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* Added GoalAnalysisOptions. * Replaced goal analysis draft with correct implementation. * Tools: Fixed tests results validation. * Removed test noise. * Added goal analysis doc. * Fixed API escaping and typing. * Fixed doclets in GoalAnalysisOptions.
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Goal Analysis Connector | ||
======================= | ||
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The Morningstar Goal Analysis service calculates the probabilities of an | ||
investor meeting their financial goals based on assumptions about markets and | ||
the assets in a portfolio. | ||
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How to use Goal Analysis | ||
------------------------ | ||
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The Goal Analysis Connector provides an easy way to create an analysis to | ||
specific scenarios. The options give control over insights displayed in charts | ||
and dashboards. | ||
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In order to fetch the analysis, you can request for example: | ||
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```js | ||
const goalAnalysisConnector = MC.GoalAnalysisConnector({ | ||
postman: { | ||
environmentJSON: postmanJSON | ||
}, | ||
annualInvestment: 4800, | ||
assetClassWeights: [ | ||
0.1, 0, 0, 0, 0, 0, 0, 0, 0.08, 0.03, 0, 0, 0.17, | ||
0.05, 0, 0, 0, 0.13, 0.28, 0, 0, 0, 0.11, 0, 0 | ||
], | ||
currentSavings: 20000, | ||
includeDetailedInvestmentGrowthGraph: true, | ||
requestProbability: 90, | ||
target: 9000, | ||
timeHorizon: 5 | ||
}); | ||
``` | ||
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For more details, see [Morningstar's Goal Analysis API]. | ||
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<!-- Links --> | ||
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[Morningstar's Goal Analysis API]: https://developer.morningstar.com/direct-web-services/documentation/api-reference/portfolio-analysis-apacemea/goal-analysis |
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