Polymesh SDK API Reference
alpha
alpha
  • README
  • modules
  • @polymathnetwork/polymesh-sdk
    • api_client_AccountManagement.AccountManagement
    • api_client_Assets.Assets
    • api_client_Claims.Claims
    • api_client_Identities.Identities
    • api_client_Network.Network
    • api_client_Polymesh.Polymesh
    • api_client_Settlements.Settlements
    • api_entities_Account.Account
    • api_entities_Asset.Asset
    • api_entities_Asset_AssetHolders.AssetHolders
    • api_entities_Asset_Checkpoints.Checkpoints
    • api_entities_Asset_Checkpoints_Schedules.Schedules
    • api_entities_Asset_Compliance.Compliance
    • api_entities_Asset_Compliance_Requirements.Requirements
    • api_entities_Asset_Compliance_TrustedClaimIssuers.TrustedClaimIssuers
    • api_entities_Asset_CorporateActions.CorporateActions
    • api_entities_Asset_CorporateActions_Distributions.Distributions
    • api_entities_Asset_Documents.Documents
    • api_entities_Asset_Issuance.Issuance
    • api_entities_Asset_Offerings.Offerings
    • api_entities_Asset_Permissions.Permissions
    • api_entities_Asset_Settlements.Settlements
    • api_entities_Asset_TransferRestrictions.TransferRestrictions
    • api_entities_Asset_TransferRestrictions_Count.Count
    • api_entities_Asset_TransferRestrictions_Percentage.Percentage
    • api_entities_Asset_TransferRestrictions_TransferRestrictionBase.TransferRestrictionBase
    • api_entities_AuthorizationRequest.AuthorizationRequest
    • api_entities_Checkpoint.Checkpoint
    • api_entities_CheckpointSchedule.CheckpointSchedule
    • api_entities_CorporateAction.CorporateAction
    • api_entities_CorporateActionBase.CorporateActionBase
    • api_entities_CustomPermissionGroup.CustomPermissionGroup
    • api_entities_DefaultPortfolio.DefaultPortfolio
    • api_entities_DefaultTrustedClaimIssuer.DefaultTrustedClaimIssuer
    • api_entities_DividendDistribution.DividendDistribution
    • api_entities_Entity.Entity
    • api_entities_Identity.Identity
    • api_entities_Identity_AssetPermissions.AssetPermissions
    • api_entities_Identity_IdentityAuthorizations.IdentityAuthorizations
    • api_entities_Identity_Portfolios.Portfolios
    • api_entities_Instruction.Instruction
    • api_entities_KnownPermissionGroup.KnownPermissionGroup
    • api_entities_NumberedPortfolio.NumberedPortfolio
    • api_entities_Offering.Offering
    • api_entities_PermissionGroup.PermissionGroup
    • api_entities_Portfolio.Portfolio
    • api_entities_Subsidy.Subsidy
    • api_entities_TickerReservation.TickerReservation
    • api_entities_Venue.Venue
    • api_entities_common_namespaces_Authorizations.Authorizations
  • enums
    • api_entities_Asset_Checkpoints_types.CaCheckpointType
    • api_entities_CorporateActionBase_types.CorporateActionKind
    • api_entities_CorporateActionBase_types.TargetTreatment
    • api_entities_Instruction_types.AffirmationStatus
    • api_entities_Instruction_types.InstructionStatus
    • api_entities_Instruction_types.InstructionType
    • api_entities_Offering_types.OfferingBalanceStatus
    • api_entities_Offering_types.OfferingSaleStatus
    • api_entities_Offering_types.OfferingTimingStatus
    • api_entities_TickerReservation_types.TickerReservationStatus
    • api_entities_Venue_types.VenueType
    • types.AuthorizationType
    • types.CalendarUnit
    • types.ClaimType
    • types.ConditionTarget
    • types.ConditionType
    • types.ErrorCode
    • types.KnownAssetType
    • types.PayingAccountType
    • types.PermissionGroupType
    • types.PermissionType
    • types.RoleType
    • types.ScopeType
    • types.SecurityIdentifierType
    • types.SignerType
    • types.TransactionArgumentType
    • types.TransactionQueueStatus
    • types.TransactionStatus
    • types.TransferError
