openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts x-rays 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: x-rays
paths:
  /xray:
    post:
      tags:
      - x-rays
      summary: Generate portfolio x-rays
      description: Generate an x-ray of the portfolio(s) specified in the request body. The response will return information about how the portfolio is diversified by region, sector and investment style.</br></br>To override the default value in the Accept-Language HTTP header, use the `langcult` parameter.
      operationId: XRayV1_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.XRay.XRayInputSettings'
          text/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayInputSettings'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayInputSettings'
          application/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayInputSettings'
          text/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayInputSettings'
        description: Object that defines the settings and portfolio(s) to use in the request.
        required: true
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.XRays'
            text/json:
              schema:
                $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.XRays'
            application/xml:
              schema:
                $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.XRays'
            text/xml:
              schema:
                $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.XRay.XRays'
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
      deprecated: false
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'
    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.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.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'
    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
    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'
    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.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.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.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_'
    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
    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.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'
    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'
    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_'
    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'
    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.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.Input.XRay.XRayRequestSettings:
      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'
    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.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
    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.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.Output.DataItem_System.String_:
      type: object
      properties:
        Id:
          type: string
        Value:
          format: double
          type: number
    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.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'
    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.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.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.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.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.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.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.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.Input.XRay.XRayInputSettings:
      type: object
      properties:
        View:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayView'
        Config:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayConfig'
        RequestSettings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.XRay.XRayRequestSettings'
        Portfolios:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput'
      example:
        View:
          Id: Snapshot
        Config:
          Id: Default
        RequestSettings:
          OutputCurrency: USD
          AnalysisDateTimePeriod: MonthEnd
          AssetClassGroupConfigs:
            AssetClassGroupConfig:
            - Id: ACG-USBROAD
        Portfolios:
        - Name: TestPortfolio1
          TotalValue: 10000
          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.Input.XRay.StockIntersectionConfig:
      type: object
      properties:
        ApiDataPoints:
          type: string
    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.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.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
    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.Output.XRay.Holdings.StockIntersectionConcentrationRatio:
      type: object
      properties:
        TopStocksPercent:
          format: double
          type: number
        OtherStocksPercent:
          format: double
          type: number
        TopNumberOfStocks:
          format: int32
          type: integer
    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
    Morningstar.PortfolioAnalysis.Models.Output.XRay.Analysis.FixedIncomeStyleItem:
      type: object
      properties:
        EffectiveDuration:
          format: double
          type: number
        EffectiveMaturity:
          format: double
          type: number
    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.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.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.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'
    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.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.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
    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.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
    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.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'
    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
    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.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
    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'
    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.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'
    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.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
    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
    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