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	(string | Asset)[]	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	string | 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	Entity<unknown, unknown>

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	string | 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	RenamePortfolioParams
opts?	ProcedureOpts

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	MoveFundsParams
opts?	ProcedureOpts

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?	ProcedureOpts

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	SetCustodianParams
opts?	ProcedureOpts

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