Polymesh SDK API Reference
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  • Globals
  • Classes
    • Account
    • AccountManagement
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    • AuthorizationRequest
    • Authorizations
    • Checkpoint
    • CheckpointSchedule
    • Checkpoints
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    • Compliance
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    • CorporateActionBase
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    • DefaultPortfolio
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    • Distributions
    • DividendDistribution
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    • Entity
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    • Identity
    • IdentityAuthorizations
    • Instruction
    • Issuance
    • KnownPermissionGroup
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    • NumberedPortfolio
    • Offering
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    • Percentage
    • PermissionGroup
    • Permissions
    • Polymesh
    • PolymeshError
    • PolymeshTransaction
    • PolymeshTransactionBase
    • PolymeshTransactionBatch
    • Portfolio
    • Portfolios
    • Requirements
    • Schedules
    • Settlements
    • Subsidy
    • TickerReservation
    • TransactionQueue
    • TransferRestrictionBase
    • TransferRestrictions
    • TrustedClaimIssuers
    • Venue
  • Enums
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On this page
  • Hierarchy
  • Index
  • Properties
  • Methods
  • Properties
  • Protected Optional _id
  • Protected context
  • owner
  • uuid
  • Methods
  • Abstract exists
  • getAssetBalances
  • getCustodian
  • getTransactionHistory
  • getTransactionHistoryV2
  • isCustodiedBy
  • isEqual
  • isOwnedBy
  • moveFunds
  • quitCustody
  • setCustodian
  • toHuman
  • Static generateUuid
  • Static unserialize

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  1. Classes

Portfolio

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Last updated 2 years ago

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Represents a base Portfolio for a specific Identity in the Polymesh blockchain

Hierarchy

  • ‹UniqueIdentifiers, ›

    ↳ Portfolio

    ↳

    ↳

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

Abstract exists

▸ exists(): Promise‹boolean›

Determine whether this Entity 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


getTransactionHistoryV2

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

note uses the middlewareV2

Parameters:

â–ªDefault value filters: object= {}

Name
Type
Description

account?

undefined | string

Account involved in the settlement

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?


toHuman

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

Defined in

Inherited from .

Defined in

• owner:

Defined in

Inherited from .

Defined in

Inherited from .

Defined in

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

Defined in

Returns: Promise‹[]›

▸ getCustodian(): Promise‹›

Defined in

Returns: Promise‹›

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

Defined in

Returns: Promise‹‹››

▸ getTransactionHistoryV2(filters: object): Promise‹[]›

Defined in

Returns: Promise‹[]›

Defined in

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

Inherited from .

Defined in

‹unknown, unknown›

Defined in

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

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››

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‹‹››

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–¸ toHuman():

Overrides .

Defined in

Returns:

Inherited from .

Defined in

Inherited from .

Defined in

src/api/entities/Portfolio/index.ts:83
src/api/entities/Entity.ts:48
Identity
src/api/entities/Portfolio/index.ts:78
src/api/entities/Entity.ts:46
src/api/entities/Entity.ts:68
PortfolioBalance
src/api/entities/Portfolio/index.ts:144
PortfolioBalance
Identity
src/api/entities/Portfolio/index.ts:274
Identity
ResultSet
HistoricSettlement
src/api/entities/Portfolio/index.ts:319
ResultSet
HistoricSettlement
HistoricSettlement
src/api/entities/Portfolio/index.ts:421
HistoricSettlement
src/api/entities/Portfolio/index.ts:128
Entity
src/api/entities/Entity.ts:61
src/api/entities/Portfolio/index.ts:115
MoveFundsParams
ProcedureOpts
TransactionQueue
src/api/entities/Portfolio/index.ts:252
ProcedureMethod
moveFunds.checkAuthorization
TransactionQueue
ProcedureOpts
TransactionQueue
src/api/entities/Portfolio/index.ts:265
NoArgsProcedureMethod
quitCustody.checkAuthorization
TransactionQueue
SetCustodianParams
ProcedureOpts
TransactionQueue
AuthorizationRequest
src/api/entities/Portfolio/index.ts:239
ProcedureMethod
setCustodian.checkAuthorization
TransactionQueue
AuthorizationRequest
HumanReadable
src/api/entities/Portfolio/index.ts:540
HumanReadable
src/api/entities/Entity.ts:14
src/api/entities/Entity.ts:23
Entity
HumanReadable
DefaultPortfolio
NumberedPortfolio
_id
context
owner
uuid
exists
getAssetBalances
getCustodian
getTransactionHistory
getTransactionHistoryV2
isCustodiedBy
isEqual
isOwnedBy
moveFunds
quitCustody
setCustodian
toHuman
generateUuid
unserialize
Entity
MoveFundsParams
ProcedureOpts
ProcedureOpts
SetCustodianParams
ProcedureOpts
CheckpointSchedule
CheckpointSchedule
Entity
CheckpointSchedule
Authorization Request
Account
Identity
Entity
CheckpointSchedule
CheckpointSchedule
exists
toHuman
authorizations.getReceived
authorizations.getOne
context
uuid
isEqual
generateUuid
unserialize