highcharts · bm64 · Nov 27, 2024 · Nov 28, 2024 · Nov 28, 2024 · Nov 28, 2024
diff --git a/demos/index.html b/demos/index.html
@@ -11,6 +11,7 @@ <h1>Morningstar Connectors Demos</h1>
             <li><a href="stock-timeseries/demo.html">Highcharts Stock + Morningstar TimeSeries</a></li>
             <li><a href="stock-ohlcv/demo.html">Highcharts Stock + Morningstar OHLCV TimeSeries</a></li>
             <li><a href="stock-securitydetails/demo.html">Highcharts Stock + Morningstar Security Details</a></li>
+            <li><a href="stock-securitydetails-asset-allocations/demo.html">Morningstar Security Details Asset Allocations</a></li>
             <li><a href="dashboards-risk-score/demo.html">Highcharts Dashboards + Morningstar Risk Score</a></li>
             <li><a href="dashboards-investment-screener/demo.html">Highcharts Dashboards + Morningstar Investment Screener</a></li>
             <li><a href="manual-fetch/demo.html">Using fetch without connectors</a></li>

diff --git a/demos/stock-securitydetails-asset-allocations/demo.html b/demos/stock-securitydetails-asset-allocations/demo.html
@@ -0,0 +1,23 @@
+<!DOCTYPE html>
+<html>
+    <head>
+        <meta charset="UTF-8" />
+        <script src="https://code.highcharts.com/stock/highstock.src.js"></script>
+        <script src="https://code.highcharts.com/connectors/morningstar/connectors-morningstar.src.js"></script>
+        <title>Morningstar Security Details Asset Allocations</title>
+        <style>
+            body {
+                font-family: sans-serif;
+            }
+        </style>
+    </head>
+    <body>
+        <h1>Morningstar Security Details Asset Allocations</h1>
+        <p>
+            Add your Postman environment file from Morningstar to start the demo:
+            <input type="file" id="postman-json" accept=".json,application/json" />
+        </p>
+        <div id="container"></div>
+        <script src="./demo.js"></script>
+    </body>
+</html>
diff --git a/demos/stock-securitydetails-asset-allocations/demo.js b/demos/stock-securitydetails-asset-allocations/demo.js
@@ -0,0 +1,73 @@
+async function displayAssetAllocations (postmanJSON) {
+    const securityId = 'US4642898674';
+
+    const connector = new HighchartsConnectors.Morningstar.SecurityDetailsConnector({
+        postman: {
+            environmentJSON: postmanJSON
+        },
+        security: {
+            id: securityId,
+            idType: 'ISIN'
+        },
+        type: 'AssetAllocations'
+    });
+
+    await connector.load();
+
+    const typeMapping = {
+        '1': 'Stocks',
+        '2': 'Bonds',
+        '3': 'Cash',
+        '4': 'Other Instruments',
+        '99': 'Unclassified'
+    };
+
+    const chartData = connector.table.getRowObjects().map(item => ({
+        name: typeMapping[item.AssetAllocations_Type],
+        y: item.AssetAllocations_MorningstarEUR3_N
+    }));
+
+    Highcharts.chart('container', {
+        title: {
+            text: 'iShares Core Growth Allocation ETF (AOR) Asset Allocation'
+        },
+        subtitle: {
+            text: 'Type: MorningstarEUR3 | Sale Position: Net (N)'
+        },
+        series: [{
+            type: 'pie',
+            name: 'VTI Asset Allocation',
+            data: chartData
+        }]
+    });
+}
+
+async function handleSelectEnvironment (evt) {
+    const target = evt.target;
+    const postmanJSON = await getPostmanJSON(target);
+
+    target.parentNode.style.display = 'none';
+
+    displayAssetAllocations(postmanJSON);
+}
+
+document.getElementById('postman-json')
+    .addEventListener('change', handleSelectEnvironment);
+
+async function getPostmanJSON (htmlInputFile) {
+    let file;
+    let fileJSON;
+
+    for (file of htmlInputFile.files) {
+        try {
+            fileJSON = JSON.parse(await file.text());
+            if (HighchartsConnectors.Morningstar.isPostmanEnvironmentJSON(fileJSON)) {
+                break;
+            }
+        } catch (error) {
+            // fail silently
+        }
+    }
+
+    return fileJSON;
+}
diff --git a/docs/connectors/morningstar/security-details.md b/docs/connectors/morningstar/security-details.md
@@ -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
+});
+```
+
 For more details, see [Morningstar’s Security Details API].
 