    • types.TransferRestrictionType
    • types.TransferStatus
    • types.TxGroup
  • interfaces
    • api_entities_Account.UniqueIdentifiers
    • api_entities_Asset.UniqueIdentifiers
    • api_entities_Asset_CorporateActions_types.CorporateActionDefaultConfig
    • api_entities_Asset_types.AgentWithGroup
    • api_entities_Asset_types.AssetDetails
    • api_entities_Asset_types.IdentityBalance
    • api_entities_Asset_types.TransferBreakdown
    • api_entities_Asset_types.TransferRestrictionResult
    • api_entities_AuthorizationRequest.Params
    • api_entities_AuthorizationRequest.UniqueIdentifiers
    • api_entities_Checkpoint.UniqueIdentifiers
    • api_entities_CheckpointSchedule.Params
    • api_entities_CheckpointSchedule.UniqueIdentifiers
    • api_entities_CheckpointSchedule_types.ScheduleDetails
    • api_entities_CorporateAction.HumanReadable
    • api_entities_CorporateAction.Params
    • api_entities_CorporateAction.UniqueIdentifiers
    • api_entities_CorporateActionBase.HumanReadable
    • api_entities_CorporateActionBase.Params
    • api_entities_CorporateActionBase.UniqueIdentifiers
    • api_entities_CorporateActionBase_types.CorporateActionTargets
    • api_entities_CorporateActionBase_types.TaxWithholding
    • api_entities_CustomPermissionGroup.HumanReadable
    • api_entities_CustomPermissionGroup.UniqueIdentifiers
    • api_entities_DefaultPortfolio.UniqueIdentifiers
    • api_entities_DefaultTrustedClaimIssuer.UniqueIdentifiers
    • api_entities_DividendDistribution.DividendDistributionParams
    • api_entities_DividendDistribution_types.DistributionParticipant
    • api_entities_DividendDistribution_types.DividendDistributionDetails
    • api_entities_Identity.UniqueIdentifiers
    • api_entities_Instruction.UniqueIdentifiers
    • api_entities_Instruction_types.InstructionAffirmation
    • api_entities_Instruction_types.Leg
    • api_entities_KnownPermissionGroup.HumanReadable
    • api_entities_KnownPermissionGroup.UniqueIdentifiers
    • api_entities_NumberedPortfolio.UniqueIdentifiers
    • api_entities_Offering.UniqueIdentifiers
    • api_entities_Offering_types.Investment
    • api_entities_Offering_types.OfferingDetails
    • api_entities_Offering_types.OfferingStatus
    • api_entities_Offering_types.OfferingTier
    • api_entities_Offering_types.Tier
    • api_entities_PermissionGroup.UniqueIdentifiers
    • api_entities_Portfolio.UniqueIdentifiers
    • api_entities_Portfolio_types.HistoricSettlement
    • api_entities_Portfolio_types.PortfolioBalance
    • api_entities_Portfolio_types.SettlementLeg
    • api_entities_Subsidy.UniqueIdentifiers
    • api_entities_Subsidy_types.SubsidyData
    • api_entities_Subsidy_types.SubsidyWithAllowance
    • api_entities_TickerReservation.UniqueIdentifiers
    • api_entities_TickerReservation_types.TickerReservationDetails
    • api_entities_Venue.UniqueIdentifiers
    • api_entities_Venue_types.VenueDetails
    • api_procedures_addAssetRequirement.AddAssetRequirementParams
    • api_procedures_addInstruction.AddInstructionParams
    • api_procedures_addInstruction.AddInstructionWithVenueIdParams
    • api_procedures_addInstruction.AddInstructionsParams
    • api_procedures_addInvestorUniquenessClaim.AddInvestorUniquenessClaimParams
    • api_procedures_addTransferRestriction.Storage
    • api_procedures_claimClassicTicker.ClaimClassicTickerParams
    • api_procedures_configureDividendDistribution.ConfigureDividendDistributionParams
    • api_procedures_consumeAuthorizationRequests.ConsumeParams
    • api_procedures_consumeJoinOrRotateAuthorization.Storage
    • api_procedures_controllerTransfer.ControllerTransferParams
    • api_procedures_controllerTransfer.Storage
    • api_procedures_createAsset.CreateAssetParams
