import * as z from "zod"; import { OpenEnum } from "../../types/enums.js"; import { Result as SafeParseResult } from "../../types/fp.js"; import { SDKValidationError } from "../errors/sdkvalidationerror.js"; /** * The financial goal or purpose that an investor has in mind when making investment decisions; firms often ask investors to specify their investment objectives when opening an account, in order to provide appropriate investment recommendations and manage risk appropriately */ export declare enum InvestmentObjective { InvestmentObjectiveUnspecified = "INVESTMENT_OBJECTIVE_UNSPECIFIED", Balanced = "BALANCED", CapitalAppreciation = "CAPITAL_APPRECIATION", CapitalPreservation = "CAPITAL_PRESERVATION", Growth = "GROWTH", GrowthAndIncome = "GROWTH_AND_INCOME", GrowthIncome = "GROWTH_INCOME", Income = "INCOME", LongTermGrowthWithGreaterRisk = "LONG_TERM_GROWTH_WITH_GREATER_RISK", LongTermGrowthWithSafety = "LONG_TERM_GROWTH_WITH_SAFETY", MaximumGrowth = "MAXIMUM_GROWTH", ShortTermGrowthWithRisk = "SHORT_TERM_GROWTH_WITH_RISK", Speculation = "SPECULATION", Other = "OTHER" } /** * The financial goal or purpose that an investor has in mind when making investment decisions; firms often ask investors to specify their investment objectives when opening an account, in order to provide appropriate investment recommendations and manage risk appropriately */ export type InvestmentObjectiveOpen = OpenEnum; /** * An investor’s short-term cash requirements or the need to access funds quickly; it is important to consider an investor’s liquidity needs to ensure that they have sufficient cash or easily liquidated assets available to meet their financial obligations - this may include holding cash or cash equivalents */ export declare enum LiquidityNeeds { LiquidityNeedsUnspecified = "LIQUIDITY_NEEDS_UNSPECIFIED", VeryImportant = "VERY_IMPORTANT", SomewhatImportant = "SOMEWHAT_IMPORTANT", NotImportant = "NOT_IMPORTANT" } /** * An investor’s short-term cash requirements or the need to access funds quickly; it is important to consider an investor’s liquidity needs to ensure that they have sufficient cash or easily liquidated assets available to meet their financial obligations - this may include holding cash or cash equivalents */ export type LiquidityNeedsOpen = OpenEnum; /** * An investor’s willingness and ability to tolerate risk when making investment decisions; reflects the investor’s comfort level with the potential ups and downs of the market and their ability to withstand potential losses */ export declare enum RiskTolerance { RiskToleranceUnspecified = "RISK_TOLERANCE_UNSPECIFIED", Low = "LOW", Medium = "MEDIUM", High = "HIGH" } /** * An investor’s willingness and ability to tolerate risk when making investment decisions; reflects the investor’s comfort level with the potential ups and downs of the market and their ability to withstand potential losses */ export type RiskToleranceOpen = OpenEnum; /** * TThe length of time an investor expects to hold an investment before selling it; this can affect the appropriate asset allocation and risk level for the portfolio */ export declare enum TimeHorizon { TimeHorizonUnspecified = "TIME_HORIZON_UNSPECIFIED", Short = "SHORT", Average = "AVERAGE", Long = "LONG" } /** * TThe length of time an investor expects to hold an investment before selling it; this can affect the appropriate asset allocation and risk level for the portfolio */ export type TimeHorizonOpen = OpenEnum; /** * The account goals on an investor profile. */ export type AccountGoalsCreate = { /** * The financial goal or purpose that an investor has in mind when making investment decisions; firms often ask investors to specify their investment objectives when opening an account, in order to provide appropriate investment recommendations and manage risk appropriately */ investmentObjective?: InvestmentObjectiveOpen | undefined; /** * An investor’s short-term cash requirements or the need to access funds quickly; it is important to consider an investor’s liquidity needs to ensure that they have sufficient cash or easily liquidated assets available to meet their financial obligations - this may include holding cash or cash equivalents */ liquidityNeeds?: LiquidityNeedsOpen | undefined; /** * An investor’s willingness and ability to tolerate risk when making investment decisions; reflects the investor’s comfort level with the potential ups and downs of the market and their ability to withstand potential losses */ riskTolerance?: RiskToleranceOpen | undefined; /** * TThe length of time an investor expects to hold an investment before selling it; this can affect the appropriate asset allocation and risk level for the portfolio */ timeHorizon?: TimeHorizonOpen | undefined; }; /** @internal */ export declare const InvestmentObjective$inboundSchema: z.ZodType; /** @internal */ export declare const InvestmentObjective$outboundSchema: z.ZodType; /** * @internal * @deprecated This namespace will be removed in future versions. Use schemas and types that are exported directly from this module. */ export declare namespace InvestmentObjective$ { /** @deprecated use `InvestmentObjective$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `InvestmentObjective$outboundSchema` instead. */ const outboundSchema: z.ZodType; } /** @internal */ export declare const LiquidityNeeds$inboundSchema: z.ZodType; /** @internal */ export declare const LiquidityNeeds$outboundSchema: z.ZodType; /** * @internal * @deprecated This namespace will be removed in future versions. Use schemas and types that are exported directly from this module. */ export declare namespace LiquidityNeeds$ { /** @deprecated use `LiquidityNeeds$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `LiquidityNeeds$outboundSchema` instead. */ const outboundSchema: z.ZodType; } /** @internal */ export declare const RiskTolerance$inboundSchema: z.ZodType; /** @internal */ export declare const RiskTolerance$outboundSchema: z.ZodType; /** * @internal * @deprecated This namespace will be removed in future versions. Use schemas and types that are exported directly from this module. */ export declare namespace RiskTolerance$ { /** @deprecated use `RiskTolerance$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `RiskTolerance$outboundSchema` instead. */ const outboundSchema: z.ZodType; } /** @internal */ export declare const TimeHorizon$inboundSchema: z.ZodType; /** @internal */ export declare const TimeHorizon$outboundSchema: z.ZodType; /** * @internal * @deprecated This namespace will be removed in future versions. Use schemas and types that are exported directly from this module. */ export declare namespace TimeHorizon$ { /** @deprecated use `TimeHorizon$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `TimeHorizon$outboundSchema` instead. */ const outboundSchema: z.ZodType; } /** @internal */ export declare const AccountGoalsCreate$inboundSchema: z.ZodType; /** @internal */ export type AccountGoalsCreate$Outbound = { investment_objective?: string | undefined; liquidity_needs?: string | undefined; risk_tolerance?: string | undefined; time_horizon?: string | undefined; }; /** @internal */ export declare const AccountGoalsCreate$outboundSchema: z.ZodType; /** * @internal * @deprecated This namespace will be removed in future versions. Use schemas and types that are exported directly from this module. */ export declare namespace AccountGoalsCreate$ { /** @deprecated use `AccountGoalsCreate$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `AccountGoalsCreate$outboundSchema` instead. */ const outboundSchema: z.ZodType; /** @deprecated use `AccountGoalsCreate$Outbound` instead. */ type Outbound = AccountGoalsCreate$Outbound; } export declare function accountGoalsCreateToJSON(accountGoalsCreate: AccountGoalsCreate): string; export declare function accountGoalsCreateFromJSON(jsonString: string): SafeParseResult; //# sourceMappingURL=accountgoalscreate.d.ts.map