PortfolioLinkApi

GetGoalTypes

The following routes are available for this service:
All Verbs	/goals/types

**GetGoalTypes** Parameters:
Name	Parameter	Data Type	Required	Description
ClientId	query	int	No
Currency	query	string	No

**GetGoalTypesResponse** Parameters:
Name	Parameter	Data Type	Required	Description
Result	form	List<GoalType>	No

**GoalType** Parameters:
Name	Parameter	Data Type	Required
Id	form	int	No
GoalTypeEnum	form	GoalTypeEnum	No
GoalName	form	string	No
GoalDescription	form	string	No
GoalTypePictureUrl	form	string	No
Enabled	form	bool	No
Currency	form	string	No
GetIncomeCashFlowRequest	form	GetIncomeCashFlowRequest	No
GetContributionCashFlowRequest	form	GetContributionCashFlowRequest	No
RiskProfile	form	RiskProfile	No
GoalRiskProfile	form	GoalRiskProfile	No
GoalInfo	form	GoalInfo	No
ClientInfo	form	Client	No
CurrentAge	form	int	No
IncomeToLastUntilAge	form	int	No
Accounts	form	List<InvestmentAccount>	No
PlatformFee	form	decimal	No
AdvisorFee	form	decimal	No
OtherCharges	form	decimal	No
ManagementFees	form	decimal	No
Tic	form	decimal	No
MoreLikelyZScore	form	decimal	No
LessLikelyZScore	form	decimal	No
ShowLowestProjectedOutcome	form	bool	No
IsFundAlphaEqualToFees	form	bool	No
AaType	form	string	No
XAxisLabel	form	string	No
ContributionCashFlowResponse	form	GetContributionCashFlowResponse	No
IncomeCashFlowResponse	form	GetIncomeCashFlowResponse	No

**GoalTypeEnum** Enum:
PostRetirement
PreRetirement
Emergency
Education
GeneralInvesting
Target
Wedding
House

**GetIncomeCashFlowRequest** Parameters:
Name	Parameter	Data Type	Required
KeyIndex	form	int	No
IncomeLabel	form	string	No
IncomeIncludeZeroIncomeYears	form	bool	No
Income	form	decimal	No
TaxRate	form	decimal	No
IncomeToLast	form	int	No
CurrentAge	form	int	No
IncomeGrowth	form	decimal	No
IncomeGrowthFrequency	form	decimal	No
PayoutFrequency	form	int	No
StartYear	form	int	No
HasAdhocCashFlow	form	bool	No
AdhocCashFlowAge1	form	int	No
AdhocCashFlow1	form	decimal	No
AdhocCashFlowAge2	form	int	No
AdhocCashFlow2	form	decimal	No
AdhocCashFlowAge3	form	int	No
AdhocCashFlow3	form	decimal	No
ApplySmile	form	bool	No

**GetContributionCashFlowRequest** Parameters:
Name	Parameter	Data Type	Required
KeyIndex	form	int	No
ContributionLabel	form	string	No
ApplyContribution	form	bool	No
Contribution	form	decimal	No
ContributionGrowth	form	decimal	No
ContributionGrowthFrequency	form	decimal	No
ContributionFrequency	form	int	No
ContributionStartYear	form	int	No
ContributionToLast	form	int	No

**RiskProfile** Parameters:
Name	Parameter	Data Type	Required
Id	form	int	No
PartnerId	form	int	No
RiskProfileName	form	string	No
LowerBound	form	int	No
UpperBound	form	int	No
RiskProfileDescription	form	string	No
Currency	form	string	No
Portfolios	form	List<Portfolio>	No
CreatedAsAt	form	DateTime	No
UpdatedAsAt	form	DateTime	No

**Portfolio** Parameters:
Name	Parameter	Data Type	Required
Id	form	int	No
PartnerId	form	int	No
GoalTypeIds	form	int[]	No
PortfolioName	form	string	No
PortfolioShortName	form	string	No
RiskRating	form	int	No
RiskDescription	form	string	No
AsisaClassification	form	string	No
InvestmentObjective	form	string	No
CreatedAsAt	form	DateTime	No
UpdatedAsAt	form	DateTime	No
Benchmark	form	string	No
TargetTic	form	decimal	No
WarehouseFundId	form	int	No
PctMdlAcr	form	string	No
AtoolsMdlAcr	form	string	No
SecurityPortfolioCode	form	string	No
StitchPerformance	form	bool	No
PlatformModelId	form	int?	No
Currency	form	string	No
PartnerName	form	string	No

**GoalRiskProfile** Parameters:
Name	Parameter	Data Type	Required
GetRiskNeedResponse	form	GetRiskNeedResponse	No
GetRiskAbilityResponse	form	GetRiskAbilityResponse	No
GetRiskToleranceResponse	form	GetRiskToleranceResponse	No
GetGoalRiskProfileResponse	form	GetGoalRiskProfileResponse	No
ReasonForSelectingPortfolio	form	string	No

**GetRiskNeedResponse** Parameters:
Name	Parameter	Data Type	Required
RequiredRateOfReturn	form	decimal	No
RiskProfile	form	string	No
RiskProfileId	form	int	No
Message	form	string	No
Override	form	bool	No
OverrideMessage	form	string	No
OverrideRiskProfileId	form	int	No

**GetRiskAbilityResponse** Parameters:
Name	Parameter	Data Type	Required
LiquidityNeeds	form	int	No
GoalTimeHorizon	form	int	No
RiskCapacity	form	int	No
TimeHorizonMessage	form	string	No
RiskCapacityMessage	form	string	No
LiquidityNeedsMessage	form	string	No
RiskProfile	form	string	No
RiskProfileId	form	int	No
GeneralMessage	form	string	No
Override	form	bool	No
OverrideMessage	form	string	No
OverrideRiskProfileId	form	int	No

