snaptrade-typescript-sdk 8.16.0 → 8.18.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (288) hide show
  1. package/README.md +147 -183
  2. package/dist/api/account-information-api-custom.d.ts +3 -3
  3. package/dist/api/account-information-api-custom.js +27 -27
  4. package/dist/api/account-information-api.d.ts +526 -527
  5. package/dist/api/account-information-api.js +1049 -1050
  6. package/dist/api/api-status-api-custom.d.ts +3 -3
  7. package/dist/api/api-status-api-custom.js +27 -27
  8. package/dist/api/api-status-api.d.ts +70 -71
  9. package/dist/api/api-status-api.js +203 -204
  10. package/dist/api/authentication-api-custom.d.ts +3 -3
  11. package/dist/api/authentication-api-custom.js +27 -27
  12. package/dist/api/authentication-api.d.ts +267 -268
  13. package/dist/api/authentication-api.js +661 -662
  14. package/dist/api/connections-api-custom.d.ts +3 -3
  15. package/dist/api/connections-api-custom.js +27 -27
  16. package/dist/api/connections-api.d.ts +275 -276
  17. package/dist/api/connections-api.js +583 -584
  18. package/dist/api/error-logs-api-custom.d.ts +3 -3
  19. package/dist/api/error-logs-api-custom.js +27 -27
  20. package/dist/api/error-logs-api.d.ts +94 -95
  21. package/dist/api/error-logs-api.js +240 -241
  22. package/dist/api/options-api-custom.d.ts +3 -3
  23. package/dist/api/options-api-custom.js +27 -27
  24. package/dist/api/options-api.d.ts +369 -370
  25. package/dist/api/options-api.js +730 -731
  26. package/dist/api/reference-data-api-custom.d.ts +3 -3
  27. package/dist/api/reference-data-api-custom.js +27 -27
  28. package/dist/api/reference-data-api.d.ts +468 -469
  29. package/dist/api/reference-data-api.js +1246 -1247
  30. package/dist/api/trading-api-custom.d.ts +3 -3
  31. package/dist/api/trading-api-custom.js +27 -27
  32. package/dist/api/trading-api.d.ts +403 -634
  33. package/dist/api/trading-api.js +841 -1282
  34. package/dist/api/transactions-and-reporting-api-custom.d.ts +3 -3
  35. package/dist/api/transactions-and-reporting-api-custom.js +27 -27
  36. package/dist/api/transactions-and-reporting-api.d.ts +218 -219
  37. package/dist/api/transactions-and-reporting-api.js +403 -404
  38. package/dist/api.d.ts +19 -21
  39. package/dist/api.js +37 -39
  40. package/dist/base.d.ts +54 -55
  41. package/dist/base.js +81 -82
  42. package/dist/client-custom.d.ts +4 -4
  43. package/dist/client-custom.js +9 -9
  44. package/dist/client.d.ts +25 -27
  45. package/dist/client.js +50 -52
  46. package/dist/common.d.ts +67 -67
  47. package/dist/common.js +236 -233
  48. package/dist/configuration.d.ts +99 -100
  49. package/dist/configuration.js +55 -56
  50. package/dist/index.d.ts +14 -15
  51. package/dist/index.js +32 -33
  52. package/dist/jest.config.d.ts +3 -3
  53. package/dist/jest.config.js +13 -13
  54. package/dist/models/account-holdings-account.d.ts +53 -54
  55. package/dist/models/account-holdings-account.js +14 -15
  56. package/dist/models/account-holdings.d.ts +46 -47
  57. package/dist/models/account-holdings.js +14 -15
  58. package/dist/models/account-order-record-status.d.ts +16 -17
  59. package/dist/models/account-order-record-status.js +14 -15
  60. package/dist/models/account-order-record.d.ts +132 -133
  61. package/dist/models/account-order-record.js +14 -15
  62. package/dist/models/account-simple.d.ts +43 -44
  63. package/dist/models/account-simple.js +14 -15
  64. package/dist/models/account-sync-status.d.ts +24 -25
  65. package/dist/models/account-sync-status.js +14 -15
  66. package/dist/models/account.d.ts +82 -83
  67. package/dist/models/account.js +14 -15
  68. package/dist/models/action.d.ts +16 -17
  69. package/dist/models/action.js +14 -15
  70. package/dist/models/authentication-login-snap-trade-user200-response.d.ts +17 -18
  71. package/dist/models/authentication-login-snap-trade-user200-response.js +14 -15
  72. package/dist/models/balance.d.ts +31 -32
  73. package/dist/models/balance.js +14 -15
  74. package/dist/models/brokerage-authorization-type-read-only-brokerage.d.ts +36 -37
  75. package/dist/models/brokerage-authorization-type-read-only-brokerage.js +14 -15
  76. package/dist/models/brokerage-authorization-type-read-only.d.ts +46 -47
  77. package/dist/models/brokerage-authorization-type-read-only.js +14 -15
  78. package/dist/models/brokerage-authorization-type.d.ts +26 -27
  79. package/dist/models/brokerage-authorization-type.js +14 -15
  80. package/dist/models/brokerage-authorization.d.ts +75 -76
  81. package/dist/models/brokerage-authorization.js +14 -15
  82. package/dist/models/brokerage-symbol.d.ts +50 -51
  83. package/dist/models/brokerage-symbol.js +14 -15
  84. package/dist/models/brokerage-type.d.ts +30 -31
  85. package/dist/models/brokerage-type.js +14 -15
  86. package/dist/models/brokerage.d.ts +127 -128
  87. package/dist/models/brokerage.js +14 -15
  88. package/dist/models/calculated-trade.d.ts +31 -32
  89. package/dist/models/calculated-trade.js +14 -15
  90. package/dist/models/cash-restriction.d.ts +50 -51
  91. package/dist/models/cash-restriction.js +14 -15
  92. package/dist/models/connections-session-events200-response-inner.d.ts +16 -17
  93. package/dist/models/connections-session-events200-response-inner.js +14 -15
  94. package/dist/models/currency.d.ts +36 -37
  95. package/dist/models/currency.js +14 -15
  96. package/dist/models/delete-user-response.d.ts +30 -31
  97. package/dist/models/delete-user-response.js +14 -15
  98. package/dist/models/dividend-at-date.d.ts +36 -37
  99. package/dist/models/dividend-at-date.js +14 -15
  100. package/dist/models/encrypted-response-encrypted-message-data.d.ts +36 -37
  101. package/dist/models/encrypted-response-encrypted-message-data.js +14 -15
  102. package/dist/models/encrypted-response.d.ts +30 -31
  103. package/dist/models/encrypted-response.js +14 -15
  104. package/dist/models/exchange-rate-pairs.d.ts +37 -38
  105. package/dist/models/exchange-rate-pairs.js +14 -15
  106. package/dist/models/exchange.d.ts +66 -67
  107. package/dist/models/exchange.js +14 -15
  108. package/dist/models/excluded-asset.d.ts +25 -26
  109. package/dist/models/excluded-asset.js +14 -15
  110. package/dist/models/index.d.ts +108 -108
  111. package/dist/models/index.js +124 -124
  112. package/dist/models/jwt.d.ts +24 -25
  113. package/dist/models/jwt.js +14 -15
  114. package/dist/models/login-redirect-uri.d.ts +29 -30
  115. package/dist/models/login-redirect-uri.js +14 -15
  116. package/dist/models/manual-trade-and-impact.d.ts +38 -39
  117. package/dist/models/manual-trade-and-impact.js +14 -15
  118. package/dist/models/manual-trade-balance.d.ts +38 -39
  119. package/dist/models/manual-trade-balance.js +14 -15
  120. package/dist/models/manual-trade-form.d.ts +68 -69
  121. package/dist/models/manual-trade-form.js +14 -15
  122. package/dist/models/manual-trade-symbol.d.ts +55 -56
  123. package/dist/models/manual-trade-symbol.js +14 -15
  124. package/dist/models/manual-trade.d.ts +70 -71
  125. package/dist/models/manual-trade.js +14 -15
  126. package/dist/models/model-asset-class-details.d.ts +32 -32
  127. package/dist/models/model-asset-class-details.js +14 -15
  128. package/dist/models/model-asset-class-target.d.ts +25 -26
  129. package/dist/models/model-asset-class-target.js +14 -15
  130. package/dist/models/model-asset-class.d.ts +30 -31
  131. package/dist/models/model-asset-class.js +14 -15
  132. package/dist/models/model-portfolio-asset-class.d.ts +31 -32
  133. package/dist/models/model-portfolio-asset-class.js +14 -15
  134. package/dist/models/model-portfolio-details.d.ts +39 -39
  135. package/dist/models/model-portfolio-details.js +14 -15
  136. package/dist/models/model-portfolio-security.d.ts +31 -32
  137. package/dist/models/model-portfolio-security.js +14 -15
  138. package/dist/models/model-portfolio.d.ts +38 -39
  139. package/dist/models/model-portfolio.js +14 -15
  140. package/dist/models/model400-failed-request-response.d.ts +30 -31
  141. package/dist/models/model400-failed-request-response.js +14 -15
  142. package/dist/models/model401-failed-request-response.d.ts +30 -31
  143. package/dist/models/model401-failed-request-response.js +14 -15
  144. package/dist/models/model403-failed-request-response.d.ts +30 -31
  145. package/dist/models/model403-failed-request-response.js +14 -15
  146. package/dist/models/model404-failed-request-response.d.ts +30 -31
  147. package/dist/models/model404-failed-request-response.js +14 -15
  148. package/dist/models/monthly-dividends.d.ts +31 -32
  149. package/dist/models/monthly-dividends.js +14 -15
  150. package/dist/models/net-contributions.d.ts +36 -37
  151. package/dist/models/net-contributions.js +14 -15
  152. package/dist/models/net-dividend.d.ts +37 -38
  153. package/dist/models/net-dividend.js +14 -15