    • api_procedures_createAsset.CreateAssetWithTickerParams
    • api_procedures_createCheckpointSchedule.CreateCheckpointScheduleParams
    • api_procedures_createGroup.CreateGroupParams
    • api_procedures_createVenue.CreateVenueParams
    • api_procedures_deletePortfolio.DeletePortfolioParams
    • api_procedures_investInOffering.InvestInOfferingParams
    • api_procedures_inviteAccount.InviteAccountParams
    • api_procedures_inviteExternalAgent.InviteExternalAgentParams
    • api_procedures_issueTokens.IssueTokensParams
    • api_procedures_issueTokens.Storage
    • api_procedures_linkCaDocs.LinkCaDocsParams
    • api_procedures_modifyAllowance.DecreaseAllowanceParams
    • api_procedures_modifyAllowance.IncreaseAllowanceParams
    • api_procedures_modifyAllowance.SetAllowanceParams
    • api_procedures_modifyAssetTrustedClaimIssuers.ModifyAssetTrustedClaimIssuersAddSetParams
    • api_procedures_modifyAssetTrustedClaimIssuers.ModifyAssetTrustedClaimIssuersRemoveParams
    • api_procedures_modifyCorporateActionsAgent.ModifyCorporateActionsAgentParams
    • api_procedures_modifyInstructionAffirmation.AffirmInstructionParams
    • api_procedures_modifyInstructionAffirmation.ModifyInstructionAffirmationParams
    • api_procedures_modifyInstructionAffirmation.Storage
    • api_procedures_modifyPrimaryIssuanceAgent.ModifyPrimaryIssuanceAgentParams
    • api_procedures_modifySignerPermissions.ModifySignerPermissionsParams
    • api_procedures_moveFunds.MoveFundsParams
    • api_procedures_payDividends.PayDividendsParams
    • api_procedures_quitCustody.Storage
    • api_procedures_quitSubsidy.QuitSubsidyParams
    • api_procedures_redeemTokens.RedeemTokensParams
    • api_procedures_registerIdentity.RegisterIdentityParams
    • api_procedures_removeAssetRequirement.RemoveAssetRequirementParams
    • api_procedures_removeCheckpointSchedule.RemoveCheckpointScheduleParams
    • api_procedures_removeCorporateAction.RemoveCorporateActionParams
    • api_procedures_removeExternalAgent.RemoveExternalAgentParams
    • api_procedures_removeSecondaryAccounts.RemoveSecondaryAccountsParams
    • api_procedures_renamePortfolio.RenamePortfolioParams
    • api_procedures_reserveTicker.ReserveTickerParams
    • api_procedures_setAssetDocuments.SetAssetDocumentsParams
    • api_procedures_setAssetDocuments.Storage
    • api_procedures_setAssetRequirements.SetAssetRequirementsParams
    • api_procedures_setCustodian.SetCustodianParams
    • api_procedures_setGroupPermissions.SetGroupPermissionsParams
    • api_procedures_setPermissionGroup.SetPermissionGroupParams
    • api_procedures_setTransferRestrictions.SetCountTransferRestrictionsParams
    • api_procedures_setTransferRestrictions.SetPercentageTransferRestrictionsParams
    • api_procedures_subsidizeAccount.SubsidizeAccountParams
    • api_procedures_toggleFreezeOffering.ToggleFreezeOfferingParams
    • api_procedures_toggleFreezeSecondaryAccounts.ToggleFreezeSecondaryAccountsParams
    • api_procedures_toggleFreezeTransfers.ToggleFreezeTransfersParams
    • api_procedures_togglePauseRequirements.TogglePauseRequirementsParams
    • api_procedures_transferAssetOwnership.TransferAssetOwnershipParams
    • api_procedures_transferPolyx.TransferPolyxParams
    • api_procedures_transferTickerOwnership.TransferTickerOwnershipParams
    • api_procedures_waivePermissions.WaivePermissionsParams
    • types.AccreditedClaim
    • types.ActiveTransferRestrictions
    • types.AffiliateClaim
    • types.ArrayTransactionArgument
    • types.AssetDocument
    • types.AssetWithGroup
    • types.Balance
    • types.BlockedClaim
    • types.BuyLockupClaim
    • types.CalendarPeriod
    • types.CddClaim
    • types.CddProviderRole
    • types.CheckPermissionsResult
    • types.CheckRolesResult
    • types.CheckpointWithData