 ### Security Details with Morningstar standalone for Highcharts:

diff --git a/src/SecurityDetails/Converters/AssetAllocationsConverter.ts b/src/SecurityDetails/Converters/AssetAllocationsConverter.ts
@@ -0,0 +1,151 @@
+/* *
+ *
+ *  (c) 2009-2024 Highsoft AS
+ *
+ *  License: www.highcharts.com/license
+ *
+ *  !!!!!!! SOURCE GETS TRANSPILED BY TYPESCRIPT. EDIT TS FILE ONLY. !!!!!!!
+ *
+ *  Authors:
+ *  - Sophie Bremer
+ *  - Pawel Lysy
+ *  - Askel Eirik Johansson
+ *
+ * */
+
+
+'use strict';
+
+
+/* *
+ *
+ *  Imports
+ *
+ * */
+
+
+import {
+    SecurityDetailsConverterOptions,
+    SecurityDetailsMetadata
+} from '../SecurityDetailsOptions';
+import SecurityDetailsJSON from '../SecurityDetailsJSON';
+import SecurityDetailsConverter from '../SecurityDetailsConverter';
+
+/* *
+ *
+ *  Class
+ *
+ * */
+
+
+export class AssetAllocationsConverter extends SecurityDetailsConverter {
+
+
+    /* *
+     *
+     *  Constructor
+     *
+     * */
+
+
+    public constructor (
+        options?: SecurityDetailsConverterOptions
+    ) {
+        super(options);
+
+        this.metadata = {
+            columns: {}
+        };
+    }
+
+
+    /* *
+     *
+     *  Properties
+     *
+     * */
+
+
+    public readonly metadata: SecurityDetailsMetadata;
+
+
+    /* *
+     *
+     *  Functions
+     *
+     * */
+
+
+    public override parse (
+        options: SecurityDetailsConverterOptions
+    ): void {
+        const metadata = this.metadata;
+        const table = this.table;
+        const userOptions = {
+            ...this.options,
+            ...options
+        };
+        const json = userOptions.json;
+
+        // Validate JSON
+
+        if (!SecurityDetailsJSON.isSecurityDetailsResponse(json)) {
+            throw new Error('Invalid data');
+        }
+
+        // Prepare table
+
+        table.deleteColumns();
+        table.setColumn('AssetAllocations_Type');
+
+        // Add asset allocations to table
+
+        if (json.length) {
+
+            // Update table
+
+            const securityDetails = json[0];
+            const assetAllocations = securityDetails.Portfolios[0].AssetAllocations;
+
+            table.setColumn('AssetAllocations_Type');
+
+            for (let i = 0; i < assetAllocations.length; i++) {
+                const asset = assetAllocations[i];
+
+                table.setColumn(`AssetAllocations_${asset.Type}_${asset.SalePosition}`);
+
+                for (let j = 0; j < asset.BreakdownValues.length; j++) {
+                    table.setCell(
+                        `AssetAllocations_${asset.Type}_${asset.SalePosition}`,
+                        j,
+                        asset.BreakdownValues[j].Value
+                    );
+
+                    table.setCell(
+                        'AssetAllocations_Type',
+                        j,
+                        asset.BreakdownValues[j].Type
+                    );
+                }
+            }
+
+            // Update meta data
+
+            metadata.id = securityDetails.Id;
+            metadata.isin = securityDetails.Isin;
+        }
+
+    }
+
+
+}
+
+
+/* *
+ *
+ *  Default Export
+ *
+ * */
+
+
+export default AssetAllocationsConverter;