  154. package/dist/models/option-chain-inner-chain-per-root-inner-chain-per-strike-price-inner.d.ts +36 -37
  155. package/dist/models/option-chain-inner-chain-per-root-inner-chain-per-strike-price-inner.js +14 -15
  156. package/dist/models/option-chain-inner-chain-per-root-inner.d.ts +37 -38
  157. package/dist/models/option-chain-inner-chain-per-root-inner.js +14 -15
  158. package/dist/models/option-chain-inner.d.ts +49 -50
  159. package/dist/models/option-chain-inner.js +14 -15
  160. package/dist/models/option-leg.d.ts +38 -39
  161. package/dist/models/option-leg.js +14 -15
  162. package/dist/models/option-strategy-legs-inner.d.ts +41 -42
  163. package/dist/models/option-strategy-legs-inner.js +14 -15
  164. package/dist/models/option-strategy.d.ts +50 -51
  165. package/dist/models/option-strategy.js +14 -15
  166. package/dist/models/options-get-option-strategy-request.d.ts +38 -39
  167. package/dist/models/options-get-option-strategy-request.js +14 -15
  168. package/dist/models/options-holdings.d.ts +56 -57
  169. package/dist/models/options-holdings.js +14 -15
  170. package/dist/models/options-place-option-strategy-request.d.ts +38 -39
  171. package/dist/models/options-place-option-strategy-request.js +14 -15
  172. package/dist/models/options-position.d.ts +62 -63
  173. package/dist/models/options-position.js +14 -15
  174. package/dist/models/options-symbol.d.ts +85 -86
  175. package/dist/models/options-symbol.js +14 -15
  176. package/dist/models/order-type.d.ts +16 -17
  177. package/dist/models/order-type.js +14 -15
  178. package/dist/models/partner-data.d.ts +91 -92
  179. package/dist/models/partner-data.js +14 -15
  180. package/dist/models/past-value.d.ts +36 -37
  181. package/dist/models/past-value.js +14 -15
  182. package/dist/models/performance-custom.d.ts +137 -138
  183. package/dist/models/performance-custom.js +14 -15
  184. package/dist/models/portfolio-group-info.d.ts +92 -93
  185. package/dist/models/portfolio-group-info.js +14 -15
  186. package/dist/models/portfolio-group-position.d.ts +37 -38
  187. package/dist/models/portfolio-group-position.js +14 -15
  188. package/dist/models/portfolio-group-settings.d.ts +49 -50
  189. package/dist/models/portfolio-group-settings.js +14 -15
  190. package/dist/models/portfolio-group.d.ts +30 -31
  191. package/dist/models/portfolio-group.js +14 -15
  192. package/dist/models/position-symbol.d.ts +55 -56
  193. package/dist/models/position-symbol.js +14 -15
  194. package/dist/models/position.d.ts +55 -56
  195. package/dist/models/position.js +14 -15
  196. package/dist/models/redirect-tokenand-pin.d.ts +30 -31
  197. package/dist/models/redirect-tokenand-pin.js +14 -15
  198. package/dist/models/security-type.d.ts +42 -43
  199. package/dist/models/security-type.js +14 -15
  200. package/dist/models/session-event.d.ts +62 -63
  201. package/dist/models/session-event.js +14 -15
  202. package/dist/models/snap-trade-apidisclaimer-accept-status.d.ts +30 -31
  203. package/dist/models/snap-trade-apidisclaimer-accept-status.js +14 -15
  204. package/dist/models/snap-trade-holdings-account-account-id.d.ts +75 -76
  205. package/dist/models/snap-trade-holdings-account-account-id.js +14 -15
  206. package/dist/models/snap-trade-holdings-account.d.ts +70 -71
  207. package/dist/models/snap-trade-holdings-account.js +14 -15
  208. package/dist/models/snap-trade-holdings-total-value.d.ts +30 -31
  209. package/dist/models/snap-trade-holdings-total-value.js +14 -15
  210. package/dist/models/snap-trade-login-user-request-body.d.ts +49 -50
  211. package/dist/models/snap-trade-login-user-request-body.js +14 -15
  212. package/dist/models/snap-trade-register-user-request-body.d.ts +29 -30
  213. package/dist/models/snap-trade-register-user-request-body.js +14 -15
  214. package/dist/models/status.d.ts +36 -37
  215. package/dist/models/status.js +14 -15
  216. package/dist/models/strategy-impact-legs-inner.d.ts +60 -61
  217. package/dist/models/strategy-impact-legs-inner.js +14 -15
  218. package/dist/models/strategy-impact.d.ts +85 -86
  219. package/dist/models/strategy-impact.js +14 -15
  220. package/dist/models/strategy-order-place-orders-inner-legs-inner.d.ts +60 -61
  221. package/dist/models/strategy-order-place-orders-inner-legs-inner.js +14 -15
  222. package/dist/models/strategy-order-place-orders-inner.d.ts +277 -278
  223. package/dist/models/strategy-order-place-orders-inner.js +14 -15
  224. package/dist/models/strategy-order-place.d.ts +31 -32
  225. package/dist/models/strategy-order-place.js +14 -15
  226. package/dist/models/strategy-order-record.d.ts +89 -90
  227. package/dist/models/strategy-order-record.js +14 -15
  228. package/dist/models/strategy-quotes-greek.d.ts +48 -49
  229. package/dist/models/strategy-quotes-greek.js +14 -15
  230. package/dist/models/strategy-quotes.d.ts +56 -57
  231. package/dist/models/strategy-quotes.js +14 -15
  232. package/dist/models/sub-period-return-rate.d.ts +36 -37
  233. package/dist/models/sub-period-return-rate.js +14 -15
  234. package/dist/models/symbol-query.d.ts +23 -24
  235. package/dist/models/symbol-query.js +14 -15
  236. package/dist/models/symbol.d.ts +63 -64
  237. package/dist/models/symbol.js +14 -15
  238. package/dist/models/symbols-quotes-inner.d.ts +54 -55
  239. package/dist/models/symbols-quotes-inner.js +14 -15
  240. package/dist/models/target-asset.d.ts +57 -57
  241. package/dist/models/target-asset.js +14 -15
  242. package/dist/models/time-in-force.d.ts +16 -17
  243. package/dist/models/time-in-force.js +14 -15
  244. package/dist/models/trade-execution-status.d.ts +80 -81
  245. package/dist/models/trade-execution-status.js +14 -15
  246. package/dist/models/trade-impact.d.ts +50 -51
  247. package/dist/models/trade-impact.js +14 -15
  248. package/dist/models/trade.d.ts +71 -71
  249. package/dist/models/trade.js +14 -15
  250. package/dist/models/trading-cancel-user-account-order-request.d.ts +23 -24
  251. package/dist/models/trading-cancel-user-account-order-request.js +14 -15
  252. package/dist/models/trading-place-ocoorder-request.d.ts +29 -30
  253. package/dist/models/trading-place-ocoorder-request.js +14 -15
  254. package/dist/models/transactions-status.d.ts +29 -30
  255. package/dist/models/transactions-status.js +14 -15
  256. package/dist/models/underlying-symbol.d.ts +63 -64
  257. package/dist/models/underlying-symbol.js +14 -15
  258. package/dist/models/universal-activity.d.ts +118 -119
  259. package/dist/models/universal-activity.js +14 -15
  260. package/dist/models/universal-symbol-ticker.d.ts +69 -70
  261. package/dist/models/universal-symbol-ticker.js +14 -15
  262. package/dist/models/universal-symbol.d.ts +69 -69
  263. package/dist/models/universal-symbol.js +14 -15
  264. package/dist/models/user-error-log.d.ts +54 -55
  265. package/dist/models/user-error-log.js +14 -15
  266. package/dist/models/user-idand-secret.d.ts +30 -31
  267. package/dist/models/user-idand-secret.js +14 -15
  268. package/dist/models/user-settings.d.ts +79 -80
  269. package/dist/models/user-settings.js +14 -15
  270. package/dist/models/usexchange.d.ts +72 -73
  271. package/dist/models/usexchange.js +14 -15
  272. package/dist/pagination/page-types.d.ts +26 -27
  273. package/dist/pagination/page-types.js +12 -13
  274. package/dist/pagination/page.d.ts +35 -36
  275. package/dist/pagination/page.js +60 -61
  276. package/dist/pagination/pageable.d.ts +57 -58
  277. package/dist/pagination/pageable.js +126 -127
  278. package/dist/pagination/paginate.d.ts +16 -17
  279. package/dist/pagination/paginate.js +77 -78
  280. package/dist/requestAfterHook.d.ts +8 -8
  281. package/dist/requestAfterHook.js +45 -45
  282. package/dist/requestBeforeHook.d.ts +9 -9
  283. package/dist/requestBeforeHook.js +8 -8
  284. package/package.json +42 -42
  285. package/dist/api/portfolio-management-api-custom.d.ts +0 -3
  286. package/dist/api/portfolio-management-api-custom.js +0 -27
  287. package/dist/api/portfolio-management-api.d.ts +0 -1612
  288. package/dist/api/portfolio-management-api.js +0 -3534
@@ -1,1612 +0,0 @@
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- /**
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- * SnapTrade
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- * Connect brokerage accounts to your app for live positions and trading
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- *
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- * The version of the OpenAPI document: 1.0.0
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- * Contact: api@snaptrade.com
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- *
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- * NOTE: This file is auto generated by Konfig (https://konfigthis.com).
