Goal Analysis

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.

How to use Goal Analysis

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.

In order to fetch the analysis, you can request for example:


const goalAnalysisConnector = new HighchartsConnectors.Morningstar.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
});

For more details, see Morningstar’s Goal Analysis API .