snaptrade-typescript-sdk 8.6.0 → 8.8.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (169) hide show
  1. package/README.md +9 -12
  2. package/dist/api/portfolio-management-api.d.ts +0 -47
  3. package/dist/api/portfolio-management-api.js +0 -103
  4. package/dist/configuration.js +1 -1
  5. package/dist/models/session-event.d.ts +6 -0
  6. package/dist/models/symbol.d.ts +7 -0
  7. package/package.json +4 -1
  8. package/.konfig/generate-id.txt +0 -1
  9. package/.konfigignore +0 -3
  10. package/api/account-information-api-custom.ts +0 -3
  11. package/api/account-information-api.ts +0 -1062
  12. package/api/api-disclaimer-api-custom.ts +0 -3
  13. package/api/api-disclaimer-api.ts +0 -183
  14. package/api/api-status-api-custom.ts +0 -3
  15. package/api/api-status-api.ts +0 -128
  16. package/api/authentication-api-custom.ts +0 -3
  17. package/api/authentication-api.ts +0 -568
  18. package/api/connections-api-custom.ts +0 -3
  19. package/api/connections-api.ts +0 -544
  20. package/api/error-logs-api-custom.ts +0 -3
  21. package/api/error-logs-api.ts +0 -174
  22. package/api/options-api-custom.ts +0 -3
  23. package/api/options-api.ts +0 -739
  24. package/api/portfolio-management-api-custom.ts +0 -3
  25. package/api/portfolio-management-api.ts +0 -3301
  26. package/api/reference-data-api-custom.ts +0 -3
  27. package/api/reference-data-api.ts +0 -1031
  28. package/api/trading-api-custom.ts +0 -3
  29. package/api/trading-api.ts +0 -1304
  30. package/api/transactions-and-reporting-api-custom.ts +0 -3
  31. package/api/transactions-and-reporting-api.ts +0 -408
  32. package/api.ts +0 -27
  33. package/base.ts +0 -70
  34. package/client-custom.ts +0 -5
  35. package/client.ts +0 -59
  36. package/common.ts +0 -163
  37. package/configuration.ts +0 -131
  38. package/docs/AccountInformationApi.md +0 -469
  39. package/docs/ApiDisclaimerApi.md +0 -65
  40. package/docs/ApiStatusApi.md +0 -59
  41. package/docs/AuthenticationApi.md +0 -293
  42. package/docs/ConnectionsApi.md +0 -237
  43. package/docs/ErrorLogsApi.md +0 -63
  44. package/docs/OptionsApi.md +0 -314
  45. package/docs/PortfolioManagementApi.md +0 -1786
  46. package/docs/ReferenceDataApi.md +0 -570
  47. package/docs/TradingApi.md +0 -600
  48. package/docs/TransactionsAndReportingApi.md +0 -141
  49. package/index.test.ts +0 -177
  50. package/index.ts +0 -18
  51. package/jest.config.ts +0 -11
  52. package/models/account-holdings-account.ts +0 -61
  53. package/models/account-holdings.ts +0 -61
  54. package/models/account-order-record-status.ts +0 -48
  55. package/models/account-order-record.ts +0 -151
  56. package/models/account-simple.ts +0 -52
  57. package/models/account-sync-status.ts +0 -32
  58. package/models/account.ts +0 -91
  59. package/models/action.ts +0 -30
  60. package/models/apidisclaimer-accept-request.ts +0 -29
  61. package/models/authentication-login-snap-trade-user200-response.ts +0 -31
  62. package/models/balance.ts +0 -40
  63. package/models/brokerage-authorization-type-read-only-brokerage.ts +0 -43
  64. package/models/brokerage-authorization-type-read-only.ts +0 -68
  65. package/models/brokerage-authorization-type.ts +0 -39
  66. package/models/brokerage-authorization.ts +0 -82
  67. package/models/brokerage-symbol.ts +0 -61
  68. package/models/brokerage-type.ts +0 -37
  69. package/models/brokerage.ts +0 -136
  70. package/models/calculated-trade.ts +0 -40
  71. package/models/cash-restriction.ts +0 -63
  72. package/models/connections-session-events200-response-inner.ts +0 -25
  73. package/models/currency.ts +0 -43
  74. package/models/delete-user-response.ts +0 -37
  75. package/models/dividend-at-date.ts +0 -43
  76. package/models/encrypted-response-encrypted-message-data.ts +0 -43
  77. package/models/encrypted-response.ts +0 -38
  78. package/models/exchange-rate-pairs.ts +0 -46
  79. package/models/exchange.ts +0 -73
  80. package/models/excluded-asset.ts +0 -34
  81. package/models/index.ts +0 -109
  82. package/models/jwt.ts +0 -31
  83. package/models/login-redirect-uri.ts +0 -35
  84. package/models/manual-trade-and-impact.ts +0 -49
  85. package/models/manual-trade-balance.ts +0 -49
  86. package/models/manual-trade-form.ts +0 -80
  87. package/models/manual-trade-symbol.ts +0 -64
  88. package/models/manual-trade.ts +0 -88
  89. package/models/model-asset-class-details.ts +0 -41
  90. package/models/model-asset-class-target.ts +0 -34
  91. package/models/model-asset-class.ts +0 -37
  92. package/models/model-portfolio-asset-class.ts +0 -40
  93. package/models/model-portfolio-details.ts +0 -50
  94. package/models/model-portfolio-security.ts +0 -40
  95. package/models/model-portfolio.ts +0 -52
  96. package/models/model400-failed-request-response.ts +0 -37
  97. package/models/model401-failed-request-response.ts +0 -37
  98. package/models/model403-failed-request-response.ts +0 -37
  99. package/models/model404-failed-request-response.ts +0 -37
  100. package/models/monthly-dividends.ts +0 -40
  101. package/models/net-contributions.ts +0 -43
  102. package/models/net-dividend.ts +0 -46
  103. package/models/option-chain-inner-chain-per-root-inner-chain-per-strike-price-inner.ts +0 -43
  104. package/models/option-chain-inner-chain-per-root-inner.ts +0 -46
  105. package/models/option-chain-inner.ts +0 -58
  106. package/models/option-leg.ts +0 -53
  107. package/models/option-strategy-legs-inner.ts +0 -47
  108. package/models/option-strategy.ts +0 -61
  109. package/models/options-get-option-strategy-request.ts +0 -51
  110. package/models/options-holdings.ts +0 -67
  111. package/models/options-place-option-strategy-request.ts +0 -57
  112. package/models/options-position.ts +0 -73
  113. package/models/options-symbol.ts +0 -94
  114. package/models/order-type.ts +0 -32
  115. package/models/partner-data.ts +0 -100
  116. package/models/past-value.ts +0 -43
  117. package/models/performance-custom.ts +0 -154
  118. package/models/portfolio-group-info.ts +0 -115
  119. package/models/portfolio-group-position.ts +0 -46
  120. package/models/portfolio-group-settings.ts +0 -58
  121. package/models/portfolio-group.ts +0 -37
  122. package/models/position-symbol.ts +0 -64
  123. package/models/position.ts +0 -64
  124. package/models/redirect-tokenand-pin.ts +0 -37
  125. package/models/security-type.ts +0 -49
  126. package/models/session-event.ts +0 -74
  127. package/models/snap-trade-apidisclaimer-accept-status.ts +0 -37
  128. package/models/snap-trade-holdings-account-account-id.ts +0 -82
  129. package/models/snap-trade-holdings-account.ts +0 -79
  130. package/models/snap-trade-holdings-total-value.ts +0 -37
  131. package/models/snap-trade-login-user-request-body.ts +0 -61
  132. package/models/snap-trade-register-user-request-body.ts +0 -35
  133. package/models/status.ts +0 -43
  134. package/models/strategy-impact-legs-inner.ts +0 -67
  135. package/models/strategy-impact.ts +0 -94
  136. package/models/strategy-order-place-orders-inner-legs-inner.ts +0 -67
  137. package/models/strategy-order-place-orders-inner.ts +0 -286
  138. package/models/strategy-order-place.ts +0 -40
  139. package/models/strategy-order-record.ts +0 -133
  140. package/models/strategy-quotes-greek.ts +0 -55
  141. package/models/strategy-quotes.ts +0 -67
  142. package/models/sub-period-return-rate.ts +0 -43
  143. package/models/symbol-query.ts +0 -29
  144. package/models/symbol.ts +0 -67
  145. package/models/symbols-quotes.ts +0 -64
  146. package/models/target-asset.ts +0 -62
  147. package/models/time-in-force.ts +0 -31
  148. package/models/trade-execution-status.ts +0 -105
  149. package/models/trade-impact.ts +0 -61
  150. package/models/trade.ts +0 -88
  151. package/models/trading-cancel-user-account-order-request.ts +0 -29
  152. package/models/trading-place-ocoorder-request.ts +0 -35
  153. package/models/transactions-status.ts +0 -35
  154. package/models/underlying-symbol.ts +0 -76
  155. package/models/universal-activity.ts +0 -127
  156. package/models/universal-symbol-ticker.ts +0 -82
  157. package/models/universal-symbol.ts +0 -80
  158. package/models/user-error-log.ts +0 -61
  159. package/models/user-idand-secret.ts +0 -37
  160. package/models/user-settings.ts +0 -88
  161. package/models/usexchange.ts +0 -79
  162. package/pagination/page-types.ts +0 -34
  163. package/pagination/page.ts +0 -58
  164. package/pagination/pageable.ts +0 -113
  165. package/pagination/paginate.ts +0 -41
  166. package/requestAfterHook.ts +0 -53
  167. package/requestBeforeHook.ts +0 -15
  168. package/tsconfig.json +0 -22
  169. package/tsconfig.test.json +0 -6
@@ -1,3301 +0,0 @@
1
- /* tslint:disable */
2
- /* eslint-disable */
3
- /**
4
- * SnapTrade
5
- * Connect brokerage accounts to your app for live positions and trading
6
- *
7
- * The version of the OpenAPI document: 1.0.0
8
- * Contact: api@snaptrade.com
9
- *
10
- * NOTE: This file is auto generated by Konfig (https://konfigthis.com).
11
- * https://konfigthis.com
12
- * Do not edit the class manually.
13
- */
14
-
15
- import globalAxios, { AxiosPromise, AxiosInstance, AxiosRequestConfig } from 'axios';
16
- import { Configuration } from '../configuration';
17
- // Some imports not used depending on template conditions
18
- // @ts-ignore
19
- import { DUMMY_BASE_URL, assertParamExists, setApiKeyToObject, setBasicAuthToObject, setBearerAuthToObject, setSearchParams, serializeDataIfNeeded, toPathString, createRequestFunction } from '../common';
20
- // @ts-ignore
21
- import { BASE_PATH, COLLECTION_FORMATS, RequestArgs, BaseAPI, RequiredError } from '../base';
22
- // @ts-ignore
23
- import { Account } from '../models';
24
- // @ts-ignore
25
- import { Balance } from '../models';
26
- // @ts-ignore
27
- import { CalculatedTrade } from '../models';
28
- // @ts-ignore
29
- import { Currency } from '../models';
30
- // @ts-ignore
31
- import { Exchange } from '../models';
32
- // @ts-ignore
33
- import { ExcludedAsset } from '../models';
34
- // @ts-ignore
35
- import { ModelAssetClass } from '../models';
36
- // @ts-ignore
37
- import { ModelAssetClassDetails } from '../models';
38
- // @ts-ignore
39
- import { ModelAssetClassTarget } from '../models';
40
- // @ts-ignore
41
- import { ModelPortfolio } from '../models';
42
- // @ts-ignore
43
- import { ModelPortfolioAssetClass } from '../models';
44
- // @ts-ignore
45
- import { ModelPortfolioDetails } from '../models';
46
- // @ts-ignore
47
- import { ModelPortfolioSecurity } from '../models';
48
- // @ts-ignore
49
- import { PortfolioGroup } from '../models';
50
- // @ts-ignore
51
- import { PortfolioGroupInfo } from '../models';
52
- // @ts-ignore
53
- import { PortfolioGroupPosition } from '../models';
54
- // @ts-ignore
55
- import { PortfolioGroupSettings } from '../models';
56
- // @ts-ignore
57
- import { SecurityType } from '../models';
58
- // @ts-ignore
59
- import { SymbolQuery } from '../models';
60
- // @ts-ignore
61
- import { TargetAsset } from '../models';
62
- // @ts-ignore
63
- import { Trade } from '../models';
64
- // @ts-ignore
65
- import { UniversalSymbol } from '../models';
66
- import { paginate } from "../pagination/paginate";
67
- import { requestBeforeHook } from '../requestBeforeHook';
68
- import { PortfolioManagementApiCustom } from "./portfolio-management-api-custom";
69
- /**
70
- * PortfolioManagementApi - axios parameter creator
71
- * @export
72
- */
73
- export const PortfolioManagementApiAxiosParamCreator = function (configuration?: Configuration) {
74
- return {
75
- /**
76
- *
77
- * @summary Adds an asset to exclude to a portfolio group
78
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to exclude an asset.
79
- * @param {UniversalSymbol} [universalSymbol]
80
- * @param {*} [options] Override http request option.
81
- * @throws {RequiredError}
82
- */
83
- addPortfolioExcludedAsset: async (portfolioGroupId: string, universalSymbol?: UniversalSymbol, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
84
- // verify required parameter 'portfolioGroupId' is not null or undefined
85
- assertParamExists('addPortfolioExcludedAsset', 'portfolioGroupId', portfolioGroupId)
86
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/excludedassets`
87
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
88
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
89
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
90
- let baseOptions;
91
- if (configuration) {
92
- baseOptions = configuration.baseOptions;
93
- }
94
-
95
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
96
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
97
- const localVarQueryParameter = {} as any;
98
-
99
- // authentication PartnerClientId required
100
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
101
- // authentication PartnerSignature required
102
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
103
- // authentication PartnerTimestamp required
104
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
105
-
106
-
107
- localVarHeaderParameter['Content-Type'] = 'application/json';
108
-
109
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
110
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
111
- requestBeforeHook({
112
- requestBody: universalSymbol,
113
- queryParameters: localVarQueryParameter,
114
- requestConfig: localVarRequestOptions,
115
- path: localVarPath,
116
- configuration
117
- });
118
- localVarRequestOptions.data = serializeDataIfNeeded(universalSymbol, localVarRequestOptions, configuration)
119
-
120
- setSearchParams(localVarUrlObj, localVarQueryParameter);
121
- return {
122
- url: toPathString(localVarUrlObj),
123
- options: localVarRequestOptions,
124
- };
125
- },
126
- /**
127
- *
128
- * @summary Create new portfolio group
129
- * @param {string} userId
130
- * @param {string} userSecret
131
- * @param {{ [key: string]: any; }} requestBody
132
- * @param {*} [options] Override http request option.
133
- * @throws {RequiredError}
134
- */
135
- create: async (userId: string, userSecret: string, requestBody: { [key: string]: any; }, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
136
- // verify required parameter 'userId' is not null or undefined
137
- assertParamExists('create', 'userId', userId)
138
- // verify required parameter 'userSecret' is not null or undefined
139
- assertParamExists('create', 'userSecret', userSecret)
140
- // verify required parameter 'requestBody' is not null or undefined
141
- assertParamExists('create', 'requestBody', requestBody)
142
- const localVarPath = `/portfolioGroups`;
143
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
144
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
145
- let baseOptions;
146
- if (configuration) {
147
- baseOptions = configuration.baseOptions;
148
- }
149
-
150
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
151
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
152
- const localVarQueryParameter = {} as any;
153
-
154
- // authentication PartnerClientId required
155
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
156
- // authentication PartnerSignature required
157
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
158
- // authentication PartnerTimestamp required
159
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
160
- if (userId !== undefined) {
161
- localVarQueryParameter['userId'] = userId;
162
- }
163
-
164
- if (userSecret !== undefined) {
165
- localVarQueryParameter['userSecret'] = userSecret;
166
- }
167
-
168
-
169
-
170
- localVarHeaderParameter['Content-Type'] = 'application/json';
171
-
172
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
173
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
174
- requestBeforeHook({
175
- requestBody: requestBody,
176
- queryParameters: localVarQueryParameter,
177
- requestConfig: localVarRequestOptions,
178
- path: localVarPath,
179
- configuration
180
- });
181
- localVarRequestOptions.data = serializeDataIfNeeded(requestBody, localVarRequestOptions, configuration)
182
-
183
- setSearchParams(localVarUrlObj, localVarQueryParameter);
184
- return {
185
- url: toPathString(localVarUrlObj),
186
- options: localVarRequestOptions,
187
- };
188
- },
189
- /**
190
- *
191
- * @summary Create a new model asset class
192
- * @param {*} [options] Override http request option.