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- * https://konfigthis.com
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- * Do not edit the class manually.
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- */
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- import { AxiosPromise, AxiosInstance, AxiosRequestConfig } from 'axios';
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- import { Configuration } from '../configuration';
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- import { RequestArgs } from '../base';
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- import { Account } from '../models';
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- import { Balance } from '../models';
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- import { CalculatedTrade } from '../models';
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- import { ExcludedAsset } from '../models';
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- import { ModelAssetClassDetails } from '../models';
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- import { ModelPortfolioDetails } from '../models';
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- import { PortfolioGroup } from '../models';
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- import { PortfolioGroupInfo } from '../models';
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- import { PortfolioGroupSettings } from '../models';
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- import { SymbolQuery } from '../models';
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- import { TargetAsset } from '../models';
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- import { Trade } from '../models';
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- import { UniversalSymbol } from '../models';
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- import { PortfolioManagementApiCustom } from "./portfolio-management-api-custom";
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- /**
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- * PortfolioManagementApi - axios parameter creator
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- * @export
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- */
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- export declare const PortfolioManagementApiAxiosParamCreator: (configuration?: Configuration) => {
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- /**
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- *
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- * @summary Adds an asset to exclude to a portfolio group
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- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to exclude an asset.
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- * @param {UniversalSymbol} [universalSymbol]
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- * @param {*} [options] Override http request option.
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- * @throws {RequiredError}
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- */
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- addPortfolioExcludedAsset: (portfolioGroupId: string, universalSymbol?: UniversalSymbol, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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- /**
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- *
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- * @summary Create new portfolio group
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- * @param {string} userId
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- * @param {string} userSecret
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- * @param {{ [key: string]: any; }} requestBody
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- * @param {*} [options] Override http request option.
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- * @throws {RequiredError}
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- */
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- create: (userId: string, userSecret: string, requestBody: {
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- [key: string]: any;
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- }, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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- /**
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- *
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- * @summary Create a new model asset class
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- * @param {string} userId
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- * @param {string} userSecret
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- * @param {*} [options] Override http request option.
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- * @throws {RequiredError}
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- */
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- createAssetClass: (userId: string, userSecret: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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- /**
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- *
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- * @summary Creates a new model portfolio
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- * @param {*} [options] Override http request option.
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- * @throws {RequiredError}
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- */
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- createModelPortfolio: (options?: AxiosRequestConfig) => Promise<RequestArgs>;
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- /**
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- *
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- * @summary Deletes a model asset class
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- * @param {string} modelAssetClassId The ID of the model asset class to delete.
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- * @param {*} [options] Override http request option.
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- * @throws {RequiredError}
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- */
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- deleteAssetClass: (modelAssetClassId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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- /**
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- *
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- * @summary Unexclude an asset from a portfolio group
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- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to unexclude an asset.
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- * @param {string} symbolId The ID of the excluded asset Symbol to delete.
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- * @param {*} [options] Override http request option.
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- * @throws {RequiredError}
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- */
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- deleteExcludedAsset: (portfolioGroupId: string, symbolId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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- /**
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- *
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- * @summary Deletes a model portfolio
91
- * @param {string} modelPortfolioId The ID of the model portfolio to delete.
92
- * @param {*} [options] Override http request option.
93
- * @throws {RequiredError}
94
- */
95
- deleteModelPortfolioById: (modelPortfolioId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
96
- /**
97
- *
98
- * @summary Remove a target portfolio.
99
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to delete.
100
- * @param {*} [options] Override http request option.
101
- * @throws {RequiredError}
102
- */
103
- deletePortfoli: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
104
- /**
105
- *
106
- * @summary Remove a TargetAsset.
107
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to remove the target asset.
108
- * @param {string} targetAssetId The ID of the TargetAsset to delete.
109
- * @param {*} [options] Override http request option.
110
- * @throws {RequiredError}
111
- */
112
- deletePortfolioTargetById: (portfolioGroupId: string, targetAssetId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
113
- /**
114
- *
115
- * @summary Get details of a model asset class
116
- * @param {string} modelAssetClassId The ID of the model asset class to get.
117
- * @param {string} userId
118
- * @param {string} userSecret
119
- * @param {*} [options] Override http request option.
120
- * @throws {RequiredError}
121
- */
122
- detailAssetClass: (modelAssetClassId: string, userId: string, userSecret: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
123
- /**
124
- *
125
- * @summary Return an individual trade
126
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to perform rebalancing calculations
127
- * @param {string} calculatedTradeId The ID of calculated trade to get account impact
128
- * @param {string} tradeId The ID of trade object
129
- * @param {*} [options] Override http request option.
130
- * @throws {RequiredError}
131
- */
132
- getCalculatedTradeById: (portfolioGroupId: string, calculatedTradeId: string, tradeId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
133
- /**
134
- *
135
- * @summary Get details of a model portfolio
136
- * @param {string} modelPortfolioId The ID of the model portfolio to get.
137
- * @param {*} [options] Override http request option.
138
- * @throws {RequiredError}
139
- */
140
- getModelDetailsById: (modelPortfolioId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
141
- /**
142
- *
143
- * @summary Get sum of cash balances in portfolio group
144
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
145
- * @param {*} [options] Override http request option.
146
- * @throws {RequiredError}
147
- */
148
- getPortfolioBalances: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
149
- /**
150
- *
151
- * @summary Get details of a target portfolio
152
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to get.
153
- * @param {*} [options] Override http request option.
154
- * @throws {RequiredError}
155
- */
156
- getPortfolioDetailsById: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
157
- /**
158
- *
159
- * @summary Return a whole bunch of relevant information relating to a portfolio group.
160
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
161
- * @param {*} [options] Override http request option.
162
- * @throws {RequiredError}
163
- */
164
- getPortfolioInfo: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
165
- /**
166
- *
167
- * @summary Get portfolio group settings
168
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to get the settings.
169
- * @param {*} [options] Override http request option.
170
- * @throws {RequiredError}
171
- */
172
- getPortfolioSettings: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
173
- /**
174
- *
175
- * @summary Get a specific target from a portfolio group
176
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to get the target asset.
177
- * @param {string} targetAssetId The ID of the TargetAsset to get.
178
- * @param {*} [options] Override http request option.
179
- * @throws {RequiredError}
180
- */
181
- getPortfolioTargetById: (portfolioGroupId: string, targetAssetId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
182
- /**
183
- *
184
- * @summary Get all target assets under the specified PortfolioGroup.
185
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
186
- * @param {*} [options] Override http request option.
187
- * @throws {RequiredError}
188
- */
189
- getPortfolioTargets: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
190
- /**
191
- *
192
- * @summary Get an array of excluded assets associated with a portfolio group\\
193
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which the excluded assets are linked.
194
- * @param {*} [options] Override http request option.
195
- * @throws {RequiredError}
196
- */
197
- getPortoflioExcludedAssets: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
198
- /**
199
- *
200
- * @summary Import target allocation based on portfolio group
201
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
202
- * @param {*} [options] Override http request option.
203
- * @throws {RequiredError}
204
- */
205
- importModelPortfolio: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
206
- /**
207
- *
208
- * @summary List all portfolio groups
209
- * @param {string} userId
210
- * @param {string} userSecret
211
- * @param {*} [options] Override http request option.
212
- * @throws {RequiredError}
213
- */
214
- list: (userId: string, userSecret: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
215
- /**
216
- *
217
- * @summary List of model asset class
218
- * @param {string} userId
219
- * @param {string} userSecret
220
- * @param {*} [options] Override http request option.
221
- * @throws {RequiredError}
222
- */
223
- listAssetClasses: (userId: string, userSecret: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
224
- /**
225
- *
226
- * @summary List of trades to make to rebalance portfolio group
227
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to perform rebalancing calculations
228
- * @param {*} [options] Override http request option.
229
- * @throws {RequiredError}
230
- */
231
- listCalculatedTrades: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
232
- /**
233
- *
234
- * @summary List of model portfolio
235
- * @param {*} [options] Override http request option.
236
- * @throws {RequiredError}
237
- */
238
- listModelPortfolio: (options?: AxiosRequestConfig) => Promise<RequestArgs>;
239
- /**
240
- *
241
- * @summary Get all accounts associated with a portfolio group
242
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which the accounts are linked.
243
- * @param {*} [options] Override http request option.
244
- * @throws {RequiredError}
245
- */
246
- listPortfolioAccounts: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
247
- /**
248
- *
249
- * @summary Updates model portfolio object
250
- * @param {string} modelPortfolioId The ID of the model portfolio to update.
251
- * @param {ModelPortfolioDetails} modelPortfolioDetails Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
252
- * @param {*} [options] Override http request option.
253
- * @throws {RequiredError}
254
- */
255
- modifyModelPortfolioById: (modelPortfolioId: string, modelPortfolioDetails: ModelPortfolioDetails, options?: AxiosRequestConfig) => Promise<RequestArgs>;
256
- /**
257
- *
258
- * @summary Update an existing target portfolio.
259
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to update.
260
- * @param {{ [key: string]: any; }} requestBody
261
- * @param {*} [options] Override http request option.
