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Version: 26.2.x

Class: Portfolios

api/entities/Identity/Portfolios.Portfolios

Handles all Portfolio related functionality on the Identity side

Hierarchy

Methods

delete

delete(args, opts?): Promise<GenericPolymeshTransaction<void, void>>

Delete a Portfolio by ID

Parameters

NameType
argsObject
args.portfolioBigNumber | NumberedPortfolio
opts?ProcedureOpts

Returns

Promise<GenericPolymeshTransaction<void, void>>

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 signing Account and Identity have the required roles and permissions to run it

Defined in

api/entities/Identity/Portfolios.ts:213


getCustodiedPortfolios

getCustodiedPortfolios(paginationOpts?): Promise<ResultSet<NumberedPortfolio | DefaultPortfolio>>

Retrieve all Portfolios custodied by this Identity. This only includes portfolios owned by a different Identity but custodied by this one. To fetch Portfolios owned by this Identity, use getPortfolios

Parameters

NameType
paginationOpts?PaginationOptions

Returns

Promise<ResultSet<NumberedPortfolio | DefaultPortfolio>>

Note

supports pagination

Defined in

api/entities/Identity/Portfolios.ts:92


getPortfolio

getPortfolio(): Promise<DefaultPortfolio>

Retrieve a Numbered Portfolio or the Default Portfolio if Portfolio ID is not passed

Returns

Promise<DefaultPortfolio>

Defined in

api/entities/Identity/Portfolios.ts:139

getPortfolio(args): Promise<NumberedPortfolio>

Parameters

NameType
argsObject
args.portfolioIdBigNumber

Returns

Promise<NumberedPortfolio>

Defined in

api/entities/Identity/Portfolios.ts:140


getPortfolioByName

getPortfolioByName(args): Promise<NumberedPortfolio>

Retrieve a Numbered Portfolio by its name

Parameters

NameType
argsObject
args.namestring

Returns

Promise<NumberedPortfolio>

Throws

if no Portfolio exists with the given name

Defined in

api/entities/Identity/Portfolios.ts:175


getPortfolios

getPortfolios(): Promise<[DefaultPortfolio, ...NumberedPortfolio[]]>

Retrieve all the Portfolios owned by this Identity

Returns

Promise<[DefaultPortfolio, ...NumberedPortfolio[]]>

Defined in

api/entities/Identity/Portfolios.ts:61


getTransactionHistory

getTransactionHistory(filters?): Promise<HistoricSettlement[]>

Retrieve a list of transactions where this identity was involved. Can be filtered using parameters

Parameters

NameTypeDescription
filtersObject-
filters.account?stringAccount involved in the settlement
filters.assetId?string-
filters.ticker?stringDeprecated in favour of assetId

Returns

Promise<HistoricSettlement[]>

Note

uses the middlewareV2

Defined in

api/entities/Identity/Portfolios.ts:225