**GetRiskToleranceResponse** Parameters:
Name	Parameter	Data Type	Required
TotalScore	form	int	No
RiskProfile	form	string	No
RiskProfileId	form	int	No
GeneralMessage	form	string	No
Override	form	bool	No
OverrideMessage	form	string	No
OverrideRiskProfileId	form	int	No
WillingnessToTakeRisk	form	int	No
PreferencesWhenHoldingRiskAssets	form	int	No
Knowledgeable	form	int	No
Experience	form	int	No
PerceptionOfStockMarket	form	int	No
PastInvestmentLosses	form	int	No

**GetGoalRiskProfileResponse** Parameters:
Name	Parameter	Data Type	Required
GreenYellowRed	form	int	No
Override	form	bool	No
OverrideMessage	form	string	No
OverrideRiskProfileId	form	int	No
Message	form	string	No
RiskProfileId	form	int	No
RiskProfile	form	string	No
RiskProfileObject	form	RiskProfile	No
Portfolio	form	PortfolioView	No
SuitablePortfolios	form	List<PortfolioView>	No
ConsideredPortfolios	form	string	No

**PortfolioView** Parameters:
Name	Parameter	Data Type	Required
MonthlyPerformances	form	List<WarehouseMonthlyPerformance>	No
YearlyPerformances	form	List<WarehouseMonthlyPerformance>	No
CumulativePerformances	form	List<WarehouseMonthlyPerformance>	No
MinAnnualPerformance	form	string	No
MaxAnnualPerformance	form	string	No
CurrentAssetAllocation	form	AssetAllocationView	No
Positions	form	List<PortfolioPosition>	No
AssetAllocationPoints	form	List<AssetAllocationPoints>	No
AssetAllocation	form	AssetAllocationView	No
CountIndex	form	int	No
Id	form	int	No
CustomPortfolioId	form	int	No
PartnerId	form	int	No
GoalTypeIds	form	int[]	No
PortfolioName	form	string	No
PortfolioShortName	form	string	No
Benchmark	form	string	No
RiskProfile	form	RiskProfile	No
RiskRating	form	int	No
RiskDescription	form	string	No
Cash	form	decimal	No
Bonds	form	decimal	No
Equity	form	decimal	No
Property	form	decimal	No
LocalCash	form	decimal	No
LocalBonds	form	decimal	No
LocalEquity	form	decimal	No
LocalProperty	form	decimal	No
ForeignCash	form	decimal	No
ForeignBonds	form	decimal	No
ForeignEquity	form	decimal	No
ForeignProperty	form	decimal	No
LocalCredit	form	decimal	No
LocalInfrastructure	form	decimal	No
GlobalCash	form	decimal	No
GlobalBonds	form	decimal	No
GlobalInvestmentGrade	form	decimal	No
GlobalHighYield	form	decimal	No
GlobalEmergingMarketBonds	form	decimal	No
AfricaEuroBondsExSouthAfrica	form	decimal	No
GlobalProperty	form	decimal	No
GlobalEquity	form	decimal	No
GlobalEquitySmallCapStocks	form	decimal	No
GlobalEmergingMarketEquity	form	decimal	No
GlobalHedgeFunds	form	decimal	No
ListedPrivateEquity	form	decimal	No
ListedInfrastructure	form	decimal	No
GlobalIncomeOpportunities	form	decimal	No
ExpectedReturn	form	decimal	No
AnnualisedStandardDeviation	form	decimal	No
TargetTic	form	decimal	No
WarehouseFundId	form	int	No
PctMdlAcr	form	string	No
AtoolsMdlAcr	form	string	No
SecurityPortfolioCode	form	string	No
PlatformModelId	form	int	No
StitchPerformance	form	bool	No
IsWithinRiskNumber	form	bool	No
WarehouseFundFactSheetSnapshot	form	WarehouseFundFactSheetSnapshot	No
Currency	form	string	No

**WarehouseMonthlyPerformance** Parameters:
Name	Parameter	Data Type	Required
Id	form	string	No
ParentPortfolioId	form	int	No
EntityType	form	string	No
EntityId	form	int	No
EntityName	form	string	No
StartDate	form	string	No
EndDate	form	string	No
Trr	form	decimal	No
AsisaTrr	form	decimal	No
FundBenchmarkTrr	form	decimal	No
RiskFreeTrr	form	decimal	No
JseTrr	form	decimal	No
Year	form	int	No
Month	form	int	No
Weight	form	decimal	No

**AssetAllocationView** Parameters:
Name	Parameter	Data Type	Required
LocalCash	form	decimal	No
LocalCredit	form	decimal	No
LocalBonds	form	decimal	No
LocalBondsHedge	form	decimal	No
LocalEquity	form	decimal	No
LocalEquityHedge	form	decimal	No
LocalProperty	form	decimal	No
LocalPropertyHedge	form	decimal	No
LocalInfrastructure	form	decimal	No
ForeignCash	form	decimal	No
ForeignBonds	form	decimal	No
ForeignBondsHedge	form	decimal	No
ForeignEquity	form	decimal	No
ForeignProperty	form	decimal	No
ForeignEquityHedge	form	decimal	No
ForeignPropertyHedge	form	decimal	No
Africa	form	decimal	No
Commodity	form	decimal	No
GlobalCash	form	decimal	No
GlobalBonds	form	decimal	No
GlobalInvestmentGrade	form	decimal	No
GlobalHighYield	form	decimal	No
GlobalEmergingMarketBonds	form	decimal	No
AfricaEuroBondsExSouthAfrica	form	decimal	No
GlobalProperty	form	decimal	No
GlobalEquity	form	decimal	No
GlobalEquitySmallCapStocks	form	decimal	No
GlobalEmergingMarketEquity	form	decimal	No
GlobalHedgeFunds	form	decimal	No
ListedPrivateEquity	form	decimal	No
ListedInfrastructure	form	decimal	No
GlobalIncomeOpportunities	form	decimal	No