262
- * @throws {RequiredError}
263
- */
264
- savePortfolio: (portfolioGroupId: string, requestBody: {
265
- [key: string]: any;
266
- }, options?: AxiosRequestConfig) => Promise<RequestArgs>;
267
- /**
268
- *
269
- * @summary Search for symbols limited to brokerages under the specified portfolio group
270
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to search under
271
- * @param {SymbolQuery} [symbolQuery]
272
- * @param {*} [options] Override http request option.
273
- * @throws {RequiredError}
274
- */
275
- searchPortfolioSymbols: (portfolioGroupId: string, symbolQuery?: SymbolQuery, options?: AxiosRequestConfig) => Promise<RequestArgs>;
276
- /**
277
- *
278
- * @summary Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
279
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
280
- * @param {Array<TargetAsset>} [targetAsset]
281
- * @param {*} [options] Override http request option.
282
- * @throws {RequiredError}
283
- */
284
- setPortfolioTargets: (portfolioGroupId: string, targetAsset?: Array<TargetAsset>, options?: AxiosRequestConfig) => Promise<RequestArgs>;
285
- /**
286
- *
287
- * @summary Updates model asset class objects
288
- * @param {string} modelAssetClassId The ID of the model asset class to update.
289
- * @param {string} userId
290
- * @param {string} userSecret
291
- * @param {ModelAssetClassDetails} modelAssetClassDetails Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array
292
- * @param {*} [options] Override http request option.
293
- * @throws {RequiredError}
294
- */
295
- updateAssetClass: (modelAssetClassId: string, userId: string, userSecret: string, modelAssetClassDetails: ModelAssetClassDetails, options?: AxiosRequestConfig) => Promise<RequestArgs>;
296
- /**
297
- *
298
- * @summary Updates portfolio group settings
299
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to patch the settings.
300
- * @param {*} [options] Override http request option.
301
- * @throws {RequiredError}
302
- */
303
- updatePortfolioSettings: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
304
- /**
305
- *
306
- * @summary Update a TargetAsset under the specified PortfolioGroup.
307
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to patch the target asset.
308
- * @param {string} targetAssetId The ID of the TargetAsset to patch.
309
- * @param {TargetAsset} targetAsset
310
- * @param {*} [options] Override http request option.
311
- * @throws {RequiredError}
312
- */
313
- updatePortfolioTargetById: (portfolioGroupId: string, targetAssetId: string, targetAsset: TargetAsset, options?: AxiosRequestConfig) => Promise<RequestArgs>;
314
- };
315
- /**
316
- * PortfolioManagementApi - functional programming interface
317
- * @export
318
- */
319
- export declare const PortfolioManagementApiFp: (configuration?: Configuration) => {
320
- /**
321
- *
322
- * @summary Adds an asset to exclude to a portfolio group
323
- * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
324
- * @param {*} [options] Override http request option.
325
- * @throws {RequiredError}
326
- */
327
- addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ExcludedAsset>>;
328
- /**
329
- *
330
- * @summary Create new portfolio group
331
- * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
332
- * @param {*} [options] Override http request option.
333
- * @throws {RequiredError}
334
- */
335
- create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<PortfolioGroup>>>;
336
- /**
337
- *
338
- * @summary Create a new model asset class
339
- * @param {PortfolioManagementApiCreateAssetClassRequest} requestParameters Request parameters.
340
- * @param {*} [options] Override http request option.
341
- * @throws {RequiredError}
342
- */
343
- createAssetClass(requestParameters: PortfolioManagementApiCreateAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelAssetClassDetails>>;
344
- /**
345
- *
346
- * @summary Creates a new model portfolio
347
- * @param {*} [options] Override http request option.
348
- * @throws {RequiredError}
349
- */
350
- createModelPortfolio(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelPortfolioDetails>>;
351
- /**
352
- *
353
- * @summary Deletes a model asset class
354
- * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
355
- * @param {*} [options] Override http request option.
356
- * @throws {RequiredError}
357
- */
358
- deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>>;
359
- /**
360
- *
361
- * @summary Unexclude an asset from a portfolio group
362
- * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
363
- * @param {*} [options] Override http request option.
364
- * @throws {RequiredError}
365
- */
366
- deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>>;
367
- /**
368
- *
369
- * @summary Deletes a model portfolio
370
- * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
371
- * @param {*} [options] Override http request option.
372
- * @throws {RequiredError}
373
- */
374
- deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>>;
375
- /**
376
- *
377
- * @summary Remove a target portfolio.
378
- * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
379
- * @param {*} [options] Override http request option.
380
- * @throws {RequiredError}
381
- */
382
- deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>>;
383
- /**
384
- *
385
- * @summary Remove a TargetAsset.
386
- * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
387
- * @param {*} [options] Override http request option.
388
- * @throws {RequiredError}
389
- */
390
- deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>>;
391
- /**
392
- *
393
- * @summary Get details of a model asset class
394
- * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
395
- * @param {*} [options] Override http request option.
396
- * @throws {RequiredError}
397
- */
398
- detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelAssetClassDetails>>;
399
- /**
400
- *
401
- * @summary Return an individual trade
402
- * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
403
- * @param {*} [options] Override http request option.
404
- * @throws {RequiredError}
405
- */
406
- getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Trade>>>;
407
- /**
408
- *
409
- * @summary Get details of a model portfolio
410
- * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
411
- * @param {*} [options] Override http request option.
412
- * @throws {RequiredError}
413
- */
414
- getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelPortfolioDetails>>;
415
- /**
416
- *
417
- * @summary Get sum of cash balances in portfolio group
418
- * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
419
- * @param {*} [options] Override http request option.
420
- * @throws {RequiredError}
421
- */
422
- getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Balance>>>;
423
- /**
424
- *
425
- * @summary Get details of a target portfolio
426
- * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
427
- * @param {*} [options] Override http request option.
428
- * @throws {RequiredError}
429
- */
430
- getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>>;
431
- /**
432
- *
433
- * @summary Return a whole bunch of relevant information relating to a portfolio group.
434
- * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
435
- * @param {*} [options] Override http request option.
436
- * @throws {RequiredError}
437
- */
438
- getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupInfo>>;
439
- /**
440
- *
441
- * @summary Get portfolio group settings
442
- * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
443
- * @param {*} [options] Override http request option.
444
- * @throws {RequiredError}
445
- */
446
- getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupSettings>>;
447
- /**
448
- *
449
- * @summary Get a specific target from a portfolio group
450
- * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
451
- * @param {*} [options] Override http request option.
452
- * @throws {RequiredError}
453
- */
454
- getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>>;
455
- /**
456
- *
457
- * @summary Get all target assets under the specified PortfolioGroup.
458
- * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
459
- * @param {*} [options] Override http request option.
460
- * @throws {RequiredError}
461
- */
462
- getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>>;
463
- /**
464
- *
465
- * @summary Get an array of excluded assets associated with a portfolio group\\
466
- * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
467
- * @param {*} [options] Override http request option.
468
- * @throws {RequiredError}
469
- */
470
- getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ExcludedAsset>>>;
471
- /**
472
- *
473
- * @summary Import target allocation based on portfolio group
474
- * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
475
- * @param {*} [options] Override http request option.
476
- * @throws {RequiredError}
477
- */
478
- importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>>;
479
- /**
480
- *
481
- * @summary List all portfolio groups
482
- * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
483
- * @param {*} [options] Override http request option.
484
- * @throws {RequiredError}
485
- */
486
- list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<PortfolioGroup>>>;
487
- /**
488
- *
489
- * @summary List of model asset class
490
- * @param {PortfolioManagementApiListAssetClassesRequest} requestParameters Request parameters.
491
- * @param {*} [options] Override http request option.
492
- * @throws {RequiredError}
493
- */
494
- listAssetClasses(requestParameters: PortfolioManagementApiListAssetClassesRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ModelAssetClassDetails>>>;
495
- /**
496
- *
497
- * @summary List of trades to make to rebalance portfolio group
498
- * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
499
- * @param {*} [options] Override http request option.
500
- * @throws {RequiredError}
501
- */
502
- listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<CalculatedTrade>>;
503
- /**
504
- *
505
- * @summary List of model portfolio
506
- * @param {*} [options] Override http request option.
507
- * @throws {RequiredError}
508
- */
509
- listModelPortfolio(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ModelPortfolioDetails>>>;
510
- /**
511
- *
512
- * @summary Get all accounts associated with a portfolio group
513
- * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
514
- * @param {*} [options] Override http request option.
515
- * @throws {RequiredError}
516
- */
517
- listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Account>>>;
518
- /**
519
- *
520
- * @summary Updates model portfolio object
521
- * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
522
- * @param {*} [options] Override http request option.
523
- * @throws {RequiredError}
524
- */
525
- modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>>;
526
- /**
527
- *
528
- * @summary Update an existing target portfolio.
529
- * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
530
- * @param {*} [options] Override http request option.
531
- * @throws {RequiredError}
532
- */
533
- savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>>;
534
- /**
535
- *
536
- * @summary Search for symbols limited to brokerages under the specified portfolio group
537
- * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
538
- * @param {*} [options] Override http request option.
539
- * @throws {RequiredError}
540
- */
541
- searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<UniversalSymbol>>>;
542
- /**
543
- *
544
- * @summary Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
545
- * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
546
- * @param {*} [options] Override http request option.
547
- * @throws {RequiredError}
548
- */
549
- setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>>;
550
- /**
551
- *
552
- * @summary Updates model asset class objects
553
- * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
554
- * @param {*} [options] Override http request option.
555
- * @throws {RequiredError}
556
- */
557
- updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>>;
558
- /**
559
- *
560
- * @summary Updates portfolio group settings
561
- * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
562
- * @param {*} [options] Override http request option.
