Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Security Details Portfolios data #55

Open
wants to merge 18 commits into
base: main
Choose a base branch
from
Open
Changes from 1 commit
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Prev Previous commit
Next Next commit
Update security details docs.
  • Loading branch information
bm64 committed Dec 9, 2024
commit 53c059c4ebf01b0520ab2519d2b67cae91562104
25 changes: 25 additions & 0 deletions docs/connectors/morningstar/security-details.md
Original file line number Diff line number Diff line change
Expand Up @@ -18,6 +18,31 @@ Supported id-types are: `CUSIP`, `FundCode`, `ISIN`, `MSID`, `PerformanceId`, `S

If any securities are invalid, the connector will still yield results. The invalid securities will appear in the connector's `metadata` after load.

#### Security Details Types

You can specify the type of data to retrieve by using the `type` option in the connector. The following types are available:

- **TrailingPerformance** (default)
- **AssetAllocations**
- **RegionalExposure**
- **GlobalStockSectorBreakdown**
- **CountryExposure**

Example usage:

```js
const securityDetailsConnector = new HighchartsConnectors.Morningstar.SecurityDetailsConnector({
postman: {
environmentJSON: postmanJSON
},
security: {
id: 'F0GBR050DD',
idType: 'MSID'
},
type: 'AssetAllocations' // Specify the type of data to retrieve
Copy link
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Wrong API option

});
```

For more details, see [Morningstar’s Security Details API].

### Security Details with Morningstar standalone for Highcharts:
Expand Down
Loading