Portfolio
Represents a base Portfolio for a specific Identity in the Polymesh blockchain
Hierarchy
Index
Properties
Methods
Properties
Protected Optional _id
Protected Optional _id• _id? : BigNumber
Defined in src/api/entities/Portfolio/index.ts:59
internal Portfolio identifier (unused for default Portfolio)
Protected context
Protected context• context: Context
Defined in src/api/entities/Entity.ts:48
moveFunds
• moveFunds: ProcedureMethod‹MoveFundsParams, void›
Defined in src/api/entities/Portfolio/index.ts:202
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
owner
• owner: Identity
Defined in src/api/entities/Portfolio/index.ts:54
identity of the Portfolio's owner
setCustodian
• setCustodian: ProcedureMethod‹SetCustodianParams, void›
Defined in src/api/entities/Portfolio/index.ts:190
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
• uuid: string
Defined in src/api/entities/Entity.ts:46
Methods
getCustodian
▸ getCustodian(): Promise‹Identity›
Defined in src/api/entities/Portfolio/index.ts:209
Retrieve the custodian Identity of this Portfolio
note if no custodian is set, the owner Identity is returned
Returns: Promise‹Identity›
getTokenBalances
▸ getTokenBalances(args?: undefined | object): Promise‹PortfolioBalance[]›
Defined in src/api/entities/Portfolio/index.ts:116
Retrieve the balances of all assets in this Portfolio
Parameters:
Name
Type
args?
undefined | object
Returns: Promise‹PortfolioBalance[]›
getTransactionHistory
▸ getTransactionHistory(filters: object): Promise‹ResultSet‹HistoricSettlement››
Defined in src/api/entities/Portfolio/index.ts:244
Retrieve a list of transactions where this portfolio was involved. Can be filtered using parameters
note supports pagination
note uses the middleware
Parameters:
▪Default 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
Returns: Promise‹ResultSet‹HistoricSettlement››
isCustodiedBy
▸ isCustodiedBy(args?: undefined | object): Promise‹boolean›
Defined in src/api/entities/Portfolio/index.ts:100
Return whether an Identity is the Portfolio custodian
Parameters:
Name
Type
args?
undefined | object
Returns: Promise‹boolean›
isOwnedBy
▸ isOwnedBy(args?: undefined | object): Promise‹boolean›
Defined in src/api/entities/Portfolio/index.ts:84
Return whether an Identity is the Portfolio owner
Parameters:
Name
Type
args?
undefined | object
Returns: Promise‹boolean›
Static generateUuid
Static generateUuid▸ generateUuid‹Identifiers›(identifiers: Identifiers): string
Inherited from Entity.generateUuid
Defined in src/api/entities/Entity.ts:14
Generate the Entity's UUID from its identifying properties
Type parameters:
▪ Identifiers: object
Parameters:
Name
Type
Description
identifiers
Identifiers
Returns: string
Static unserialize
Static unserialize▸ unserialize‹Identifiers›(serialized: string): Identifiers
Inherited from Entity.unserialize
Defined in src/api/entities/Entity.ts:23
Unserialize a UUID into its Unique Identifiers
Type parameters:
▪ Identifiers: object
Parameters:
Name
Type
Description
serialized
string
UUID to unserialize
Returns: Identifiers
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