assessment-table

Example

<cr-component id="component" name="assessment-table"></cr-component>
<script>
  const component = document.querySelector("#component");
  component.init({
    assessmentId: 23040,
  });
</script>

Schema

{
 "type": "object",
 "properties": {
  "assessmentId": {
   "type": "integer",
   "minimum": 1,
   "description": "Assessment identifier"
  },
  "assessment": {
   "type": "object",
   "description": "In case you want to use an already created assessment",
   "properties": {
    "amount": {
     "type": "integer"
    },
    "assessmentId": {
     "type": "integer"
    },
    "date": {
     "type": "string"
    },
    "drawdown": {
     "type": "number"
    },
    "fees": {
     "type": "object",
     "description": "An object with the all the fees to be applied in the proposal",
     "properties": {
      "management": {
       "type": "object",
       "properties": {
        "value": {
         "type": [
          "number",
          "null"
         ]
        },
        "message": {
         "type": "string"
        }
       }
      },
      "success": {
       "type": "object",
       "properties": {
        "value": {
         "type": [
          "number",
          "null"
         ]
        },
        "message": {
         "type": "string"
        }
       }
      },
      "ocr": {
       "type": "object",
       "properties": {
        "value": {
         "type": [
          "number",
          "null"
         ]
        },
        "message": {
         "type": "string"
        }
       }
      },
      "other": {
       "type": "object",
       "properties": {
        "value": {
         "type": [
          "number",
          "null"
         ]
        },
        "message": {
         "type": "string"
        }
       }
      }
     }
    },
    "proposedFees": {
     "type": "object",
     "properties": {
      "management": {
       "type": "object",
       "properties": {
        "value": {
         "type": [
          "number",
          "null"
         ]
        },
        "message": {
         "type": "string"
        }
       }
      },
      "success": {
       "type": "object",
       "properties": {
        "value": {
         "type": [
          "number",
          "null"
         ]
        },
        "message": {
         "type": "string"
        }
       }
      },
      "ocr": {
       "type": "object",
       "properties": {
        "value": {
         "type": [
          "number",
          "null"
         ]
        },
        "message": {
         "type": "string"
        }
       }
      },
      "other": {
       "type": "object",
       "properties": {
        "value": {
         "type": [
          "number",
          "null"
         ]
        },
        "message": {
         "type": "string"
        }
       }
      }
     }
    },
    "performance": {
     "type": "number"
    },
    "positions": {
     "type": "array",
     "items": {
      "type": "object",
      "properties": {
       "insufficientData": {
        "type": "boolean"
       },
       "currency": {
        "type": "string"
       },
       "name": {
        "type": "string"
       },
       "rankingPosition": {
        "type": "number"
       },
       "ranking": {
        "type": "number"
       },
       "assets": {
        "type": "null"
       },
       "volatility": {
        "type": "null"
       },
       "weight": {
        "type": "number"
       },
       "isin": {
        "type": "string"
       },
       "proposal": {
        "type": [
         "object",
         "null"
        ],
        "properties": {
         "currency": {
          "type": "string"
         },
         "weight": {
          "type": "number"
         },
         "ranking": {
          "type": "number"
         },
         "rankingPosition": {
          "type": "number"
         },
         "assets": {
          "type": "number"
         },
         "volatility": {
          "type": "number"
         },
         "name": {
          "type": "string"
         },
         "isin": {
          "type": "string"
         },
         "return": {
          "type": "number"
         },
         "category": {
          "type": "string"
         },
         "symbolId": {
          "type": "integer"
         },
         "ocr": {
          "type": "number"
         }
        }
       },
       "universe": {
        "type": "array",
        "items": {
         "type": "integer"
        }
       },
       "return": {
        "type": "null"
       },
       "category": {
        "type": "string"
       },
       "symbolId": {
        "type": "integer"
       },
       "ocr": {
        "type": "number"
       }
      }
     }
    },
    "proposedDrawdown": {
     "type": "number"
    },
    "proposedPerformance": {
     "type": "number"
    },
    "proposedVolatility": {
     "type": "number"
    },
    "riskLevel": {
     "type": "integer"
    },
    "status": {
     "type": "string"
    },
    "user": {
     "type": "string"
    },
    "volatility": {
     "type": "number"
    }
   }
  },
  "enableAlternatives": {
   "type": "boolean"
  },
  "canGenerateAssessment": {
   "type": "boolean",
   "default": false
  }
 },
 "additionalProperties": true,
 "oneOf": [
  {
   "required": [
    "assessmentId"
   ],
   "prohibited": [
    "assessment"
   ]
  },
  {
   "required": [
    "assessment"
   ],
   "prohibited": [
    "assessmentId"
   ]
  }
 ]
}

Complete Schema

{}

Events

• changed

  Fired when the user saves the new configuration of the peer-group

  Return

  • {{ newSymbolId, newCompareSymbolId }} data

Locales

{
 "title": "Positions in portfolio",
 "columns": {
  "category": "Category",
  "investment": "Investment"
 },
 "buttons": {
  "apply": "Apply changes",
  "cancel": "Cancel"
 },
 "tooltips": {
  "tooMuchWeight": "Excessive investment. The assets invested in the fund represent more than 12%% of the total"
 }
}