Goal Analysis

GET https://{{Morningstar as a Service (APAC)}}/ecint/v1/goal-analysis?AssetClassWeights=0.1%7C0%7C0%7C0%7C0%7C0%7C0%7C0%7C0.08%7C0.03%7C0%7C0%7C0.17%7C0.05%7C0%7C0%7C0%7C0.13%7C0.28%7C0%7C0%7C0%7C0.11%7C0%7C0&target=90000&currentSavings=20000&annualInvestment=4800&timeHorizon=5&IncludeDetailedInvestmentGrowthGraph=True&RequestProbability=90

API Documentation

https://{{Developer Site}}/documentation/dynamic-services-apis/portfolio-analysis-apacemea/goal-analysis

Request Params

KeyDatatypeRequiredDescription
AssetClassWeightsstring
targetnumber
currentSavingsnumber
annualInvestmentnumber
timeHorizonnumber
IncludeDetailedInvestmentGrowthGraphstring
RequestProbabilitynumber

RESPONSES

status: OK

{"years":5,"financialGoal":90000,"probabilityAccumulate":[{"probability":95,"Amount":40493.3},{"probability":90,"Amount":44277.49},{"probability":75,"Amount":51517.04},{"probability":50,"Amount":61127.89},{"probability":25,"Amount":72715.93},{"probability":10,"Amount":85170.64},{"probability":5,"Amount":93691.52}],"expectedReturn":0.096,"standardDeviation":0.1698,"probabilityOfReachingTarget":6,"totalReturn":0.63,"totalGain":277.489999999998,"totalInvestment":44000,"requiredReturn":104.55,"annualisedRequiredReturn":15.39,"requiredReturnValue":46000,"seriesData":[{"probability":95,"data":[20000,21863.85,26006.23,30546.96,35381.86,40493.3]},{"probability":90,"data":[20000,22834.33,27581.64,32775.61,38342.19,44277.49]},{"probability":75,"data":[20000,24580.67,30479.56,36938.35,43941.97,51517.04]},{"probability":50,"data":[20000,26720,34133.66,42293.77,51266.68,61127.89]},{"probability":25,"data":[20000,29090.71,38307.74,48541.61,59962.08,72715.93]},{"probability":10,"data":[20000,31442.88,42570.06,55050.31,69171.25,85170.64]},{"probability":5,"data":[20000,32958.14,45376,59399.96,75402.4,93691.52]}]}