563
- * @throws {RequiredError}
564
- */
565
- updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupSettings>>;
566
- /**
567
- *
568
- * @summary Update a TargetAsset under the specified PortfolioGroup.
569
- * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
570
- * @param {*} [options] Override http request option.
571
- * @throws {RequiredError}
572
- */
573
- updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>>;
574
- };
575
- /**
576
- * PortfolioManagementApi - factory interface
577
- * @export
578
- */
579
- export declare const PortfolioManagementApiFactory: (configuration?: Configuration, basePath?: string, axios?: AxiosInstance) => {
580
- /**
581
- *
582
- * @summary Adds an asset to exclude to a portfolio group
583
- * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
584
- * @param {*} [options] Override http request option.
585
- * @throws {RequiredError}
586
- */
587
- addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig): AxiosPromise<ExcludedAsset>;
588
- /**
589
- *
590
- * @summary Create new portfolio group
591
- * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
592
- * @param {*} [options] Override http request option.
593
- * @throws {RequiredError}
594
- */
595
- create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig): AxiosPromise<Array<PortfolioGroup>>;
596
- /**
597
- *
598
- * @summary Create a new model asset class
599
- * @param {PortfolioManagementApiCreateAssetClassRequest} requestParameters Request parameters.
600
- * @param {*} [options] Override http request option.
601
- * @throws {RequiredError}
602
- */
603
- createAssetClass(requestParameters: PortfolioManagementApiCreateAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<ModelAssetClassDetails>;
604
- /**
605
- *
606
- * @summary Creates a new model portfolio
607
- * @param {*} [options] Override http request option.
608
- * @throws {RequiredError}
609
- */
610
- createModelPortfolio(options?: AxiosRequestConfig): AxiosPromise<ModelPortfolioDetails>;
611
- /**
612
- *
613
- * @summary Deletes a model asset class
614
- * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
615
- * @param {*} [options] Override http request option.
616
- * @throws {RequiredError}
617
- */
618
- deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<void>;
619
- /**
620
- *
621
- * @summary Unexclude an asset from a portfolio group
622
- * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
623
- * @param {*} [options] Override http request option.
624
- * @throws {RequiredError}
625
- */
626
- deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig): AxiosPromise<void>;
627
- /**
628
- *
629
- * @summary Deletes a model portfolio
630
- * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
631
- * @param {*} [options] Override http request option.
632
- * @throws {RequiredError}
633
- */
634
- deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig): AxiosPromise<void>;
635
- /**
636
- *
637
- * @summary Remove a target portfolio.
638
- * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
639
- * @param {*} [options] Override http request option.
640
- * @throws {RequiredError}
641
- */
642
- deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup>;
643
- /**
644
- *
645
- * @summary Remove a TargetAsset.
646
- * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
647
- * @param {*} [options] Override http request option.
648
- * @throws {RequiredError}
649
- */
650
- deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset>;
651
- /**
652
- *
653
- * @summary Get details of a model asset class
654
- * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
655
- * @param {*} [options] Override http request option.
656
- * @throws {RequiredError}
657
- */
658
- detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<ModelAssetClassDetails>;
659
- /**
660
- *
661
- * @summary Return an individual trade
662
- * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
663
- * @param {*} [options] Override http request option.
664
- * @throws {RequiredError}
665
- */
666
- getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Trade>>;
667
- /**
668
- *
669
- * @summary Get details of a model portfolio
670
- * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
671
- * @param {*} [options] Override http request option.
672
- * @throws {RequiredError}
673
- */
674
- getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig): AxiosPromise<ModelPortfolioDetails>;
675
- /**
676
- *
677
- * @summary Get sum of cash balances in portfolio group
678
- * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
679
- * @param {*} [options] Override http request option.
680
- * @throws {RequiredError}
681
- */
682
- getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Balance>>;
683
- /**
684
- *
685
- * @summary Get details of a target portfolio
686
- * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
687
- * @param {*} [options] Override http request option.
688
- * @throws {RequiredError}
689
- */
690
- getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup>;
691
- /**
692
- *
693
- * @summary Return a whole bunch of relevant information relating to a portfolio group.
694
- * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
695
- * @param {*} [options] Override http request option.
696
- * @throws {RequiredError}
697
- */
698
- getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupInfo>;
699
- /**
700
- *
701
- * @summary Get portfolio group settings
702
- * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
703
- * @param {*} [options] Override http request option.
704
- * @throws {RequiredError}
705
- */
706
- getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupSettings>;
707
- /**
708
- *
709
- * @summary Get a specific target from a portfolio group
710
- * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
711
- * @param {*} [options] Override http request option.
712
- * @throws {RequiredError}
713
- */
714
- getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset>;
715
- /**
716
- *
717
- * @summary Get all target assets under the specified PortfolioGroup.
718
- * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
719
- * @param {*} [options] Override http request option.
720
- * @throws {RequiredError}
721
- */
722
- getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>>;
723
- /**
724
- *
725
- * @summary Get an array of excluded assets associated with a portfolio group\\
726
- * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
727
- * @param {*} [options] Override http request option.
728
- * @throws {RequiredError}
729
- */
730
- getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<ExcludedAsset>>;
731
- /**
732
- *
733
- * @summary Import target allocation based on portfolio group
734
- * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
735
- * @param {*} [options] Override http request option.
736
- * @throws {RequiredError}
737
- */
738
- importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>>;
739
- /**
740
- *
741
- * @summary List all portfolio groups
742
- * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
743
- * @param {*} [options] Override http request option.
744
- * @throws {RequiredError}
745
- */
746
- list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig): AxiosPromise<Array<PortfolioGroup>>;
747
- /**
748
- *
749
- * @summary List of model asset class
750
- * @param {PortfolioManagementApiListAssetClassesRequest} requestParameters Request parameters.
751
- * @param {*} [options] Override http request option.
752
- * @throws {RequiredError}
753
- */
754
- listAssetClasses(requestParameters: PortfolioManagementApiListAssetClassesRequest, options?: AxiosRequestConfig): AxiosPromise<Array<ModelAssetClassDetails>>;
755
- /**
756
- *
757
- * @summary List of trades to make to rebalance portfolio group
758
- * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
759
- * @param {*} [options] Override http request option.
760
- * @throws {RequiredError}
761
- */
762
- listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig): AxiosPromise<CalculatedTrade>;
763
- /**
764
- *
765
- * @summary List of model portfolio
766
- * @param {*} [options] Override http request option.
767
- * @throws {RequiredError}
768
- */
769
- listModelPortfolio(options?: AxiosRequestConfig): AxiosPromise<Array<ModelPortfolioDetails>>;
770
- /**
771
- *
772
- * @summary Get all accounts associated with a portfolio group
773
- * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
774
- * @param {*} [options] Override http request option.
775
- * @throws {RequiredError}
776
- */
777
- listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Account>>;
778
- /**
779
- *
780
- * @summary Updates model portfolio object
781
- * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
782
- * @param {*} [options] Override http request option.
783
- * @throws {RequiredError}
784
- */
785
- modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig): AxiosPromise<void>;
786
- /**
787
- *
788
- * @summary Update an existing target portfolio.
789
- * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
790
- * @param {*} [options] Override http request option.
791
- * @throws {RequiredError}
792
- */
793
- savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup>;
794
- /**
795
- *
796
- * @summary Search for symbols limited to brokerages under the specified portfolio group
797
- * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
798
- * @param {*} [options] Override http request option.
799
- * @throws {RequiredError}
800
- */
801
- searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<UniversalSymbol>>;
802
- /**
803
- *
804
- * @summary Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
805
- * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
806
- * @param {*} [options] Override http request option.
807
- * @throws {RequiredError}
808
- */
809
- setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>>;
810
- /**
811
- *
812
- * @summary Updates model asset class objects
813
- * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
814
- * @param {*} [options] Override http request option.
815
- * @throws {RequiredError}
816
- */
817
- updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<void>;
818
- /**
819
- *
820
- * @summary Updates portfolio group settings
821
- * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
822
- * @param {*} [options] Override http request option.
823
- * @throws {RequiredError}
824
- */
825
- updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupSettings>;
826
- /**
827
- *
828
- * @summary Update a TargetAsset under the specified PortfolioGroup.
829
- * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
830
- * @param {*} [options] Override http request option.
831
- * @throws {RequiredError}
832
- */
833
- updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset>;
834
- };
835
- /**
836
- * Request parameters for addPortfolioExcludedAsset operation in PortfolioManagementApi.
837
- * @export
838
- * @interface PortfolioManagementApiAddPortfolioExcludedAssetRequest
839
- */
840
- export type PortfolioManagementApiAddPortfolioExcludedAssetRequest = {
841
- /**
842
- * The ID of the PortfolioGroup under which to exclude an asset.
843
- * @type {string}
844
- * @memberof PortfolioManagementApiAddPortfolioExcludedAsset
845
- */
846
- readonly portfolioGroupId: string;
847
- } & UniversalSymbol;
848
- /**
849
- * Request parameters for create operation in PortfolioManagementApi.
850
- * @export
851
- * @interface PortfolioManagementApiCreateRequest
852
- */
853
- export type PortfolioManagementApiCreateRequest = {
854
- /**
855
- *
856
- * @type {string}
857
- * @memberof PortfolioManagementApiCreate
858
- */
859
- readonly userId: string;
860
- /**
861
- *
862
- * @type {string}
863
- * @memberof PortfolioManagementApiCreate
864
- */
865
- readonly userSecret: string;
866
- } & {
867
- [key: string]: any;
868
- };
869
- /**
870
- * Request parameters for createAssetClass operation in PortfolioManagementApi.