193
- * @throws {RequiredError}
194
- */
195
- createAssetClass: async (options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
196
- const localVarPath = `/modelAssetClass`;
197
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
198
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
199
- let baseOptions;
200
- if (configuration) {
201
- baseOptions = configuration.baseOptions;
202
- }
203
-
204
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
205
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
206
- const localVarQueryParameter = {} as any;
207
-
208
- // authentication PartnerClientId required
209
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
210
- // authentication PartnerSignature required
211
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
212
- // authentication PartnerTimestamp required
213
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
214
-
215
-
216
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
217
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
218
- requestBeforeHook({
219
- queryParameters: localVarQueryParameter,
220
- requestConfig: localVarRequestOptions,
221
- path: localVarPath,
222
- configuration
223
- });
224
-
225
- setSearchParams(localVarUrlObj, localVarQueryParameter);
226
- return {
227
- url: toPathString(localVarUrlObj),
228
- options: localVarRequestOptions,
229
- };
230
- },
231
- /**
232
- *
233
- * @summary Creates a new model portfolio
234
- * @param {*} [options] Override http request option.
235
- * @throws {RequiredError}
236
- */
237
- createModelPortfolio: async (options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
238
- const localVarPath = `/modelPortfolio`;
239
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
240
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
241
- let baseOptions;
242
- if (configuration) {
243
- baseOptions = configuration.baseOptions;
244
- }
245
-
246
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
247
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
248
- const localVarQueryParameter = {} as any;
249
-
250
- // authentication PartnerClientId required
251
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
252
- // authentication PartnerSignature required
253
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
254
- // authentication PartnerTimestamp required
255
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
256
-
257
-
258
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
259
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
260
- requestBeforeHook({
261
- queryParameters: localVarQueryParameter,
262
- requestConfig: localVarRequestOptions,
263
- path: localVarPath,
264
- configuration
265
- });
266
-
267
- setSearchParams(localVarUrlObj, localVarQueryParameter);
268
- return {
269
- url: toPathString(localVarUrlObj),
270
- options: localVarRequestOptions,
271
- };
272
- },
273
- /**
274
- *
275
- * @summary Deletes a model asset class
276
- * @param {string} modelAssetClassId The ID of the model asset class to delete.
277
- * @param {*} [options] Override http request option.
278
- * @throws {RequiredError}
279
- */
280
- deleteAssetClass: async (modelAssetClassId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
281
- // verify required parameter 'modelAssetClassId' is not null or undefined
282
- assertParamExists('deleteAssetClass', 'modelAssetClassId', modelAssetClassId)
283
- const localVarPath = `/modelAssetClass/{modelAssetClassId}`
284
- .replace(`{${"modelAssetClassId"}}`, encodeURIComponent(String(modelAssetClassId)));
285
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
286
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
287
- let baseOptions;
288
- if (configuration) {
289
- baseOptions = configuration.baseOptions;
290
- }
291
-
292
- const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
293
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
294
- const localVarQueryParameter = {} as any;
295
-
296
- // authentication PartnerClientId required
297
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
298
- // authentication PartnerSignature required
299
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
300
- // authentication PartnerTimestamp required
301
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
302
-
303
-
304
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
305
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
306
- requestBeforeHook({
307
- queryParameters: localVarQueryParameter,
308
- requestConfig: localVarRequestOptions,
309
- path: localVarPath,
310
- configuration
311
- });
312
-
313
- setSearchParams(localVarUrlObj, localVarQueryParameter);
314
- return {
315
- url: toPathString(localVarUrlObj),
316
- options: localVarRequestOptions,
317
- };
318
- },
319
- /**
320
- *
321
- * @summary Unexclude an asset from a portfolio group
322
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to unexclude an asset.
323
- * @param {string} symbolId The ID of the excluded asset Symbol to delete.
324
- * @param {*} [options] Override http request option.
325
- * @throws {RequiredError}
326
- */
327
- deleteExcludedAsset: async (portfolioGroupId: string, symbolId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
328
- // verify required parameter 'portfolioGroupId' is not null or undefined
329
- assertParamExists('deleteExcludedAsset', 'portfolioGroupId', portfolioGroupId)
330
- // verify required parameter 'symbolId' is not null or undefined
331
- assertParamExists('deleteExcludedAsset', 'symbolId', symbolId)
332
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/excludedassets/{symbolId}`
333
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
334
- .replace(`{${"symbolId"}}`, encodeURIComponent(String(symbolId)));
335
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
336
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
337
- let baseOptions;
338
- if (configuration) {
339
- baseOptions = configuration.baseOptions;
340
- }
341
-
342
- const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
343
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
344
- const localVarQueryParameter = {} as any;
345
-
346
- // authentication PartnerClientId required
347
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
348
- // authentication PartnerSignature required
349
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
350
- // authentication PartnerTimestamp required
351
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
352
-
353
-
354
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
355
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
356
- requestBeforeHook({
357
- queryParameters: localVarQueryParameter,
358
- requestConfig: localVarRequestOptions,
359
- path: localVarPath,
360
- configuration
361
- });
362
-
363
- setSearchParams(localVarUrlObj, localVarQueryParameter);
364
- return {
365
- url: toPathString(localVarUrlObj),
366
- options: localVarRequestOptions,
367
- };
368
- },
369
- /**
370
- *
371
- * @summary Deletes a model portfolio
372
- * @param {string} modelPortfolioId The ID of the model portfolio to delete.
373
- * @param {*} [options] Override http request option.
374
- * @throws {RequiredError}
375
- */
376
- deleteModelPortfolioById: async (modelPortfolioId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
377
- // verify required parameter 'modelPortfolioId' is not null or undefined
378
- assertParamExists('deleteModelPortfolioById', 'modelPortfolioId', modelPortfolioId)
379
- const localVarPath = `/modelPortfolio/{modelPortfolioId}`
380
- .replace(`{${"modelPortfolioId"}}`, encodeURIComponent(String(modelPortfolioId)));
381
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
382
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
383
- let baseOptions;
384
- if (configuration) {
385
- baseOptions = configuration.baseOptions;
386
- }
387
-
388
- const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
389
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
390
- const localVarQueryParameter = {} as any;
391
-
392
- // authentication PartnerClientId required
393
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
394
- // authentication PartnerSignature required
395
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
396
- // authentication PartnerTimestamp required
397
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
398
-
399
-
400
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
401
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
402
- requestBeforeHook({
403
- queryParameters: localVarQueryParameter,
404
- requestConfig: localVarRequestOptions,
405
- path: localVarPath,
406
- configuration
407
- });
408
-
409
- setSearchParams(localVarUrlObj, localVarQueryParameter);
410
- return {
411
- url: toPathString(localVarUrlObj),
412
- options: localVarRequestOptions,
413
- };
414
- },
415
- /**
416
- *
417
- * @summary Remove a target portfolio.
418
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to delete.
419
- * @param {*} [options] Override http request option.
420
- * @throws {RequiredError}
421
- */
422
- deletePortfoli: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
423
- // verify required parameter 'portfolioGroupId' is not null or undefined
424
- assertParamExists('deletePortfoli', 'portfolioGroupId', portfolioGroupId)
425
- const localVarPath = `/portfolioGroups/{portfolioGroupId}`
426
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
427
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
428
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
429
- let baseOptions;
430
- if (configuration) {
431
- baseOptions = configuration.baseOptions;
432
- }
433
-
434
- const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
435
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
436
- const localVarQueryParameter = {} as any;
437
-
438
- // authentication PartnerClientId required
439
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
440
- // authentication PartnerSignature required
441
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
442
- // authentication PartnerTimestamp required
443
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
444
-
445
-
446
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
447
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
448
- requestBeforeHook({
449
- queryParameters: localVarQueryParameter,
450
- requestConfig: localVarRequestOptions,
451
- path: localVarPath,
452
- configuration
453
- });
454
-
455
- setSearchParams(localVarUrlObj, localVarQueryParameter);
456
- return {
457
- url: toPathString(localVarUrlObj),
458
- options: localVarRequestOptions,
459
- };
460
- },
461
- /**
462
- *
463
- * @summary Remove a TargetAsset.
464
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to remove the target asset.
465
- * @param {string} targetAssetId The ID of the TargetAsset to delete.
466
- * @param {*} [options] Override http request option.
467
- * @throws {RequiredError}
468
- */
469
- deletePortfolioTargetById: async (portfolioGroupId: string, targetAssetId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
470
- // verify required parameter 'portfolioGroupId' is not null or undefined
471
- assertParamExists('deletePortfolioTargetById', 'portfolioGroupId', portfolioGroupId)
472
- // verify required parameter 'targetAssetId' is not null or undefined
473
- assertParamExists('deletePortfolioTargetById', 'targetAssetId', targetAssetId)
474
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}`
475
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
476
- .replace(`{${"targetAssetId"}}`, encodeURIComponent(String(targetAssetId)));
477
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
478
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
479
- let baseOptions;
480
- if (configuration) {
481
- baseOptions = configuration.baseOptions;
482
- }
483
-
484
- const localVarRequestOptions: AxiosRequestConfig = { method: 'DELETE', ...baseOptions, ...options};
485
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
486
- const localVarQueryParameter = {} as any;
487
-
488
- // authentication PartnerClientId required
489
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
490
- // authentication PartnerSignature required
491
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
492
- // authentication PartnerTimestamp required
493
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
494
-
495
-
496
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
497
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
498
- requestBeforeHook({
499
- queryParameters: localVarQueryParameter,
500
- requestConfig: localVarRequestOptions,
501
- path: localVarPath,
502
- configuration
503
- });
504
-
505
- setSearchParams(localVarUrlObj, localVarQueryParameter);
506
- return {
507
- url: toPathString(localVarUrlObj),
508
- options: localVarRequestOptions,
509
- };
510
- },
511
- /**
512
- *
513
- * @summary Get details of a model asset class
514
- * @param {string} modelAssetClassId The ID of the model asset class to get.
515
- * @param {*} [options] Override http request option.
516
- * @throws {RequiredError}
517
- */
518
- detailAssetClass: async (modelAssetClassId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
519
- // verify required parameter 'modelAssetClassId' is not null or undefined
520
- assertParamExists('detailAssetClass', 'modelAssetClassId', modelAssetClassId)
521
- const localVarPath = `/modelAssetClass/{modelAssetClassId}`
522
- .replace(`{${"modelAssetClassId"}}`, encodeURIComponent(String(modelAssetClassId)));
523
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
524
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
525
- let baseOptions;
526
- if (configuration) {
527
- baseOptions = configuration.baseOptions;
528
- }
529
-
530
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
531
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
532
- const localVarQueryParameter = {} as any;
533
-
534
- // authentication PartnerClientId required
535
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
536
- // authentication PartnerSignature required
537
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
538
- // authentication PartnerTimestamp required
539
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
540
-
541
-
542
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
543
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
544
- requestBeforeHook({
545
- queryParameters: localVarQueryParameter,
546
- requestConfig: localVarRequestOptions,
547
- path: localVarPath,
548
- configuration
549
- });
550
-
551
- setSearchParams(localVarUrlObj, localVarQueryParameter);
552
- return {
553
- url: toPathString(localVarUrlObj),
554
- options: localVarRequestOptions,
555
- };
556
- },
557
- /**
558
- *
559
- * @summary Return an individual trade
560
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to perform rebalancing calculations
561
- * @param {string} calculatedTradeId The ID of calculated trade to get account impact
562
- * @param {string} tradeId The ID of trade object
563
- * @param {*} [options] Override http request option.
564
- * @throws {RequiredError}
565
- */
566
- getCalculatedTradeById: async (portfolioGroupId: string, calculatedTradeId: string, tradeId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
567
- // verify required parameter 'portfolioGroupId' is not null or undefined
568
- assertParamExists('getCalculatedTradeById', 'portfolioGroupId', portfolioGroupId)
569
- // verify required parameter 'calculatedTradeId' is not null or undefined
570
- assertParamExists('getCalculatedTradeById', 'calculatedTradeId', calculatedTradeId)
571
- // verify required parameter 'tradeId' is not null or undefined
572
- assertParamExists('getCalculatedTradeById', 'tradeId', tradeId)
573
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/{TradeId}`
574
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
575
- .replace(`{${"calculatedTradeId"}}`, encodeURIComponent(String(calculatedTradeId)))
576
- .replace(`{${"TradeId"}}`, encodeURIComponent(String(tradeId)));
577
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
578
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
579
- let baseOptions;
580
- if (configuration) {
581
- baseOptions = configuration.baseOptions;
582
- }
583
-
584
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
585
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
586
- const localVarQueryParameter = {} as any;
587
-
588
- // authentication PartnerClientId required
589
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
590
- // authentication PartnerSignature required
591
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
592
- // authentication PartnerTimestamp required
593
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
594
-
595
-
596
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
597
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
598
- requestBeforeHook({
599
- queryParameters: localVarQueryParameter,
600
- requestConfig: localVarRequestOptions,
601
- path: localVarPath,
602
- configuration
603
- });
604
-
605
- setSearchParams(localVarUrlObj, localVarQueryParameter);
606
- return {
607
- url: toPathString(localVarUrlObj),
608
- options: localVarRequestOptions,
609
- };
610
- },
611
- /**
612
- *
613
- * @summary Get details of a model portfolio
614
- * @param {string} modelPortfolioId The ID of the model portfolio to get.
615
- * @param {*} [options] Override http request option.
616
- * @throws {RequiredError}
617
- */
618
- getModelDetailsById: async (modelPortfolioId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
619
- // verify required parameter 'modelPortfolioId' is not null or undefined
620
- assertParamExists('getModelDetailsById', 'modelPortfolioId', modelPortfolioId)
621
- const localVarPath = `/modelPortfolio/{modelPortfolioId}`
622
- .replace(`{${"modelPortfolioId"}}`, encodeURIComponent(String(modelPortfolioId)));
623
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
624
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
625
- let baseOptions;
626
- if (configuration) {
627
- baseOptions = configuration.baseOptions;
628
- }
629
-
630
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
631
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
632
- const localVarQueryParameter = {} as any;
633
-
634
- // authentication PartnerClientId required
635
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
636
- // authentication PartnerSignature required
637
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
638
- // authentication PartnerTimestamp required
639
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
640
-
641
-
642
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
643
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
644
- requestBeforeHook({
645
- queryParameters: localVarQueryParameter,
646
- requestConfig: localVarRequestOptions,
647
- path: localVarPath,
648
- configuration
649
- });
650
-
651
- setSearchParams(localVarUrlObj, localVarQueryParameter);
652
- return {
653
- url: toPathString(localVarUrlObj),
654
- options: localVarRequestOptions,
655
- };
656
- },
657
- /**
658
- *
659
- * @summary Get sum of cash balances in portfolio group
660
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
661
- * @param {*} [options] Override http request option.
662
- * @throws {RequiredError}
663
- */
664
- getPortfolioBalances: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
665
- // verify required parameter 'portfolioGroupId' is not null or undefined
666
- assertParamExists('getPortfolioBalances', 'portfolioGroupId', portfolioGroupId)
667
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/balances`
668
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
669
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
670
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
671
- let baseOptions;
672
- if (configuration) {
673
- baseOptions = configuration.baseOptions;
674
- }
675
-
676
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
677
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
678
- const localVarQueryParameter = {} as any;
679
-
680
- // authentication PartnerClientId required
681
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
682
- // authentication PartnerSignature required
683
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
684
- // authentication PartnerTimestamp required
685
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
686
-
687
-
688
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
689
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
690
- requestBeforeHook({
691
- queryParameters: localVarQueryParameter,
692
- requestConfig: localVarRequestOptions,
693
- path: localVarPath,
694
- configuration
695
- });
696
-
697
- setSearchParams(localVarUrlObj, localVarQueryParameter);
698
- return {
699
- url: toPathString(localVarUrlObj),
700
- options: localVarRequestOptions,
701
- };
702
- },
703
- /**
704
- *
705
- * @summary Get details of a target portfolio
706
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to get.
707
- * @param {*} [options] Override http request option.
