Polymesh SDK API Reference
v14.1.0
v14.1.0
  • Globals
  • Classes
    • Account
    • AccountManagement
    • Asset
    • AssetHolders
    • AssetPermissions
    • Assets
    • AuthorizationRequest
    • Authorizations
    • Checkpoint
    • CheckpointSchedule
    • Checkpoints
    • Claims
    • Compliance
    • CorporateAction
    • CorporateActionBase
    • CorporateActions
    • Count
    • CustomPermissionGroup
    • DefaultPortfolio
    • DefaultTrustedClaimIssuer
    • Distributions
    • DividendDistribution
    • Documents
    • Entity
    • Identities
    • Identity
    • IdentityAuthorizations
    • Instruction
    • Issuance
    • KnownPermissionGroup
    • Network
    • NumberedPortfolio
    • Offering
    • Offerings
    • Percentage
    • PermissionGroup
    • Permissions
    • Polymesh
    • PolymeshError
    • PolymeshTransaction
    • PolymeshTransactionBase
    • PolymeshTransactionBatch
    • Portfolio
    • Portfolios
    • Requirements
    • Schedules
    • Settlements
    • Subsidy
    • TickerReservation
    • TransactionQueue
    • TransferRestrictionBase
    • TransferRestrictions
    • TrustedClaimIssuers
    • Venue
  • Enums
  • Interfaces
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On this page
  • Hierarchy
  • Index
  • Properties
  • Methods
  • Properties
  • Protected Optional _id
  • Protected context
  • owner
  • uuid
  • Methods
  • exists
  • getAssetBalances
  • getCustodian
  • getTransactionHistory
  • isCustodiedBy
  • isEqual
  • isOwnedBy
  • moveFunds
  • quitCustody
  • setCustodian
  • toJson
  • Static generateUuid
  • Static unserialize

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  1. Classes

DefaultPortfolio

PreviousCustomPermissionGroupNextDefaultTrustedClaimIssuer

Last updated 2 years ago

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Represents the default Portfolio for an Identity

Hierarchy

↳

↳ DefaultPortfolio

Index

Properties

Methods

Properties

Protected Optional _id

• _id? : BigNumber

internal Portfolio identifier (unused for default Portfolio)


Protected context

• context: Context


owner

Identity of the Portfolio's owner


uuid

• uuid: string

Methods

exists

▸ exists(): Promise‹boolean›

Determine whether this Portfolio exists on chain

Returns: Promise‹boolean›


getAssetBalances

Retrieve the balances of all Assets in this Portfolio

Parameters:

Name
Type

args?

undefined | object


getCustodian

Retrieve the custodian Identity of this Portfolio

note if no custodian is set, the owner Identity is returned


getTransactionHistory

Retrieve a list of transactions where this portfolio was involved. Can be filtered using parameters

note supports pagination

note uses the middleware

Parameters:

â–ªDefault value filters: object= {}

Name
Type
Description

account?

undefined | string

Account involved in the settlement

size?

BigNumber

page size

start?

BigNumber

page offset

ticker?

undefined | string

ticker involved in the transaction


isCustodiedBy

▸ isCustodiedBy(args?: undefined | object): Promise‹boolean›

Return whether an Identity is the Portfolio custodian

Parameters:

Name
Type

args?

undefined | object

Returns: Promise‹boolean›


isEqual

Determine whether this Entity is the same as another one

Parameters:

Name
Type

entity

Returns: boolean


isOwnedBy

▸ isOwnedBy(args?: undefined | object): Promise‹boolean›

Return whether an Identity is the Portfolio owner

Parameters:

Name
Type

args?

undefined | object

Returns: Promise‹boolean›


moveFunds

Moves funds from this Portfolio to another one owned by the same Identity

note required role:

  • Portfolio Custodian

Parameters:

Name
Type

args

opts?


quitCustody

Returns the custody of the portfolio to the portfolio owner unilaterally

note required role:

  • Portfolio Custodian

Parameters:

Name
Type

opts?


setCustodian

Send an invitation to an Identity to assign it as custodian for this Portfolio

note required role:

  • Portfolio Custodian

Parameters:

Name
Type

args

opts?


toJson

Return the Portfolio ID and owner DID


Static generateUuid

▸ generateUuid‹Identifiers›(identifiers: Identifiers): string

Generate the Entity's UUID from its identifying properties

Type parameters:

â–ª Identifiers

Parameters:

Name
Type
Description

identifiers

Identifiers

Returns: string


Static unserialize

▸ unserialize‹Identifiers›(serialized: string): Identifiers

Unserialize a UUID into its Unique Identifiers

Type parameters:

â–ª Identifiers

Parameters:

Name
Type
Description

serialized

string

UUID to unserialize

Returns: Identifiers

Inherited from .