871
- * @export
872
- * @interface PortfolioManagementApiCreateAssetClassRequest
873
- */
874
- export type PortfolioManagementApiCreateAssetClassRequest = {
875
- /**
876
- *
877
- * @type {string}
878
- * @memberof PortfolioManagementApiCreateAssetClass
879
- */
880
- readonly userId: string;
881
- /**
882
- *
883
- * @type {string}
884
- * @memberof PortfolioManagementApiCreateAssetClass
885
- */
886
- readonly userSecret: string;
887
- };
888
- /**
889
- * Request parameters for deleteAssetClass operation in PortfolioManagementApi.
890
- * @export
891
- * @interface PortfolioManagementApiDeleteAssetClassRequest
892
- */
893
- export type PortfolioManagementApiDeleteAssetClassRequest = {
894
- /**
895
- * The ID of the model asset class to delete.
896
- * @type {string}
897
- * @memberof PortfolioManagementApiDeleteAssetClass
898
- */
899
- readonly modelAssetClassId: string;
900
- };
901
- /**
902
- * Request parameters for deleteExcludedAsset operation in PortfolioManagementApi.
903
- * @export
904
- * @interface PortfolioManagementApiDeleteExcludedAssetRequest
905
- */
906
- export type PortfolioManagementApiDeleteExcludedAssetRequest = {
907
- /**
908
- * The ID of the PortfolioGroup under which to unexclude an asset.
909
- * @type {string}
910
- * @memberof PortfolioManagementApiDeleteExcludedAsset
911
- */
912
- readonly portfolioGroupId: string;
913
- /**
914
- * The ID of the excluded asset Symbol to delete.
915
- * @type {string}
916
- * @memberof PortfolioManagementApiDeleteExcludedAsset
917
- */
918
- readonly symbolId: string;
919
- };
920
- /**
921
- * Request parameters for deleteModelPortfolioById operation in PortfolioManagementApi.
922
- * @export
923
- * @interface PortfolioManagementApiDeleteModelPortfolioByIdRequest
924
- */
925
- export type PortfolioManagementApiDeleteModelPortfolioByIdRequest = {
926
- /**
927
- * The ID of the model portfolio to delete.
928
- * @type {string}
929
- * @memberof PortfolioManagementApiDeleteModelPortfolioById
930
- */
931
- readonly modelPortfolioId: string;
932
- };
933
- /**
934
- * Request parameters for deletePortfoli operation in PortfolioManagementApi.
935
- * @export
936
- * @interface PortfolioManagementApiDeletePortfoliRequest
937
- */
938
- export type PortfolioManagementApiDeletePortfoliRequest = {
939
- /**
940
- * The ID of the PortfolioGroup to delete.
941
- * @type {string}
942
- * @memberof PortfolioManagementApiDeletePortfoli
943
- */
944
- readonly portfolioGroupId: string;
945
- };
946
- /**
947
- * Request parameters for deletePortfolioTargetById operation in PortfolioManagementApi.
948
- * @export
949
- * @interface PortfolioManagementApiDeletePortfolioTargetByIdRequest
950
- */
951
- export type PortfolioManagementApiDeletePortfolioTargetByIdRequest = {
952
- /**
953
- * The ID of the PortfolioGroup under which to remove the target asset.
954
- * @type {string}
955
- * @memberof PortfolioManagementApiDeletePortfolioTargetById
956
- */
957
- readonly portfolioGroupId: string;
958
- /**
959
- * The ID of the TargetAsset to delete.
960
- * @type {string}
961
- * @memberof PortfolioManagementApiDeletePortfolioTargetById
962
- */
963
- readonly targetAssetId: string;
964
- };
965
- /**
966
- * Request parameters for detailAssetClass operation in PortfolioManagementApi.
967
- * @export
968
- * @interface PortfolioManagementApiDetailAssetClassRequest
969
- */
970
- export type PortfolioManagementApiDetailAssetClassRequest = {
971
- /**
972
- * The ID of the model asset class to get.
973
- * @type {string}
974
- * @memberof PortfolioManagementApiDetailAssetClass
975
- */
976
- readonly modelAssetClassId: string;
977
- /**
978
- *
979
- * @type {string}
980
- * @memberof PortfolioManagementApiDetailAssetClass
981
- */
982
- readonly userId: string;
983
- /**
984
- *
985
- * @type {string}
986
- * @memberof PortfolioManagementApiDetailAssetClass
987
- */
988
- readonly userSecret: string;
989
- };
990
- /**
991
- * Request parameters for getCalculatedTradeById operation in PortfolioManagementApi.
992
- * @export
993
- * @interface PortfolioManagementApiGetCalculatedTradeByIdRequest
994
- */
995
- export type PortfolioManagementApiGetCalculatedTradeByIdRequest = {
996
- /**
997
- * The ID of the PortfolioGroup to perform rebalancing calculations
998
- * @type {string}
999
- * @memberof PortfolioManagementApiGetCalculatedTradeById
1000
- */
1001
- readonly portfolioGroupId: string;
1002
- /**
1003
- * The ID of calculated trade to get account impact
1004
- * @type {string}
1005
- * @memberof PortfolioManagementApiGetCalculatedTradeById
1006
- */
1007
- readonly calculatedTradeId: string;
1008
- /**
1009
- * The ID of trade object
1010
- * @type {string}
1011
- * @memberof PortfolioManagementApiGetCalculatedTradeById
1012
- */
1013
- readonly tradeId: string;
1014
- };
1015
- /**
1016
- * Request parameters for getModelDetailsById operation in PortfolioManagementApi.
1017
- * @export
1018
- * @interface PortfolioManagementApiGetModelDetailsByIdRequest
1019
- */
1020
- export type PortfolioManagementApiGetModelDetailsByIdRequest = {
1021
- /**
1022
- * The ID of the model portfolio to get.
1023
- * @type {string}
1024
- * @memberof PortfolioManagementApiGetModelDetailsById
1025
- */
1026
- readonly modelPortfolioId: string;
1027
- };
1028
- /**
1029
- * Request parameters for getPortfolioBalances operation in PortfolioManagementApi.
1030
- * @export
1031
- * @interface PortfolioManagementApiGetPortfolioBalancesRequest
1032
- */
1033
- export type PortfolioManagementApiGetPortfolioBalancesRequest = {
1034
- /**
1035
- * The ID of the PortfolioGroup under which to create the target asset.
1036
- * @type {string}
1037
- * @memberof PortfolioManagementApiGetPortfolioBalances
1038
- */
1039
- readonly portfolioGroupId: string;
1040
- };
1041
- /**
1042
- * Request parameters for getPortfolioDetailsById operation in PortfolioManagementApi.
1043
- * @export
1044
- * @interface PortfolioManagementApiGetPortfolioDetailsByIdRequest
1045
- */
1046
- export type PortfolioManagementApiGetPortfolioDetailsByIdRequest = {
1047
- /**
1048
- * The ID of the PortfolioGroup to get.
1049
- * @type {string}
1050
- * @memberof PortfolioManagementApiGetPortfolioDetailsById
1051
- */
1052
- readonly portfolioGroupId: string;
1053
- };
1054
- /**
1055
- * Request parameters for getPortfolioInfo operation in PortfolioManagementApi.
1056
- * @export
1057
- * @interface PortfolioManagementApiGetPortfolioInfoRequest
1058
- */
1059
- export type PortfolioManagementApiGetPortfolioInfoRequest = {
1060
- /**
1061
- * The ID of the PortfolioGroup under which to create the target asset.
1062
- * @type {string}
1063
- * @memberof PortfolioManagementApiGetPortfolioInfo
1064
- */
1065
- readonly portfolioGroupId: string;
1066
- };
1067
- /**
1068
- * Request parameters for getPortfolioSettings operation in PortfolioManagementApi.
1069
- * @export
1070
- * @interface PortfolioManagementApiGetPortfolioSettingsRequest
1071
- */
1072
- export type PortfolioManagementApiGetPortfolioSettingsRequest = {
1073
- /**
1074
- * The ID of the PortfolioGroup under which to get the settings.
1075
- * @type {string}
1076
- * @memberof PortfolioManagementApiGetPortfolioSettings
1077
- */
1078
- readonly portfolioGroupId: string;
1079
- };
1080
- /**
1081
- * Request parameters for getPortfolioTargetById operation in PortfolioManagementApi.
1082
- * @export
1083
- * @interface PortfolioManagementApiGetPortfolioTargetByIdRequest
1084
- */
1085
- export type PortfolioManagementApiGetPortfolioTargetByIdRequest = {
1086
- /**
1087
- * The ID of the PortfolioGroup under which to get the target asset.
1088
- * @type {string}
1089
- * @memberof PortfolioManagementApiGetPortfolioTargetById
1090
- */
1091
- readonly portfolioGroupId: string;
1092
- /**
1093
- * The ID of the TargetAsset to get.
1094
- * @type {string}
1095
- * @memberof PortfolioManagementApiGetPortfolioTargetById
1096
- */
1097
- readonly targetAssetId: string;
1098
- };
1099
- /**
1100
- * Request parameters for getPortfolioTargets operation in PortfolioManagementApi.
1101
- * @export
1102
- * @interface PortfolioManagementApiGetPortfolioTargetsRequest
1103
- */
1104
- export type PortfolioManagementApiGetPortfolioTargetsRequest = {
1105
- /**
1106
- * The ID of the PortfolioGroup under which to create the target asset.