**PortfolioPosition** Parameters:
Name	Parameter	Data Type	Required
Id	form	int	No
Date	form	string	No
PortfolioId	form	int	No
Name	form	string	No
Weight	form	decimal	No

**AssetAllocationPoints** Parameters:
Name	Parameter	Data Type	Required	Description
Name	form	string	No
Value	form	double	No

**WarehouseFundFactSheetSnapshot** Parameters:
Name	Parameter	Data Type	Required
Id	form	int	No
WarehousePartnerId	form	int	No
Partner	form	string	No
PortfolioType	form	string	No
WarehouseFundId	form	int	No
MonthYear	form	DateTime	No
FundName	form	string	No
AsisaClassification	form	string	No
Benchmark	form	string	No
Benchmark2	form	string	No
SaCash	form	double	No
SaBonds	form	double	No
SaBondsDerivatives	form	double	No
SaEquity	form	double	No
SaEquityDerivatives	form	double	No
SaProperty	form	double	No
SaPropertyDerivatives	form	double	No
ForeignCash	form	double	No
ForeignBonds	form	double	No
ForeignBondsDerivatives	form	double	No
ForeignEquity	form	double	No
ForeignEquityDerivatives	form	double	No
ForeignProperty	form	double	No
ForeignPropertyDerivatives	form	double	No
Africa	form	double	No
Commodity	form	double	No
SaCashName	form	string	No
SaBondsName	form	string	No
SaEquityName	form	string	No
SaPropertyName	form	string	No
SaBondsDerivativesName	form	string	No
SaEquityDerivativesName	form	string	No
SaPropertyDerivativesName	form	string	No
ForeignCashName	form	string	No
ForeignBondsName	form	string	No
ForeignBondsDerivativesName	form	string	No
ForeignEquityName	form	string	No
ForeignEquityDerivativesName	form	string	No
ForeignPropertyName	form	string	No
ForeignPropertyDerivativesName	form	string	No
AfricaName	form	string	No
CommodityName	form	string	No
LaunchDate	form	DateTime	No
InvestmentObjective	form	string	No
FundClass	form	string	No
JseCode	form	string	No
PortfolioManager	form	string	No
InvestmentStrategy	form	string	No
RiskProfile	form	string	No
EquityExposure	form	string	No
ForeignExposure	form	string	No
Top1001Equity	form	string	No
Top1002Equity	form	string	No
Top1003Equity	form	string	No
Top1004Equity	form	string	No
Top1005Equity	form	string	No
Top1006Equity	form	string	No
Top1007Equity	form	string	No
Top1008Equity	form	string	No
Top1009Equity	form	string	No
Top1010Equity	form	string	No
Top1001EquityPercentage	form	string	No
Top1002EquityPercentage	form	string	No
Top1003EquityPercentage	form	string	No
Top1004EquityPercentage	form	string	No
Top1005EquityPercentage	form	string	No
Top1006EquityPercentage	form	string	No
Top1007EquityPercentage	form	string	No
Top1008EquityPercentage	form	string	No
Top1009EquityPercentage	form	string	No
Top1010EquityPercentage	form	string	No
FundSize	form	string	No
TotalExpenseRatio	form	string	No
TransactionCost	form	string	No
TotalInvestmentCharge	form	string	No
TotalExpenseRatioTwoClasses	form	string	No
TransactionCostTwoClasses	form	string	No
TotalInvestmentChargeTwoClasses	form	string	No
TotalExpenseRatioThreeClasses	form	string	No
TransactionCostThreeClasses	form	string	No
TotalInvestmentChargeThreeClasses	form	string	No
CalculationPeriod	form	string	No
InitialFee	form	string	No
IncomeDeclarationDates	form	string	No
ReinvestmentAndPayoutDates	form	string	No
InitialAdvisoryFee	form	string	No
TransactionCutoffTime	form	string	No
AnnualServiceFee	form	string	No
ValuationTime	form	string	No
AnnualAdvisoryFee	form	string	No
PricingFrequency	form	string	No
Characteristics	form	string	No
RiskRewardProfile	form	string	No
Disclaimer1	form	string	No
Disclaimer2	form	string	No
Disclaimer3	form	string	No
Disclaimer4	form	string	No
Disclaimer5	form	string	No
ConflictsOfInterest	form	string	No
OpeningNavPrice	form	string	No
IncomeAsPercentOfPrice	form	string	No
PrimaryClassName	form	string	No
FundMtdPerf	form	string	No
FundQtdPerf	form	string	No
FundYtdPerf	form	string	No
Fund1YearPerf	form	string	No
Fund2YearPerf	form	string	No
Fund3YearPerf	form	string	No
Fund5YearPerf	form	string	No
Fund10YearPerf	form	string	No
FundSinceInceptionPerf	form	string	No
SecondaryClassClassName	form	string	No
Fund1YearPerfSecondaryClass	form	string	No
Fund2YearPerfSecondaryClass	form	string	No
Fund3YearPerfSecondaryClass	form	string	No
Fund5YearPerfSecondaryClass	form	string	No
Fund10YearPerfSecondaryClass	form	string	No
FundSinceInceptionPerfSecondaryClass	form	string	No
BenchmarkMtdPerf	form	string	No
BenchmarkQtdPerf	form	string	No
BenchmarkYtdPerf	form	string	No
Benchmark1YearPerf	form	string	No
Benchmark2YearPerf	form	string	No
Benchmark3YearPerf	form	string	No
Benchmark5YearPerf	form	string	No
Benchmark10YearPerf	form	string	No
BenchmarkSinceInceptionPerf	form	string	No
Benchmark2_MtdPerf	form	string	No
Benchmark2_QtdPerf	form	string	No
Benchmark2_YtdPerf	form	string	No
Benchmark2_1YearPerf	form	string	No
Benchmark2_2YearPerf	form	string	No
Benchmark2_3YearPerf	form	string	No