708
- * @throws {RequiredError}
709
- */
710
- getPortfolioDetailsById: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
711
- // verify required parameter 'portfolioGroupId' is not null or undefined
712
- assertParamExists('getPortfolioDetailsById', 'portfolioGroupId', portfolioGroupId)
713
- const localVarPath = `/portfolioGroups/{portfolioGroupId}`
714
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
715
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
716
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
717
- let baseOptions;
718
- if (configuration) {
719
- baseOptions = configuration.baseOptions;
720
- }
721
-
722
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
723
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
724
- const localVarQueryParameter = {} as any;
725
-
726
- // authentication PartnerClientId required
727
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
728
- // authentication PartnerSignature required
729
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
730
- // authentication PartnerTimestamp required
731
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
732
-
733
-
734
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
735
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
736
- requestBeforeHook({
737
- queryParameters: localVarQueryParameter,
738
- requestConfig: localVarRequestOptions,
739
- path: localVarPath,
740
- configuration
741
- });
742
-
743
- setSearchParams(localVarUrlObj, localVarQueryParameter);
744
- return {
745
- url: toPathString(localVarUrlObj),
746
- options: localVarRequestOptions,
747
- };
748
- },
749
- /**
750
- *
751
- * @summary Return a whole bunch of relevant information relating to a portfolio group.
752
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
753
- * @param {*} [options] Override http request option.
754
- * @throws {RequiredError}
755
- */
756
- getPortfolioInfo: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
757
- // verify required parameter 'portfolioGroupId' is not null or undefined
758
- assertParamExists('getPortfolioInfo', 'portfolioGroupId', portfolioGroupId)
759
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/info`
760
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
761
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
762
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
763
- let baseOptions;
764
- if (configuration) {
765
- baseOptions = configuration.baseOptions;
766
- }
767
-
768
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
769
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
770
- const localVarQueryParameter = {} as any;
771
-
772
- // authentication PartnerClientId required
773
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
774
- // authentication PartnerSignature required
775
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
776
- // authentication PartnerTimestamp required
777
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
778
-
779
-
780
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
781
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
782
- requestBeforeHook({
783
- queryParameters: localVarQueryParameter,
784
- requestConfig: localVarRequestOptions,
785
- path: localVarPath,
786
- configuration
787
- });
788
-
789
- setSearchParams(localVarUrlObj, localVarQueryParameter);
790
- return {
791
- url: toPathString(localVarUrlObj),
792
- options: localVarRequestOptions,
793
- };
794
- },
795
- /**
796
- *
797
- * @summary Get total of each postions owned in portfolio group
798
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
799
- * @param {*} [options] Override http request option.
800
- * @throws {RequiredError}
801
- */
802
- getPortfolioPositions: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
803
- // verify required parameter 'portfolioGroupId' is not null or undefined
804
- assertParamExists('getPortfolioPositions', 'portfolioGroupId', portfolioGroupId)
805
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/positions`
806
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
807
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
808
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
809
- let baseOptions;
810
- if (configuration) {
811
- baseOptions = configuration.baseOptions;
812
- }
813
-
814
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
815
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
816
- const localVarQueryParameter = {} as any;
817
-
818
- // authentication PartnerClientId required
819
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
820
- // authentication PartnerSignature required
821
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
822
- // authentication PartnerTimestamp required
823
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
824
-
825
-
826
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
827
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
828
- requestBeforeHook({
829
- queryParameters: localVarQueryParameter,
830
- requestConfig: localVarRequestOptions,
831
- path: localVarPath,
832
- configuration
833
- });
834
-
835
- setSearchParams(localVarUrlObj, localVarQueryParameter);
836
- return {
837
- url: toPathString(localVarUrlObj),
838
- options: localVarRequestOptions,
839
- };
840
- },
841
- /**
842
- *
843
- * @summary Get portfolio group settings
844
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to get the settings.
845
- * @param {*} [options] Override http request option.
846
- * @throws {RequiredError}
847
- */
848
- getPortfolioSettings: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
849
- // verify required parameter 'portfolioGroupId' is not null or undefined
850
- assertParamExists('getPortfolioSettings', 'portfolioGroupId', portfolioGroupId)
851
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/settings`
852
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
853
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
854
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
855
- let baseOptions;
856
- if (configuration) {
857
- baseOptions = configuration.baseOptions;
858
- }
859
-
860
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
861
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
862
- const localVarQueryParameter = {} as any;
863
-
864
- // authentication PartnerClientId required
865
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
866
- // authentication PartnerSignature required
867
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
868
- // authentication PartnerTimestamp required
869
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
870
-
871
-
872
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
873
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
874
- requestBeforeHook({
875
- queryParameters: localVarQueryParameter,
876
- requestConfig: localVarRequestOptions,
877
- path: localVarPath,
878
- configuration
879
- });
880
-
881
- setSearchParams(localVarUrlObj, localVarQueryParameter);
882
- return {
883
- url: toPathString(localVarUrlObj),
884
- options: localVarRequestOptions,
885
- };
886
- },
887
- /**
888
- *
889
- * @summary Get a specific target from a portfolio group
890
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to get the target asset.
891
- * @param {string} targetAssetId The ID of the TargetAsset to get.
892
- * @param {*} [options] Override http request option.
893
- * @throws {RequiredError}
894
- */
895
- getPortfolioTargetById: async (portfolioGroupId: string, targetAssetId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
896
- // verify required parameter 'portfolioGroupId' is not null or undefined
897
- assertParamExists('getPortfolioTargetById', 'portfolioGroupId', portfolioGroupId)
898
- // verify required parameter 'targetAssetId' is not null or undefined
899
- assertParamExists('getPortfolioTargetById', 'targetAssetId', targetAssetId)
900
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}`
901
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
902
- .replace(`{${"targetAssetId"}}`, encodeURIComponent(String(targetAssetId)));
903
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
904
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
905
- let baseOptions;
906
- if (configuration) {
907
- baseOptions = configuration.baseOptions;
908
- }
909
-
910
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
911
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
912
- const localVarQueryParameter = {} as any;
913
-
914
- // authentication PartnerClientId required
915
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
916
- // authentication PartnerSignature required
917
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
918
- // authentication PartnerTimestamp required
919
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
920
-
921
-
922
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
923
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
924
- requestBeforeHook({
925
- queryParameters: localVarQueryParameter,
926
- requestConfig: localVarRequestOptions,
927
- path: localVarPath,
928
- configuration
929
- });
930
-
931
- setSearchParams(localVarUrlObj, localVarQueryParameter);
932
- return {
933
- url: toPathString(localVarUrlObj),
934
- options: localVarRequestOptions,
935
- };
936
- },
937
- /**
938
- *
939
- * @summary Get all target assets under the specified PortfolioGroup.
940
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
941
- * @param {*} [options] Override http request option.
942
- * @throws {RequiredError}
943
- */
944
- getPortfolioTargets: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
945
- // verify required parameter 'portfolioGroupId' is not null or undefined
946
- assertParamExists('getPortfolioTargets', 'portfolioGroupId', portfolioGroupId)
947
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets`
948
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
949
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
950
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
951
- let baseOptions;
952
- if (configuration) {
953
- baseOptions = configuration.baseOptions;
954
- }
955
-
956
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
957
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
958
- const localVarQueryParameter = {} as any;
959
-
960
- // authentication PartnerClientId required
961
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
962
- // authentication PartnerSignature required
963
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
964
- // authentication PartnerTimestamp required
965
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
966
-
967
-
968
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
969
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
970
- requestBeforeHook({
971
- queryParameters: localVarQueryParameter,
972
- requestConfig: localVarRequestOptions,
973
- path: localVarPath,
974
- configuration
975
- });
976
-
977
- setSearchParams(localVarUrlObj, localVarQueryParameter);
978
- return {
979
- url: toPathString(localVarUrlObj),
980
- options: localVarRequestOptions,
981
- };
982
- },
983
- /**
984
- *
985
- * @summary Get an array of excluded assets associated with a portfolio group\\
986
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which the excluded assets are linked.
987
- * @param {*} [options] Override http request option.
988
- * @throws {RequiredError}
989
- */
990
- getPortoflioExcludedAssets: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
991
- // verify required parameter 'portfolioGroupId' is not null or undefined
992
- assertParamExists('getPortoflioExcludedAssets', 'portfolioGroupId', portfolioGroupId)
993
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/excludedassets`
994
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
995
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
996
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
997
- let baseOptions;
998
- if (configuration) {
999
- baseOptions = configuration.baseOptions;
1000
- }
1001
-
1002
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1003
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1004
- const localVarQueryParameter = {} as any;
1005
-
1006
- // authentication PartnerClientId required
1007
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1008
- // authentication PartnerSignature required
1009
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1010
- // authentication PartnerTimestamp required
1011
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1012
-
1013
-
1014
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1015
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1016
- requestBeforeHook({
1017
- queryParameters: localVarQueryParameter,
1018
- requestConfig: localVarRequestOptions,
1019
- path: localVarPath,
1020
- configuration
1021
- });
1022
-
1023
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1024
- return {
1025
- url: toPathString(localVarUrlObj),
1026
- options: localVarRequestOptions,
1027
- };
1028
- },
1029
- /**
1030
- *
1031
- * @summary Import target allocation based on portfolio group
1032
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
1033
- * @param {*} [options] Override http request option.
1034
- * @throws {RequiredError}
1035
- */
1036
- importModelPortfolio: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1037
- // verify required parameter 'portfolioGroupId' is not null or undefined
1038
- assertParamExists('importModelPortfolio', 'portfolioGroupId', portfolioGroupId)
1039
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/import`
1040
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1041
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1042
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1043
- let baseOptions;
1044
- if (configuration) {
1045
- baseOptions = configuration.baseOptions;
1046
- }
1047
-
1048
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1049
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1050
- const localVarQueryParameter = {} as any;
1051
-
1052
- // authentication PartnerClientId required
1053
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1054
- // authentication PartnerSignature required
1055
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1056
- // authentication PartnerTimestamp required
1057
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1058
-
1059
-
1060
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1061
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1062
- requestBeforeHook({
1063
- queryParameters: localVarQueryParameter,
1064
- requestConfig: localVarRequestOptions,
1065
- path: localVarPath,
1066
- configuration
1067
- });
1068
-
1069
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1070
- return {
1071
- url: toPathString(localVarUrlObj),
1072
- options: localVarRequestOptions,
1073
- };
1074
- },
1075
- /**
1076
- *
1077
- * @summary List all portfolio groups
1078
- * @param {string} userId
1079
- * @param {string} userSecret
1080
- * @param {*} [options] Override http request option.
1081
- * @throws {RequiredError}
1082
- */
1083
- list: async (userId: string, userSecret: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1084
- // verify required parameter 'userId' is not null or undefined
1085
- assertParamExists('list', 'userId', userId)
1086
- // verify required parameter 'userSecret' is not null or undefined
1087
- assertParamExists('list', 'userSecret', userSecret)
1088
- const localVarPath = `/portfolioGroups`;
1089
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1090
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1091
- let baseOptions;
1092
- if (configuration) {
1093
- baseOptions = configuration.baseOptions;
1094
- }
1095
-
1096
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1097
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1098
- const localVarQueryParameter = {} as any;
1099
-
1100
- // authentication PartnerClientId required
1101
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1102
- // authentication PartnerSignature required
1103
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1104
- // authentication PartnerTimestamp required
1105
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1106
- if (userId !== undefined) {
1107
- localVarQueryParameter['userId'] = userId;
1108
- }
1109
-
1110
- if (userSecret !== undefined) {
1111
- localVarQueryParameter['userSecret'] = userSecret;
1112
- }
1113
-
1114
-
1115
-
1116
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1117
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1118
- requestBeforeHook({
1119
- queryParameters: localVarQueryParameter,
1120
- requestConfig: localVarRequestOptions,
1121
- path: localVarPath,
1122
- configuration
1123
- });
1124
-
1125
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1126
- return {
1127
- url: toPathString(localVarUrlObj),
1128
- options: localVarRequestOptions,
1129
- };
1130
- },
1131
- /**
1132
- *
1133
- * @summary List of model asset class
1134
- * @param {*} [options] Override http request option.
1135
- * @throws {RequiredError}
1136
- */
1137
- listAssetClasses: async (options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1138
- const localVarPath = `/modelAssetClass`;
1139
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1140
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1141
- let baseOptions;
1142
- if (configuration) {
1143
- baseOptions = configuration.baseOptions;
1144
- }
1145
-
1146
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1147
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1148
- const localVarQueryParameter = {} as any;
1149
-
1150
- // authentication PartnerClientId required
1151
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1152
- // authentication PartnerSignature required
1153
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1154
- // authentication PartnerTimestamp required
1155
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1156
-
1157
-
1158
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1159
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1160
- requestBeforeHook({
1161
- queryParameters: localVarQueryParameter,
1162
- requestConfig: localVarRequestOptions,
1163
- path: localVarPath,
1164
- configuration
1165
- });
1166
-
1167
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1168
- return {
1169
- url: toPathString(localVarUrlObj),
1170
- options: localVarRequestOptions,
1171
- };
1172
- },
1173
- /**
1174
- *
1175
- * @summary List of trades to make to rebalance portfolio group
1176
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to perform rebalancing calculations
1177
- * @param {*} [options] Override http request option.
1178
- * @throws {RequiredError}
1179
- */
1180
- listCalculatedTrades: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1181
- // verify required parameter 'portfolioGroupId' is not null or undefined
1182
- assertParamExists('listCalculatedTrades', 'portfolioGroupId', portfolioGroupId)
1183
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/calculatedtrades`
1184
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1185
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1186
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1187
- let baseOptions;
1188
- if (configuration) {
1189
- baseOptions = configuration.baseOptions;
1190
- }
1191
-
1192
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1193
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1194
- const localVarQueryParameter = {} as any;
1195
-
1196
- // authentication PartnerClientId required
1197
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1198
- // authentication PartnerSignature required
1199
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1200
- // authentication PartnerTimestamp required
1201
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1202
-
1203
-
1204
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1205
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1206
- requestBeforeHook({
1207
- queryParameters: localVarQueryParameter,
1208
- requestConfig: localVarRequestOptions,
1209
- path: localVarPath,
1210
- configuration
1211
- });
1212
-
1213
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1214
- return {
1215
- url: toPathString(localVarUrlObj),
1216
- options: localVarRequestOptions,
1217
- };
1218
- },
1219
- /**
1220
- *
1221
- * @summary List of model portfolio
1222
- * @param {*} [options] Override http request option.
1223
- * @throws {RequiredError}
1224
- */
1225
- listModelPortfolio: async (options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1226
- const localVarPath = `/modelPortfolio`;
1227
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1228
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1229
- let baseOptions;
1230
- if (configuration) {
1231
- baseOptions = configuration.baseOptions;
1232
- }
1233
-
1234
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1235
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1236
- const localVarQueryParameter = {} as any;
1237
-
1238
- // authentication PartnerClientId required
1239
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1240
- // authentication PartnerSignature required
1241
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1242
- // authentication PartnerTimestamp required
1243
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1244
-
1245
-
1246
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1247
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1248
- requestBeforeHook({
1249
- queryParameters: localVarQueryParameter,
1250
- requestConfig: localVarRequestOptions,
1251
- path: localVarPath,
1252
- configuration
1253
- });
1254
-
1255
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1256
- return {
1257
- url: toPathString(localVarUrlObj),
1258
- options: localVarRequestOptions,
1259
- };
1260
- },
1261
- /**
1262
- *
1263
- * @summary Get all accounts associated with a portfolio group
1264
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which the accounts are linked.
1265
- * @param {*} [options] Override http request option.
1266
- * @throws {RequiredError}
1267
- */
1268
- listPortfolioAccounts: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1269
- // verify required parameter 'portfolioGroupId' is not null or undefined
1270
- assertParamExists('listPortfolioAccounts', 'portfolioGroupId', portfolioGroupId)
1271
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/accounts`
1272
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1273
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1274
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1275
- let baseOptions;
1276
- if (configuration) {
1277
- baseOptions = configuration.baseOptions;
1278
- }
1279
-
1280
- const localVarRequestOptions: AxiosRequestConfig = { method: 'GET', ...baseOptions, ...options};
1281
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1282
- const localVarQueryParameter = {} as any;
1283
-
1284
- // authentication PartnerClientId required
1285
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1286
- // authentication PartnerSignature required
1287
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1288
- // authentication PartnerTimestamp required
1289
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1290
-
1291
-
1292
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1293
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1294
- requestBeforeHook({
1295
- queryParameters: localVarQueryParameter,
1296
- requestConfig: localVarRequestOptions,
1297
- path: localVarPath,
1298
- configuration
1299
- });
1300
-
1301
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1302
- return {
1303
- url: toPathString(localVarUrlObj),
1304
- options: localVarRequestOptions,
1305
- };
1306
- },
1307
- /**
1308
- *
1309
- * @summary Updates model portfolio object
1310
- * @param {string} modelPortfolioId The ID of the model portfolio to update.
1311
- * @param {ModelPortfolioDetails} modelPortfolioDetails Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
1312
- * @param {*} [options] Override http request option.
1313
- * @throws {RequiredError}
1314
- */
1315
- modifyModelPortfolioById: async (modelPortfolioId: string, modelPortfolioDetails: ModelPortfolioDetails, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1316
- // verify required parameter 'modelPortfolioId' is not null or undefined
1317
- assertParamExists('modifyModelPortfolioById', 'modelPortfolioId', modelPortfolioId)
1318
- // verify required parameter 'modelPortfolioDetails' is not null or undefined
1319
- assertParamExists('modifyModelPortfolioById', 'modelPortfolioDetails', modelPortfolioDetails)
1320
- const localVarPath = `/modelPortfolio/{modelPortfolioId}`
1321
- .replace(`{${"modelPortfolioId"}}`, encodeURIComponent(String(modelPortfolioId)));
1322
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1323
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1324
- let baseOptions;
1325
- if (configuration) {
1326
- baseOptions = configuration.baseOptions;
1327
- }
1328
-
1329
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1330
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1331
- const localVarQueryParameter = {} as any;
1332
-
1333
- // authentication PartnerClientId required
1334
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1335
- // authentication PartnerSignature required
1336
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1337
- // authentication PartnerTimestamp required
1338
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1339
-
1340
-
1341
- localVarHeaderParameter['Content-Type'] = 'application/json';
1342
-
1343
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1344
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1345
- requestBeforeHook({
1346
- requestBody: modelPortfolioDetails,
1347
- queryParameters: localVarQueryParameter,
1348
- requestConfig: localVarRequestOptions,
1349
- path: localVarPath,
1350
- configuration
1351
- });
1352
- localVarRequestOptions.data = serializeDataIfNeeded(modelPortfolioDetails, localVarRequestOptions, configuration)
1353
-
1354
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1355
- return {
1356
- url: toPathString(localVarUrlObj),
1357
- options: localVarRequestOptions,
1358
- };
1359
- },
1360
- /**
1361
- *
1362
- * @summary Update an existing target portfolio.
1363
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to update.
1364
- * @param {{ [key: string]: any; }} requestBody
1365
- * @param {*} [options] Override http request option.
1366
- * @throws {RequiredError}
1367
- */
1368
- savePortfolio: async (portfolioGroupId: string, requestBody: { [key: string]: any; }, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1369
- // verify required parameter 'portfolioGroupId' is not null or undefined
1370
- assertParamExists('savePortfolio', 'portfolioGroupId', portfolioGroupId)
1371
- // verify required parameter 'requestBody' is not null or undefined
1372
- assertParamExists('savePortfolio', 'requestBody', requestBody)
1373
- const localVarPath = `/portfolioGroups/{portfolioGroupId}`
1374
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1375
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1376
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1377
- let baseOptions;
1378
- if (configuration) {
1379
- baseOptions = configuration.baseOptions;
1380
- }
1381
-
1382
- const localVarRequestOptions: AxiosRequestConfig = { method: 'PATCH', ...baseOptions, ...options};
1383
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1384
- const localVarQueryParameter = {} as any;
1385
-
1386
- // authentication PartnerClientId required
1387
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1388
- // authentication PartnerSignature required
1389
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1390
- // authentication PartnerTimestamp required
1391
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1392
-
1393
-
1394
- localVarHeaderParameter['Content-Type'] = 'application/json';
1395
-
1396
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1397
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1398
- requestBeforeHook({
1399
- requestBody: requestBody,
1400
- queryParameters: localVarQueryParameter,
1401
- requestConfig: localVarRequestOptions,
1402
- path: localVarPath,
1403
- configuration
1404
- });
1405
- localVarRequestOptions.data = serializeDataIfNeeded(requestBody, localVarRequestOptions, configuration)
1406
-
1407
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1408
- return {
1409
- url: toPathString(localVarUrlObj),
1410
- options: localVarRequestOptions,
1411
- };
1412
- },
1413
- /**
1414
- *
1415
- * @summary Search for symbols limited to brokerages under the specified portfolio group
1416
- * @param {string} portfolioGroupId The ID of the PortfolioGroup to search under
1417
- * @param {SymbolQuery} [symbolQuery]
1418
- * @param {*} [options] Override http request option.
1419
- * @throws {RequiredError}
1420
- */
1421
- searchPortfolioSymbols: async (portfolioGroupId: string, symbolQuery?: SymbolQuery, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1422
- // verify required parameter 'portfolioGroupId' is not null or undefined
1423
- assertParamExists('searchPortfolioSymbols', 'portfolioGroupId', portfolioGroupId)
1424
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/symbols`
1425
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1426
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1427
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1428
- let baseOptions;
1429
- if (configuration) {
1430
- baseOptions = configuration.baseOptions;
1431
- }
1432
-
1433
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1434
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1435
- const localVarQueryParameter = {} as any;
1436
-
1437
- // authentication PartnerClientId required
1438
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1439
- // authentication PartnerSignature required
1440
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1441
- // authentication PartnerTimestamp required
1442
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1443
-
1444
-
1445
- localVarHeaderParameter['Content-Type'] = 'application/json';
1446
-
1447
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1448
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1449
- requestBeforeHook({
1450
- requestBody: symbolQuery,
1451
- queryParameters: localVarQueryParameter,
1452
- requestConfig: localVarRequestOptions,
1453
- path: localVarPath,
1454
- configuration
1455
- });
1456
- localVarRequestOptions.data = serializeDataIfNeeded(symbolQuery, localVarRequestOptions, configuration)
1457
-
1458
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1459
- return {
1460
- url: toPathString(localVarUrlObj),
1461
- options: localVarRequestOptions,
1462
- };
1463
- },
1464
- /**
1465
- *
1466
- * @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.
1467
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to create the target asset.
1468
- * @param {Array<TargetAsset>} [targetAsset]
1469
- * @param {*} [options] Override http request option.
1470
- * @throws {RequiredError}
1471
- */
1472
- setPortfolioTargets: async (portfolioGroupId: string, targetAsset?: Array<TargetAsset>, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1473
- // verify required parameter 'portfolioGroupId' is not null or undefined
1474
- assertParamExists('setPortfolioTargets', 'portfolioGroupId', portfolioGroupId)
1475
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets`
1476
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1477
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1478
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1479
- let baseOptions;
1480
- if (configuration) {
1481
- baseOptions = configuration.baseOptions;
1482
- }
1483
-
1484
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1485
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1486
- const localVarQueryParameter = {} as any;
1487
-
1488
- // authentication PartnerClientId required
1489
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1490
- // authentication PartnerSignature required
1491
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1492
- // authentication PartnerTimestamp required
1493
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1494
-
1495
-
1496
- localVarHeaderParameter['Content-Type'] = 'application/json';
1497
-
1498
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1499
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1500
- requestBeforeHook({
1501
- requestBody: targetAsset,
1502
- queryParameters: localVarQueryParameter,
1503
- requestConfig: localVarRequestOptions,
1504
- path: localVarPath,
1505
- configuration
1506
- });
1507
- localVarRequestOptions.data = serializeDataIfNeeded(targetAsset, localVarRequestOptions, configuration)
1508
-
1509
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1510
- return {
1511
- url: toPathString(localVarUrlObj),
1512
- options: localVarRequestOptions,
1513
- };
1514
- },
1515
- /**
1516
- *
1517
- * @summary Updates model asset class objects
1518
- * @param {string} modelAssetClassId The ID of the model asset class to update.
1519
- * @param {ModelAssetClassDetails} modelAssetClassDetails Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array
1520
- * @param {*} [options] Override http request option.
1521
- * @throws {RequiredError}
1522
- */
1523
- updateAssetClass: async (modelAssetClassId: string, modelAssetClassDetails: ModelAssetClassDetails, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1524
- // verify required parameter 'modelAssetClassId' is not null or undefined
1525
- assertParamExists('updateAssetClass', 'modelAssetClassId', modelAssetClassId)
1526
- // verify required parameter 'modelAssetClassDetails' is not null or undefined
1527
- assertParamExists('updateAssetClass', 'modelAssetClassDetails', modelAssetClassDetails)
1528
- const localVarPath = `/modelAssetClass/{modelAssetClassId}`
1529
- .replace(`{${"modelAssetClassId"}}`, encodeURIComponent(String(modelAssetClassId)));
1530
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1531
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1532
- let baseOptions;
1533
- if (configuration) {
1534
- baseOptions = configuration.baseOptions;
1535
- }
1536
-
1537
- const localVarRequestOptions: AxiosRequestConfig = { method: 'POST', ...baseOptions, ...options};
1538
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1539
- const localVarQueryParameter = {} as any;
1540
-
1541
- // authentication PartnerClientId required
1542
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1543
- // authentication PartnerSignature required
1544
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1545
- // authentication PartnerTimestamp required
1546
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1547
-
1548
-
1549
- localVarHeaderParameter['Content-Type'] = 'application/json';
1550
-
1551
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1552
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1553
- requestBeforeHook({
1554
- requestBody: modelAssetClassDetails,
1555
- queryParameters: localVarQueryParameter,
1556
- requestConfig: localVarRequestOptions,
1557
- path: localVarPath,
1558
- configuration
1559
- });
1560
- localVarRequestOptions.data = serializeDataIfNeeded(modelAssetClassDetails, localVarRequestOptions, configuration)
1561
-
1562
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1563
- return {
1564
- url: toPathString(localVarUrlObj),
1565
- options: localVarRequestOptions,
1566
- };
1567
- },
1568
- /**
1569
- *
1570
- * @summary Updates portfolio group settings
1571
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to patch the settings.
1572
- * @param {*} [options] Override http request option.
1573
- * @throws {RequiredError}
1574
- */
1575
- updatePortfolioSettings: async (portfolioGroupId: string, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1576
- // verify required parameter 'portfolioGroupId' is not null or undefined
1577
- assertParamExists('updatePortfolioSettings', 'portfolioGroupId', portfolioGroupId)
1578
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/settings`
1579
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)));
1580
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1581
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1582
- let baseOptions;
1583
- if (configuration) {
1584
- baseOptions = configuration.baseOptions;
1585
- }
1586
-
1587
- const localVarRequestOptions: AxiosRequestConfig = { method: 'PATCH', ...baseOptions, ...options};
1588
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1589
- const localVarQueryParameter = {} as any;
1590
-
1591
- // authentication PartnerClientId required
1592
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1593
- // authentication PartnerSignature required
1594
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1595
- // authentication PartnerTimestamp required
1596
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1597
-
1598
-
1599
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1600
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1601
- requestBeforeHook({
1602
- queryParameters: localVarQueryParameter,
1603
- requestConfig: localVarRequestOptions,
1604
- path: localVarPath,
1605
- configuration
1606
- });
1607
-
1608
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1609
- return {
1610
- url: toPathString(localVarUrlObj),
1611
- options: localVarRequestOptions,
1612
- };
1613
- },
1614
- /**
1615
- *
1616
- * @summary Update a TargetAsset under the specified PortfolioGroup.
1617
- * @param {string} portfolioGroupId The ID of the PortfolioGroup under which to patch the target asset.
1618
- * @param {string} targetAssetId The ID of the TargetAsset to patch.
1619
- * @param {TargetAsset} targetAsset
1620
- * @param {*} [options] Override http request option.
1621
- * @throws {RequiredError}
1622
- */
1623
- updatePortfolioTargetById: async (portfolioGroupId: string, targetAssetId: string, targetAsset: TargetAsset, options: AxiosRequestConfig = {}): Promise<RequestArgs> => {
1624
- // verify required parameter 'portfolioGroupId' is not null or undefined
1625
- assertParamExists('updatePortfolioTargetById', 'portfolioGroupId', portfolioGroupId)
1626
- // verify required parameter 'targetAssetId' is not null or undefined
1627
- assertParamExists('updatePortfolioTargetById', 'targetAssetId', targetAssetId)
1628
- // verify required parameter 'targetAsset' is not null or undefined
1629
- assertParamExists('updatePortfolioTargetById', 'targetAsset', targetAsset)
1630
- const localVarPath = `/portfolioGroups/{portfolioGroupId}/targets/{targetAssetId}`
1631
- .replace(`{${"portfolioGroupId"}}`, encodeURIComponent(String(portfolioGroupId)))
1632
- .replace(`{${"targetAssetId"}}`, encodeURIComponent(String(targetAssetId)));
1633
- // use dummy base URL string because the URL constructor only accepts absolute URLs.
1634
- const localVarUrlObj = new URL(localVarPath, DUMMY_BASE_URL);
1635
- let baseOptions;
1636
- if (configuration) {
1637
- baseOptions = configuration.baseOptions;
1638
- }
1639
-
1640
- const localVarRequestOptions: AxiosRequestConfig = { method: 'PATCH', ...baseOptions, ...options};
1641
- const localVarHeaderParameter = configuration ? { "User-Agent": configuration.userAgent } : {} as any;
1642
- const localVarQueryParameter = {} as any;
1643
-
1644
- // authentication PartnerClientId required
1645
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "clientId", configuration})
1646
- // authentication PartnerSignature required
1647
- await setApiKeyToObject({ object: localVarHeaderParameter, keyParamName: "Signature", configuration })
1648
- // authentication PartnerTimestamp required
1649
- await setApiKeyToObject({object: localVarQueryParameter, keyParamName: "timestamp", configuration})
1650
-
1651
-
1652
- localVarHeaderParameter['Content-Type'] = 'application/json';
1653
-
1654
- let headersFromBaseOptions = baseOptions && baseOptions.headers ? baseOptions.headers : {};
1655
- localVarRequestOptions.headers = {...localVarHeaderParameter, ...headersFromBaseOptions, ...options.headers};
1656
- requestBeforeHook({
1657
- requestBody: targetAsset,
1658
- queryParameters: localVarQueryParameter,
1659
- requestConfig: localVarRequestOptions,
1660
- path: localVarPath,
1661
- configuration
1662
- });
1663
- localVarRequestOptions.data = serializeDataIfNeeded(targetAsset, localVarRequestOptions, configuration)
1664
-
1665
- setSearchParams(localVarUrlObj, localVarQueryParameter);
1666
- return {
1667
- url: toPathString(localVarUrlObj),
1668
- options: localVarRequestOptions,
1669
- };
1670
- },
1671
- }
1672
- };
1673
-
1674
- /**
1675
- * PortfolioManagementApi - functional programming interface
1676
- * @export
1677
- */
1678
- export const PortfolioManagementApiFp = function(configuration?: Configuration) {
1679
- const localVarAxiosParamCreator = PortfolioManagementApiAxiosParamCreator(configuration)
1680
- return {
1681
- /**
1682
- *
1683
- * @summary Adds an asset to exclude to a portfolio group
1684
- * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
1685
- * @param {*} [options] Override http request option.
1686
- * @throws {RequiredError}
1687
- */
1688
- async addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ExcludedAsset>> {
1689
- const localVarAxiosArgs = await localVarAxiosParamCreator.addPortfolioExcludedAsset(requestParameters.portfolioGroupId, requestParameters, options);
1690
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1691
- },
1692
- /**
1693
- *
1694
- * @summary Create new portfolio group
1695
- * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
1696
- * @param {*} [options] Override http request option.
1697
- * @throws {RequiredError}
1698
- */
1699
- async create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<PortfolioGroup>>> {
1700
- const localVarAxiosArgs = await localVarAxiosParamCreator.create(requestParameters.userId, requestParameters.userSecret, requestParameters, options);
1701
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1702
- },
1703
- /**
1704
- *
1705
- * @summary Create a new model asset class
1706
- * @param {*} [options] Override http request option.
1707
- * @throws {RequiredError}
1708
- */
1709
- async createAssetClass(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelAssetClassDetails>> {
1710
- const localVarAxiosArgs = await localVarAxiosParamCreator.createAssetClass(options);
1711
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1712
- },
1713
- /**
1714
- *
1715
- * @summary Creates a new model portfolio
1716
- * @param {*} [options] Override http request option.
1717
- * @throws {RequiredError}
1718
- */
1719
- async createModelPortfolio(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelPortfolioDetails>> {
1720
- const localVarAxiosArgs = await localVarAxiosParamCreator.createModelPortfolio(options);
1721
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1722
- },
1723
- /**
1724
- *
1725
- * @summary Deletes a model asset class
1726
- * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
1727
- * @param {*} [options] Override http request option.
1728
- * @throws {RequiredError}
1729
- */
1730
- async deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
1731
- const localVarAxiosArgs = await localVarAxiosParamCreator.deleteAssetClass(requestParameters.modelAssetClassId, options);
1732
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1733
- },
1734
- /**
1735
- *
1736
- * @summary Unexclude an asset from a portfolio group
1737
- * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
1738
- * @param {*} [options] Override http request option.
1739
- * @throws {RequiredError}
1740
- */
1741
- async deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
1742
- const localVarAxiosArgs = await localVarAxiosParamCreator.deleteExcludedAsset(requestParameters.portfolioGroupId, requestParameters.symbolId, options);
1743
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1744
- },
1745
- /**
1746
- *
1747
- * @summary Deletes a model portfolio
1748
- * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
1749
- * @param {*} [options] Override http request option.
1750
- * @throws {RequiredError}
1751
- */
1752
- async deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
1753
- const localVarAxiosArgs = await localVarAxiosParamCreator.deleteModelPortfolioById(requestParameters.modelPortfolioId, options);
1754
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1755
- },
1756
- /**
1757
- *
1758
- * @summary Remove a target portfolio.
1759
- * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
1760
- * @param {*} [options] Override http request option.
1761
- * @throws {RequiredError}
1762
- */
1763
- async deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>> {
1764
- const localVarAxiosArgs = await localVarAxiosParamCreator.deletePortfoli(requestParameters.portfolioGroupId, options);
1765
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1766
- },
1767
- /**
1768
- *
1769
- * @summary Remove a TargetAsset.
1770
- * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
1771
- * @param {*} [options] Override http request option.
1772
- * @throws {RequiredError}
1773
- */
1774
- async deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>> {
1775
- const localVarAxiosArgs = await localVarAxiosParamCreator.deletePortfolioTargetById(requestParameters.portfolioGroupId, requestParameters.targetAssetId, options);
1776
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1777
- },
1778
- /**
1779
- *
1780
- * @summary Get details of a model asset class
1781
- * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
1782
- * @param {*} [options] Override http request option.
1783
- * @throws {RequiredError}
1784
- */
1785
- async detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelAssetClassDetails>> {
1786
- const localVarAxiosArgs = await localVarAxiosParamCreator.detailAssetClass(requestParameters.modelAssetClassId, options);
1787
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1788
- },
1789
- /**
1790
- *
1791
- * @summary Return an individual trade
1792
- * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
1793
- * @param {*} [options] Override http request option.
1794
- * @throws {RequiredError}
1795
- */
1796
- async getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Trade>>> {
1797
- const localVarAxiosArgs = await localVarAxiosParamCreator.getCalculatedTradeById(requestParameters.portfolioGroupId, requestParameters.calculatedTradeId, requestParameters.tradeId, options);
1798
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1799
- },
1800
- /**
1801
- *
1802
- * @summary Get details of a model portfolio
1803
- * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
1804
- * @param {*} [options] Override http request option.
1805
- * @throws {RequiredError}
1806
- */
1807
- async getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<ModelPortfolioDetails>> {
1808
- const localVarAxiosArgs = await localVarAxiosParamCreator.getModelDetailsById(requestParameters.modelPortfolioId, options);
1809
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1810
- },
1811
- /**
1812
- *
1813
- * @summary Get sum of cash balances in portfolio group
1814
- * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
1815
- * @param {*} [options] Override http request option.
1816
- * @throws {RequiredError}
1817
- */
1818
- async getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Balance>>> {
1819
- const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioBalances(requestParameters.portfolioGroupId, options);
1820
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1821
- },
1822
- /**
1823
- *
1824
- * @summary Get details of a target portfolio
1825
- * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
1826
- * @param {*} [options] Override http request option.
1827
- * @throws {RequiredError}
1828
- */
1829
- async getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>> {
1830
- const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioDetailsById(requestParameters.portfolioGroupId, options);
1831
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1832
- },
1833
- /**
1834
- *
1835
- * @summary Return a whole bunch of relevant information relating to a portfolio group.
1836
- * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
1837
- * @param {*} [options] Override http request option.
1838
- * @throws {RequiredError}
1839
- */
1840
- async getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupInfo>> {
1841
- const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioInfo(requestParameters.portfolioGroupId, options);
1842
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1843
- },
1844
- /**
1845
- *
1846
- * @summary Get total of each postions owned in portfolio group
1847
- * @param {PortfolioManagementApiGetPortfolioPositionsRequest} requestParameters Request parameters.
1848
- * @param {*} [options] Override http request option.
1849
- * @throws {RequiredError}
1850
- */
1851
- async getPortfolioPositions(requestParameters: PortfolioManagementApiGetPortfolioPositionsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<PortfolioGroupPosition>>> {
1852
- const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioPositions(requestParameters.portfolioGroupId, options);
1853
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1854
- },
1855
- /**
1856
- *
1857
- * @summary Get portfolio group settings
1858
- * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
1859
- * @param {*} [options] Override http request option.
1860
- * @throws {RequiredError}
1861
- */
1862
- async getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupSettings>> {
1863
- const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioSettings(requestParameters.portfolioGroupId, options);
1864
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1865
- },
1866
- /**
1867
- *
1868
- * @summary Get a specific target from a portfolio group
1869
- * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
1870
- * @param {*} [options] Override http request option.
1871
- * @throws {RequiredError}
1872
- */
1873
- async getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>> {
1874
- const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioTargetById(requestParameters.portfolioGroupId, requestParameters.targetAssetId, options);
1875
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1876
- },
1877
- /**
1878
- *
1879
- * @summary Get all target assets under the specified PortfolioGroup.
1880
- * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
1881
- * @param {*} [options] Override http request option.
1882
- * @throws {RequiredError}
1883
- */
1884
- async getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>> {
1885
- const localVarAxiosArgs = await localVarAxiosParamCreator.getPortfolioTargets(requestParameters.portfolioGroupId, options);
1886
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1887
- },
1888
- /**
1889
- *
1890
- * @summary Get an array of excluded assets associated with a portfolio group\\
1891
- * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
1892
- * @param {*} [options] Override http request option.
1893
- * @throws {RequiredError}
1894
- */
1895
- async getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ExcludedAsset>>> {
1896
- const localVarAxiosArgs = await localVarAxiosParamCreator.getPortoflioExcludedAssets(requestParameters.portfolioGroupId, options);
1897
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1898
- },
1899
- /**
1900
- *
1901
- * @summary Import target allocation based on portfolio group
1902
- * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
1903
- * @param {*} [options] Override http request option.
1904
- * @throws {RequiredError}
1905
- */
1906
- async importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>> {
1907
- const localVarAxiosArgs = await localVarAxiosParamCreator.importModelPortfolio(requestParameters.portfolioGroupId, options);
1908
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1909
- },
1910
- /**
1911
- *
1912
- * @summary List all portfolio groups
1913
- * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
1914
- * @param {*} [options] Override http request option.
1915
- * @throws {RequiredError}
1916
- */
1917
- async list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<PortfolioGroup>>> {
1918
- const localVarAxiosArgs = await localVarAxiosParamCreator.list(requestParameters.userId, requestParameters.userSecret, options);
1919
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1920
- },
1921
- /**
1922
- *
1923
- * @summary List of model asset class
1924
- * @param {*} [options] Override http request option.
1925
- * @throws {RequiredError}
1926
- */
1927
- async listAssetClasses(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ModelAssetClassDetails>>> {
1928
- const localVarAxiosArgs = await localVarAxiosParamCreator.listAssetClasses(options);
1929
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1930
- },
1931
- /**
1932
- *
1933
- * @summary List of trades to make to rebalance portfolio group
1934
- * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
1935
- * @param {*} [options] Override http request option.
1936
- * @throws {RequiredError}
1937
- */
1938
- async listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<CalculatedTrade>> {
1939
- const localVarAxiosArgs = await localVarAxiosParamCreator.listCalculatedTrades(requestParameters.portfolioGroupId, options);
1940
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1941
- },
1942
- /**
1943
- *
1944
- * @summary List of model portfolio
1945
- * @param {*} [options] Override http request option.
1946
- * @throws {RequiredError}
1947
- */
1948
- async listModelPortfolio(options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<ModelPortfolioDetails>>> {
1949
- const localVarAxiosArgs = await localVarAxiosParamCreator.listModelPortfolio(options);
1950
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1951
- },
1952
- /**
1953
- *
1954
- * @summary Get all accounts associated with a portfolio group
1955
- * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
1956
- * @param {*} [options] Override http request option.
1957
- * @throws {RequiredError}
1958
- */
1959
- async listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Account>>> {
1960
- const localVarAxiosArgs = await localVarAxiosParamCreator.listPortfolioAccounts(requestParameters.portfolioGroupId, options);
1961
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1962
- },
1963
- /**
1964
- *
1965
- * @summary Updates model portfolio object
1966
- * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
1967
- * @param {*} [options] Override http request option.
1968
- * @throws {RequiredError}
1969
- */
1970
- async modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
1971
- const localVarAxiosArgs = await localVarAxiosParamCreator.modifyModelPortfolioById(requestParameters.modelPortfolioId, requestParameters, options);
1972
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1973
- },
1974
- /**
1975
- *
1976
- * @summary Update an existing target portfolio.
1977
- * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
1978
- * @param {*} [options] Override http request option.
1979
- * @throws {RequiredError}
1980
- */
1981
- async savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroup>> {
1982
- const localVarAxiosArgs = await localVarAxiosParamCreator.savePortfolio(requestParameters.portfolioGroupId, requestParameters, options);
1983
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1984
- },
1985
- /**
1986
- *
1987
- * @summary Search for symbols limited to brokerages under the specified portfolio group
1988
- * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
1989
- * @param {*} [options] Override http request option.
1990
- * @throws {RequiredError}
1991
- */
1992
- async searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<UniversalSymbol>>> {
1993
- const localVarAxiosArgs = await localVarAxiosParamCreator.searchPortfolioSymbols(requestParameters.portfolioGroupId, requestParameters, options);
1994
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
1995
- },
1996
- /**
1997
- *
1998
- * @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.
1999
- * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
2000
- * @param {*} [options] Override http request option.
2001
- * @throws {RequiredError}
2002
- */
2003
- async setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<TargetAsset>>> {
2004
- const localVarAxiosArgs = await localVarAxiosParamCreator.setPortfolioTargets(requestParameters.portfolioGroupId, requestParameters.requestBody, options);
2005
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2006
- },
2007
- /**
2008
- *
2009
- * @summary Updates model asset class objects
2010
- * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
2011
- * @param {*} [options] Override http request option.
2012
- * @throws {RequiredError}
2013
- */
2014
- async updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<void>> {
2015
- const localVarAxiosArgs = await localVarAxiosParamCreator.updateAssetClass(requestParameters.modelAssetClassId, requestParameters, options);
2016
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2017
- },
2018
- /**
2019
- *
2020
- * @summary Updates portfolio group settings
2021
- * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
2022
- * @param {*} [options] Override http request option.
2023
- * @throws {RequiredError}
2024
- */
2025
- async updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<PortfolioGroupSettings>> {
2026
- const localVarAxiosArgs = await localVarAxiosParamCreator.updatePortfolioSettings(requestParameters.portfolioGroupId, options);
2027
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2028
- },
2029
- /**
2030
- *
2031
- * @summary Update a TargetAsset under the specified PortfolioGroup.
2032
- * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
2033
- * @param {*} [options] Override http request option.
2034
- * @throws {RequiredError}
2035
- */
2036
- async updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<TargetAsset>> {
2037
- const localVarAxiosArgs = await localVarAxiosParamCreator.updatePortfolioTargetById(requestParameters.portfolioGroupId, requestParameters.targetAssetId, requestParameters, options);
2038
- return createRequestFunction(localVarAxiosArgs, globalAxios, BASE_PATH, configuration);
2039
- },
2040
- }
2041
- };
2042
-
2043
- /**
2044
- * PortfolioManagementApi - factory interface
2045
- * @export
2046
- */
2047
- export const PortfolioManagementApiFactory = function (configuration?: Configuration, basePath?: string, axios?: AxiosInstance) {
2048
- const localVarFp = PortfolioManagementApiFp(configuration)
2049
- return {
2050
- /**
2051
- *
2052
- * @summary Adds an asset to exclude to a portfolio group
2053
- * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
2054
- * @param {*} [options] Override http request option.
2055
- * @throws {RequiredError}
2056
- */
2057
- addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig): AxiosPromise<ExcludedAsset> {
2058
- return localVarFp.addPortfolioExcludedAsset(requestParameters, options).then((request) => request(axios, basePath));
2059
- },
2060
- /**
2061
- *
2062
- * @summary Create new portfolio group
2063
- * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
2064
- * @param {*} [options] Override http request option.
2065
- * @throws {RequiredError}
2066
- */
2067
- create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig): AxiosPromise<Array<PortfolioGroup>> {
2068
- return localVarFp.create(requestParameters, options).then((request) => request(axios, basePath));
2069
- },
2070
- /**
2071
- *
2072
- * @summary Create a new model asset class
2073
- * @param {*} [options] Override http request option.
2074
- * @throws {RequiredError}
2075
- */
2076
- createAssetClass(options?: AxiosRequestConfig): AxiosPromise<ModelAssetClassDetails> {
2077
- return localVarFp.createAssetClass(options).then((request) => request(axios, basePath));
2078
- },
2079
- /**
2080
- *
2081
- * @summary Creates a new model portfolio
2082
- * @param {*} [options] Override http request option.
2083
- * @throws {RequiredError}
2084
- */
2085
- createModelPortfolio(options?: AxiosRequestConfig): AxiosPromise<ModelPortfolioDetails> {
2086
- return localVarFp.createModelPortfolio(options).then((request) => request(axios, basePath));
2087
- },
2088
- /**
2089
- *
2090
- * @summary Deletes a model asset class
2091
- * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
2092
- * @param {*} [options] Override http request option.
2093
- * @throws {RequiredError}
2094
- */
2095
- deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2096
- return localVarFp.deleteAssetClass(requestParameters, options).then((request) => request(axios, basePath));
2097
- },
2098
- /**
2099
- *
2100
- * @summary Unexclude an asset from a portfolio group
2101
- * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
2102
- * @param {*} [options] Override http request option.
2103
- * @throws {RequiredError}
2104
- */
2105
- deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2106
- return localVarFp.deleteExcludedAsset(requestParameters, options).then((request) => request(axios, basePath));
2107
- },
2108
- /**
2109
- *
2110
- * @summary Deletes a model portfolio
2111
- * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
2112
- * @param {*} [options] Override http request option.
2113
- * @throws {RequiredError}
2114
- */
2115
- deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2116
- return localVarFp.deleteModelPortfolioById(requestParameters, options).then((request) => request(axios, basePath));
2117
- },
2118
- /**
2119
- *
2120
- * @summary Remove a target portfolio.
2121
- * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
2122
- * @param {*} [options] Override http request option.
2123
- * @throws {RequiredError}
2124
- */
2125
- deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup> {
2126
- return localVarFp.deletePortfoli(requestParameters, options).then((request) => request(axios, basePath));
2127
- },
2128
- /**
2129
- *
2130
- * @summary Remove a TargetAsset.
2131
- * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
2132
- * @param {*} [options] Override http request option.
2133
- * @throws {RequiredError}
2134
- */
2135
- deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset> {
2136
- return localVarFp.deletePortfolioTargetById(requestParameters, options).then((request) => request(axios, basePath));
2137
- },
2138
- /**
2139
- *
2140
- * @summary Get details of a model asset class
2141
- * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
2142
- * @param {*} [options] Override http request option.
2143
- * @throws {RequiredError}
2144
- */
2145
- detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<ModelAssetClassDetails> {
2146
- return localVarFp.detailAssetClass(requestParameters, options).then((request) => request(axios, basePath));
2147
- },
2148
- /**
2149
- *
2150
- * @summary Return an individual trade
2151
- * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
2152
- * @param {*} [options] Override http request option.