    • types.ClaimData
    • types.ClaimScope
    • types.ClaimTarget
    • types.ComplexTransactionArgument
    • types.Compliance
    • types.ComplianceRequirements
    • types.ConditionBase
    • types.ConditionCompliance
    • types.CountTransferRestriction
    • types.CountTransferRestrictionInput
    • types.DistributionPayment
    • types.DistributionWithDetails
    • types.EventIdentifier
    • types.ExemptKey
    • types.ExemptedClaim
    • types.ExternalAgentCondition
    • types.ExtrinsicData
    • types.ExtrinsicDataWithFees
    • types.Fees
    • types.FeesBreakdown
    • types.GroupedInstructions
    • types.HistoricAgentOperation
    • types.IdentityCondition
    • types.IdentityRole
    • types.IdentityWithClaims
    • types.InvestorUniquenessClaim
    • types.InvestorUniquenessV2Claim
    • types.JurisdictionClaim
    • types.KycClaim
    • types.MiddlewareConfig
    • types.MultiClaimCondition
    • types.NetworkProperties
    • types.NoArgsProcedureMethod
    • types.NoDataClaim
    • types.NoTypeClaim
    • types.OfferingWithDetails
    • types.PaginationOptions
    • types.PayingAccount
    • types.PercentageTransferRestriction
    • types.PercentageTransferRestrictionInput
    • types.PermissionGroups
    • types.PermissionedAccount
    • types.Permissions
    • types.PlainTransactionArgument
    • types.PortfolioCustodianRole
    • types.PortfolioMovement
    • types.ProcedureAuthorizationStatus
    • types.ProcedureMethod
    • types.ProcedureOpts
    • types.ProtocolFees
    • types.Requirement
    • types.RequirementCompliance
    • types.ResultSet
    • types.ScheduleWithDetails
    • types.Scope
    • types.SectionPermissions
    • types.SecurityIdentifier
    • types.SellLockupClaim
    • types.SignerValue
    • types.SimpleEnumTransactionArgument
    • types.SimplePermissions
    • types.SingleClaimCondition
    • types.ThirdPartyFees
    • types.TickerOwnerRole
    • types.TransactionPermissions
    • types.TransferRestriction
    • types.TrustedClaimIssuer
    • types.VenueOwnerRole
  • modules
    • api_client_AccountManagement
    • api_client_Assets
    • api_client_Claims
    • api_client_Identities
    • api_client_Network
    • api_client_Polymesh
    • api_client_Settlements
    • api_entities_Account
    • api_entities_Asset
    • api_entities_Asset_AssetHolders
    • api_entities_Asset_Checkpoints
    • api_entities_Asset_Checkpoints_Schedules
    • api_entities_Asset_Checkpoints_types
    • api_entities_Asset_Compliance
    • api_entities_Asset_Compliance_Requirements
    • api_entities_Asset_Compliance_TrustedClaimIssuers
    • api_entities_Asset_CorporateActions
    • api_entities_Asset_CorporateActions_Distributions
    • api_entities_Asset_CorporateActions_types
    • api_entities_Asset_Documents
    • api_entities_Asset_Issuance
    • api_entities_Asset_Offerings
    • api_entities_Asset_Permissions
    • api_entities_Asset_Settlements
    • api_entities_Asset_TransferRestrictions
    • api_entities_Asset_TransferRestrictions_Count
    • api_entities_Asset_TransferRestrictions_Percentage
    • api_entities_Asset_TransferRestrictions_TransferRestrictionBase
    • api_entities_Asset_types
    • api_entities_AuthorizationRequest
    • api_entities_Checkpoint
    • api_entities_CheckpointSchedule
    • api_entities_CheckpointSchedule_types
    • api_entities_CorporateAction
    • api_entities_CorporateActionBase
    • api_entities_CorporateActionBase_types
    • api_entities_CustomPermissionGroup
    • api_entities_DefaultPortfolio
    • api_entities_DefaultTrustedClaimIssuer
    • api_entities_DividendDistribution
    • api_entities_DividendDistribution_types
    • api_entities_Entity
    • api_entities_Identity
    • api_entities_Identity_AssetPermissions
