X-Ray

The Morningstar X-Ray capability enables you to quickly analyze a portfolio’s holdings. You define the portfolio individually in the connector options.

The X-Ray Connector aggregates individual holdings data with the help of the Morningstar API. Data returned by the Highcharts Connector shows how a portfolio is diversified by region, sector, and investment style.

How to use X-Ray

You can use the X-Ray Connector to fetch portfolio data points, holding data points, or benchmark data points. Depending on the request additional breakdown columns might be added to the table.

In order to fetch a benchmark, you can request for example:

const xRayConnector = new HighchartsConnectors.Morningstar.XRayConnector({
    postman: {
        environmentJSON: postmanJSON
    },
    dataPoints: {
        type: 'benchmark',
        dataPoints: [
            'HistoricalPerformanceSeries',
            ['PerformanceReturn', 'M0', 'M1', 'M2', 'M3', 'M6', 'M12'],
            'ShowBreakdown'
        ]
    },
    holdings: [
        {
            id: 'GB00BWDBJF10',
            idType: 'ISIN',
            weight: 100
        }
    ]
});

For more details, see Morningstar’s X-Ray API .