2153
- * @throws {RequiredError}
2154
- */
2155
- getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Trade>> {
2156
- return localVarFp.getCalculatedTradeById(requestParameters, options).then((request) => request(axios, basePath));
2157
- },
2158
- /**
2159
- *
2160
- * @summary Get details of a model portfolio
2161
- * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
2162
- * @param {*} [options] Override http request option.
2163
- * @throws {RequiredError}
2164
- */
2165
- getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig): AxiosPromise<ModelPortfolioDetails> {
2166
- return localVarFp.getModelDetailsById(requestParameters, options).then((request) => request(axios, basePath));
2167
- },
2168
- /**
2169
- *
2170
- * @summary Get sum of cash balances in portfolio group
2171
- * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
2172
- * @param {*} [options] Override http request option.
2173
- * @throws {RequiredError}
2174
- */
2175
- getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Balance>> {
2176
- return localVarFp.getPortfolioBalances(requestParameters, options).then((request) => request(axios, basePath));
2177
- },
2178
- /**
2179
- *
2180
- * @summary Get details of a target portfolio
2181
- * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
2182
- * @param {*} [options] Override http request option.
2183
- * @throws {RequiredError}
2184
- */
2185
- getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup> {
2186
- return localVarFp.getPortfolioDetailsById(requestParameters, options).then((request) => request(axios, basePath));
2187
- },
2188
- /**
2189
- *
2190
- * @summary Return a whole bunch of relevant information relating to a portfolio group.
2191
- * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
2192
- * @param {*} [options] Override http request option.
2193
- * @throws {RequiredError}
2194
- */
2195
- getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupInfo> {
2196
- return localVarFp.getPortfolioInfo(requestParameters, options).then((request) => request(axios, basePath));
2197
- },
2198
- /**
2199
- *
2200
- * @summary Get total of each postions owned in portfolio group
2201
- * @param {PortfolioManagementApiGetPortfolioPositionsRequest} requestParameters Request parameters.
2202
- * @param {*} [options] Override http request option.
2203
- * @throws {RequiredError}
2204
- */
2205
- getPortfolioPositions(requestParameters: PortfolioManagementApiGetPortfolioPositionsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<PortfolioGroupPosition>> {
2206
- return localVarFp.getPortfolioPositions(requestParameters, options).then((request) => request(axios, basePath));
2207
- },
2208
- /**
2209
- *
2210
- * @summary Get portfolio group settings
2211
- * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
2212
- * @param {*} [options] Override http request option.
2213
- * @throws {RequiredError}
2214
- */
2215
- getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupSettings> {
2216
- return localVarFp.getPortfolioSettings(requestParameters, options).then((request) => request(axios, basePath));
2217
- },
2218
- /**
2219
- *
2220
- * @summary Get a specific target from a portfolio group
2221
- * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
2222
- * @param {*} [options] Override http request option.
2223
- * @throws {RequiredError}
2224
- */
2225
- getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset> {
2226
- return localVarFp.getPortfolioTargetById(requestParameters, options).then((request) => request(axios, basePath));
2227
- },
2228
- /**
2229
- *
2230
- * @summary Get all target assets under the specified PortfolioGroup.
2231
- * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
2232
- * @param {*} [options] Override http request option.
2233
- * @throws {RequiredError}
2234
- */
2235
- getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>> {
2236
- return localVarFp.getPortfolioTargets(requestParameters, options).then((request) => request(axios, basePath));
2237
- },
2238
- /**
2239
- *
2240
- * @summary Get an array of excluded assets associated with a portfolio group\\
2241
- * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
2242
- * @param {*} [options] Override http request option.
2243
- * @throws {RequiredError}
2244
- */
2245
- getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<ExcludedAsset>> {
2246
- return localVarFp.getPortoflioExcludedAssets(requestParameters, options).then((request) => request(axios, basePath));
2247
- },
2248
- /**
2249
- *
2250
- * @summary Import target allocation based on portfolio group
2251
- * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
2252
- * @param {*} [options] Override http request option.
2253
- * @throws {RequiredError}
2254
- */
2255
- importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>> {
2256
- return localVarFp.importModelPortfolio(requestParameters, options).then((request) => request(axios, basePath));
2257
- },
2258
- /**
2259
- *
2260
- * @summary List all portfolio groups
2261
- * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
2262
- * @param {*} [options] Override http request option.
2263
- * @throws {RequiredError}
2264
- */
2265
- list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig): AxiosPromise<Array<PortfolioGroup>> {
2266
- return localVarFp.list(requestParameters, options).then((request) => request(axios, basePath));
2267
- },
2268
- /**
2269
- *
2270
- * @summary List of model asset class
2271
- * @param {*} [options] Override http request option.
2272
- * @throws {RequiredError}
2273
- */
2274
- listAssetClasses(options?: AxiosRequestConfig): AxiosPromise<Array<ModelAssetClassDetails>> {
2275
- return localVarFp.listAssetClasses(options).then((request) => request(axios, basePath));
2276
- },
2277
- /**
2278
- *
2279
- * @summary List of trades to make to rebalance portfolio group
2280
- * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
2281
- * @param {*} [options] Override http request option.
2282
- * @throws {RequiredError}
2283
- */
2284
- listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig): AxiosPromise<CalculatedTrade> {
2285
- return localVarFp.listCalculatedTrades(requestParameters, options).then((request) => request(axios, basePath));
2286
- },
2287
- /**
2288
- *
2289
- * @summary List of model portfolio
2290
- * @param {*} [options] Override http request option.
2291
- * @throws {RequiredError}
2292
- */
2293
- listModelPortfolio(options?: AxiosRequestConfig): AxiosPromise<Array<ModelPortfolioDetails>> {
2294
- return localVarFp.listModelPortfolio(options).then((request) => request(axios, basePath));
2295
- },
2296
- /**
2297
- *
2298
- * @summary Get all accounts associated with a portfolio group
2299
- * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
2300
- * @param {*} [options] Override http request option.
2301
- * @throws {RequiredError}
2302
- */
2303
- listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Account>> {
2304
- return localVarFp.listPortfolioAccounts(requestParameters, options).then((request) => request(axios, basePath));
2305
- },
2306
- /**
2307
- *
2308
- * @summary Updates model portfolio object
2309
- * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
2310
- * @param {*} [options] Override http request option.
2311
- * @throws {RequiredError}
2312
- */
2313
- modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2314
- return localVarFp.modifyModelPortfolioById(requestParameters, options).then((request) => request(axios, basePath));
2315
- },
2316
- /**
2317
- *
2318
- * @summary Update an existing target portfolio.
2319
- * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
2320
- * @param {*} [options] Override http request option.
2321
- * @throws {RequiredError}
2322
- */
2323
- savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroup> {
2324
- return localVarFp.savePortfolio(requestParameters, options).then((request) => request(axios, basePath));
2325
- },
2326
- /**
2327
- *
2328
- * @summary Search for symbols limited to brokerages under the specified portfolio group
2329
- * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
2330
- * @param {*} [options] Override http request option.
2331
- * @throws {RequiredError}
2332
- */
2333
- searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<UniversalSymbol>> {
2334
- return localVarFp.searchPortfolioSymbols(requestParameters, options).then((request) => request(axios, basePath));
2335
- },
2336
- /**
2337
- *
2338
- * @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.
2339
- * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
2340
- * @param {*} [options] Override http request option.
2341
- * @throws {RequiredError}
2342
- */
2343
- setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<TargetAsset>> {
2344
- return localVarFp.setPortfolioTargets(requestParameters, options).then((request) => request(axios, basePath));
2345
- },
2346
- /**
2347
- *
2348
- * @summary Updates model asset class objects
2349
- * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
2350
- * @param {*} [options] Override http request option.
2351
- * @throws {RequiredError}
2352
- */
2353
- updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig): AxiosPromise<void> {
2354
- return localVarFp.updateAssetClass(requestParameters, options).then((request) => request(axios, basePath));
2355
- },
2356
- /**
2357
- *
2358
- * @summary Updates portfolio group settings
2359
- * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
2360
- * @param {*} [options] Override http request option.
2361
- * @throws {RequiredError}
2362
- */
2363
- updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig): AxiosPromise<PortfolioGroupSettings> {
2364
- return localVarFp.updatePortfolioSettings(requestParameters, options).then((request) => request(axios, basePath));
2365
- },
2366
- /**
2367
- *
2368
- * @summary Update a TargetAsset under the specified PortfolioGroup.
2369
- * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
2370
- * @param {*} [options] Override http request option.
2371
- * @throws {RequiredError}
2372
- */
2373
- updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig): AxiosPromise<TargetAsset> {
2374
- return localVarFp.updatePortfolioTargetById(requestParameters, options).then((request) => request(axios, basePath));
2375
- },
2376
- };
2377
- };
2378
-
2379
- /**
2380
- * Request parameters for addPortfolioExcludedAsset operation in PortfolioManagementApi.
2381
- * @export
2382
- * @interface PortfolioManagementApiAddPortfolioExcludedAssetRequest
2383
- */
2384
- export type PortfolioManagementApiAddPortfolioExcludedAssetRequest = {
2385
-
2386
- /**
2387
- * The ID of the PortfolioGroup under which to exclude an asset.
2388
- * @type {string}
2389
- * @memberof PortfolioManagementApiAddPortfolioExcludedAsset
2390
- */
2391
- readonly portfolioGroupId: string
2392
-
2393
- } & UniversalSymbol
2394
-
2395
- /**
2396
- * Request parameters for create operation in PortfolioManagementApi.
2397
- * @export
2398
- * @interface PortfolioManagementApiCreateRequest
2399
- */
2400
- export type PortfolioManagementApiCreateRequest = {
2401
-
2402
- /**
2403
- *
2404
- * @type {string}
2405
- * @memberof PortfolioManagementApiCreate
2406
- */
2407
- readonly userId: string
2408
-
2409
- /**
2410
- *
2411
- * @type {string}
2412
- * @memberof PortfolioManagementApiCreate
2413
- */
2414
- readonly userSecret: string
2415
-
2416
- } & { [key: string]: any; }
2417
-
2418
- /**
2419
- * Request parameters for deleteAssetClass operation in PortfolioManagementApi.
2420
- * @export
2421
- * @interface PortfolioManagementApiDeleteAssetClassRequest
2422
- */
2423
- export type PortfolioManagementApiDeleteAssetClassRequest = {
2424
-
2425
- /**
2426
- * The ID of the model asset class to delete.
2427
- * @type {string}
2428
- * @memberof PortfolioManagementApiDeleteAssetClass
2429
- */
2430
- readonly modelAssetClassId: string
2431
-
2432
- }
2433
-
2434
- /**
2435
- * Request parameters for deleteExcludedAsset operation in PortfolioManagementApi.
2436
- * @export
2437
- * @interface PortfolioManagementApiDeleteExcludedAssetRequest
2438
- */
2439
- export type PortfolioManagementApiDeleteExcludedAssetRequest = {
2440
-
2441
- /**
2442
- * The ID of the PortfolioGroup under which to unexclude an asset.
2443
- * @type {string}
2444
- * @memberof PortfolioManagementApiDeleteExcludedAsset
2445
- */
2446
- readonly portfolioGroupId: string
2447
-
2448
- /**
2449
- * The ID of the excluded asset Symbol to delete.
2450
- * @type {string}
2451
- * @memberof PortfolioManagementApiDeleteExcludedAsset
2452
- */
2453
- readonly symbolId: string
2454
-
2455
- }
2456
-
2457
- /**
2458
- * Request parameters for deleteModelPortfolioById operation in PortfolioManagementApi.
2459
- * @export
2460
- * @interface PortfolioManagementApiDeleteModelPortfolioByIdRequest
2461
- */
2462
- export type PortfolioManagementApiDeleteModelPortfolioByIdRequest = {
2463
-
2464
- /**
2465
- * The ID of the model portfolio to delete.
2466
- * @type {string}
2467
- * @memberof PortfolioManagementApiDeleteModelPortfolioById
2468
- */
2469
- readonly modelPortfolioId: string
2470
-
2471
- }
2472
-
2473
- /**
2474
- * Request parameters for deletePortfoli operation in PortfolioManagementApi.
2475
- * @export
2476
- * @interface PortfolioManagementApiDeletePortfoliRequest
2477
- */
2478
- export type PortfolioManagementApiDeletePortfoliRequest = {
2479
-
2480
- /**
2481
- * The ID of the PortfolioGroup to delete.
2482
- * @type {string}
2483
- * @memberof PortfolioManagementApiDeletePortfoli
2484
- */
2485
- readonly portfolioGroupId: string
2486
-
2487
- }
2488
-
2489
- /**
2490
- * Request parameters for deletePortfolioTargetById operation in PortfolioManagementApi.
2491
- * @export
2492
- * @interface PortfolioManagementApiDeletePortfolioTargetByIdRequest
2493
- */
2494
- export type PortfolioManagementApiDeletePortfolioTargetByIdRequest = {
2495
-
2496
- /**
2497
- * The ID of the PortfolioGroup under which to remove the target asset.
2498
- * @type {string}
2499
- * @memberof PortfolioManagementApiDeletePortfolioTargetById
2500
- */
2501
- readonly portfolioGroupId: string
2502
-
2503
- /**
2504
- * The ID of the TargetAsset to delete.
2505
- * @type {string}
2506
- * @memberof PortfolioManagementApiDeletePortfolioTargetById
2507
- */
2508
- readonly targetAssetId: string
2509
-
2510
- }
2511
-
2512
- /**
2513
- * Request parameters for detailAssetClass operation in PortfolioManagementApi.
2514
- * @export
2515
- * @interface PortfolioManagementApiDetailAssetClassRequest
2516
- */
2517
- export type PortfolioManagementApiDetailAssetClassRequest = {
2518
-
2519
- /**
2520
- * The ID of the model asset class to get.
2521
- * @type {string}
2522
- * @memberof PortfolioManagementApiDetailAssetClass
2523
- */
2524
- readonly modelAssetClassId: string
2525
-
2526
- }
2527
-
2528
- /**
2529
- * Request parameters for getCalculatedTradeById operation in PortfolioManagementApi.
2530
- * @export
2531
- * @interface PortfolioManagementApiGetCalculatedTradeByIdRequest
2532
- */
2533
- export type PortfolioManagementApiGetCalculatedTradeByIdRequest = {
2534
-
2535
- /**
2536
- * The ID of the PortfolioGroup to perform rebalancing calculations
2537
- * @type {string}
2538
- * @memberof PortfolioManagementApiGetCalculatedTradeById
2539
- */
2540
- readonly portfolioGroupId: string
2541
-
2542
- /**
2543
- * The ID of calculated trade to get account impact
2544
- * @type {string}
2545
- * @memberof PortfolioManagementApiGetCalculatedTradeById
2546
- */
2547
- readonly calculatedTradeId: string
2548
-
2549
- /**
2550
- * The ID of trade object
2551
- * @type {string}
2552
- * @memberof PortfolioManagementApiGetCalculatedTradeById
2553
- */
2554
- readonly tradeId: string
2555
-
2556
- }
2557
-
2558
- /**
2559
- * Request parameters for getModelDetailsById operation in PortfolioManagementApi.
2560
- * @export
2561
- * @interface PortfolioManagementApiGetModelDetailsByIdRequest
2562
- */
2563
- export type PortfolioManagementApiGetModelDetailsByIdRequest = {
2564
-
2565
- /**
2566
- * The ID of the model portfolio to get.
2567
- * @type {string}
2568
- * @memberof PortfolioManagementApiGetModelDetailsById
2569
- */
2570
- readonly modelPortfolioId: string
2571
-
2572
- }
2573
-
2574
- /**
2575
- * Request parameters for getPortfolioBalances operation in PortfolioManagementApi.
2576
- * @export
2577
- * @interface PortfolioManagementApiGetPortfolioBalancesRequest
2578
- */
2579
- export type PortfolioManagementApiGetPortfolioBalancesRequest = {
2580
-
2581
- /**
2582
- * The ID of the PortfolioGroup under which to create the target asset.
2583
- * @type {string}
2584
- * @memberof PortfolioManagementApiGetPortfolioBalances
2585
- */
2586
- readonly portfolioGroupId: string
2587
-
2588
- }
2589
-
2590
- /**
2591
- * Request parameters for getPortfolioDetailsById operation in PortfolioManagementApi.