Benchmark2_5YearPerf	form	string	No
Benchmark2_10YearPerf	form	string	No
Benchmark2_SinceInceptionPerf	form	string	No
AsisaMtdPerf	form	string	No
AsisaQtdPerf	form	string	No
AsisaYtdPerf	form	string	No
Asisa1YearPerf	form	string	No
Asisa2YearPerf	form	string	No
Asisa3YearPerf	form	string	No
Asisa5YearPerf	form	string	No
Asisa10YearPerf	form	string	No
AsisaSinceInceptionPerf	form	string	No
Lowest1YearRollingReturn	form	string	No
Highest1YearRollingReturn	form	string	No
Lowest1YearRollingReturnSecondaryClass	form	string	No
Highest1YearRollingReturnSecondaryClass	form	string	No
PublishedDate	form	DateTime	No
Previous12MonthsDistributions	form	string	No
Previous12MonthsDistributions2	form	string	No
UnderlyingHoldingsCount	form	int	No
UnderlyingHoldings01	form	string	No
UnderlyingHoldings02	form	string	No
UnderlyingHoldings03	form	string	No
UnderlyingHoldings04	form	string	No
UnderlyingHoldings05	form	string	No
UnderlyingHoldings06	form	string	No
UnderlyingHoldings07	form	string	No
UnderlyingHoldings08	form	string	No
UnderlyingHoldings09	form	string	No
UnderlyingHoldings10	form	string	No
UnderlyingHoldings11	form	string	No
UnderlyingHoldings12	form	string	No
UnderlyingHoldings13	form	string	No
UnderlyingHoldings14	form	string	No
UnderlyingHoldings15	form	string	No
UnderlyingHoldings16	form	string	No
UnderlyingHoldings17	form	string	No
UnderlyingHoldings18	form	string	No
UnderlyingHoldings19	form	string	No
UnderlyingHoldings20	form	string	No
UnderlyingHoldings01Percentage	form	string	No
UnderlyingHoldings02Percentage	form	string	No
UnderlyingHoldings03Percentage	form	string	No
UnderlyingHoldings04Percentage	form	string	No
UnderlyingHoldings05Percentage	form	string	No
UnderlyingHoldings06Percentage	form	string	No
UnderlyingHoldings07Percentage	form	string	No
UnderlyingHoldings08Percentage	form	string	No
UnderlyingHoldings09Percentage	form	string	No
UnderlyingHoldings10Percentage	form	string	No
UnderlyingHoldings11Percentage	form	string	No
UnderlyingHoldings12Percentage	form	string	No
UnderlyingHoldings13Percentage	form	string	No
UnderlyingHoldings14Percentage	form	string	No
UnderlyingHoldings15Percentage	form	string	No
UnderlyingHoldings16Percentage	form	string	No
UnderlyingHoldings17Percentage	form	string	No
UnderlyingHoldings18Percentage	form	string	No
UnderlyingHoldings19Percentage	form	string	No
UnderlyingHoldings20Percentage	form	string	No
TargetHoldingsCount	form	int	No
TargetHoldings01	form	string	No
TargetHoldings02	form	string	No
TargetHoldings03	form	string	No
TargetHoldings04	form	string	No
TargetHoldings05	form	string	No
TargetHoldings06	form	string	No
TargetHoldings07	form	string	No
TargetHoldings08	form	string	No
TargetHoldings09	form	string	No
TargetHoldings10	form	string	No
TargetHoldings11	form	string	No
TargetHoldings12	form	string	No
TargetHoldings13	form	string	No
TargetHoldings14	form	string	No
TargetHoldings15	form	string	No
TargetHoldings16	form	string	No
TargetHoldings17	form	string	No
TargetHoldings18	form	string	No
TargetHoldings19	form	string	No
TargetHoldings20	form	string	No
TargetHoldings01Percentage	form	string	No
TargetHoldings02Percentage	form	string	No
TargetHoldings03Percentage	form	string	No
TargetHoldings04Percentage	form	string	No
TargetHoldings05Percentage	form	string	No
TargetHoldings06Percentage	form	string	No
TargetHoldings07Percentage	form	string	No
TargetHoldings08Percentage	form	string	No
TargetHoldings09Percentage	form	string	No
TargetHoldings10Percentage	form	string	No
TargetHoldings11Percentage	form	string	No
TargetHoldings12Percentage	form	string	No
TargetHoldings13Percentage	form	string	No
TargetHoldings14Percentage	form	string	No
TargetHoldings15Percentage	form	string	No
TargetHoldings16Percentage	form	string	No
TargetHoldings17Percentage	form	string	No
TargetHoldings18Percentage	form	string	No
TargetHoldings19Percentage	form	string	No
TargetHoldings20Percentage	form	string	No
ModelPortfolioManagementFee	form	string	No
AnnualConsultingFee	form	string	No
AverageWeightedCostOfUnderlying	form	string	No
Classification	form	string	No
Domicile	form	string	No
BaseCurrency	form	string	No
MinimumInitialInvestment	form	string	No
DistributorFee	form	string	No
AdministrationFee	form	string	No
DepositoryFee	form	string	No
RegistrarAndTransferAgentFee	form	string	No
AifmAndImFee	form	string	No
InvestmentAdvisorFee	form	string	No
PerformanceFee	form	string	No
InitialAdviceFee	form	string	No
AnnualAdviceFee	form	string	No
TerDisclaimer	form	string	No
DailyPricingPublication	form	string	No
AnnualisedPerformances	form	List<AnnualisedPerformance>	No
StaticPdfUrl	form	string	No
WarehousePerformance	form	WarehousePerformance	No
Fund	form	Fund	No
CreatedAsAt	form	DateTime	No
SubmittedAsAt	form	DateTime?	No
WarehousePerformancesDto	form	WarehousePerformance	No

