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 Entity.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

Inherited from Entity.uuid

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‹ResultSetHistoricSettlement››

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‹ResultSetHistoricSettlement››

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

generateUuidIdentifiers›(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

unserializeIdentifiers›(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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