1107
- * @type {string}
1108
- * @memberof PortfolioManagementApiGetPortfolioTargets
1109
- */
1110
- readonly portfolioGroupId: string;
1111
- };
1112
- /**
1113
- * Request parameters for getPortoflioExcludedAssets operation in PortfolioManagementApi.
1114
- * @export
1115
- * @interface PortfolioManagementApiGetPortoflioExcludedAssetsRequest
1116
- */
1117
- export type PortfolioManagementApiGetPortoflioExcludedAssetsRequest = {
1118
- /**
1119
- * The ID of the PortfolioGroup under which the excluded assets are linked.
1120
- * @type {string}
1121
- * @memberof PortfolioManagementApiGetPortoflioExcludedAssets
1122
- */
1123
- readonly portfolioGroupId: string;
1124
- };
1125
- /**
1126
- * Request parameters for importModelPortfolio operation in PortfolioManagementApi.
1127
- * @export
1128
- * @interface PortfolioManagementApiImportModelPortfolioRequest
1129
- */
1130
- export type PortfolioManagementApiImportModelPortfolioRequest = {
1131
- /**
1132
- * The ID of the PortfolioGroup under which to create the target asset.
1133
- * @type {string}
1134
- * @memberof PortfolioManagementApiImportModelPortfolio
1135
- */
1136
- readonly portfolioGroupId: string;
1137
- };
1138
- /**
1139
- * Request parameters for list operation in PortfolioManagementApi.
1140
- * @export
1141
- * @interface PortfolioManagementApiListRequest
1142
- */
1143
- export type PortfolioManagementApiListRequest = {
1144
- /**
1145
- *
1146
- * @type {string}
1147
- * @memberof PortfolioManagementApiList
1148
- */
1149
- readonly userId: string;
1150
- /**
1151
- *
1152
- * @type {string}
1153
- * @memberof PortfolioManagementApiList
1154
- */
1155
- readonly userSecret: string;
1156
- };
1157
- /**
1158
- * Request parameters for listAssetClasses operation in PortfolioManagementApi.
1159
- * @export
1160
- * @interface PortfolioManagementApiListAssetClassesRequest
1161
- */
1162
- export type PortfolioManagementApiListAssetClassesRequest = {
1163
- /**
1164
- *
1165
- * @type {string}
1166
- * @memberof PortfolioManagementApiListAssetClasses
1167
- */
1168
- readonly userId: string;
1169
- /**
1170
- *
1171
- * @type {string}
1172
- * @memberof PortfolioManagementApiListAssetClasses
1173
- */
1174
- readonly userSecret: string;
1175
- };
1176
- /**
1177
- * Request parameters for listCalculatedTrades operation in PortfolioManagementApi.
1178
- * @export
1179
- * @interface PortfolioManagementApiListCalculatedTradesRequest
1180
- */
1181
- export type PortfolioManagementApiListCalculatedTradesRequest = {
1182
- /**
1183
- * The ID of the PortfolioGroup to perform rebalancing calculations
1184
- * @type {string}
1185
- * @memberof PortfolioManagementApiListCalculatedTrades
1186
- */
1187
- readonly portfolioGroupId: string;
1188
- };
1189
- /**
1190
- * Request parameters for listPortfolioAccounts operation in PortfolioManagementApi.
1191
- * @export
1192
- * @interface PortfolioManagementApiListPortfolioAccountsRequest
1193
- */
1194
- export type PortfolioManagementApiListPortfolioAccountsRequest = {
1195
- /**
1196
- * The ID of the PortfolioGroup under which the accounts are linked.
1197
- * @type {string}
1198
- * @memberof PortfolioManagementApiListPortfolioAccounts
1199
- */
1200
- readonly portfolioGroupId: string;
1201
- };
1202
- /**
1203
- * Request parameters for modifyModelPortfolioById operation in PortfolioManagementApi.
1204
- * @export
1205
- * @interface PortfolioManagementApiModifyModelPortfolioByIdRequest
1206
- */
1207
- export type PortfolioManagementApiModifyModelPortfolioByIdRequest = {
1208
- /**
1209
- * The ID of the model portfolio to update.
1210
- * @type {string}
1211
- * @memberof PortfolioManagementApiModifyModelPortfolioById
1212
- */
1213
- readonly modelPortfolioId: string;
1214
- } & ModelPortfolioDetails;
1215
- /**
1216
- * Request parameters for savePortfolio operation in PortfolioManagementApi.
1217
- * @export
1218
- * @interface PortfolioManagementApiSavePortfolioRequest
1219
- */
1220
- export type PortfolioManagementApiSavePortfolioRequest = {
1221
- /**
1222
- * The ID of the PortfolioGroup to update.
1223
- * @type {string}
1224
- * @memberof PortfolioManagementApiSavePortfolio
1225
- */
1226
- readonly portfolioGroupId: string;
1227
- } & {
1228
- [key: string]: any;
1229
- };
1230
- /**
1231
- * Request parameters for searchPortfolioSymbols operation in PortfolioManagementApi.
1232
- * @export
1233
- * @interface PortfolioManagementApiSearchPortfolioSymbolsRequest
1234
- */
1235
- export type PortfolioManagementApiSearchPortfolioSymbolsRequest = {
1236
- /**
1237
- * The ID of the PortfolioGroup to search under
1238
- * @type {string}
1239
- * @memberof PortfolioManagementApiSearchPortfolioSymbols
1240
- */
1241
- readonly portfolioGroupId: string;
1242
- } & SymbolQuery;
1243
- /**
1244
- * Request parameters for setPortfolioTargets operation in PortfolioManagementApi.
1245
- * @export
1246
- * @interface PortfolioManagementApiSetPortfolioTargetsRequest
1247
- */
1248
- export type PortfolioManagementApiSetPortfolioTargetsRequest = {
1249
- /**
1250
- * The ID of the PortfolioGroup under which to create the target asset.
1251
- * @type {string}
1252
- * @memberof PortfolioManagementApiSetPortfolioTargets
1253
- */
1254
- readonly portfolioGroupId: string;
1255
- /**
1256
- *
1257
- * @type {Array<TargetAsset>}
1258
- * @memberof PortfolioManagementApiSetPortfolioTargets
1259
- */
1260
- readonly requestBody?: Array<TargetAsset>;
1261
- };
1262
- /**
1263
- * Request parameters for updateAssetClass operation in PortfolioManagementApi.
1264
- * @export
1265
- * @interface PortfolioManagementApiUpdateAssetClassRequest
1266
- */
1267
- export type PortfolioManagementApiUpdateAssetClassRequest = {
1268
- /**
1269
- * The ID of the model asset class to update.
1270
- * @type {string}
1271
- * @memberof PortfolioManagementApiUpdateAssetClass
1272
- */
1273
- readonly modelAssetClassId: string;
1274
- /**
1275
- *
1276
- * @type {string}
1277
- * @memberof PortfolioManagementApiUpdateAssetClass
1278
- */
1279
- readonly userId: string;
1280
- /**
1281
- *
1282
- * @type {string}
1283
- * @memberof PortfolioManagementApiUpdateAssetClass
1284
- */
1285
- readonly userSecret: string;
1286
- } & ModelAssetClassDetails;
1287
- /**
1288
- * Request parameters for updatePortfolioSettings operation in PortfolioManagementApi.
1289
- * @export
1290
- * @interface PortfolioManagementApiUpdatePortfolioSettingsRequest
1291
- */
1292
- export type PortfolioManagementApiUpdatePortfolioSettingsRequest = {
1293
- /**
1294
- * The ID of the PortfolioGroup under which to patch the settings.
1295
- * @type {string}
1296
- * @memberof PortfolioManagementApiUpdatePortfolioSettings
1297
- */
1298
- readonly portfolioGroupId: string;
1299
- };
1300
- /**
1301
- * Request parameters for updatePortfolioTargetById operation in PortfolioManagementApi.
1302
- * @export
1303
- * @interface PortfolioManagementApiUpdatePortfolioTargetByIdRequest
1304
- */
1305
- export type PortfolioManagementApiUpdatePortfolioTargetByIdRequest = {
1306
- /**
1307
- * The ID of the PortfolioGroup under which to patch the target asset.
1308
- * @type {string}
1309
- * @memberof PortfolioManagementApiUpdatePortfolioTargetById
1310
- */
1311
- readonly portfolioGroupId: string;
1312
- /**
1313
- * The ID of the TargetAsset to patch.
1314
- * @type {string}
1315
- * @memberof PortfolioManagementApiUpdatePortfolioTargetById
1316
- */
1317
- readonly targetAssetId: string;
1318
- } & TargetAsset;
1319
- /**
1320
- * PortfolioManagementApi - object-oriented interface
1321
- * @export
1322
- * @class PortfolioManagementApi
1323
- * @extends {BaseAPI}
1324
- */
1325
- export declare class PortfolioManagementApi extends PortfolioManagementApiCustom {
1326
- /**
1327
- *
1328
- * @summary Adds an asset to exclude to a portfolio group
1329
- * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
1330
- * @param {*} [options] Override http request option.
1331
- * @throws {RequiredError}
1332
- * @memberof PortfolioManagementApi
1333
- */
1334
- addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<ExcludedAsset, any>>;
1335
- /**
1336
- *
1337
- * @summary Create new portfolio group
1338
- * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
1339
- * @param {*} [options] Override http request option.
