From 608f4f8f6819432d1d3042383f7fd2aade226797 Mon Sep 17 00:00:00 2001 From: Mateusz Bernacik Date: Fri, 29 Nov 2024 11:04:43 +0100 Subject: [PATCH] added security details docs (#49) --- docs/connectors/morningstar.md | 1 + .../morningstar/security-details.md | 60 +++++++++++++++++++ 2 files changed, 61 insertions(+) create mode 100644 docs/connectors/morningstar/security-details.md diff --git a/docs/connectors/morningstar.md b/docs/connectors/morningstar.md index 800abc1..74bb696 100644 --- a/docs/connectors/morningstar.md +++ b/docs/connectors/morningstar.md @@ -54,3 +54,4 @@ types. * [Risk Score](morningstar/risk-score.md) * [TimeSeries](morningstar/time-series/time-series.md) * [XRay](morningstar/x-ray.md) +* [Security Details](morningstar/security-details.md) diff --git a/docs/connectors/morningstar/security-details.md b/docs/connectors/morningstar/security-details.md new file mode 100644 index 0000000..99367af --- /dev/null +++ b/docs/connectors/morningstar/security-details.md @@ -0,0 +1,60 @@ +# Security Details + +This type retrieves investment data for a specified set of securities and is ideal for building single-investment profiles. + +## How to use SecurityDetails + +Use the `SecurityDetailsConnector` to load security details. + +In dashboards, this connector is called `MorningstarSecurityDetails`. + +Specify the securities in the options along with a Postman environment file for authentication and other parameters such as and `currency`. + +### Securities + +Securities are the investments whose details are retrieved. They can be specified using various ID types. + +Supported id-types are: `CUSIP`, `FundCode`, `ISIN`, `MSID`, `PerformanceId`, `SecurityID`, `TradingSymbol`. + +If any securities are invalid, the connector will still yield results. The invalid securities will appear in the connector's `metadata` after load. + +For more details, see [Morningstar’s Security Details API]. + +### Security Details with Morningstar standalone for Highcharts: + +```js +const securityDetailsConnector = new Connectors.Morningstar.SecurityDetailsConnector({ + postman: { + environmentJSON: postmanJSON + }, + security: { + id: 'F0GBR050DD', + idType: 'MSID' + } +}); + +await securityDetailsConnector.load(); + +Highcharts.chart('container', { + title: { + text: 'Aviva Investors UK Listed Equity Unconstrained Fund 2 GBP Acc' + }, + series: [{ + type: 'column', + name: 'F0GBR050DD', + data: connector.table.getRowObjects().map(obj => [ + obj.SecurityDetails_TrailingPerformance_TimePeriod, + obj.SecurityDetails_TrailingPerformance_Value + ]) + }], + xAxis: { + type: 'category' + } +}); +``` + +## Relevant demo + +You will find examples of how to use SecurityDetailsConnector in our demos. + +[Morningstar’s Security Details API]: https://developer.morningstar.com/direct-web-services/documentation/api-reference/security-details/overview \ No newline at end of file