openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts risk scores 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: risk scores
paths:
  /riskscore:
    post:
      tags:
      - risk scores
      summary: Calculate portfolio risk scores
      description: Calculate the following scores for the portfolios specified in the request body:</br></br>- Risk score</br>- Alignment score</br> - R-squared score </br></br>To override the default value in the Accept-Language HTTP header, use the `langcult` parameter.
      operationId: RiskscoreV1_PostAsync
      parameters:
      - name: langcult
        in: query
        description: Language and locale, for example, en-US
        required: false
        schema:
          type: string
          default: en-US
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreInputSettings'
          text/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreInputSettings'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreInputSettings'
          application/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreInputSettings'
          text/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreInputSettings'
        description: Object that defines the settings and portfolio(s) to use in the request.
        required: true
      responses:
        '200':
          description: Success
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
components:
  schemas:
    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.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
    Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreInputSettings:
      type: object
      properties:
        Portfolios:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput'
        RiskScoreTAIConfig:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreTAIConfig'
      example:
        Portfolios:
        - Name: TestPortfolio1
          TotalValue: 10000
          Holdings:
          - SecurityId: F00000VCTT
            Weight: 20
          - SecurityId: 0P00002NW8
            Weight: 10
          - TradingSymbol: AAPL
            Weight: 15
          - ISIN: US09251T1034
            Weight: 35
          - CUSIP: '256219106'
            Weight: 20
    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
    Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreStyle:
      type: object
      properties:
        Name:
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreConfig:
      type: object
      properties:
        Id:
          type: string
        Category:
          type: string
        Name:
          type: string
        IsEquity:
          type: boolean
        UnconstrainedStyleExposure:
          type: boolean
        Style:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreStyle'
    Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreGroupConfig:
      type: object
      properties:
        Id:
          type: string
        RiskFreeAssetClassId:
          type: string
        AnnualizationFactor:
          format: int32
          type: integer
        RiskScoreConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreConfig'
    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.Input.RiskScore.RiskScoreTAIConfig:
      type: object
      properties:
        Id:
          type: string
        MonthlyReturnsRequired:
          format: int32
          type: integer
        TAIReturnsStartDate:
          format: date-time
          type: string
        ReturnsThresholdValue:
          format: double
          type: number
        RiskScoreGroupConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.RiskScore.RiskScoreGroupConfig'
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic