NumberedPortfolio
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Represents a numbered (non-default) Portfolio for an Identity
↳
↳ NumberedPortfolio
Protected Optional _id• _id? : BigNumber
internal Portfolio identifier (unused for default Portfolio)
Protected context• delete: ProcedureMethod‹void, void›
Delete this Portfolio
note required role:
Portfolio Custodian
• id: BigNumber
portfolio identifier number
Rename portfolio
note required role:
Portfolio Custodian
Moves funds from this Portfolio to another one owned by the same Identity
param portfolio (or portfolio ID) that will receive the funds. Optional, if no value is passed, the funds will be moved to the default Portfolio of this Portfolio's owner
param list of tokens (and their corresponding amounts) that will be moved
note required role:
Portfolio Custodian
identity of the Portfolio's owner
Send an invitation to an Identity to assign it as custodian for this Portfolio
note this may create an AuthorizationRequest which has to be accepted by the corresponding Identity. An Account or Identity can fetch its pending Authorization Requests by calling authorizations.getReceived
note required role:
Portfolio Custodian
• uuid: string
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
▸ exists(): Promise‹boolean›
Return whether this Portfolio exists
Returns: Promise‹boolean›
Retrieve the custodian Identity of this Portfolio
note if no custodian is set, the owner Identity is returned
▸ getName(): Promise‹string›
Return the Portfolio name
Returns: Promise‹string›
Retrieve the balances of all assets in this Portfolio
Parameters:
Name
Type
args?
undefined | object
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?
undefined | number
page size
start?
undefined | number
page offset
ticker?
undefined | string
ticker involved in the transaction
▸ isCustodiedBy(args?: undefined | object): Promise‹boolean›
Return whether an Identity is the Portfolio custodian
Parameters:
Name
Type
args?
undefined | object
Returns: Promise‹boolean›
▸ isOwnedBy(args?: undefined | object): Promise‹boolean›
Return whether an Identity is the Portfolio owner
Parameters:
Name
Type
args?
undefined | object
Returns: Promise‹boolean›
Static generateUuid▸ generateUuid‹Identifiers›(identifiers: Identifiers): string
Generate the Entity's UUID from its identifying properties
Type parameters:
â–ª Identifiers: object
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: object
Parameters:
Name
Type
Description
serialized
string
UUID to unserialize
Returns: Identifiers
Inherited from .
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• context:
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• modifyName: ProcedureMethod‹, ›
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• moveFunds: ProcedureMethod‹, void›
Inherited from .
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• owner:
Inherited from .
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• setCustodian: ProcedureMethod‹, void›
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▸ createdAt(): Promise‹ | null›
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Returns: Promise‹ | null›
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▸ getCustodian(): Promise‹›
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Returns: Promise‹›
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▸ getTokenBalances(args?: undefined | object): Promise‹[]›
Inherited from .
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Returns: Promise‹[]›
▸ getTransactionHistory(filters: object): Promise‹‹››
Inherited from .
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Returns: Promise‹‹››
Inherited from .
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