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.
- package/README.md +147 -183
- package/dist/api/account-information-api-custom.d.ts +3 -3
- package/dist/api/account-information-api-custom.js +27 -27
- package/dist/api/account-information-api.d.ts +526 -527
- package/dist/api/account-information-api.js +1049 -1050
- package/dist/api/api-status-api-custom.d.ts +3 -3
- package/dist/api/api-status-api-custom.js +27 -27
- package/dist/api/api-status-api.d.ts +70 -71
- package/dist/api/api-status-api.js +203 -204
- package/dist/api/authentication-api-custom.d.ts +3 -3
- package/dist/api/authentication-api-custom.js +27 -27
- package/dist/api/authentication-api.d.ts +267 -268
- package/dist/api/authentication-api.js +661 -662
- package/dist/api/connections-api-custom.d.ts +3 -3
- package/dist/api/connections-api-custom.js +27 -27
- package/dist/api/connections-api.d.ts +275 -276
- package/dist/api/connections-api.js +583 -584
- package/dist/api/error-logs-api-custom.d.ts +3 -3
- package/dist/api/error-logs-api-custom.js +27 -27
- package/dist/api/error-logs-api.d.ts +94 -95
- package/dist/api/error-logs-api.js +240 -241
- package/dist/api/options-api-custom.d.ts +3 -3
- package/dist/api/options-api-custom.js +27 -27
- package/dist/api/options-api.d.ts +369 -370
- package/dist/api/options-api.js +730 -731
- package/dist/api/reference-data-api-custom.d.ts +3 -3
- package/dist/api/reference-data-api-custom.js +27 -27
- package/dist/api/reference-data-api.d.ts +468 -469
- package/dist/api/reference-data-api.js +1246 -1247
- package/dist/api/trading-api-custom.d.ts +3 -3
- package/dist/api/trading-api-custom.js +27 -27
- package/dist/api/trading-api.d.ts +403 -634
- package/dist/api/trading-api.js +841 -1282
- package/dist/api/transactions-and-reporting-api-custom.d.ts +3 -3
- package/dist/api/transactions-and-reporting-api-custom.js +27 -27
- package/dist/api/transactions-and-reporting-api.d.ts +218 -219
- package/dist/api/transactions-and-reporting-api.js +403 -404
- package/dist/api.d.ts +19 -21
- package/dist/api.js +37 -39
- package/dist/base.d.ts +54 -55
- package/dist/base.js +81 -82
- package/dist/client-custom.d.ts +4 -4
- package/dist/client-custom.js +9 -9
- package/dist/client.d.ts +25 -27
- package/dist/client.js +50 -52
- package/dist/common.d.ts +67 -67
- package/dist/common.js +236 -233
- package/dist/configuration.d.ts +99 -100
- package/dist/configuration.js +55 -56
- package/dist/index.d.ts +14 -15
- package/dist/index.js +32 -33
- package/dist/jest.config.d.ts +3 -3
- package/dist/jest.config.js +13 -13
- package/dist/models/account-holdings-account.d.ts +53 -54
- package/dist/models/account-holdings-account.js +14 -15
- package/dist/models/account-holdings.d.ts +46 -47
- package/dist/models/account-holdings.js +14 -15
- package/dist/models/account-order-record-status.d.ts +16 -17
- package/dist/models/account-order-record-status.js +14 -15
- package/dist/models/account-order-record.d.ts +132 -133
- package/dist/models/account-order-record.js +14 -15
- package/dist/models/account-simple.d.ts +43 -44
- package/dist/models/account-simple.js +14 -15
- package/dist/models/account-sync-status.d.ts +24 -25
- package/dist/models/account-sync-status.js +14 -15
- package/dist/models/account.d.ts +82 -83
- package/dist/models/account.js +14 -15
- package/dist/models/action.d.ts +16 -17
- package/dist/models/action.js +14 -15
- package/dist/models/authentication-login-snap-trade-user200-response.d.ts +17 -18
- package/dist/models/authentication-login-snap-trade-user200-response.js +14 -15
- package/dist/models/balance.d.ts +31 -32
- package/dist/models/balance.js +14 -15
- package/dist/models/brokerage-authorization-type-read-only-brokerage.d.ts +36 -37
- package/dist/models/brokerage-authorization-type-read-only-brokerage.js +14 -15
- package/dist/models/brokerage-authorization-type-read-only.d.ts +46 -47
- package/dist/models/brokerage-authorization-type-read-only.js +14 -15
- package/dist/models/brokerage-authorization-type.d.ts +26 -27
