api_entities_Portfolio.Portfolio
@polymeshassociation/polymesh-sdk / Modules / api/entities/Portfolio / Portfolio
Class: Portfolio
api/entities/Portfolio.Portfolio
Represents a base Portfolio for a specific Identity in the Polymesh blockchain
Hierarchy
Entity<UniqueIdentifiers,HumanReadable>↳
Portfolio↳↳
DefaultPortfolio↳↳
NumberedPortfolio
Table of contents
Properties
Methods
Properties
owner
• owner: Identity
Identity of the Portfolio's owner
Defined in
api/entities/Portfolio/index.ts:75
uuid
• uuid: string
Inherited from
Defined in
Methods
exists
â–¸ Abstract exists(): Promise<boolean>
Determine whether this Entity exists on chain
Returns
Promise<boolean>
Inherited from
Defined in
getAssetBalances
â–¸ getAssetBalances(args?): Promise<PortfolioBalance[]>
Retrieve the balances of all Assets in this Portfolio
Parameters
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[]>
Defined in
api/entities/Portfolio/index.ts:141
getCustodian
â–¸ getCustodian(): Promise<Identity>
Retrieve the custodian Identity of this Portfolio
note if no custodian is set, the owner Identity is returned
Returns
Promise<Identity>
Defined in
api/entities/Portfolio/index.ts:271
getTransactionHistory
â–¸ 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
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>>
Defined in
api/entities/Portfolio/index.ts:316
isCustodiedBy
â–¸ isCustodiedBy(args?): Promise<boolean>
Return whether an Identity is the Portfolio custodian
Parameters
args?
Object
-
Returns
Promise<boolean>
Defined in
api/entities/Portfolio/index.ts:125
isEqual
â–¸ isEqual(entity): boolean
Determine whether this Entity is the same as another one
Parameters
entity
Entity<unknown, unknown>
Returns
boolean
Inherited from
Defined in
isOwnedBy
â–¸ isOwnedBy(args?): Promise<boolean>
Return whether an Identity is the Portfolio owner
Parameters
args?
Object
-
Returns
Promise<boolean>
Defined in
api/entities/Portfolio/index.ts:112
moveFunds
â–¸ 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
args
opts?
Returns
Promise<TransactionQueue<void, void, unknown[][]>>
Defined in
api/entities/Portfolio/index.ts:249
quitCustody
â–¸ 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
opts?
Returns
Promise<TransactionQueue<void, void, unknown[][]>>
Defined in
api/entities/Portfolio/index.ts:262
setCustodian
â–¸ setCustodian(args, opts?): Promise<TransactionQueue<AuthorizationRequest, AuthorizationRequest, unknown[][]>>
Send an invitation to an Identity to assign it as custodian for this Portfolio
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
opts?
Returns
Promise<TransactionQueue<AuthorizationRequest, AuthorizationRequest, unknown[][]>>
Defined in
api/entities/Portfolio/index.ts:236
toHuman
â–¸ toHuman(): HumanReadable
Return the Portfolio ID and owner DID
Returns
HumanReadable
Overrides
Defined in
api/entities/Portfolio/index.ts:413
generateUuid
â–¸ Static generateUuid<Identifiers>(identifiers): string
Generate the Entity's UUID from its identifying properties
Type parameters
Identifiers
Parameters
identifiers
Identifiers
Returns
string
Inherited from
Defined in
unserialize
â–¸ Static unserialize<Identifiers>(serialized): Identifiers
Unserialize a UUID into its Unique Identifiers
Type parameters
Identifiers
Parameters
serialized
string
UUID to unserialize
Returns
Identifiers
Inherited from
Defined in
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