2592
- * @export
2593
- * @interface PortfolioManagementApiGetPortfolioDetailsByIdRequest
2594
- */
2595
- export type PortfolioManagementApiGetPortfolioDetailsByIdRequest = {
2596
-
2597
- /**
2598
- * The ID of the PortfolioGroup to get.
2599
- * @type {string}
2600
- * @memberof PortfolioManagementApiGetPortfolioDetailsById
2601
- */
2602
- readonly portfolioGroupId: string
2603
-
2604
- }
2605
-
2606
- /**
2607
- * Request parameters for getPortfolioInfo operation in PortfolioManagementApi.
2608
- * @export
2609
- * @interface PortfolioManagementApiGetPortfolioInfoRequest
2610
- */
2611
- export type PortfolioManagementApiGetPortfolioInfoRequest = {
2612
-
2613
- /**
2614
- * The ID of the PortfolioGroup under which to create the target asset.
2615
- * @type {string}
2616
- * @memberof PortfolioManagementApiGetPortfolioInfo
2617
- */
2618
- readonly portfolioGroupId: string
2619
-
2620
- }
2621
-
2622
- /**
2623
- * Request parameters for getPortfolioPositions operation in PortfolioManagementApi.
2624
- * @export
2625
- * @interface PortfolioManagementApiGetPortfolioPositionsRequest
2626
- */
2627
- export type PortfolioManagementApiGetPortfolioPositionsRequest = {
2628
-
2629
- /**
2630
- * The ID of the PortfolioGroup under which to create the target asset.
2631
- * @type {string}
2632
- * @memberof PortfolioManagementApiGetPortfolioPositions
2633
- */
2634
- readonly portfolioGroupId: string
2635
-
2636
- }
2637
-
2638
- /**
2639
- * Request parameters for getPortfolioSettings operation in PortfolioManagementApi.
2640
- * @export
2641
- * @interface PortfolioManagementApiGetPortfolioSettingsRequest
2642
- */
2643
- export type PortfolioManagementApiGetPortfolioSettingsRequest = {
2644
-
2645
- /**
2646
- * The ID of the PortfolioGroup under which to get the settings.
2647
- * @type {string}
2648
- * @memberof PortfolioManagementApiGetPortfolioSettings
2649
- */
2650
- readonly portfolioGroupId: string
2651
-
2652
- }
2653
-
2654
- /**
2655
- * Request parameters for getPortfolioTargetById operation in PortfolioManagementApi.
2656
- * @export
2657
- * @interface PortfolioManagementApiGetPortfolioTargetByIdRequest
2658
- */
2659
- export type PortfolioManagementApiGetPortfolioTargetByIdRequest = {
2660
-
2661
- /**
2662
- * The ID of the PortfolioGroup under which to get the target asset.
2663
- * @type {string}
2664
- * @memberof PortfolioManagementApiGetPortfolioTargetById
2665
- */
2666
- readonly portfolioGroupId: string
2667
-
2668
- /**
2669
- * The ID of the TargetAsset to get.
2670
- * @type {string}
2671
- * @memberof PortfolioManagementApiGetPortfolioTargetById
2672
- */
2673
- readonly targetAssetId: string
2674
-
2675
- }
2676
-
2677
- /**
2678
- * Request parameters for getPortfolioTargets operation in PortfolioManagementApi.
2679
- * @export
2680
- * @interface PortfolioManagementApiGetPortfolioTargetsRequest
2681
- */
2682
- export type PortfolioManagementApiGetPortfolioTargetsRequest = {
2683
-
2684
- /**
2685
- * The ID of the PortfolioGroup under which to create the target asset.
2686
- * @type {string}
2687
- * @memberof PortfolioManagementApiGetPortfolioTargets
2688
- */
2689
- readonly portfolioGroupId: string
2690
-
2691
- }
2692
-
2693
- /**
2694
- * Request parameters for getPortoflioExcludedAssets operation in PortfolioManagementApi.
2695
- * @export
2696
- * @interface PortfolioManagementApiGetPortoflioExcludedAssetsRequest
2697
- */
2698
- export type PortfolioManagementApiGetPortoflioExcludedAssetsRequest = {
2699
-
2700
- /**
2701
- * The ID of the PortfolioGroup under which the excluded assets are linked.
2702
- * @type {string}
2703
- * @memberof PortfolioManagementApiGetPortoflioExcludedAssets
2704
- */
2705
- readonly portfolioGroupId: string
2706
-
2707
- }
2708
-
2709
- /**
2710
- * Request parameters for importModelPortfolio operation in PortfolioManagementApi.
2711
- * @export
2712
- * @interface PortfolioManagementApiImportModelPortfolioRequest
2713
- */
2714
- export type PortfolioManagementApiImportModelPortfolioRequest = {
2715
-
2716
- /**
2717
- * The ID of the PortfolioGroup under which to create the target asset.
2718
- * @type {string}
2719
- * @memberof PortfolioManagementApiImportModelPortfolio
2720
- */
2721
- readonly portfolioGroupId: string
2722
-
2723
- }
2724
-
2725
- /**
2726
- * Request parameters for list operation in PortfolioManagementApi.
2727
- * @export
2728
- * @interface PortfolioManagementApiListRequest
2729
- */
2730
- export type PortfolioManagementApiListRequest = {
2731
-
2732
- /**
2733
- *
2734
- * @type {string}
2735
- * @memberof PortfolioManagementApiList
2736
- */
2737
- readonly userId: string
2738
-
2739
- /**
2740
- *
2741
- * @type {string}
2742
- * @memberof PortfolioManagementApiList
2743
- */
2744
- readonly userSecret: string
2745
-
2746
- }
2747
-
2748
- /**
2749
- * Request parameters for listCalculatedTrades operation in PortfolioManagementApi.
2750
- * @export
2751
- * @interface PortfolioManagementApiListCalculatedTradesRequest
2752
- */
2753
- export type PortfolioManagementApiListCalculatedTradesRequest = {
2754
-
2755
- /**
2756
- * The ID of the PortfolioGroup to perform rebalancing calculations
2757
- * @type {string}
2758
- * @memberof PortfolioManagementApiListCalculatedTrades
2759
- */
2760
- readonly portfolioGroupId: string
2761
-
2762
- }
2763
-
2764
- /**
2765
- * Request parameters for listPortfolioAccounts operation in PortfolioManagementApi.
2766
- * @export
2767
- * @interface PortfolioManagementApiListPortfolioAccountsRequest
2768
- */
2769
- export type PortfolioManagementApiListPortfolioAccountsRequest = {
2770
-
2771
- /**
2772
- * The ID of the PortfolioGroup under which the accounts are linked.
2773
- * @type {string}
2774
- * @memberof PortfolioManagementApiListPortfolioAccounts
2775
- */
2776
- readonly portfolioGroupId: string
2777
-
2778
- }
2779
-
2780
- /**
2781
- * Request parameters for modifyModelPortfolioById operation in PortfolioManagementApi.
2782
- * @export
2783
- * @interface PortfolioManagementApiModifyModelPortfolioByIdRequest
2784
- */
2785
- export type PortfolioManagementApiModifyModelPortfolioByIdRequest = {
2786
-
2787
- /**
2788
- * The ID of the model portfolio to update.
2789
- * @type {string}
2790
- * @memberof PortfolioManagementApiModifyModelPortfolioById
2791
- */
2792
- readonly modelPortfolioId: string
2793
-
2794
- } & ModelPortfolioDetails
2795
-
2796
- /**
2797
- * Request parameters for savePortfolio operation in PortfolioManagementApi.
2798
- * @export
2799
- * @interface PortfolioManagementApiSavePortfolioRequest
2800
- */
2801
- export type PortfolioManagementApiSavePortfolioRequest = {
2802
-
2803
- /**
2804
- * The ID of the PortfolioGroup to update.
2805
- * @type {string}
2806
- * @memberof PortfolioManagementApiSavePortfolio
2807
- */
2808
- readonly portfolioGroupId: string
2809
-
2810
- } & { [key: string]: any; }
2811
-
2812
- /**
2813
- * Request parameters for searchPortfolioSymbols operation in PortfolioManagementApi.
2814
- * @export
2815
- * @interface PortfolioManagementApiSearchPortfolioSymbolsRequest
2816
- */
2817
- export type PortfolioManagementApiSearchPortfolioSymbolsRequest = {
2818
-
2819
- /**
2820
- * The ID of the PortfolioGroup to search under
2821
- * @type {string}
2822
- * @memberof PortfolioManagementApiSearchPortfolioSymbols
2823
- */
2824
- readonly portfolioGroupId: string
2825
-
2826
- } & SymbolQuery
2827
-
2828
- /**
2829
- * Request parameters for setPortfolioTargets operation in PortfolioManagementApi.
2830
- * @export
2831
- * @interface PortfolioManagementApiSetPortfolioTargetsRequest
2832
- */
2833
- export type PortfolioManagementApiSetPortfolioTargetsRequest = {
2834
- /**
2835
- * The ID of the PortfolioGroup under which to create the target asset.
2836
- * @type {string}
2837
- * @memberof PortfolioManagementApiSetPortfolioTargets
2838
- */
2839
- readonly portfolioGroupId: string
2840
- /**
2841
- *
2842
- * @type {Array<TargetAsset>}
2843
- * @memberof PortfolioManagementApiSetPortfolioTargets
2844
- */
2845
- readonly requestBody?: Array<TargetAsset>
2846
- }
2847
-
2848
- /**
2849
- * Request parameters for updateAssetClass operation in PortfolioManagementApi.
2850
- * @export
2851
- * @interface PortfolioManagementApiUpdateAssetClassRequest
2852
- */
2853
- export type PortfolioManagementApiUpdateAssetClassRequest = {
2854
-
2855
- /**
2856
- * The ID of the model asset class to update.
2857
- * @type {string}
2858
- * @memberof PortfolioManagementApiUpdateAssetClass
2859
- */
2860
- readonly modelAssetClassId: string
2861
-
2862
- } & ModelAssetClassDetails
2863
-
2864
- /**
2865
- * Request parameters for updatePortfolioSettings operation in PortfolioManagementApi.
2866
- * @export
2867
- * @interface PortfolioManagementApiUpdatePortfolioSettingsRequest
2868
- */
2869
- export type PortfolioManagementApiUpdatePortfolioSettingsRequest = {
2870
-
2871
- /**
2872
- * The ID of the PortfolioGroup under which to patch the settings.
2873
- * @type {string}
2874
- * @memberof PortfolioManagementApiUpdatePortfolioSettings
2875
- */
2876
- readonly portfolioGroupId: string
2877
-
2878
- }
2879
-
2880
- /**
2881
- * Request parameters for updatePortfolioTargetById operation in PortfolioManagementApi.
2882
- * @export
2883
- * @interface PortfolioManagementApiUpdatePortfolioTargetByIdRequest
2884
- */
2885
- export type PortfolioManagementApiUpdatePortfolioTargetByIdRequest = {
2886
-
2887
- /**
2888
- * The ID of the PortfolioGroup under which to patch the target asset.
2889
- * @type {string}
2890
- * @memberof PortfolioManagementApiUpdatePortfolioTargetById
2891
- */
2892
- readonly portfolioGroupId: string
2893
-
2894
- /**
2895
- * The ID of the TargetAsset to patch.
2896
- * @type {string}
2897
- * @memberof PortfolioManagementApiUpdatePortfolioTargetById
2898
- */
2899
- readonly targetAssetId: string
2900
-
2901
- } & TargetAsset
2902
-
2903
- /**
2904
- * PortfolioManagementApi - object-oriented interface
2905
- * @export
2906
- * @class PortfolioManagementApi
2907
- * @extends {BaseAPI}
2908
- */
2909
- export class PortfolioManagementApi extends PortfolioManagementApiCustom {
2910
- /**
2911
- *
2912
- * @summary Adds an asset to exclude to a portfolio group
2913
- * @param {PortfolioManagementApiAddPortfolioExcludedAssetRequest} requestParameters Request parameters.
2914
- * @param {*} [options] Override http request option.
2915
- * @throws {RequiredError}
2916
- * @memberof PortfolioManagementApi
2917
- */
2918
- public addPortfolioExcludedAsset(requestParameters: PortfolioManagementApiAddPortfolioExcludedAssetRequest, options?: AxiosRequestConfig) {
2919
- return PortfolioManagementApiFp(this.configuration).addPortfolioExcludedAsset(requestParameters, options).then((request) => request(this.axios, this.basePath));
2920
- }
2921
-
2922
- /**
2923
- *
2924
- * @summary Create new portfolio group
2925
- * @param {PortfolioManagementApiCreateRequest} requestParameters Request parameters.
2926
- * @param {*} [options] Override http request option.
2927
- * @throws {RequiredError}
2928
- * @memberof PortfolioManagementApi
2929
- */
2930
- public create(requestParameters: PortfolioManagementApiCreateRequest, options?: AxiosRequestConfig) {
2931
- return PortfolioManagementApiFp(this.configuration).create(requestParameters, options).then((request) => request(this.axios, this.basePath));
2932
- }
2933
-
2934
- /**
2935
- *
2936
- * @summary Create a new model asset class
2937
- * @param {*} [options] Override http request option.
2938
- * @throws {RequiredError}
2939
- * @memberof PortfolioManagementApi
2940
- */
2941
- public createAssetClass(options?: AxiosRequestConfig) {
2942
- return PortfolioManagementApiFp(this.configuration).createAssetClass(options).then((request) => request(this.axios, this.basePath));
2943
- }
2944
-
2945
- /**
2946
- *
2947
- * @summary Creates a new model portfolio
2948
- * @param {*} [options] Override http request option.
2949
- * @throws {RequiredError}
2950
- * @memberof PortfolioManagementApi
2951
- */
2952
- public createModelPortfolio(options?: AxiosRequestConfig) {
2953
- return PortfolioManagementApiFp(this.configuration).createModelPortfolio(options).then((request) => request(this.axios, this.basePath));
2954
- }
2955
-
2956
- /**
2957
- *
2958
- * @summary Deletes a model asset class
2959
- * @param {PortfolioManagementApiDeleteAssetClassRequest} requestParameters Request parameters.
2960
- * @param {*} [options] Override http request option.
2961
- * @throws {RequiredError}
2962
- * @memberof PortfolioManagementApi
2963
- */
2964
- public deleteAssetClass(requestParameters: PortfolioManagementApiDeleteAssetClassRequest, options?: AxiosRequestConfig) {
2965
- return PortfolioManagementApiFp(this.configuration).deleteAssetClass(requestParameters, options).then((request) => request(this.axios, this.basePath));
2966
- }
2967
-
2968
- /**
2969
- *
2970
- * @summary Unexclude an asset from a portfolio group
2971
- * @param {PortfolioManagementApiDeleteExcludedAssetRequest} requestParameters Request parameters.
2972
- * @param {*} [options] Override http request option.
2973
- * @throws {RequiredError}
2974
- * @memberof PortfolioManagementApi
2975
- */
2976
- public deleteExcludedAsset(requestParameters: PortfolioManagementApiDeleteExcludedAssetRequest, options?: AxiosRequestConfig) {
2977
- return PortfolioManagementApiFp(this.configuration).deleteExcludedAsset(requestParameters, options).then((request) => request(this.axios, this.basePath));
2978
- }
2979
-
2980
- /**
2981
- *
2982
- * @summary Deletes a model portfolio
2983
- * @param {PortfolioManagementApiDeleteModelPortfolioByIdRequest} requestParameters Request parameters.
2984
- * @param {*} [options] Override http request option.
2985
- * @throws {RequiredError}
2986
- * @memberof PortfolioManagementApi
2987
- */
2988
- public deleteModelPortfolioById(requestParameters: PortfolioManagementApiDeleteModelPortfolioByIdRequest, options?: AxiosRequestConfig) {
2989
- return PortfolioManagementApiFp(this.configuration).deleteModelPortfolioById(requestParameters, options).then((request) => request(this.axios, this.basePath));
2990
- }
2991
-
2992
- /**
2993
- *
2994
- * @summary Remove a target portfolio.
2995
- * @param {PortfolioManagementApiDeletePortfoliRequest} requestParameters Request parameters.
2996
- * @param {*} [options] Override http request option.