- package/dist/models/brokerage-authorization-type.js +14 -15
- package/dist/models/brokerage-authorization.d.ts +75 -76
- package/dist/models/brokerage-authorization.js +14 -15
- package/dist/models/brokerage-symbol.d.ts +50 -51
- package/dist/models/brokerage-symbol.js +14 -15
- package/dist/models/brokerage-type.d.ts +30 -31
- package/dist/models/brokerage-type.js +14 -15
- package/dist/models/brokerage.d.ts +127 -128
- package/dist/models/brokerage.js +14 -15
- package/dist/models/calculated-trade.d.ts +31 -32
- package/dist/models/calculated-trade.js +14 -15
- package/dist/models/cash-restriction.d.ts +50 -51
- package/dist/models/cash-restriction.js +14 -15
- package/dist/models/connections-session-events200-response-inner.d.ts +16 -17
- package/dist/models/connections-session-events200-response-inner.js +14 -15
- package/dist/models/currency.d.ts +36 -37
- package/dist/models/currency.js +14 -15
- package/dist/models/delete-user-response.d.ts +30 -31
- package/dist/models/delete-user-response.js +14 -15
- package/dist/models/dividend-at-date.d.ts +36 -37
- package/dist/models/dividend-at-date.js +14 -15
- package/dist/models/encrypted-response-encrypted-message-data.d.ts +36 -37
- package/dist/models/encrypted-response-encrypted-message-data.js +14 -15
- package/dist/models/encrypted-response.d.ts +30 -31
- package/dist/models/encrypted-response.js +14 -15
- package/dist/models/exchange-rate-pairs.d.ts +37 -38
- package/dist/models/exchange-rate-pairs.js +14 -15
- package/dist/models/exchange.d.ts +66 -67
- package/dist/models/exchange.js +14 -15
- package/dist/models/excluded-asset.d.ts +25 -26
- package/dist/models/excluded-asset.js +14 -15
- package/dist/models/index.d.ts +108 -108
- package/dist/models/index.js +124 -124
- package/dist/models/jwt.d.ts +24 -25
- package/dist/models/jwt.js +14 -15
- package/dist/models/login-redirect-uri.d.ts +29 -30
- package/dist/models/login-redirect-uri.js +14 -15
- package/dist/models/manual-trade-and-impact.d.ts +38 -39
- package/dist/models/manual-trade-and-impact.js +14 -15
- package/dist/models/manual-trade-balance.d.ts +38 -39
- package/dist/models/manual-trade-balance.js +14 -15
- package/dist/models/manual-trade-form.d.ts +68 -69
- package/dist/models/manual-trade-form.js +14 -15
- package/dist/models/manual-trade-symbol.d.ts +55 -56
- package/dist/models/manual-trade-symbol.js +14 -15
- package/dist/models/manual-trade.d.ts +70 -71
- package/dist/models/manual-trade.js +14 -15
- package/dist/models/model-asset-class-details.d.ts +32 -32
- package/dist/models/model-asset-class-details.js +14 -15
- package/dist/models/model-asset-class-target.d.ts +25 -26
- package/dist/models/model-asset-class-target.js +14 -15
- package/dist/models/model-asset-class.d.ts +30 -31
- package/dist/models/model-asset-class.js +14 -15
- package/dist/models/model-portfolio-asset-class.d.ts +31 -32
- package/dist/models/model-portfolio-asset-class.js +14 -15
- package/dist/models/model-portfolio-details.d.ts +39 -39
- package/dist/models/model-portfolio-details.js +14 -15
- package/dist/models/model-portfolio-security.d.ts +31 -32
- package/dist/models/model-portfolio-security.js +14 -15
- package/dist/models/model-portfolio.d.ts +38 -39
- package/dist/models/model-portfolio.js +14 -15
- package/dist/models/model400-failed-request-response.d.ts +30 -31
- package/dist/models/model400-failed-request-response.js +14 -15
- package/dist/models/model401-failed-request-response.d.ts +30 -31
- package/dist/models/model401-failed-request-response.js +14 -15
- package/dist/models/model403-failed-request-response.d.ts +30 -31
- package/dist/models/model403-failed-request-response.js +14 -15
- package/dist/models/model404-failed-request-response.d.ts +30 -31
- package/dist/models/model404-failed-request-response.js +14 -15
- package/dist/models/monthly-dividends.d.ts +31 -32
- package/dist/models/monthly-dividends.js +14 -15
- package/dist/models/net-contributions.d.ts +36 -37
- package/dist/models/net-contributions.js +14 -15
- package/dist/models/net-dividend.d.ts +37 -38
- package/dist/models/net-dividend.js +14 -15
- package/dist/models/option-chain-inner-chain-per-root-inner-chain-per-strike-price-inner.d.ts +36 -37
- package/dist/models/option-chain-inner-chain-per-root-inner-chain-per-strike-price-inner.js +14 -15
- package/dist/models/option-chain-inner-chain-per-root-inner.d.ts +37 -38
- package/dist/models/option-chain-inner-chain-per-root-inner.js +14 -15
- package/dist/models/option-chain-inner.d.ts +49 -50
- package/dist/models/option-chain-inner.js +14 -15
- package/dist/models/option-leg.d.ts +38 -39
- package/dist/models/option-leg.js +14 -15
- package/dist/models/option-strategy-legs-inner.d.ts +41 -42
- package/dist/models/option-strategy-legs-inner.js +14 -15
- package/dist/models/option-strategy.d.ts +50 -51
- package/dist/models/option-strategy.js +14 -15
- package/dist/models/options-get-option-strategy-request.d.ts +38 -39
- package/dist/models/options-get-option-strategy-request.js +14 -15
- package/dist/models/options-holdings.d.ts +56 -57
- package/dist/models/options-holdings.js +14 -15
- package/dist/models/options-place-option-strategy-request.d.ts +38 -39
- package/dist/models/options-place-option-strategy-request.js +14 -15
- package/dist/models/options-position.d.ts +62 -63
- package/dist/models/options-position.js +14 -15
- package/dist/models/options-symbol.d.ts +85 -86
- package/dist/models/options-symbol.js +14 -15
- package/dist/models/order-type.d.ts +16 -17
- package/dist/models/order-type.js +14 -15
- package/dist/models/partner-data.d.ts +91 -92
- package/dist/models/partner-data.js +14 -15
- package/dist/models/past-value.d.ts +36 -37
- package/dist/models/past-value.js +14 -15
- package/dist/models/performance-custom.d.ts +137 -138
- package/dist/models/performance-custom.js +14 -15
- package/dist/models/portfolio-group-info.d.ts +92 -93
- package/dist/models/portfolio-group-info.js +14 -15
- package/dist/models/portfolio-group-position.d.ts +37 -38
- package/dist/models/portfolio-group-position.js +14 -15
- package/dist/models/portfolio-group-settings.d.ts +49 -50
- package/dist/models/portfolio-group-settings.js +14 -15
- package/dist/models/portfolio-group.d.ts +30 -31
- package/dist/models/portfolio-group.js +14 -15
- package/dist/models/position-symbol.d.ts +55 -56
- package/dist/models/position-symbol.js +14 -15
- package/dist/models/position.d.ts +55 -56
- package/dist/models/position.js +14 -15
- package/dist/models/redirect-tokenand-pin.d.ts +30 -31
- package/dist/models/redirect-tokenand-pin.js +14 -15
- package/dist/models/security-type.d.ts +42 -43
- package/dist/models/security-type.js +14 -15
- package/dist/models/session-event.d.ts +62 -63
- package/dist/models/session-event.js +14 -15
- package/dist/models/snap-trade-apidisclaimer-accept-status.d.ts +30 -31
- package/dist/models/snap-trade-apidisclaimer-accept-status.js +14 -15
- package/dist/models/snap-trade-holdings-account-account-id.d.ts +75 -76
- package/dist/models/snap-trade-holdings-account-account-id.js +14 -15
- package/dist/models/snap-trade-holdings-account.d.ts +70 -71
- package/dist/models/snap-trade-holdings-account.js +14 -15
- package/dist/models/snap-trade-holdings-total-value.d.ts +30 -31
- package/dist/models/snap-trade-holdings-total-value.js +14 -15
- package/dist/models/snap-trade-login-user-request-body.d.ts +49 -50
- package/dist/models/snap-trade-login-user-request-body.js +14 -15
- package/dist/models/snap-trade-register-user-request-body.d.ts +29 -30
- package/dist/models/snap-trade-register-user-request-body.js +14 -15
- package/dist/models/status.d.ts +36 -37
- package/dist/models/status.js +14 -15
- package/dist/models/strategy-impact-legs-inner.d.ts +60 -61
- package/dist/models/strategy-impact-legs-inner.js +14 -15
- package/dist/models/strategy-impact.d.ts +85 -86
- package/dist/models/strategy-impact.js +14 -15
- package/dist/models/strategy-order-place-orders-inner-legs-inner.d.ts +60 -61
