DefaultPortfolio
Represents the default Portfolio for an Identity
Hierarchy
↳ DefaultPortfolio
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
Inherited from CheckpointSchedule.context
Defined in src/api/entities/Entity.ts:48
owner
• owner: Identity
Inherited from Portfolio.owner
Defined in src/api/entities/Portfolio/index.ts:54
identity of the Portfolio's owner
uuid
• uuid: string
Inherited from CheckpointSchedule.uuid
Defined in src/api/entities/Entity.ts:46
Methods
getCustodian
▸ getCustodian(): Promise‹Identity›
Inherited from Portfolio.getCustodian
Defined in src/api/entities/Portfolio/index.ts:220
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[]›
Inherited from Portfolio.getTokenBalances
Defined in src/api/entities/Portfolio/index.ts:119
Retrieve the balances of all assets in this Portfolio
Parameters:
Name | Type |
| undefined | object |
Returns: Promise‹PortfolioBalance[]›
getTransactionHistory
▸ getTransactionHistory(filters: object): Promise‹ResultSet‹HistoricSettlement››
Inherited from Portfolio.getTransactionHistory
Defined in src/api/entities/Portfolio/index.ts:255
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 |
| undefined | string | account involved in the settlement |
| undefined | number | page size |
| undefined | number | page offset |
| undefined | string | ticker involved in the transaction |
Returns: Promise‹ResultSet‹HistoricSettlement››
isCustodiedBy
▸ isCustodiedBy(args?: undefined | object): Promise‹boolean›
Inherited from Portfolio.isCustodiedBy
Defined in src/api/entities/Portfolio/index.ts:103
Return whether an Identity is the Portfolio custodian
Parameters:
Name | Type |
| undefined | object |
Returns: Promise‹boolean›
isEqual
▸ isEqual(entity: Entity‹unknown›): boolean
Inherited from CheckpointSchedule.isEqual
Defined in src/api/entities/Entity.ts:61
Whether this Entity is the same as another one
Parameters:
Name | Type |
| Entity‹unknown› |
Returns: boolean
isOwnedBy
▸ isOwnedBy(args?: undefined | object): Promise‹boolean›
Inherited from Portfolio.isOwnedBy
Defined in src/api/entities/Portfolio/index.ts:87
Return whether an Identity is the Portfolio owner
Parameters:
Name | Type |
| undefined | object |
Returns: Promise‹boolean›
moveFunds
▸ moveFunds(args: MoveFundsParams): Promise‹TransactionQueue‹void››
Inherited from Portfolio.moveFunds
Defined in src/api/entities/Portfolio/index.ts:211
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 Current Account has the required permissions to run it
Parameters:
Name | Type |
|
Returns: Promise‹TransactionQueue‹void››
setCustodian
▸ setCustodian(args: SetCustodianParams): Promise‹TransactionQueue‹void››
Inherited from Portfolio.setCustodian
Defined in src/api/entities/Portfolio/index.ts:198
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
note this method is of type ProcedureMethod, which means you can call setCustodian.checkAuthorization on it to see whether the Current Account has the required permissions to run it
Parameters:
Name | Type |
|
Returns: Promise‹TransactionQueue‹void››
Static generateUuid
Static generateUuid▸ generateUuid‹Identifiers›(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
Parameters:
Name | Type | Description |
| Identifiers |
Returns: string
Static unserialize
Static unserialize▸ unserialize‹Identifiers›(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
Parameters:
Name | Type | Description |
| string | UUID to unserialize |
Returns: Identifiers
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