2997
- * @throws {RequiredError}
2998
- * @memberof PortfolioManagementApi
2999
- */
3000
- public deletePortfoli(requestParameters: PortfolioManagementApiDeletePortfoliRequest, options?: AxiosRequestConfig) {
3001
- return PortfolioManagementApiFp(this.configuration).deletePortfoli(requestParameters, options).then((request) => request(this.axios, this.basePath));
3002
- }
3003
-
3004
- /**
3005
- *
3006
- * @summary Remove a TargetAsset.
3007
- * @param {PortfolioManagementApiDeletePortfolioTargetByIdRequest} requestParameters Request parameters.
3008
- * @param {*} [options] Override http request option.
3009
- * @throws {RequiredError}
3010
- * @memberof PortfolioManagementApi
3011
- */
3012
- public deletePortfolioTargetById(requestParameters: PortfolioManagementApiDeletePortfolioTargetByIdRequest, options?: AxiosRequestConfig) {
3013
- return PortfolioManagementApiFp(this.configuration).deletePortfolioTargetById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3014
- }
3015
-
3016
- /**
3017
- *
3018
- * @summary Get details of a model asset class
3019
- * @param {PortfolioManagementApiDetailAssetClassRequest} requestParameters Request parameters.
3020
- * @param {*} [options] Override http request option.
3021
- * @throws {RequiredError}
3022
- * @memberof PortfolioManagementApi
3023
- */
3024
- public detailAssetClass(requestParameters: PortfolioManagementApiDetailAssetClassRequest, options?: AxiosRequestConfig) {
3025
- return PortfolioManagementApiFp(this.configuration).detailAssetClass(requestParameters, options).then((request) => request(this.axios, this.basePath));
3026
- }
3027
-
3028
- /**
3029
- *
3030
- * @summary Return an individual trade
3031
- * @param {PortfolioManagementApiGetCalculatedTradeByIdRequest} requestParameters Request parameters.
3032
- * @param {*} [options] Override http request option.
3033
- * @throws {RequiredError}
3034
- * @memberof PortfolioManagementApi
3035
- */
3036
- public getCalculatedTradeById(requestParameters: PortfolioManagementApiGetCalculatedTradeByIdRequest, options?: AxiosRequestConfig) {
3037
- return PortfolioManagementApiFp(this.configuration).getCalculatedTradeById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3038
- }
3039
-
3040
- /**
3041
- *
3042
- * @summary Get details of a model portfolio
3043
- * @param {PortfolioManagementApiGetModelDetailsByIdRequest} requestParameters Request parameters.
3044
- * @param {*} [options] Override http request option.
3045
- * @throws {RequiredError}
3046
- * @memberof PortfolioManagementApi
3047
- */
3048
- public getModelDetailsById(requestParameters: PortfolioManagementApiGetModelDetailsByIdRequest, options?: AxiosRequestConfig) {
3049
- return PortfolioManagementApiFp(this.configuration).getModelDetailsById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3050
- }
3051
-
3052
- /**
3053
- *
3054
- * @summary Get sum of cash balances in portfolio group
3055
- * @param {PortfolioManagementApiGetPortfolioBalancesRequest} requestParameters Request parameters.
3056
- * @param {*} [options] Override http request option.
3057
- * @throws {RequiredError}
3058
- * @memberof PortfolioManagementApi
3059
- */
3060
- public getPortfolioBalances(requestParameters: PortfolioManagementApiGetPortfolioBalancesRequest, options?: AxiosRequestConfig) {
3061
- return PortfolioManagementApiFp(this.configuration).getPortfolioBalances(requestParameters, options).then((request) => request(this.axios, this.basePath));
3062
- }
3063
-
3064
- /**
3065
- *
3066
- * @summary Get details of a target portfolio
3067
- * @param {PortfolioManagementApiGetPortfolioDetailsByIdRequest} requestParameters Request parameters.
3068
- * @param {*} [options] Override http request option.
3069
- * @throws {RequiredError}
3070
- * @memberof PortfolioManagementApi
3071
- */
3072
- public getPortfolioDetailsById(requestParameters: PortfolioManagementApiGetPortfolioDetailsByIdRequest, options?: AxiosRequestConfig) {
3073
- return PortfolioManagementApiFp(this.configuration).getPortfolioDetailsById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3074
- }
3075
-
3076
- /**
3077
- *
3078
- * @summary Return a whole bunch of relevant information relating to a portfolio group.
3079
- * @param {PortfolioManagementApiGetPortfolioInfoRequest} requestParameters Request parameters.
3080
- * @param {*} [options] Override http request option.
3081
- * @throws {RequiredError}
3082
- * @memberof PortfolioManagementApi
3083
- */
3084
- public getPortfolioInfo(requestParameters: PortfolioManagementApiGetPortfolioInfoRequest, options?: AxiosRequestConfig) {
3085
- return PortfolioManagementApiFp(this.configuration).getPortfolioInfo(requestParameters, options).then((request) => request(this.axios, this.basePath));
3086
- }
3087
-
3088
- /**
3089
- *
3090
- * @summary Get total of each postions owned in portfolio group
3091
- * @param {PortfolioManagementApiGetPortfolioPositionsRequest} requestParameters Request parameters.
3092
- * @param {*} [options] Override http request option.
3093
- * @throws {RequiredError}
3094
- * @memberof PortfolioManagementApi
3095
- */
3096
- public getPortfolioPositions(requestParameters: PortfolioManagementApiGetPortfolioPositionsRequest, options?: AxiosRequestConfig) {
3097
- return PortfolioManagementApiFp(this.configuration).getPortfolioPositions(requestParameters, options).then((request) => request(this.axios, this.basePath));
3098
- }
3099
-
3100
- /**
3101
- *
3102
- * @summary Get portfolio group settings
3103
- * @param {PortfolioManagementApiGetPortfolioSettingsRequest} requestParameters Request parameters.
3104
- * @param {*} [options] Override http request option.
3105
- * @throws {RequiredError}
3106
- * @memberof PortfolioManagementApi
3107
- */
3108
- public getPortfolioSettings(requestParameters: PortfolioManagementApiGetPortfolioSettingsRequest, options?: AxiosRequestConfig) {
3109
- return PortfolioManagementApiFp(this.configuration).getPortfolioSettings(requestParameters, options).then((request) => request(this.axios, this.basePath));
3110
- }
3111
-
3112
- /**
3113
- *
3114
- * @summary Get a specific target from a portfolio group
3115
- * @param {PortfolioManagementApiGetPortfolioTargetByIdRequest} requestParameters Request parameters.
3116
- * @param {*} [options] Override http request option.
3117
- * @throws {RequiredError}
3118
- * @memberof PortfolioManagementApi
3119
- */
3120
- public getPortfolioTargetById(requestParameters: PortfolioManagementApiGetPortfolioTargetByIdRequest, options?: AxiosRequestConfig) {
3121
- return PortfolioManagementApiFp(this.configuration).getPortfolioTargetById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3122
- }
3123
-
3124
- /**
3125
- *
3126
- * @summary Get all target assets under the specified PortfolioGroup.
3127
- * @param {PortfolioManagementApiGetPortfolioTargetsRequest} requestParameters Request parameters.
3128
- * @param {*} [options] Override http request option.
3129
- * @throws {RequiredError}
3130
- * @memberof PortfolioManagementApi
3131
- */
3132
- public getPortfolioTargets(requestParameters: PortfolioManagementApiGetPortfolioTargetsRequest, options?: AxiosRequestConfig) {
3133
- return PortfolioManagementApiFp(this.configuration).getPortfolioTargets(requestParameters, options).then((request) => request(this.axios, this.basePath));
3134
- }
3135
-
3136
- /**
3137
- *
3138
- * @summary Get an array of excluded assets associated with a portfolio group\\
3139
- * @param {PortfolioManagementApiGetPortoflioExcludedAssetsRequest} requestParameters Request parameters.
3140
- * @param {*} [options] Override http request option.
3141
- * @throws {RequiredError}
3142
- * @memberof PortfolioManagementApi
3143
- */
3144
- public getPortoflioExcludedAssets(requestParameters: PortfolioManagementApiGetPortoflioExcludedAssetsRequest, options?: AxiosRequestConfig) {
3145
- return PortfolioManagementApiFp(this.configuration).getPortoflioExcludedAssets(requestParameters, options).then((request) => request(this.axios, this.basePath));
3146
- }
3147
-
3148
- /**
3149
- *
3150
- * @summary Import target allocation based on portfolio group
3151
- * @param {PortfolioManagementApiImportModelPortfolioRequest} requestParameters Request parameters.
3152
- * @param {*} [options] Override http request option.
3153
- * @throws {RequiredError}
3154
- * @memberof PortfolioManagementApi
3155
- */
3156
- public importModelPortfolio(requestParameters: PortfolioManagementApiImportModelPortfolioRequest, options?: AxiosRequestConfig) {
3157
- return PortfolioManagementApiFp(this.configuration).importModelPortfolio(requestParameters, options).then((request) => request(this.axios, this.basePath));
3158
- }
3159
-
3160
- /**
3161
- *
3162
- * @summary List all portfolio groups
3163
- * @param {PortfolioManagementApiListRequest} requestParameters Request parameters.
3164
- * @param {*} [options] Override http request option.
3165
- * @throws {RequiredError}
3166
- * @memberof PortfolioManagementApi
3167
- */
3168
- public list(requestParameters: PortfolioManagementApiListRequest, options?: AxiosRequestConfig) {
3169
- return PortfolioManagementApiFp(this.configuration).list(requestParameters, options).then((request) => request(this.axios, this.basePath));
3170
- }
3171
-
3172
- /**
3173
- *
3174
- * @summary List of model asset class
3175
- * @param {*} [options] Override http request option.
3176
- * @throws {RequiredError}
3177
- * @memberof PortfolioManagementApi
3178
- */
3179
- public listAssetClasses(options?: AxiosRequestConfig) {
3180
- return PortfolioManagementApiFp(this.configuration).listAssetClasses(options).then((request) => request(this.axios, this.basePath));
3181
- }
3182
-
3183
- /**
3184
- *
3185
- * @summary List of trades to make to rebalance portfolio group
3186
- * @param {PortfolioManagementApiListCalculatedTradesRequest} requestParameters Request parameters.
3187
- * @param {*} [options] Override http request option.
3188
- * @throws {RequiredError}
3189
- * @memberof PortfolioManagementApi
3190
- */
3191
- public listCalculatedTrades(requestParameters: PortfolioManagementApiListCalculatedTradesRequest, options?: AxiosRequestConfig) {
3192
- return PortfolioManagementApiFp(this.configuration).listCalculatedTrades(requestParameters, options).then((request) => request(this.axios, this.basePath));
3193
- }
3194
-
3195
- /**
3196
- *
3197
- * @summary List of model portfolio
3198
- * @param {*} [options] Override http request option.
3199
- * @throws {RequiredError}
3200
- * @memberof PortfolioManagementApi
3201
- */
3202
- public listModelPortfolio(options?: AxiosRequestConfig) {
3203
- return PortfolioManagementApiFp(this.configuration).listModelPortfolio(options).then((request) => request(this.axios, this.basePath));
3204
- }
3205
-
3206
- /**
3207
- *
3208
- * @summary Get all accounts associated with a portfolio group
3209
- * @param {PortfolioManagementApiListPortfolioAccountsRequest} requestParameters Request parameters.
3210
- * @param {*} [options] Override http request option.
3211
- * @throws {RequiredError}
3212
- * @memberof PortfolioManagementApi
3213
- */
3214
- public listPortfolioAccounts(requestParameters: PortfolioManagementApiListPortfolioAccountsRequest, options?: AxiosRequestConfig) {
3215
- return PortfolioManagementApiFp(this.configuration).listPortfolioAccounts(requestParameters, options).then((request) => request(this.axios, this.basePath));
3216
- }
3217
-
3218
- /**
3219
- *
3220
- * @summary Updates model portfolio object
3221
- * @param {PortfolioManagementApiModifyModelPortfolioByIdRequest} requestParameters Request parameters.
3222
- * @param {*} [options] Override http request option.
3223
- * @throws {RequiredError}
3224
- * @memberof PortfolioManagementApi
3225
- */
3226
- public modifyModelPortfolioById(requestParameters: PortfolioManagementApiModifyModelPortfolioByIdRequest, options?: AxiosRequestConfig) {
3227
- return PortfolioManagementApiFp(this.configuration).modifyModelPortfolioById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3228
- }
3229
-
3230
- /**
3231
- *
3232
- * @summary Update an existing target portfolio.
3233
- * @param {PortfolioManagementApiSavePortfolioRequest} requestParameters Request parameters.
3234
- * @param {*} [options] Override http request option.
3235
- * @throws {RequiredError}
3236
- * @memberof PortfolioManagementApi
3237
- */
3238
- public savePortfolio(requestParameters: PortfolioManagementApiSavePortfolioRequest, options?: AxiosRequestConfig) {
3239
- return PortfolioManagementApiFp(this.configuration).savePortfolio(requestParameters, options).then((request) => request(this.axios, this.basePath));
3240
- }
3241
-
3242
- /**
3243
- *
3244
- * @summary Search for symbols limited to brokerages under the specified portfolio group
3245
- * @param {PortfolioManagementApiSearchPortfolioSymbolsRequest} requestParameters Request parameters.
3246
- * @param {*} [options] Override http request option.
3247
- * @throws {RequiredError}
3248
- * @memberof PortfolioManagementApi
3249
- */
3250
- public searchPortfolioSymbols(requestParameters: PortfolioManagementApiSearchPortfolioSymbolsRequest, options?: AxiosRequestConfig) {
3251
- return PortfolioManagementApiFp(this.configuration).searchPortfolioSymbols(requestParameters, options).then((request) => request(this.axios, this.basePath));
3252
- }
3253
-
3254
- /**
3255
- *
3256
- * @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.
3257
- * @param {PortfolioManagementApiSetPortfolioTargetsRequest} requestParameters Request parameters.
3258
- * @param {*} [options] Override http request option.
3259
- * @throws {RequiredError}
3260
- * @memberof PortfolioManagementApi
3261
- */
3262
- public setPortfolioTargets(requestParameters: PortfolioManagementApiSetPortfolioTargetsRequest, options?: AxiosRequestConfig) {
3263
- return PortfolioManagementApiFp(this.configuration).setPortfolioTargets(requestParameters, options).then((request) => request(this.axios, this.basePath));
3264
- }
3265
-
3266
- /**
3267
- *
3268
- * @summary Updates model asset class objects
3269
- * @param {PortfolioManagementApiUpdateAssetClassRequest} requestParameters Request parameters.
3270
- * @param {*} [options] Override http request option.
3271
- * @throws {RequiredError}
3272
- * @memberof PortfolioManagementApi
3273
- */
3274
- public updateAssetClass(requestParameters: PortfolioManagementApiUpdateAssetClassRequest, options?: AxiosRequestConfig) {
3275
- return PortfolioManagementApiFp(this.configuration).updateAssetClass(requestParameters, options).then((request) => request(this.axios, this.basePath));
3276
- }
3277
-
3278
- /**
3279
- *
3280
- * @summary Updates portfolio group settings
3281
- * @param {PortfolioManagementApiUpdatePortfolioSettingsRequest} requestParameters Request parameters.
3282
- * @param {*} [options] Override http request option.
3283
- * @throws {RequiredError}
3284
- * @memberof PortfolioManagementApi
3285
- */
3286
- public updatePortfolioSettings(requestParameters: PortfolioManagementApiUpdatePortfolioSettingsRequest, options?: AxiosRequestConfig) {
3287
- return PortfolioManagementApiFp(this.configuration).updatePortfolioSettings(requestParameters, options).then((request) => request(this.axios, this.basePath));
3288
- }
3289
-
3290
- /**
3291
- *
3292
- * @summary Update a TargetAsset under the specified PortfolioGroup.
3293
- * @param {PortfolioManagementApiUpdatePortfolioTargetByIdRequest} requestParameters Request parameters.
3294
- * @param {*} [options] Override http request option.
3295
- * @throws {RequiredError}
3296
- * @memberof PortfolioManagementApi
3297
- */
3298
- public updatePortfolioTargetById(requestParameters: PortfolioManagementApiUpdatePortfolioTargetByIdRequest, options?: AxiosRequestConfig) {
3299
- return PortfolioManagementApiFp(this.configuration).updatePortfolioTargetById(requestParameters, options).then((request) => request(this.axios, this.basePath));
3300
- }
3301
- }