Portfolio

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

Hierarchy

Index

Properties

Methods

Properties

Protected Optional _id

_id? : BigNumber

Defined in src/api/entities/Portfolio/index.ts:59

internal Portfolio identifier (unused for default Portfolio)

Protected context

context: Context

Inherited from CheckpointSchedule.context

Defined in src/api/entities/Entity.ts:48

moveFunds

moveFunds: ProcedureMethod‹MoveFundsParams, void›

Defined in src/api/entities/Portfolio/index.ts:208

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:196

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

Inherited from CheckpointSchedule.uuid

Defined in src/api/entities/Entity.ts:46

Methods

getCustodian

getCustodian(): Promise‹Identity

Defined in src/api/entities/Portfolio/index.ts:215

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:119

Retrieve the balances of all assets in this Portfolio

Parameters:

Returns: Promise‹PortfolioBalance[]›

getTransactionHistory

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

Defined in src/api/entities/Portfolio/index.ts:250

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= {}

Returns: Promise‹ResultSetHistoricSettlement››

isCustodiedBy

isCustodiedBy(args?: undefined | object): Promise‹boolean›

Defined in src/api/entities/Portfolio/index.ts:103

Return whether an Identity is the Portfolio custodian

Parameters:

Returns: Promise‹boolean›

isEqual

isEqual(entity: Entity‹object›): boolean

Inherited from CheckpointSchedule.isEqual

Defined in src/api/entities/Entity.ts:61

Whether this Entity is the same as another one

Parameters:

Returns: boolean

isOwnedBy

isOwnedBy(args?: undefined | object): Promise‹boolean›

Defined in src/api/entities/Portfolio/index.ts:87

Return whether an Identity is the Portfolio owner

Parameters:

Returns: Promise‹boolean›

Static generateUuid

generateUuidIdentifiers›(identifiers: Identifiers): string

Inherited from CheckpointSchedule.generateUuid

Defined in src/api/entities/Entity.ts:14

Generate the Entity's UUID from its identifying properties

Type parameters:

Identifiers: object

Parameters:

Returns: string

Static unserialize

unserializeIdentifiers›(serialized: string): Identifiers

Inherited from CheckpointSchedule.unserialize

Defined in src/api/entities/Entity.ts:23

Unserialize a UUID into its Unique Identifiers

Type parameters:

Identifiers: object

Parameters:

Returns: Identifiers

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