PortfolioLinkApi

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GetRiskNeed

Requires Authentication
The following routes are available for this service:
All Verbs/riskprofiles/calculate/riskneed
GetRiskNeed Parameters:
NameParameterData TypeRequiredDescription
LumpSumquerydecimalNo
GetIncomeCashFlowRequestqueryGetIncomeCashFlowRequestNo
GetContributionCashFlowRequestqueryGetContributionCashFlowRequestNo
AdditionalGetIncomeCashFlowRequestsqueryList<GetIncomeCashFlowRequest>No
AdditionalGetContributionCashFlowRequestsqueryList<GetContributionCashFlowRequest>No
CurrencyquerystringNo
GoalInfoqueryGoalInfoNo
OverridequeryboolNo
OverrideMessagequerystringNo
OverrideRiskProfileIdqueryintNo
GetIncomeCashFlowRequest Parameters:
NameParameterData TypeRequiredDescription
KeyIndexformintNo
IncomeLabelformstringNo
IncomeIncludeZeroIncomeYearsformboolNo
IncomeformdecimalNo
TaxRateformdecimalNo
IncomeToLastformintNo
CurrentAgeformintNo
IncomeGrowthformdecimalNo
IncomeGrowthFrequencyformdecimalNo
PayoutFrequencyformintNo
StartYearformintNo
HasAdhocCashFlowformboolNo
AdhocCashFlowAge1formintNo
AdhocCashFlow1formdecimalNo
AdhocCashFlowAge2formintNo
AdhocCashFlow2formdecimalNo
AdhocCashFlowAge3formintNo
AdhocCashFlow3formdecimalNo
ApplySmileformboolNo
GetContributionCashFlowRequest Parameters:
NameParameterData TypeRequiredDescription
KeyIndexformintNo
ContributionLabelformstringNo
ApplyContributionformboolNo
ContributionformdecimalNo
ContributionGrowthformdecimalNo
ContributionGrowthFrequencyformdecimalNo
ContributionFrequencyformintNo
ContributionStartYearformintNo
ContributionToLastformintNo
GoalInfo Parameters:
NameParameterData TypeRequiredDescription
GoalNameformstringNo
GoalDescriptionformstringNo
TypeformGoalTypeEnumNo
GoalHasTargetformboolNo
GoalTargetformdecimalNo
GoalTargetAgeformintNo
CurrencyformstringNo
WrapperTypeformstringNo
GoalTypeEnum Enum:
PostRetirement
PreRetirement
Emergency
Education
GeneralInvesting
Target
Wedding
House
GetRiskNeedResponse Parameters:
NameParameterData TypeRequiredDescription
RequiredRateOfReturnformdecimalNo
RiskProfileformstringNo
RiskProfileIdformintNo
MessageformstringNo
OverrideformboolNo
OverrideMessageformstringNo
OverrideRiskProfileIdformintNo

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

HTTP + XML

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

POST /riskprofiles/calculate/riskneed HTTP/1.1 
Host: api.portfoliolink.co.za 
Accept: application/xml
Content-Type: application/xml
Content-Length: length