Defined in

Inherited from .

Defined in

• owner:

Inherited from .

Defined in

Inherited from .

Defined in

Overrides .

Defined in

▸ getAssetBalances(args?: undefined | object): Promise‹[]›

Inherited from .

Defined in

Returns: Promise‹[]›

▸ getCustodian(): Promise‹›

Inherited from .

Defined in

Returns: Promise‹›

▸ getTransactionHistory(filters: object): Promise‹‹››

Inherited from .

Defined in

Returns: Promise‹‹››

Inherited from .

Defined in

▸ isEqual(entity: ‹unknown, unknown›): boolean

Inherited from .

Defined in

‹unknown, unknown›

Inherited from .

Defined in

▸ moveFunds(args: , opts?: ): Promise‹‹void››

Inherited from .

Defined in

note this method is of type , which means you can call on it to see whether the signing Account and Identity have the required roles and permissions to run it

Returns: Promise‹‹void››

▸ quitCustody(opts?: ): Promise‹‹void››

Inherited from .

Defined in

note this method is of type , which means you can call on it to see whether the signing Account and Identity have the required roles and permissions to run it

Returns: Promise‹‹void››

▸ setCustodian(args: , opts?: ): Promise‹‹››

Inherited from .

Defined in

note this will create an which has to be accepted by the targetIdentity. An or can fetch its pending Authorization Requests by calling . Also, an Account or Identity can directly fetch the details of an Authorization Request by calling

note this method is of type , which means you can call on it to see whether the signing Account and Identity have the required roles and permissions to run it

Returns: Promise‹‹››

â–¸ toJson():

Inherited from .

Overrides .

Defined in

Returns:

Inherited from .

Defined in

Inherited from .

Defined in

Portfolio
_id
context
owner
uuid
exists
getAssetBalances
getCustodian
getTransactionHistory
isCustodiedBy
isEqual
isOwnedBy
moveFunds
quitCustody
setCustodian
toJson
generateUuid
unserialize
Portfolio
_id
src/api/entities/Portfolio/index.ts:80
CheckpointSchedule
context
src/api/entities/Entity.ts:48
Identity
Portfolio
owner
src/api/entities/Portfolio/index.ts:75
CheckpointSchedule
uuid
src/api/entities/Entity.ts:46
Entity
exists
src/api/entities/DefaultPortfolio.ts:22
PortfolioBalance
Portfolio
getAssetBalances
src/api/entities/Portfolio/index.ts:141
PortfolioBalance
Identity
Portfolio
getCustodian
src/api/entities/Portfolio/index.ts:259
Identity
ResultSet
HistoricSettlement
Portfolio
getTransactionHistory
src/api/entities/Portfolio/index.ts:304
ResultSet
HistoricSettlement
Portfolio
isCustodiedBy
src/api/entities/Portfolio/index.ts:125
Entity
CheckpointSchedule
isEqual
src/api/entities/Entity.ts:61
Portfolio
isOwnedBy
src/api/entities/Portfolio/index.ts:112
MoveFundsParams
ProcedureOpts
TransactionQueue
Portfolio
moveFunds
src/api/entities/Portfolio/index.ts:237
ProcedureMethod
moveFunds.checkAuthorization
TransactionQueue
ProcedureOpts
TransactionQueue
Portfolio
quitCustody
src/api/entities/Portfolio/index.ts:250
NoArgsProcedureMethod
quitCustody.checkAuthorization
TransactionQueue
SetCustodianParams
ProcedureOpts
TransactionQueue
AuthorizationRequest
Portfolio
setCustodian
src/api/entities/Portfolio/index.ts:224
Authorization Request
Account
Identity
authorizations.getReceived
authorizations.getOne
ProcedureMethod
setCustodian.checkAuthorization
TransactionQueue
AuthorizationRequest
HumanReadable
Portfolio
toJson
Entity
toJson
src/api/entities/Portfolio/index.ts:401
HumanReadable
CheckpointSchedule
generateUuid
src/api/entities/Entity.ts:14
CheckpointSchedule
unserialize
src/api/entities/Entity.ts:23
Entity
MoveFundsParams
ProcedureOpts
ProcedureOpts
SetCustodianParams
ProcedureOpts