1340
- * @throws {RequiredError}
1341
- * @memberof PortfolioManagementApi
1342
- */
1343
- create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<PortfolioGroup[], any>>;
1344
- /**
1345
- *
1346
- * @summary Create a new model asset class
1347
- * @param {PortfolioManagementApiCreateAssetClassRequest} requestParameters Request parameters.
1348
- * @param {*} [options] Override http request option.
1349
- * @throws {RequiredError}
1350
- * @memberof PortfolioManagementApi
1351
- */
1352
- createAssetClass(requestParameters: PortfolioManagementApiCreateAssetClassRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<ModelAssetClassDetails, any>>;
1353
- /**
1354
- *
1355
- * @summary Creates a new model portfolio
1356
- * @param {*} [options] Override http request option.
1357
- * @throws {RequiredError}
1358
- * @memberof PortfolioManagementApi
1359
- */
1360
- createModelPortfolio(options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<ModelPortfolioDetails, any>>;
1361
- /**
1362
- *
1363
- * @summary Deletes a model asset class
1364
- * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
1365
- * @param {*} [options] Override http request option.
1366
- * @throws {RequiredError}
1367
- * @memberof PortfolioManagementApi
1368
- */
1369
- deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<void, any>>;
1370
- /**
1371
- *
1372
- * @summary Unexclude an asset from a portfolio group
1373
- * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
1374
- * @param {*} [options] Override http request option.
1375
- * @throws {RequiredError}
1376
- * @memberof PortfolioManagementApi
1377
- */
1378
- deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<void, any>>;
1379
- /**
1380
- *
1381
- * @summary Deletes a model portfolio
1382
- * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
1383
- * @param {*} [options] Override http request option.
1384
- * @throws {RequiredError}
1385
- * @memberof PortfolioManagementApi
1386
- */
1387
- deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<void, any>>;
1388
- /**
1389
- *
1390
- * @summary Remove a target portfolio.
1391
- * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
1392
- * @param {*} [options] Override http request option.
1393
- * @throws {RequiredError}
1394
- * @memberof PortfolioManagementApi
1395
- */
1396
- deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<PortfolioGroup, any>>;
1397
- /**
1398
- *
1399
- * @summary Remove a TargetAsset.
1400
- * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
1401
- * @param {*} [options] Override http request option.
1402
- * @throws {RequiredError}
1403
- * @memberof PortfolioManagementApi
1404
- */
1405
- deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<TargetAsset, any>>;
1406
- /**
1407
- *
1408
- * @summary Get details of a model asset class
1409
- * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
1410
- * @param {*} [options] Override http request option.
1411
- * @throws {RequiredError}
1412
- * @memberof PortfolioManagementApi
1413
- */
1414
- detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<ModelAssetClassDetails, any>>;
1415
- /**
1416
- *
1417
- * @summary Return an individual trade
1418
- * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
1419
- * @param {*} [options] Override http request option.
1420
- * @throws {RequiredError}
1421
- * @memberof PortfolioManagementApi
1422
- */
1423
- getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<Trade[], any>>;
1424
- /**
1425
- *
1426
- * @summary Get details of a model portfolio
1427
- * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
1428
- * @param {*} [options] Override http request option.
1429
- * @throws {RequiredError}
1430
- * @memberof PortfolioManagementApi
1431
- */
1432
- getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<ModelPortfolioDetails, any>>;
1433
- /**
1434
- *
1435
- * @summary Get sum of cash balances in portfolio group
1436
- * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
1437
- * @param {*} [options] Override http request option.
1438
- * @throws {RequiredError}
1439
- * @memberof PortfolioManagementApi
1440
- */
1441
- getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<Balance[], any>>;
1442
- /**
1443
- *
1444
- * @summary Get details of a target portfolio
1445
- * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
1446
- * @param {*} [options] Override http request option.
1447
- * @throws {RequiredError}
1448
- * @memberof PortfolioManagementApi
1449
- */
1450
- getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<PortfolioGroup, any>>;
1451
- /**
1452
- *
1453
- * @summary Return a whole bunch of relevant information relating to a portfolio group.
1454
- * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
1455
- * @param {*} [options] Override http request option.
1456
- * @throws {RequiredError}
1457
- * @memberof PortfolioManagementApi
1458
- */
1459
- getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<PortfolioGroupInfo, any>>;
1460
- /**
1461
- *
1462
- * @summary Get portfolio group settings
1463
- * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
1464
- * @param {*} [options] Override http request option.
1465
- * @throws {RequiredError}
1466
- * @memberof PortfolioManagementApi
1467
- */
1468
- getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<PortfolioGroupSettings, any>>;
1469
- /**
1470
- *
1471
- * @summary Get a specific target from a portfolio group
1472
- * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
1473
- * @param {*} [options] Override http request option.
1474
- * @throws {RequiredError}
1475
- * @memberof PortfolioManagementApi
1476
- */
1477
- getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<TargetAsset, any>>;
1478
- /**
1479
- *
1480
- * @summary Get all target assets under the specified PortfolioGroup.
1481
- * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
1482
- * @param {*} [options] Override http request option.
1483
- * @throws {RequiredError}
1484
- * @memberof PortfolioManagementApi
1485
- */
1486
- getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<TargetAsset[], any>>;
1487
- /**
1488
- *
1489
- * @summary Get an array of excluded assets associated with a portfolio group\\
1490
- * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
1491
- * @param {*} [options] Override http request option.
1492
- * @throws {RequiredError}
1493
- * @memberof PortfolioManagementApi
1494
- */
1495
- getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<ExcludedAsset[], any>>;
1496
- /**
1497
- *
1498
- * @summary Import target allocation based on portfolio group
1499
- * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
1500
- * @param {*} [options] Override http request option.
1501
- * @throws {RequiredError}
1502
- * @memberof PortfolioManagementApi
1503
- */
1504
- importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<TargetAsset[], any>>;
1505
- /**
1506
- *
1507
- * @summary List all portfolio groups
1508
- * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
1509
- * @param {*} [options] Override http request option.
1510
- * @throws {RequiredError}
1511
- * @memberof PortfolioManagementApi
1512
- */
1513
- list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<PortfolioGroup[], any>>;
1514
- /**
1515
- *
1516
- * @summary List of model asset class
1517
- * @param {PortfolioManagementApiListAssetClassesRequest} requestParameters Request parameters.
1518
- * @param {*} [options] Override http request option.
1519
- * @throws {RequiredError}
1520
- * @memberof PortfolioManagementApi
1521
- */
1522
- listAssetClasses(requestParameters: PortfolioManagementApiListAssetClassesRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<ModelAssetClassDetails[], any>>;
1523
- /**
1524
- *
1525
- * @summary List of trades to make to rebalance portfolio group
1526
- * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
1527
- * @param {*} [options] Override http request option.
1528
- * @throws {RequiredError}
1529
- * @memberof PortfolioManagementApi
1530
- */
1531
- listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<CalculatedTrade, any>>;
1532
- /**
1533
- *
1534
- * @summary List of model portfolio
1535
- * @param {*} [options] Override http request option.
1536
- * @throws {RequiredError}
1537
- * @memberof PortfolioManagementApi
1538
- */
1539
- listModelPortfolio(options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<ModelPortfolioDetails[], any>>;
1540
- /**
1541
- *
1542
- * @summary Get all accounts associated with a portfolio group
1543
- * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
1544
- * @param {*} [options] Override http request option.
1545
- * @throws {RequiredError}
1546
- * @memberof PortfolioManagementApi
1547
- */
1548
- listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<Account[], any>>;
1549
- /**
1550
- *
1551
- * @summary Updates model portfolio object
1552
- * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
1553
- * @param {*} [options] Override http request option.
1554
- * @throws {RequiredError}
1555
- * @memberof PortfolioManagementApi
1556
- */
1557
- modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<void, any>>;
1558
- /**
1559
- *
1560
- * @summary Update an existing target portfolio.
1561
- * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
1562
- * @param {*} [options] Override http request option.
1563
- * @throws {RequiredError}
1564
- * @memberof PortfolioManagementApi
1565
- */
1566
- savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<PortfolioGroup, any>>;
1567
- /**
1568
- *
1569
- * @summary Search for symbols limited to brokerages under the specified portfolio group
1570
- * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
1571
- * @param {*} [options] Override http request option.
1572
- * @throws {RequiredError}
1573
- * @memberof PortfolioManagementApi
1574
- */
1575
- searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<UniversalSymbol[], any>>;
1576
- /**
1577
- *
1578
- * @summary Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
1579
- * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
1580
- * @param {*} [options] Override http request option.
1581
- * @throws {RequiredError}
1582
- * @memberof PortfolioManagementApi
1583
- */
1584
- setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<TargetAsset[], any>>;
1585
- /**
1586
- *
1587
- * @summary Updates model asset class objects
1588
- * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
1589
- * @param {*} [options] Override http request option.
1590
- * @throws {RequiredError}
1591
- * @memberof PortfolioManagementApi
1592
- */
1593
- updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<void, any>>;
1594
- /**
1595
- *
1596
- * @summary Updates portfolio group settings
1597
- * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
1598
- * @param {*} [options] Override http request option.
1599
- * @throws {RequiredError}
1600
- * @memberof PortfolioManagementApi
1601
- */
1602
- updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<PortfolioGroupSettings, any>>;
1603
- /**
1604
- *
1605
- * @summary Update a TargetAsset under the specified PortfolioGroup.
1606
- * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
1607
- * @param {*} [options] Override http request option.
1608
- * @throws {RequiredError}
1609
- * @memberof PortfolioManagementApi
1610
- */
1611
- updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<TargetAsset, any>>;
1612
- }