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 AccountGoalsUpdateInvestmentObjective { 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 AccountGoalsUpdateInvestmentObjectiveOpen = 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 AccountGoalsUpdateLiquidityNeeds { 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 AccountGoalsUpdateLiquidityNeedsOpen = 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 AccountGoalsUpdateRiskTolerance { 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 AccountGoalsUpdateRiskToleranceOpen = 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 AccountGoalsUpdateTimeHorizon { 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 AccountGoalsUpdateTimeHorizonOpen = OpenEnum; /** * The account goals on an investor profile. */ export type AccountGoalsUpdate = { /** * 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?: AccountGoalsUpdateInvestmentObjectiveOpen | 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?: AccountGoalsUpdateLiquidityNeedsOpen | 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?: AccountGoalsUpdateRiskToleranceOpen | 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?: AccountGoalsUpdateTimeHorizonOpen | undefined; }; /** @internal */ export declare const AccountGoalsUpdateInvestmentObjective$inboundSchema: z.ZodType; /** @internal */ export declare const AccountGoalsUpdateInvestmentObjective$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 AccountGoalsUpdateInvestmentObjective$ { /** @deprecated use `AccountGoalsUpdateInvestmentObjective$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `AccountGoalsUpdateInvestmentObjective$outboundSchema` instead. */ const outboundSchema: z.ZodType; } /** @internal */ export declare const AccountGoalsUpdateLiquidityNeeds$inboundSchema: z.ZodType; /** @internal */ export declare const AccountGoalsUpdateLiquidityNeeds$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 AccountGoalsUpdateLiquidityNeeds$ { /** @deprecated use `AccountGoalsUpdateLiquidityNeeds$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `AccountGoalsUpdateLiquidityNeeds$outboundSchema` instead. */ const outboundSchema: z.ZodType; } /** @internal */ export declare const AccountGoalsUpdateRiskTolerance$inboundSchema: z.ZodType; /** @internal */ export declare const AccountGoalsUpdateRiskTolerance$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 AccountGoalsUpdateRiskTolerance$ { /** @deprecated use `AccountGoalsUpdateRiskTolerance$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `AccountGoalsUpdateRiskTolerance$outboundSchema` instead. */ const outboundSchema: z.ZodType; } /** @internal */ export declare const AccountGoalsUpdateTimeHorizon$inboundSchema: z.ZodType; /** @internal */ export declare const AccountGoalsUpdateTimeHorizon$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 AccountGoalsUpdateTimeHorizon$ { /** @deprecated use `AccountGoalsUpdateTimeHorizon$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `AccountGoalsUpdateTimeHorizon$outboundSchema` instead. */ const outboundSchema: z.ZodType; } /** @internal */ export declare const AccountGoalsUpdate$inboundSchema: z.ZodType; /** @internal */ export type AccountGoalsUpdate$Outbound = { investment_objective?: string | undefined; liquidity_needs?: string | undefined; risk_tolerance?: string | undefined; time_horizon?: string | undefined; }; /** @internal */ export declare const AccountGoalsUpdate$outboundSchema: z.ZodType; /** * @internal * @deprecated This namespace will be removed in future versions. Use schemas and types that are exported directly from this module. */ export declare namespace AccountGoalsUpdate$ { /** @deprecated use `AccountGoalsUpdate$inboundSchema` instead. */ const inboundSchema: z.ZodType; /** @deprecated use `AccountGoalsUpdate$outboundSchema` instead. */ const outboundSchema: z.ZodType; /** @deprecated use `AccountGoalsUpdate$Outbound` instead. */ type Outbound = AccountGoalsUpdate$Outbound; } export declare function accountGoalsUpdateToJSON(accountGoalsUpdate: AccountGoalsUpdate): string; export declare function accountGoalsUpdateFromJSON(jsonString: string): SafeParseResult; //# sourceMappingURL=accountgoalsupdate.d.ts.map