum: 1
          type: integer
        Data:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.Int32_'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistorys:
      type: object
      properties:
        PerformanceHistory:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistory'
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic