NumberedPortfolio

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

Hierarchy

Portfolio

NumberedPortfolio

Index

Properties

Methods

Properties

Protected Optional _id

_id? : BigNumber

Inherited from Portfolio._id

Defined in src/api/entities/Portfolio/index.ts:75

internal Portfolio identifier (unused for default Portfolio)


Protected context

context: Context

Inherited from Entity.context

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


id

id: BigNumber

Defined in src/api/entities/NumberedPortfolio.ts:45

portfolio identifier number


owner

owner: Identity

Inherited from Portfolio.owner

Defined in src/api/entities/Portfolio/index.ts:70

identity of the Portfolio's owner


uuid

uuid: string

Inherited from Entity.uuid

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

Methods

createdAt

createdAt(): Promise‹EventIdentifier | null›

Defined in src/api/entities/NumberedPortfolio.ts:119

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

Returns: Promise‹EventIdentifier | null›


delete

delete(args: void, opts?: ProcedureOpts): Promise‹TransactionQueue‹void››

Defined in src/api/entities/NumberedPortfolio.ts:76

Delete this Portfolio

note required role:

  • Portfolio Custodian

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

Parameters:

NameType

args

void

opts?

Returns: Promise‹TransactionQueue‹void››


exists

exists(): Promise‹boolean›

Overrides Entity.exists

Defined in src/api/entities/NumberedPortfolio.ts:143

Return whether this Portfolio exists

Returns: Promise‹boolean›


getCustodian

getCustodian(): Promise‹Identity

Inherited from Portfolio.getCustodian

Defined in src/api/entities/Portfolio/index.ts:257

Retrieve the custodian Identity of this Portfolio

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

Returns: Promise‹Identity


getName

getName(): Promise‹string›

Defined in src/api/entities/NumberedPortfolio.ts:96

Return the Portfolio name

Returns: Promise‹string›


getTokenBalances

getTokenBalances(args?: undefined | object): Promise‹PortfolioBalance[]›

Inherited from Portfolio.getTokenBalances

Defined in src/api/entities/Portfolio/index.ts:139

Retrieve the balances of all assets in this Portfolio

Parameters:

NameType

args?

undefined | object

Returns: Promise‹PortfolioBalance[]›


getTransactionHistory

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

Inherited from Portfolio.getTransactionHistory

Defined in src/api/entities/Portfolio/index.ts:302

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= {}

NameTypeDescription

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›

Inherited from Portfolio.isCustodiedBy

Defined in src/api/entities/Portfolio/index.ts:123

Return whether an Identity is the Portfolio custodian

Parameters:

NameType

args?

undefined | object

Returns: Promise‹boolean›


isEqual

isEqual(entity: Entity‹unknown, unknown›): boolean

Inherited from Entity.isEqual

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

Determine whether this Entity is the same as another one

Parameters:

NameType

entity

Entity‹unknown, unknown›

Returns: boolean


isOwnedBy

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

Inherited from Portfolio.isOwnedBy

Defined in src/api/entities/Portfolio/index.ts:107

Return whether an Identity is the Portfolio owner

Parameters:

NameType

args?

undefined | object

Returns: Promise‹boolean›


modifyName

modifyName(args: RenamePortfolioParams, opts?: ProcedureOpts): Promise‹TransactionQueueNumberedPortfolio››

Defined in src/api/entities/NumberedPortfolio.ts:89

Rename portfolio

note required role:

  • Portfolio Custodian

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

Parameters:

Returns: Promise‹TransactionQueueNumberedPortfolio››


moveFunds

moveFunds(args: MoveFundsParams, opts?: ProcedureOpts): Promise‹TransactionQueue‹void››

Inherited from Portfolio.moveFunds

Defined in src/api/entities/Portfolio/index.ts:235

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:

Returns: Promise‹TransactionQueue‹void››


quitCustody

quitCustody(args: void, opts?: ProcedureOpts): Promise‹TransactionQueue‹void››

Inherited from Portfolio.quitCustody

Defined in src/api/entities/Portfolio/index.ts:248

Returns the custody of the portfolio to the portfolio owner unilaterally

note required role:

  • Portfolio Custodian

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

Parameters:

NameType

args

void

opts?

Returns: Promise‹TransactionQueue‹void››


setCustodian

setCustodian(args: SetCustodianParams, opts?: ProcedureOpts): Promise‹TransactionQueue‹void››

Inherited from Portfolio.setCustodian

Defined in src/api/entities/Portfolio/index.ts:222

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:

Returns: Promise‹TransactionQueue‹void››


toJson

toJson(): HumanReadable

Inherited from Portfolio.toJson

Overrides Entity.toJson

Defined in src/api/entities/Portfolio/index.ts:385

Return the Portfolio ID and owner DID

Returns: HumanReadable


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

Parameters:

NameTypeDescription

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

Parameters:

NameTypeDescription

serialized

string

UUID to unserialize

Returns: Identifiers

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