**AnnualisedPerformance** Parameters:
Name	Parameter	Data Type	Required
TypeDescription	form	string	No
Name	form	string	No
MtdPerf	form	string	No
QtdPerf	form	string	No
YtdPerf	form	string	No
OneYearPerf	form	string	No
TwoYearPerf	form	string	No
ThreeYearPerf	form	string	No
FiveYearPerf	form	string	No
TenYearPerf	form	string	No
SinceInceptionPerf	form	string	No

**WarehousePerformance** Parameters:
Name	Parameter	Data Type	Required
WarehouseFundId	form	int	No
MonthlyPerformances	form	List<WarehouseMonthlyPerformance>	No
CumulativePerformances	form	CumulativePerformanceView	No
MaxDrawdownSinceInception	form	decimal	No
MaxDrawdownBenchmarkSinceInception	form	decimal	No
MaxDrawdownAsisaSinceInception	form	decimal	No
StandardDeviationAnnualised	form	decimal	No
StandardDeviationBenchmarkAnnualised	form	decimal	No
StandardDeviationAsisaAnnualised	form	decimal	No
SharpeRatioSinceInception	form	decimal	No
SharpeRatioBenchmarkSinceInception	form	decimal	No
SharpeRatioAsisaSinceInception	form	decimal	No
ReturnFundSinceInception	form	decimal	No
ReturnBenchmarkSinceInception	form	decimal	No
ReturnAsisaSinceInception	form	decimal	No
ReturnJseSinceInception	form	decimal	No
StandardDeviationJseAnnualised	form	decimal	No

**CumulativePerformanceView** Parameters:
Name	Parameter	Data Type	Required	Description
SeriesCollection	form	List<SeriesCollection>	No

**SeriesCollection** Parameters:
Name	Parameter	Data Type	Required
DateLabel	form	string	No
Fund	form	decimal	No
Benchmark	form	decimal	No
Sector	form	decimal	No

**Fund** Parameters:
Name	Parameter	Data Type	Required
Id	form	int	No
FundName	form	string	No
Partner	form	string	No
WarehouseClientId	form	int	No
FundTemplate	form	string	No
WarehouseId	form	int	No
SaCashName	form	string	No
SaCashColour	form	string	No
SaBondsName	form	string	No
SaBondsColour	form	string	No
SaEquityName	form	string	No
SaEquityColour	form	string	No
SaPropertyName	form	string	No
SaPropertyColour	form	string	No
SaBondsDerivativesName	form	string	No
SaBondsDerivativesColour	form	string	No
SaEquityDerivativesName	form	string	No
SaEquityDerivativesColour	form	string	No
SaPropertyDerivativesName	form	string	No
SaPropertyDerivativesColour	form	string	No
ForeignCashName	form	string	No
ForeignCashColour	form	string	No
ForeignBondsName	form	string	No
ForeignBondsColour	form	string	No
ForeignBondsDerivativesName	form	string	No
ForeignBondsDerivativesColour	form	string	No
ForeignEquityName	form	string	No
ForeignEquityColour	form	string	No
ForeignEquityDerivativesName	form	string	No
ForeignEquityDerivativesColour	form	string	No
ForeignPropertyName	form	string	No
ForeignPropertyColour	form	string	No
ForeignPropertyDerivativesName	form	string	No
ForeignPropertyDerivativesColour	form	string	No
AfricaName	form	string	No
AfricaColour	form	string	No
CommodityName	form	string	No
CommodityColour	form	string	No
UnderlyingHoldingsTemplate	form	string	No
TargetedHoldingsTemplate	form	string	No
MonthlyPerformanceTemplate	form	string	No
CumulativePerformanceTemplate	form	string	No
RiskScatterTemplate	form	string	No

**GoalInfo** Parameters:
Name	Parameter	Data Type	Required
GoalName	form	string	No
GoalDescription	form	string	No
Type	form	GoalTypeEnum	No
GoalHasTarget	form	bool	No
GoalTarget	form	decimal	No
GoalTargetAge	form	int	No
Currency	form	string	No
WrapperType	form	string	No

**Client** Parameters:
Name	Parameter	Data Type	Required
Id	form	int	No
UserId	form	string	No
PartnerId	form	int	No
PrimaryEmail	form	string	No
SecondaryEmail	form	string	No
FirstName	form	string	No
MiddleNames	form	string	No
LastName	form	string	No
Alias	form	string	No
Phone	form	string	No
Mobile	form	string	No
IdNumber	form	string	No
Status	form	string	No
ClientType	form	string	No
CreatedAsAt	form	DateTime	No
UpdatedAsAt	form	DateTime	No
Birthday	form	DateTime	No

**InvestmentAccount** Parameters:
Name	Parameter	Data Type	Required
AccountName	form	string	No
AccountMarketValue	form	decimal	No
Portfolios	form	List<PortfolioWeightView>	No

**PortfolioWeightView** Parameters:
Name	Parameter	Data Type	Required	Description
Portfolio	form	PortfolioView	No
Weight	form	decimal	No

**GetContributionCashFlowResponse** Parameters:
Name	Parameter	Data Type	Required	Description
Incomes	form	List<IncomeView>	No

**IncomeView** Parameters:
Name	Parameter	Data Type	Required	Description
Year	form	int	No
Income	form	decimal	No

**GetIncomeCashFlowResponse** Parameters:
Name	Parameter	Data Type	Required	Description
Incomes	form	List<IncomeView>	No
IndividualIncomes	form	List<GetIncomeCashFlowResponse>	No

To override the Content-type in your clients, use the HTTP Accept Header, append the .json suffix or ?format=json

To embed the response in a jsonp callback, append ?callback=myCallback

HTTP + JSON

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

POST /goals/types HTTP/1.1 
Host: api.portfoliolink.co.za 
Accept: application/json
Content-Type: application/json
Content-Length: length

