Polymesh SDK API Reference
v6.0.0
v6.0.0
  • Introduction
  • Globals
  • Classes
    • Account
    • AuthorizationRequest
    • Authorizations
    • Checkpoint
    • CheckpointSchedule
    • Checkpoints
    • Claims
    • Compliance
    • Context
    • CorporateAction
    • CorporateActions
    • Count
    • CurrentAccount
    • CurrentIdentity
    • DefaultPortfolio
    • DefaultTrustedClaimIssuer
    • Distributions
    • DividendDistribution
    • Documents
    • Entity
    • Identity
    • IdentityAuthorizations
    • Instruction
    • Issuance
    • Middleware
    • NumberedPortfolio
    • Offerings
    • Percentage
    • Polymesh
    • PolymeshError
    • PolymeshTransaction
    • PolymeshTransactionBase
    • PolymeshTransactionBatch
    • Portfolio
    • Portfolios
    • Requirements
    • Schedules
    • SecurityToken
    • Settlements
    • Sto
    • TickerReservation
    • TokenHolders
    • TransactionQueue
    • TransferRestrictionBase
    • TransferRestrictions
    • TrustedClaimIssuers
    • Venue
  • Enums
    • AffirmationStatus
    • AuthorizationType
    • CalendarUnit
    • ClaimType
    • ConditionTarget
    • ConditionType
    • CorporateActionKind
    • CountryCode
    • ErrorCode
    • InstructionStatus
    • InstructionType
    • KnownTokenType
    • ProposalStage
    • RoleType
    • ScopeType
    • StoBalanceStatus
    • StoSaleStatus
    • StoTimingStatus
    • TargetTreatment
    • TickerReservationStatus
    • TokenIdentifierType
    • TransactionArgumentType
    • TransactionQueueStatus
    • TransactionStatus
    • TransferError
    • TransferRestrictionType
    • TransferStatus
    • TxGroup
    • VenueType
  • Interfaces
    • AccountData
    • ActiveTransferRestrictions
    • AddBatchTransactionOpts
    • AddClaimsParams
    • AddInstructionParams
    • AddInstructionsParams
    • AddInvestorUniquenessClaimParams
    • AddTransactionOpts
    • AddTransactionOptsBase
    • ArrayTransactionArgument
    • Balance
    • CalendarPeriod
    • CddProviderRole
    • CheckpointWithData
    • ClaimClassicTickerParams
    • ClaimData
    • ClaimScope
    • ClaimTarget
    • ComplexTransactionArgument
    • ConditionCompliance
    • ConnectParamsBase
    • ConstructorParams
    • ConsumeParams
    • ControllerTransferParams
    • CorporateActionDefaults
    • CorporateActionTargets
    • CountTransferRestriction
    • CountTransferRestrictionInput
    • CreateCheckpointScheduleParams
    • CreateSecurityTokenParams
    • CreateVenueParams
    • DeletePortfolioParams
    • DistributionParticipant
    • DistributionPayment
    • DistributionWithDetails
    • DividendDistributionDetails
    • DividendDistributionParams
    • EditClaimsParams
    • EventIdentifier
    • ExtrinsicData
    • Fees
    • HistoricSettlement
    • IdentityBalance
    • IdentityWithClaims
    • InstructionAffirmation
    • InvestInStoParams
    • Investment
    • InviteAccountParams
    • IssueTokensParams
    • KeyringPair
    • LeaveIdentityParams
    • Leg
    • LinkCaDocsParams
    • MiddlewareConfig
    • ModifyCorporateActionsAgentParams
    • ModifyInstructionAffirmationParams
    • ModifyPrimaryIssuanceAgentParams
    • ModifySignerPermissionsParams
    • ModifyTokenTrustedClaimIssuersAddSetParams
    • ModifyTokenTrustedClaimIssuersRemoveParams
    • MoveFundsParams
    • NetworkProperties
    • PaginationOptions
    • PayDividendsParams
    • PercentageTransferRestriction
    • PercentageTransferRestrictionInput
    • Permissions
    • PermissionsLike
    • PlainTransactionArgument
    • PortfolioBalance
    • PortfolioCustodianRole
    • PortfolioMovement
    • ProcedureAuthorizationStatus
    • ProcedureMethod
    • ProposalDetails
    • ProposalTimeFrames
    • ProposalVote
    • RedeemTokenParams
    • RegisterIdentityParams
    • RemoveCheckpointScheduleParams
    • RemoveCorporateActionParams
    • RemoveSecondaryKeysParams
    • RenamePortfolioParams
    • Requirement
    • RequirementCompliance
    • ReserveTickerParams
    • ResultSet
    • RevokeClaimsParams
    • ScheduleDetails
    • ScheduleWithDetails
    • Scope
    • SecondaryKey
    • SecurityTokenDetails
    • SetAssetRequirementsParams
    • SetCountTransferRestrictionsParams
    • SetCustodianParams
    • SetPercentageTransferRestrictionsParams
    • SetTokenDocumentsParams
    • SettlementLeg
    • SimpleEnumTransactionArgument
    • StoDetails
    • StoStatus
    • StoTier
    • StoWithDetails
    • TaxWithholding
    • TickerOwnerRole
    • TickerReservationDetails
    • Tier
    • ToggleFreezeSecondaryKeysParams
    • ToggleFreezeStoParams
    • ToggleFreezeTransfersParams
    • TogglePauseRequirementsParams
    • TokenCaaRole
    • TokenDocument
    • TokenIdentifier
    • TokenOwnerRole
    • TokenPiaRole
    • TransferBreakdown
    • TransferPolyxParams
    • TransferRestriction
    • TransferRestrictionInputBase
    • TransferRestrictionResult
    • TransferTickerOwnershipParams
    • TransferTokenOwnershipParams
    • TrustedClaimIssuer
    • UiKeyring
    • UniqueIdentifiers
    • VenueDetails
    • VenueOwnerRole
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On this page
  • Hierarchy
  • Index
  • Properties
  • Methods
  • Properties
  • Protected Optional _id
  • Protected context
  • id
  • owner
  • uuid
  • Methods
  • createdAt
  • delete
  • exists
  • getCustodian
  • getName
  • getTokenBalances
  • getTransactionHistory
  • isCustodiedBy
  • isEqual
  • isOwnedBy
  • modifyName
  • moveFunds
  • setCustodian
  • Static generateUuid
  • Static unserialize