    • api_entities_Identity_IdentityAuthorizations
    • api_entities_Identity_Portfolios
    • api_entities_Instruction
    • api_entities_Instruction_types
    • api_entities_KnownPermissionGroup
    • api_entities_Namespace
    • api_entities_NumberedPortfolio
    • api_entities_Offering
    • api_entities_Offering_types
    • api_entities_PermissionGroup
    • api_entities_Portfolio
    • api_entities_Portfolio_types
    • api_entities_Subsidy
    • api_entities_Subsidy_types
    • api_entities_TickerReservation
    • api_entities_TickerReservation_types
    • api_entities_Venue
    • api_entities_Venue_types
    • api_entities_common_namespaces_Authorizations
    • api_procedures_addAssetRequirement
    • api_procedures_addInstruction
    • api_procedures_addInvestorUniquenessClaim
    • api_procedures_addTransferRestriction
    • api_procedures_claimClassicTicker
    • api_procedures_claimDividends
    • api_procedures_closeOffering
    • api_procedures_configureDividendDistribution
    • api_procedures_consumeAddMultiSigSignerAuthorization
    • api_procedures_consumeAuthorizationRequests
    • api_procedures_consumeJoinOrRotateAuthorization
    • api_procedures_controllerTransfer
    • api_procedures_createAsset
    • api_procedures_createCheckpoint
    • api_procedures_createCheckpointSchedule
    • api_procedures_createGroup
    • api_procedures_createPortfolio
    • api_procedures_createVenue
    • api_procedures_deletePortfolio
    • api_procedures_investInOffering
    • api_procedures_inviteAccount
    • api_procedures_inviteExternalAgent
    • api_procedures_issueTokens
    • api_procedures_launchOffering
    • api_procedures_leaveIdentity
    • api_procedures_linkCaDocs
    • api_procedures_modifyAllowance
    • api_procedures_modifyAsset
    • api_procedures_modifyAssetTrustedClaimIssuers
    • api_procedures_modifyCaCheckpoint
    • api_procedures_modifyCaDefaultConfig
    • api_procedures_modifyClaims
    • api_procedures_modifyComplianceRequirement
    • api_procedures_modifyCorporateActionsAgent
    • api_procedures_modifyDistributionCheckpoint
    • api_procedures_modifyInstructionAffirmation
    • api_procedures_modifyOfferingTimes
    • api_procedures_modifyPrimaryIssuanceAgent
    • api_procedures_modifySignerPermissions
    • api_procedures_modifyVenue
    • api_procedures_moveFunds
    • api_procedures_payDividends
    • api_procedures_quitCustody
    • api_procedures_quitSubsidy
    • api_procedures_reclaimDividendDistributionFunds
    • api_procedures_redeemTokens
    • api_procedures_registerIdentity
    • api_procedures_removeAssetRequirement
    • api_procedures_removeCheckpointSchedule
    • api_procedures_removeCorporateAction
    • api_procedures_removeCorporateActionsAgent
    • api_procedures_removeExternalAgent
    • api_procedures_removePrimaryIssuanceAgent
    • api_procedures_removeSecondaryAccounts
    • api_procedures_renamePortfolio
    • api_procedures_rescheduleInstruction
    • api_procedures_reserveTicker
    • api_procedures_setAssetDocuments
    • api_procedures_setAssetRequirements
    • api_procedures_setCustodian
    • api_procedures_setGroupPermissions
    • api_procedures_setPermissionGroup
    • api_procedures_setTransferRestrictions
    • api_procedures_subsidizeAccount
    • api_procedures_toggleFreezeOffering
    • api_procedures_toggleFreezeSecondaryAccounts
    • api_procedures_toggleFreezeTransfers
    • api_procedures_togglePauseRequirements
    • api_procedures_transferAssetOwnership
    • api_procedures_transferPolyx
    • api_procedures_transferTickerOwnership
    • api_procedures_utils
    • api_procedures_waivePermissions
    • types
    • types_utils
Powered by GitBook
On this page
  • Class: NumberedPortfolio
  • Hierarchy
  • Table of contents
  • Properties
  • Methods