{"clientId":0,"currency":"String"}

HTTP/1.1 200 OK
Content-Type: application/json
Content-Length: length

{"result":[{"id":0,"goalTypeEnum":"PostRetirement","goalName":"String","goalDescription":"String","goalTypePictureUrl":"String","enabled":false,"currency":"String","getIncomeCashFlowRequest":{"keyIndex":0,"incomeLabel":"String","incomeIncludeZeroIncomeYears":false,"income":0,"taxRate":0,"incomeToLast":0,"currentAge":0,"incomeGrowth":0,"incomeGrowthFrequency":0,"payoutFrequency":0,"startYear":0,"hasAdhocCashFlow":false,"adhocCashFlowAge1":0,"adhocCashFlow1":0,"adhocCashFlowAge2":0,"adhocCashFlow2":0,"adhocCashFlowAge3":0,"adhocCashFlow3":0,"applySmile":false},"getContributionCashFlowRequest":{"keyIndex":0,"contributionLabel":"String","applyContribution":false,"contribution":0,"contributionGrowth":0,"contributionGrowthFrequency":0,"contributionFrequency":0,"contributionStartYear":0,"contributionToLast":0},"riskProfile":{"id":0,"partnerId":0,"riskProfileName":"String","lowerBound":0,"upperBound":0,"riskProfileDescription":"String","currency":"String","portfolios":[{"id":0,"partnerId":0,"goalTypeIds":[0],"portfolioName":"String","portfolioShortName":"String","riskRating":0,"riskDescription":"String","asisaClassification":"String","investmentObjective":"String","createdAsAt":"0001-01-01T00:00:00.0000000","updatedAsAt":"0001-01-01T00:00:00.0000000","benchmark":"String","targetTic":0,"warehouseFundId":0,"pctMdlAcr":"String","atoolsMdlAcr":"String","securityPortfolioCode":"String","stitchPerformance":false,"platformModelId":0,"currency":"String","partnerName":"String"}],"createdAsAt":"0001-01-01T00:00:00.0000000","updatedAsAt":"0001-01-01T00:00:00.0000000"},"goalRiskProfile":{"getRiskNeedResponse":{"requiredRateOfReturn":0,"riskProfile":"String","riskProfileId":0,"message":"String","override":false,"overrideMessage":"String","overrideRiskProfileId":0},"getRiskAbilityResponse":{"liquidityNeeds":0,"goalTimeHorizon":0,"riskCapacity":0,"timeHorizonMessage":"String","riskCapacityMessage":"String","liquidityNeedsMessage":"String","riskProfile":"String","riskProfileId":0,"generalMessage":"String","override":false,"overrideMessage":"String","overrideRiskProfileId":0},"getRiskToleranceResponse":{"totalScore":0,"riskProfile":"String","riskProfileId":0,"generalMessage":"String","override":false,"overrideMessage":"String","overrideRiskProfileId":0,"willingnessToTakeRisk":0,"preferencesWhenHoldingRiskAssets":0,"knowledgeable":0,"experience":0,"perceptionOfStockMarket":0,"pastInvestmentLosses":0},"getGoalRiskProfileResponse":{"greenYellowRed":0,"override":false,"overrideMessage":"String","overrideRiskProfileId":0,"message":"String","riskProfileId":0,"riskProfile":"String","riskProfileObject":{"id":0,"partnerId":0,"riskProfileName":"String","lowerBound":0,"upperBound":0,"riskProfileDescription":"String","currency":"String","portfolios":[{"id":0,"partnerId":0,"goalTypeIds":[0],"portfolioName":"String","portfolioShortName":"String","riskRating":0,"riskDescription":"String","asisaClassification":"String","investmentObjective":"String","createdAsAt":"0001-01-01T00:00:00.0000000","updatedAsAt":"0001-01-01T00:00:00.0000000","benchmark":"String","targetTic":0,"warehouseFundId":0,"pctMdlAcr":"String","atoolsMdlAcr":"String","securityPortfolioCode":"String","stitchPerformance":false,"platformModelId":0,"currency":"String","partnerName":"String"}],"createdAsAt":"0001-01-01T00:00:00.0000000","updatedAsAt":"0001-01-01T00:00:00.0000000"},"portfolio":{"monthlyPerformances":[{"id":"String","parentPortfolioId":0,"entityType":"String","entityId":0,"entityName":"String","startDate":"String","endDate":"String","trr":0,"asisaTrr":0,"fundBenchmarkTrr":0,"riskFreeTrr":0,"jseTrr":0,"year":0,"month":0,"weight":0}],"yearlyPerformances":[{"id":"String","parentPortfolioId":0,"entityType":"String","entityId":0,"entityName":"String","startDate":"String","endDate":"String","trr":0,"asisaTrr":0,"fundBenchmarkTrr":0,"riskFreeTrr":0,"jseTrr":0,"year":0,"month":0,"weight":0}],"cumulativePerformances":[{"id":"String","parentPortfolioId":0,"entityType":"String","entityId":0,"entityName":"String","startDate":"String","endDate":"String","trr":0,"asisaTrr":0,"fundBenchmarkTrr":0,"riskFreeTrr":0,"jseTrr":0,"year":0,"month":0,"weight":0}],"minAnnualPerformance":"String","maxAnnualPerformance":"String","currentAssetAllocation":{"localCash":0,"localCredit":0,"localBonds":0,"localBondsHedge":0,"localEquity":0,"localEquityHedge":0,"localProperty":0,"localPropertyHedge":0,"localInfrastructure":0,"foreignCash":0,"foreignBonds":0,"foreignBondsHedge":0,"foreignEquity":0,"foreignProperty":0,"foreignEquityHedge":0,"foreignPropertyHedge":0,"africa":0,"commodity":0,"globalCash":0,"globalBonds":0,"globalInvestmentGrade":0,"globalHighYield":0,"globalEmergingMarketBonds":0,"africaEuroBondsExSouthAfrica":0,"globalProperty":0,"globalEquity":0,"globalEquitySmallCapStocks":0,"globalEmergingMarketEquity":0,"globalHedgeFunds":0,"listedPrivateEquity":0,"listedInfrastructure":0,"globalIncomeOpportunities":0},"positions":[{"id":0,"date":"String