DefaultPortfolio
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Represents the default Portfolio for an Identity
↳
↳ DefaultPortfolio
Protected Optional _id• _id? : BigNumber
internal Portfolio identifier (unused for default Portfolio)
Protected contextidentity of the Portfolio's owner
• uuid: string
Retrieve the custodian Identity of this Portfolio
note if no custodian is set, the owner Identity is returned
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›
Whether this Entity is the same as another one
Parameters:
Name
Type
entity
Returns: boolean
▸ isOwnedBy(args?: undefined | object): Promise‹boolean›
Return whether an Identity is the Portfolio owner
Parameters:
Name
Type
args?
undefined | object
Returns: Promise‹boolean›
Moves funds from this Portfolio to another one owned by the same Identity
note required role:
Portfolio Custodian
Parameters:
Name
Type
args
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
Parameters:
Name
Type
args
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
Inherited from .
Defined in
• context:
Inherited from .
Defined in
• owner:
Inherited from .
Defined in
Inherited from .
Defined in
▸ getCustodian(): Promise‹›
Inherited from .
Defined in
Returns: Promise‹›
▸ getTokenBalances(args?: undefined | object): Promise‹[]›
Inherited from .
Defined in
Returns: Promise‹[]›
▸ getTransactionHistory(filters: object): Promise‹‹››
Inherited from .
Defined in
Returns: Promise‹‹››
Inherited from .
Defined in
▸ isEqual(entity: ‹unknown›): boolean
Inherited from .
Defined in
‹unknown›
Inherited from .
Defined in
▸ moveFunds(args: ): Promise‹‹void››
Inherited from .
Defined in
note this method is of type , which means you can call moveFunds.checkAuthorization on it to see whether the Current Account has the required permissions to run it
Returns: Promise‹‹void››
▸ setCustodian(args: ): Promise‹‹void››
Inherited from .
Defined in
note this method is of type , which means you can call setCustodian.checkAuthorization on it to see whether the Current Account has the required permissions to run it
Returns: Promise‹‹void››
Inherited from .
Defined in
Inherited from .
Defined in