Was this helpful?

  1. @polymathnetwork/polymesh-sdk

api_entities_NumberedPortfolio.NumberedPortfolio

@polymeshassociation/polymesh-sdk / Modules / api/entities/NumberedPortfolio / NumberedPortfolio

Class: NumberedPortfolio

api/entities/NumberedPortfolio.NumberedPortfolio

Represents a numbered (non-default) Portfolio for an Identity

Hierarchy

  • Portfolio

    ↳ NumberedPortfolio

Table of contents

Properties

  • id

  • owner

  • uuid

Methods

  • createdAt

  • exists

  • getAssetBalances

  • getCustodian

  • getName

  • getTransactionHistory

  • isCustodiedBy

  • isEqual

  • isOwnedBy

  • modifyName

  • moveFunds

  • quitCustody

  • setCustodian

  • toHuman

  • generateUuid

  • unserialize

Properties

id

• id: BigNumber

Portfolio identifier number

Defined in

api/entities/NumberedPortfolio.ts:46


owner

• owner: Identity

Identity of the Portfolio's owner

Inherited from

Portfolio.owner

Defined in

api/entities/Portfolio/index.ts:75


uuid

• uuid: string

Inherited from

Portfolio.uuid

Defined in

api/entities/Entity.ts:46

Methods

createdAt

▸ createdAt(): Promise<null | EventIdentifier>

Retrieve the identifier data (block number, date and event index) of the event that was emitted when this Portfolio was created

note uses the middleware

note there is a possibility that the data is not ready by the time it is requested. In that case, null is returned

Returns

Promise<null | EventIdentifier>

Defined in

api/entities/NumberedPortfolio.ts:112


exists

▸ exists(): Promise<boolean>

Return whether this Portfolio exists

Returns

Promise<boolean>

Overrides

Portfolio.exists

Defined in

api/entities/NumberedPortfolio.ts:136


getAssetBalances

▸ getAssetBalances(args?): Promise<PortfolioBalance[]>

Retrieve the balances of all Assets in this Portfolio

Parameters

Name
Type
Description

args?

Object

-

args.assets

array of Assets (or tickers) for which to fetch balances (optional, all balances are retrieved if not passed)

Returns

Promise<PortfolioBalance[]>

Inherited from

Portfolio.getAssetBalances

Defined in

api/entities/Portfolio/index.ts:141


getCustodian

▸ getCustodian(): Promise<Identity>

Retrieve the custodian Identity of this Portfolio

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

Returns

Promise<Identity>

Inherited from

Portfolio.getCustodian

Defined in

api/entities/Portfolio/index.ts:271


getName

▸ getName(): Promise<string>

Return the Portfolio name

Returns

Promise<string>

Defined in

api/entities/NumberedPortfolio.ts:80


getTransactionHistory

▸ getTransactionHistory(filters?): Promise<ResultSet<HistoricSettlement>>

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

note supports pagination

note uses the middleware

Parameters

Name
Type
Description

filters

Object

-

filters.account?

string

Account involved in the settlement

filters.size?

BigNumber

page size

filters.start?

BigNumber

page offset

filters.ticker?

string

ticker involved in the transaction

Returns

Promise<ResultSet<HistoricSettlement>>

Inherited from

Portfolio.getTransactionHistory

Defined in

api/entities/Portfolio/index.ts:316


isCustodiedBy

▸ isCustodiedBy(args?): Promise<boolean>

Return whether an Identity is the Portfolio custodian

Parameters

Name
Type
Description

args?