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  1. Classes

NumberedPortfolio

PreviousMiddlewareNextOfferings

Last updated 3 years ago

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Represents a numbered (non-default) Portfolio for an Identity

Hierarchy

↳

↳ NumberedPortfolio

Index

Properties

Methods

Properties

Protected Optional _id

• _id? : BigNumber

internal Portfolio identifier (unused for default Portfolio)

Protected context

id

• id: BigNumber

portfolio identifier number

owner

identity of the Portfolio's owner

uuid

• uuid: string

Methods

createdAt

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

delete

Delete this Portfolio

note required role:

  • Portfolio Custodian

Parameters:

Name

Type

args

void

exists

▸ exists(): Promise‹boolean›

Return whether this Portfolio exists

Returns: Promise‹boolean›

getCustodian

Retrieve the custodian Identity of this Portfolio

note if no custodian is set, the owner Identity is returned

getName

▸ getName(): Promise‹string›

Return the Portfolio name

Returns: Promise‹string›

getTokenBalances

Retrieve the balances of all assets in this Portfolio

Parameters:

Name

Type

args?

undefined | object

getTransactionHistory

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

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

Return whether an Identity is the Portfolio custodian

Parameters:

Name

Type

args?

undefined | object

Returns: Promise‹boolean›

isEqual

Whether this Entity is the same as another one

Parameters:

Name

Type

entity

Returns: boolean

isOwnedBy

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

Return whether an Identity is the Portfolio owner

Parameters:

Name

Type

args?

undefined | object

Returns: Promise‹boolean›

modifyName

Rename portfolio

note required role:

  • Portfolio Custodian

Parameters:

Name

Type

args

moveFunds

Moves funds from this Portfolio to another one owned by the same Identity

note required role:

  • Portfolio Custodian

Parameters:

Name

Type

args

setCustodian

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

Defined in

• owner:

Inherited from .

Defined in

Inherited from .

Defined in

▸ createdAt(): Promise‹ | null›

Defined in

Returns: Promise‹ | null›

▸ delete(args: void): Promise‹‹void››

Defined in

note this method is of type , which means you can call delete.checkAuthorization on it to see whether the Current Account has the required permissions to run it

Returns: Promise‹‹void››

Defined in

▸ getCustodian(): Promise‹›

Inherited from .

Defined in

Returns: Promise‹›

Defined in

▸ 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

▸ modifyName(args: ): Promise‹‹››

Defined in

note this method is of type , which means you can call modifyName.checkAuthorization on it to see whether the Current Account has the required permissions to run it

Returns: Promise‹‹››

▸ 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

src/api/entities/Portfolio/index.ts:59
Context
src/api/entities/Entity.ts:48
src/api/entities/NumberedPortfolio.ts:44
Identity
src/api/entities/Portfolio/index.ts:54
src/api/entities/Entity.ts:46
EventIdentifier
src/api/entities/NumberedPortfolio.ts:118
EventIdentifier
TransactionQueue
src/api/entities/NumberedPortfolio.ts:75
ProcedureMethod
TransactionQueue
src/api/entities/NumberedPortfolio.ts:142
Identity
src/api/entities/Portfolio/index.ts:220
Identity
src/api/entities/NumberedPortfolio.ts:95
PortfolioBalance
src/api/entities/Portfolio/index.ts:119
PortfolioBalance
ResultSet
HistoricSettlement
src/api/entities/Portfolio/index.ts:255
ResultSet
HistoricSettlement
src/api/entities/Portfolio/index.ts:103
Entity
src/api/entities/Entity.ts:61
src/api/entities/Portfolio/index.ts:87
RenamePortfolioParams
TransactionQueue
NumberedPortfolio
src/api/entities/NumberedPortfolio.ts:88
ProcedureMethod
TransactionQueue
NumberedPortfolio
MoveFundsParams
TransactionQueue
src/api/entities/Portfolio/index.ts:211
ProcedureMethod
TransactionQueue
SetCustodianParams
TransactionQueue
src/api/entities/Portfolio/index.ts:198
ProcedureMethod
TransactionQueue
src/api/entities/Entity.ts:14
src/api/entities/Entity.ts:23
Portfolio
_id
context
id
owner
uuid
createdAt
delete
exists
getCustodian
getName
getTokenBalances
getTransactionHistory
isCustodiedBy
isEqual
isOwnedBy
modifyName
moveFunds
setCustodian
generateUuid
unserialize
Entity
RenamePortfolioParams
MoveFundsParams
SetCustodianParams
Portfolio
_id
Portfolio
owner
Portfolio
getCustodian
Portfolio
getTokenBalances
Portfolio
getTransactionHistory
Portfolio
isCustodiedBy
Portfolio
isOwnedBy
Portfolio
moveFunds
Portfolio
setCustodian
CheckpointSchedule
context
CheckpointSchedule
uuid
CheckpointSchedule
isEqual
CheckpointSchedule
generateUuid
CheckpointSchedule
unserialize