<GetRiskNeed xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/PortfolioLinkApi.ServiceModel">
  <AdditionalGetContributionCashFlowRequests>
    <GetContributionCashFlowRequest>
      <ApplyContribution>false</ApplyContribution>
      <Contribution>0</Contribution>
      <ContributionFrequency>0</ContributionFrequency>
      <ContributionGrowth>0</ContributionGrowth>
      <ContributionGrowthFrequency>0</ContributionGrowthFrequency>
      <ContributionLabel>String</ContributionLabel>
      <ContributionStartYear>0</ContributionStartYear>
      <ContributionToLast>0</ContributionToLast>
      <KeyIndex>0</KeyIndex>
    </GetContributionCashFlowRequest>
  </AdditionalGetContributionCashFlowRequests>
  <AdditionalGetIncomeCashFlowRequests>
    <GetIncomeCashFlowRequest>
      <AdhocCashFlow1>0</AdhocCashFlow1>
      <AdhocCashFlow2>0</AdhocCashFlow2>
      <AdhocCashFlow3>0</AdhocCashFlow3>
      <AdhocCashFlowAge1>0</AdhocCashFlowAge1>
      <AdhocCashFlowAge2>0</AdhocCashFlowAge2>
      <AdhocCashFlowAge3>0</AdhocCashFlowAge3>
      <ApplySmile>false</ApplySmile>
      <CurrentAge>0</CurrentAge>
      <HasAdhocCashFlow>false</HasAdhocCashFlow>
      <Income>0</Income>
      <IncomeGrowth>0</IncomeGrowth>
      <IncomeGrowthFrequency>0</IncomeGrowthFrequency>
      <IncomeIncludeZeroIncomeYears>false</IncomeIncludeZeroIncomeYears>
      <IncomeLabel>String</IncomeLabel>
      <IncomeToLast>0</IncomeToLast>
      <KeyIndex>0</KeyIndex>
      <PayoutFrequency>0</PayoutFrequency>
      <SmilePercentages xmlns:d4p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
        <d4p1:KeyValueOfintdecimal>
          <d4p1:Key>0</d4p1:Key>
          <d4p1:Value>0</d4p1:Value>
        </d4p1:KeyValueOfintdecimal>
      </SmilePercentages>
      <StartYear>0</StartYear>
      <TaxRate>0</TaxRate>
    </GetIncomeCashFlowRequest>
  </AdditionalGetIncomeCashFlowRequests>
  <Currency>String</Currency>
  <GetContributionCashFlowRequest>
    <ApplyContribution>false</ApplyContribution>
    <Contribution>0</Contribution>
    <ContributionFrequency>0</ContributionFrequency>
    <ContributionGrowth>0</ContributionGrowth>
    <ContributionGrowthFrequency>0</ContributionGrowthFrequency>
    <ContributionLabel>String</ContributionLabel>
    <ContributionStartYear>0</ContributionStartYear>
    <ContributionToLast>0</ContributionToLast>
    <KeyIndex>0</KeyIndex>
  </GetContributionCashFlowRequest>
  <GetIncomeCashFlowRequest>
    <AdhocCashFlow1>0</AdhocCashFlow1>
    <AdhocCashFlow2>0</AdhocCashFlow2>
    <AdhocCashFlow3>0</AdhocCashFlow3>
    <AdhocCashFlowAge1>0</AdhocCashFlowAge1>
    <AdhocCashFlowAge2>0</AdhocCashFlowAge2>
    <AdhocCashFlowAge3>0</AdhocCashFlowAge3>
    <ApplySmile>false</ApplySmile>
    <CurrentAge>0</CurrentAge>
    <HasAdhocCashFlow>false</HasAdhocCashFlow>
    <Income>0</Income>
    <IncomeGrowth>0</IncomeGrowth>
    <IncomeGrowthFrequency>0</IncomeGrowthFrequency>
    <IncomeIncludeZeroIncomeYears>false</IncomeIncludeZeroIncomeYears>
    <IncomeLabel>String</IncomeLabel>
    <IncomeToLast>0</IncomeToLast>
    <KeyIndex>0</KeyIndex>
    <PayoutFrequency>0</PayoutFrequency>
    <SmilePercentages xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:KeyValueOfintdecimal>
        <d3p1:Key>0</d3p1:Key>
        <d3p1:Value>0</d3p1:Value>
      </d3p1:KeyValueOfintdecimal>
    </SmilePercentages>
    <StartYear>0</StartYear>
    <TaxRate>0</TaxRate>
  </GetIncomeCashFlowRequest>
  <GoalInfo xmlns:d2p1="http://schemas.datacontract.org/2004/07/PortfolioLinkApi.ServiceModel.Types">
    <d2p1:Currency>String</d2p1:Currency>
    <d2p1:GoalDescription>String</d2p1:GoalDescription>
    <d2p1:GoalHasTarget>false</d2p1:GoalHasTarget>
    <d2p1:GoalName>String</d2p1:GoalName>
    <d2p1:GoalTarget>0</d2p1:GoalTarget>
    <d2p1:GoalTargetAge>0</d2p1:GoalTargetAge>
    <d2p1:Type>PostRetirement</d2p1:Type>
    <d2p1:WrapperType>String</d2p1:WrapperType>
  </GoalInfo>
  <LumpSum>0</LumpSum>
  <Override>false</Override>
  <OverrideMessage>String</OverrideMessage>
  <OverrideRiskProfileId>0</OverrideRiskProfileId>
</GetRiskNeed>
HTTP/1.1 200 OK
Content-Type: application/xml
Content-Length: length

<GetRiskNeedResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/PortfolioLinkApi.ServiceModel">
  <Message>String</Message>
  <Override>false</Override>
  <OverrideMessage>String</OverrideMessage>
  <OverrideRiskProfileId>0</OverrideRiskProfileId>
  <RequiredRateOfReturn>0</RequiredRateOfReturn>
  <RiskProfile>String</RiskProfile>
  <RiskProfileId>0</RiskProfileId>
</GetRiskNeedResponse>