Object

-

args.identity

optional, defaults to the signing Identity

Returns

Promise<boolean>

Inherited from

Portfolio.isCustodiedBy

Defined in

api/entities/Portfolio/index.ts:125


isEqual

▸ isEqual(entity): boolean

Determine whether this Entity is the same as another one

Parameters

Name
Type

entity

Returns

boolean

Inherited from

Portfolio.isEqual

Defined in

api/entities/Entity.ts:61


isOwnedBy

▸ isOwnedBy(args?): Promise<boolean>

Return whether an Identity is the Portfolio owner

Parameters

Name
Type
Description

args?

Object

-

args.identity

defaults to the signing Identity

Returns

Promise<boolean>

Inherited from

Portfolio.isOwnedBy

Defined in

api/entities/Portfolio/index.ts:112


modifyName

▸ modifyName(args, opts?): Promise<TransactionQueue<NumberedPortfolio, NumberedPortfolio, unknown[][]>>

Rename portfolio

note required role:

  • Portfolio Custodian

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

Parameters

Name
Type

args

opts?

Returns

Promise<TransactionQueue<NumberedPortfolio, NumberedPortfolio, unknown[][]>>

Defined in

api/entities/NumberedPortfolio.ts:73


moveFunds

▸ moveFunds(args, opts?): Promise<TransactionQueue<void, void, unknown[][]>>

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

note required role:

  • Portfolio Custodian

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

Parameters

Name
Type

args

opts?

Returns

Promise<TransactionQueue<void, void, unknown[][]>>

Inherited from

Portfolio.moveFunds

Defined in

api/entities/Portfolio/index.ts:249


quitCustody

▸ quitCustody(opts?): Promise<TransactionQueue<void, void, unknown[][]>>

Returns the custody of the portfolio to the portfolio owner unilaterally

note required role:

  • Portfolio Custodian

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

Parameters

Name
Type

opts?

Returns

Promise<TransactionQueue<void, void, unknown[][]>>

Inherited from

Portfolio.quitCustody

Defined in

api/entities/Portfolio/index.ts:262


setCustodian

▸ setCustodian(args, opts?): Promise<TransactionQueue<AuthorizationRequest, AuthorizationRequest, unknown[][]>>

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

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

note required role:

  • Portfolio Custodian

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

Parameters

Name
Type

args

opts?

Returns

Promise<TransactionQueue<AuthorizationRequest, AuthorizationRequest, unknown[][]>>

Inherited from

Portfolio.setCustodian

Defined in

api/entities/Portfolio/index.ts:236


toHuman

▸ toHuman(): HumanReadable

Return the Portfolio ID and owner DID

Returns

HumanReadable

Inherited from

Portfolio.toHuman

Defined in

api/entities/Portfolio/index.ts:413


generateUuid

▸ Static generateUuid<Identifiers>(identifiers): string

Generate the Entity's UUID from its identifying properties

Type parameters

Name

Identifiers

Parameters

Name
Type

identifiers

Identifiers

Returns

string

Inherited from

Portfolio.generateUuid

Defined in

api/entities/Entity.ts:14


unserialize

▸ Static unserialize<Identifiers>(serialized): Identifiers

Unserialize a UUID into its Unique Identifiers

Type parameters

Name

Identifiers

Parameters

Name
Type
Description

serialized

string

UUID to unserialize

Returns

Identifiers

Inherited from

Portfolio.unserialize

Defined in

api/entities/Entity.ts:23

Previousapi_entities_KnownPermissionGroup.KnownPermissionGroupNextapi_entities_Offering.Offering

Last updated 2 years ago

Was this helpful?

(string | )[]

string |

<unknown, unknown>

string |

Asset
Identity
Entity
Identity
RenamePortfolioParams
ProcedureOpts
MoveFundsParams
ProcedureOpts
ProcedureOpts
SetCustodianParams
ProcedureOpts