","portfolioId":0,"name":"String","weight":0}],"assetAllocationPoints":[{"name":"String","value":0}],"assetAllocation":{"localCash":0,"localCredit":0,"localBonds":0,"localBondsHedge":0,"localEquity":0,"localEquityHedge":0,"localProperty":0,"localPropertyHedge":0,"localInfrastructure":0,"foreignCash":0,"foreignBonds":0,"foreignBondsHedge":0,"foreignEquity":0,"foreignProperty":0,"foreignEquityHedge":0,"foreignPropertyHedge":0,"africa":0,"commodity":0,"globalCash":0,"globalBonds":0,"globalInvestmentGrade":0,"globalHighYield":0,"globalEmergingMarketBonds":0,"africaEuroBondsExSouthAfrica":0,"globalProperty":0,"globalEquity":0,"globalEquitySmallCapStocks":0,"globalEmergingMarketEquity":0,"globalHedgeFunds":0,"listedPrivateEquity":0,"listedInfrastructure":0,"globalIncomeOpportunities":0},"countIndex":0,"id":0,"customPortfolioId":0,"partnerId":0,"goalTypeIds":[0],"portfolioName":"String","portfolioShortName":"String","benchmark":"String","riskProfile":{"id":0,"partnerId":0,"riskProfileName":"String","lowerBound":0,"upperBound":0,"riskProfileDescription":"String","currency":"String","portfolios":[{"id":0,"partnerId":0,"goalTypeIds":[0],"portfolioName":"String","portfolioShortName":"String","riskRating":0,"riskDescription":"String","asisaClassification":"String","investmentObjective":"String","createdAsAt":"0001-01-01T00:00:00.0000000","updatedAsAt":"0001-01-01T00:00:00.0000000","benchmark":"String","targetTic":0,"warehouseFundId":0,"pctMdlAcr":"String","atoolsMdlAcr":"String","securityPortfolioCode":"String","stitchPerformance":false,"platformModelId":0,"currency":"String","partnerName":"String"}],"createdAsAt":"0001-01-01T00:00:00.0000000","updatedAsAt":"0001-01-01T00:00:00.0000000"},"riskRating":0,"riskDescription":"String","cash":0,"bonds":0,"equity":0,"property":0,"localCash":0,"localBonds":0,"localEquity":0,"localProperty":0,"foreignCash":0,"foreignBonds":0,"foreignEquity":0,"foreignProperty":0,"localCredit":0,"localInfrastructure":0,"globalCash":0,"globalBonds":0,"globalInvestmentGrade":0,"globalHighYield":0,"globalEmergingMarketBonds":0,"africaEuroBondsExSouthAfrica":0,"globalProperty":0,"globalEquity":0,"globalEquitySmallCapStocks":0,"globalEmergingMarketEquity":0,"globalHedgeFunds":0,"listedPrivateEquity":0,"listedInfrastructure":0,"globalIncomeOpportunities":0,"expectedReturn":0,"annualisedStandardDeviation":0,"targetTic":0,"warehouseFundId":0,"pctMdlAcr":"String","atoolsMdlAcr":"String","securityPortfolioCode":"String","platformModelId":0,"stitchPerformance":false,"isWithinRiskNumber":false,"warehouseFundFactSheetSnapshot":{"id":0,"warehousePartnerId":0,"partner":"String","portfolioType":"String","warehouseFundId":0,"monthYear":"0001-01-01T00:00:00.0000000","fundName":"String","asisaClassification":"String","benchmark":"String","benchmark2":"String","saCash":0,"saBonds":0,"saBondsDerivatives":0,"saEquity":0,"saEquityDerivatives":0,"saProperty":0,"saPropertyDerivatives":0,"foreignCash":0,"foreignBonds":0,"foreignBondsDerivatives":0,"foreignEquity":0,"foreignEquityDerivatives":0,"foreignProperty":0,"foreignPropertyDerivatives":0,"africa":0,"commodity":0,"saCashName":"String","saBondsName":"String","saEquityName":"String","saPropertyName":"String","saBondsDerivativesName":"String","saEquityDerivativesName":"String","saPropertyDerivativesName":"String","foreignCashName":"String","foreignBondsName":"String","foreignBondsDerivativesName":"String","foreignEquityName":"String","foreignEquityDerivativesName":"String","foreignPropertyName":"String","foreignPropertyDerivativesName":"String","africaName":"String","commodityName":"String","launchDate":"0001-01-01T00:00:00.0000000","investmentObjective":"String","fundClass":"String","jseCode":"String","portfolioManager":"String","investmentStrategy":"String","riskProfile":"String","equityExposure":"String","foreignExposure":"String","top1001Equity":"String","top1002Equity":"String","top1003Equity":"String","top1004Equity":"String","top1005Equity":"String","top1006Equity":"String","top1007Equity":"String","top1008Equity":"String","top1009Equity":"String","top1010Equity":"String","top1001EquityPercentage":"String","top1002EquityPercentage":"String","top1003EquityPercentage":"String","top1004EquityPercentage":"String","top1005EquityPercentage":"String","top1006EquityPercentage":"String","top1007EquityPercentage":"String","top1008EquityPercentage":"String","top1009EquityPercentage":"String","top1010EquityPercentage":"String","fundSize":"String","totalExpenseRatio":"String","transactionCost":"String","totalInvestmentCharge":"String","totalExpenseRatioTwoClasses":"String","transactionCostTwoClasses":"String","totalInvestmentChargeTwoClasses":"String","totalExpenseRatioThreeClasses":"String","transactionCostThreeClasses":"String","totalInvestmentChargeThreeClasses":"String","calculationPeriod":"String","initialFee":"String","incomeDeclarationDates":"String","reinvestmentAndPayoutDates":"String","initialAdvisoryFee":"String","transactionCutoffTime":"String","annualServiceFee":"String","valuationTime":"String","annualAdvisoryFee":"String","pricingFrequency":"String","characteristics":"String","riskRewardProfile":"String","disclaimer1":"String","disclaimer2":"String","disclaimer3":"String","disclaimer4":"String","disclaimer5":"String","conflictsOfInterest":"String","openingNavPrice":"String","incomeAsPercentOfPrice":"String","primaryClassName":"String","fundMtdPerf":"String","fundQtdPerf":"String","fundYtdPerf":"String","fund1YearPerf":"String","fund2YearPerf":"String","fund3YearPerf":"String","fund5YearPerf":"String","fund10YearPerf":"String","fundSinceInceptionPerf":"String","secondaryClassClassName":"String","fund1YearPerfSecondaryClass":"String","fund2YearPerfSecondaryClass":"String","fund3YearPerfSecondaryClass":"String","fund5YearPerfSecondaryClass":"String","fund10YearPerfSecondaryClass":"String","fundSinceInceptionPerfSecondaryClass":"String","benchmarkMtdPerf":"String","benchmarkQtdPerf":"String","benchmarkYtdPerf":"String","benchmark1YearPerf":"String","benchmark2YearPerf":"String","benchmark3YearPerf":"String","benchmark5YearPerf":"String","benchmark10YearPerf":"String","benchmarkSinceInceptionPerf":"String","benchmark2_MtdPerf":"String","benchmark2_QtdPerf":"String","benchmark2_YtdPerf":"String","benchmark2_1YearPerf":"String","benchmark2_2YearPerf":"String","benchmark2_3YearPerf":"String","benchmark2_5YearPerf":"String","benchmark2_10YearPerf":"String","benchmark2_SinceInceptionPerf":"String","asisaMtdPerf":"String","asisaQtdPerf":"String","asisaYtdPerf":"String","asisa1YearPerf":"String","asisa2YearPerf":"String","asisa3YearPerf":"String","asisa5YearPerf":"String","asisa10YearPerf":"String","asisaSinceInceptionPerf":"String","lowest1YearRollingReturn":"String","highest1YearRollingReturn":"String","lowest1YearRollingReturnSecondaryClass":"String","highest1YearRollingReturnSecondaryClass":"String","publishedDate":"0001-01-01T00:00:00.0000000","previous12MonthsDistributions":"String","previous12MonthsDistributions2":"String","underlyingHoldingsCount":0,"underlyingHoldings01":"String","underlyingHoldings02":"String","underlyingHoldings03":"String","underlyingHoldings04":"String","underlyingHoldings05":"String","underlyingHoldings06":"String","underlyingHoldings07":"String","underlyingHoldings08":"String","underlyingHoldings09":"String","underlyingHoldings10":"String","underlyingHoldings11":"String","underlyingHoldings12":"String","underlyingHoldings13":"String","underlyingHoldings14":"String","underlyingHoldings15":"String","underlyingHoldings16":"String","underlyingHoldings17":"String","underlyingHoldings18":"String","underlyingHoldings19":"String","underlyingHoldings20":"String","underlyingHoldings01Percentage":"String","underlyingHoldings02Percentage":"String","underlyingHoldings03Percentage":"String","underlyingHoldings04Percentage":"String","underlyingHoldings05Percentage":"String","underlyingHoldings06Percentage":"String","underlyingHoldings07Percentage":"String","underlyingHoldings08Percentage":"String","underlyingHoldings09Percentage":"String","underlyingHoldings10Percentage":"String","underlyingHoldings11Percentage":"String","underlyingHoldings12Percentage":"String","underlyingHoldings13Percentage":"String","underlyingHoldings14Percentage":"String","underlyingHoldings15Percentage":"String","underlyingHoldings16Percentage":"String","underlyingHoldings17Percentage":"String","underlyingHoldings18Percentage":"String","underlyingHoldings19Percentage":"String","underlyingHoldings20Percentage":"String","targetHoldingsCount":0,"targetHoldings01":"String","targetHoldings02":"String","targetHoldings03":"String","targetHoldings04":"String","targetHoldings05":"String","targetHoldings06":"String","targetHoldings07":"String","targetHoldings08":"String","targetHoldings09":"String","targetHoldings10":"String","targetHoldings11":"String","targetHoldings12":"String","targetHoldings13":"String","targetHoldings14":"String","targetHoldings15":"String","targetHoldings16":"String","targetHoldings17":"String","targetHoldings18":"String","targetHoldings19":"String","targetHoldings20":"String","targetHoldings01Percentage":"String","targetHoldings02Percentage":"String","targetHoldings03Percentage":"String","targetHoldings04Percentage":"String","targetHoldings05Percentage":"String","targetHoldings06Percentage":"String","targetHoldings07Percentage":"String","targetHoldings08Percentage":"String","targetHoldings09Percentage":"String","targetHoldings10Percentage":"String","targetHoldings11Percentage":"String","targetHoldings12Percentage":"String","targetHoldings13Percentage":"String","targetHoldings14Percentage":"String","targetHoldings15Percentage":"String","targetHoldings16Percentage":"String","targetHoldings17Percentage":"String","targetHoldings18Percentage":"String","targetHoldings19Percentage":"String","targetHoldings20Percentage":"String","modelPortfolioManagementFee":"String","annualConsultingFee":"String","averageWeightedCostOfUnderlying":"String","classification":"String","domicile":"String","baseCurrency":"String","minimumInitialInv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