- package/dist/models/strategy-order-place-orders-inner-legs-inner.js +14 -15
- package/dist/models/strategy-order-place-orders-inner.d.ts +277 -278
- package/dist/models/strategy-order-place-orders-inner.js +14 -15
- package/dist/models/strategy-order-place.d.ts +31 -32
- package/dist/models/strategy-order-place.js +14 -15
- package/dist/models/strategy-order-record.d.ts +89 -90
- package/dist/models/strategy-order-record.js +14 -15
- package/dist/models/strategy-quotes-greek.d.ts +48 -49
- package/dist/models/strategy-quotes-greek.js +14 -15
- package/dist/models/strategy-quotes.d.ts +56 -57
- package/dist/models/strategy-quotes.js +14 -15
- package/dist/models/sub-period-return-rate.d.ts +36 -37
- package/dist/models/sub-period-return-rate.js +14 -15
- package/dist/models/symbol-query.d.ts +23 -24
- package/dist/models/symbol-query.js +14 -15
- package/dist/models/symbol.d.ts +63 -64
- package/dist/models/symbol.js +14 -15
- package/dist/models/symbols-quotes-inner.d.ts +54 -55
- package/dist/models/symbols-quotes-inner.js +14 -15
- package/dist/models/target-asset.d.ts +57 -57
- package/dist/models/target-asset.js +14 -15
- package/dist/models/time-in-force.d.ts +16 -17
- package/dist/models/time-in-force.js +14 -15
- package/dist/models/trade-execution-status.d.ts +80 -81
- package/dist/models/trade-execution-status.js +14 -15
- package/dist/models/trade-impact.d.ts +50 -51
- package/dist/models/trade-impact.js +14 -15
- package/dist/models/trade.d.ts +71 -71
- package/dist/models/trade.js +14 -15
- package/dist/models/trading-cancel-user-account-order-request.d.ts +23 -24
- package/dist/models/trading-cancel-user-account-order-request.js +14 -15
- package/dist/models/trading-place-ocoorder-request.d.ts +29 -30
- package/dist/models/trading-place-ocoorder-request.js +14 -15
- package/dist/models/transactions-status.d.ts +29 -30
- package/dist/models/transactions-status.js +14 -15
- package/dist/models/underlying-symbol.d.ts +63 -64
- package/dist/models/underlying-symbol.js +14 -15
- package/dist/models/universal-activity.d.ts +118 -119
- package/dist/models/universal-activity.js +14 -15
- package/dist/models/universal-symbol-ticker.d.ts +69 -70
- package/dist/models/universal-symbol-ticker.js +14 -15
- package/dist/models/universal-symbol.d.ts +69 -69
- package/dist/models/universal-symbol.js +14 -15
- package/dist/models/user-error-log.d.ts +54 -55
- package/dist/models/user-error-log.js +14 -15
- package/dist/models/user-idand-secret.d.ts +30 -31
- package/dist/models/user-idand-secret.js +14 -15
- package/dist/models/user-settings.d.ts +79 -80
- package/dist/models/user-settings.js +14 -15
- package/dist/models/usexchange.d.ts +72 -73
- package/dist/models/usexchange.js +14 -15
- package/dist/pagination/page-types.d.ts +26 -27
- package/dist/pagination/page-types.js +12 -13
- package/dist/pagination/page.d.ts +35 -36
- package/dist/pagination/page.js +60 -61
- package/dist/pagination/pageable.d.ts +57 -58
- package/dist/pagination/pageable.js +126 -127
- package/dist/pagination/paginate.d.ts +16 -17
- package/dist/pagination/paginate.js +77 -78
- package/dist/requestAfterHook.d.ts +8 -8
- package/dist/requestAfterHook.js +45 -45
- package/dist/requestBeforeHook.d.ts +9 -9
- package/dist/requestBeforeHook.js +8 -8
- package/package.json +42 -42
- package/dist/api/portfolio-management-api-custom.d.ts +0 -3
- package/dist/api/portfolio-management-api-custom.js +0 -27
- package/dist/api/portfolio-management-api.d.ts +0 -1612
- package/dist/api/portfolio-management-api.js +0 -3534
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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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* The version of the OpenAPI document: 1.0.0
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* Contact: api@snaptrade.com
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* NOTE: This file is auto generated by Konfig (https://konfigthis.com).
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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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* @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
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* @param {string} modelPortfolioId The ID of the model portfolio 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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deleteModelPortfolioById: (modelPortfolioId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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* @summary Remove a target portfolio.
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* @param {string} portfolioGroupId The ID of the PortfolioGroup 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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deletePortfoli: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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* @summary Remove a TargetAsset.
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* @param {string} portfolioGroupId The ID of the PortfolioGroup under which to remove the target asset.
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* @param {string} targetAssetId The ID of the TargetAsset 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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deletePortfolioTargetById: (portfolioGroupId: string, targetAssetId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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* @summary Get details of a model asset class
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* @param {string} modelAssetClassId The ID of the model asset class to get.
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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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detailAssetClass: (modelAssetClassId: string, userId: string, userSecret: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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* @summary Return an individual trade
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* @param {string} portfolioGroupId The ID of the PortfolioGroup to perform rebalancing calculations
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* @param {string} calculatedTradeId The ID of calculated trade to get account impact
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* @param {string} tradeId The ID of trade object
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* @param {*} [options] Override http request option.
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* @throws {RequiredError}
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*/
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getCalculatedTradeById: (portfolioGroupId: string, calculatedTradeId: string, tradeId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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* @summary Get details of a model portfolio
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* @param {string} modelPortfolioId The ID of the model portfolio to get.
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* @param {*} [options] Override http request option.
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* @throws {RequiredError}
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*/
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getModelDetailsById: (modelPortfolioId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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* @summary Get sum of cash balances in portfolio group
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* @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
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* @param {*} [options] Override http request option.
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* @throws {RequiredError}
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*/
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getPortfolioBalances: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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* @summary Get details of a target portfolio
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* @param {string} portfolioGroupId The ID of the PortfolioGroup to get.
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* @param {*} [options] Override http request option.
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* @throws {RequiredError}
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*/
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getPortfolioDetailsById: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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159
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* @summary Return a whole bunch of relevant information relating to a portfolio group.
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* @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
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* @param {*} [options] Override http request option.
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* @throws {RequiredError}
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*/
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getPortfolioInfo: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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*
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167
|
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* @summary Get portfolio group settings
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|
168
|
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* @param {string} portfolioGroupId The ID of the PortfolioGroup under which to get the settings.
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* @param {*} [options] Override http request option.
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* @throws {RequiredError}
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*/
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getPortfolioSettings: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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/**
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174
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*
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175
|
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* @summary Get a specific target from a portfolio group
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176
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* @param {string} portfolioGroupId The ID of the PortfolioGroup under which to get the target asset.
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|
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* @param {string} targetAssetId The ID of the TargetAsset to get.
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* @param {*} [options] Override http request option.
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|
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* @throws {RequiredError}
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180
|
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*/
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getPortfolioTargetById: (portfolioGroupId: string, targetAssetId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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182
|
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/**
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183
|
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*
|
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184
|
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* @summary Get all target assets under the specified PortfolioGroup.
|
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185
|
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* @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
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186
|
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* @param {*} [options] Override http request option.
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187
|
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* @throws {RequiredError}
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188
|
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*/
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189
|
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getPortfolioTargets: (portfolioGroupId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
|
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190
|
-
/**
|
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191
|
-
*
|
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192
|
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* @summary Get an array of excluded assets associated with a portfolio group\\
|
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193
|
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* @param {string} portfolioGroupId The ID of the PortfolioGroup under which the excluded assets are linked.
|
|
194
|
-
* @param {*} [options] Override http request option.
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195
|
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* @throws {RequiredError}
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196
|
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*/
|
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197
|
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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. <br /><br /> * The model portfolio name and model portfolio model type is required. <br /> * The model portfolio model type must be either 0 or 1. [0 -> Securities based, 1 -> Asset Class based] <br /><br /> * If the model portfolio type is 0, the model portfolio asset class must be an empty array. <br /> * If the model portfolio type is 1, the model portfolio security must be an empty array. <br /><br /> * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object <br /> * 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 <br /><br /> * 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. <br /><br /> * Only the model asset class name is required for the model asset class object. <br /> * Only the symbol id is required for the symbol object in the model asset class target object. <br /> * 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
|
-
}
|