LUSID C# SDK
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Lusid.Sdk.Api.PortfolioGroupsApi Class Reference

Represents a collection of functions to interact with the API endpoints More...

Inheritance diagram for Lusid.Sdk.Api.PortfolioGroupsApi:
Inheritance graph
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Public Member Functions

 PortfolioGroupsApi ()
 Initializes a new instance of the PortfolioGroupsApi class. More...
 
 PortfolioGroupsApi (string basePath)
 Initializes a new instance of the PortfolioGroupsApi class. More...
 
 PortfolioGroupsApi (Lusid.Sdk.Client.Configuration configuration)
 Initializes a new instance of the PortfolioGroupsApi class using Configuration object More...
 
 PortfolioGroupsApi (Lusid.Sdk.Client.ISynchronousClient client, Lusid.Sdk.Client.IAsynchronousClient asyncClient, Lusid.Sdk.Client.IReadableConfiguration configuration)
 Initializes a new instance of the PortfolioGroupsApi class using a Configuration object and client instance. More...
 
string GetBasePath ()
 Gets the base path of the API client. More...
 
PortfolioGroup AddPortfolioToGroup (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0)
 [EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group Add a single portfolio to a portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupAddPortfolioToGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0)
 [EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group Add a single portfolio to a portfolio group. More...
 
async System.Threading.Tasks.Task< PortfolioGroupAddPortfolioToGroupAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group Add a single portfolio to a portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroup > > AddPortfolioToGroupWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group Add a single portfolio to a portfolio group. More...
 
PortfolioGroup AddSubGroupToGroup (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0)
 [EARLY ACCESS] AddSubGroupToGroup: Add sub group to group Add a portfolio group to a portfolio group as a sub group. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupAddSubGroupToGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0)
 [EARLY ACCESS] AddSubGroupToGroup: Add sub group to group Add a portfolio group to a portfolio group as a sub group. More...
 
async System.Threading.Tasks.Task< PortfolioGroupAddSubGroupToGroupAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] AddSubGroupToGroup: Add sub group to group Add a portfolio group to a portfolio group as a sub group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroup > > AddSubGroupToGroupWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] AddSubGroupToGroup: Add sub group to group Add a portfolio group to a portfolio group as a sub group. More...
 
VersionedResourceListOfOutputTransaction BuildTransactionsForPortfolioGroup (string scope, string code, TransactionQueryParameters transactionQueryParameters, DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int? limit=default(int?), string? page=default(string?), int operationIndex=0)
 BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group Build transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. More...
 
Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfOutputTransactionBuildTransactionsForPortfolioGroupWithHttpInfo (string scope, string code, TransactionQueryParameters transactionQueryParameters, DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int? limit=default(int?), string? page=default(string?), int operationIndex=0)
 BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group Build transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. More...
 
async System.Threading.Tasks.Task< VersionedResourceListOfOutputTransactionBuildTransactionsForPortfolioGroupAsync (string scope, string code, TransactionQueryParameters transactionQueryParameters, DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int? limit=default(int?), string? page=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group Build transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfOutputTransaction > > BuildTransactionsForPortfolioGroupWithHttpInfoAsync (string scope, string code, TransactionQueryParameters transactionQueryParameters, DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int? limit=default(int?), string? page=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group Build transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. More...
 
PortfolioGroup CreatePortfolioGroup (string scope, CreatePortfolioGroupRequest? createPortfolioGroupRequest=default(CreatePortfolioGroupRequest?), int operationIndex=0)
 CreatePortfolioGroup: Create portfolio group Create a portfolio group in a specific scope. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupCreatePortfolioGroupWithHttpInfo (string scope, CreatePortfolioGroupRequest? createPortfolioGroupRequest=default(CreatePortfolioGroupRequest?), int operationIndex=0)
 CreatePortfolioGroup: Create portfolio group Create a portfolio group in a specific scope. More...
 
async System.Threading.Tasks.Task< PortfolioGroupCreatePortfolioGroupAsync (string scope, CreatePortfolioGroupRequest? createPortfolioGroupRequest=default(CreatePortfolioGroupRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 CreatePortfolioGroup: Create portfolio group Create a portfolio group in a specific scope. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroup > > CreatePortfolioGroupWithHttpInfoAsync (string scope, CreatePortfolioGroupRequest? createPortfolioGroupRequest=default(CreatePortfolioGroupRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 CreatePortfolioGroup: Create portfolio group Create a portfolio group in a specific scope. More...
 
DeletedEntityResponse DeleteGroupProperties (string scope, string code, List< string > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] DeleteGroupProperties: Delete group properties Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion. More...
 
Lusid.Sdk.Client.ApiResponse< DeletedEntityResponseDeleteGroupPropertiesWithHttpInfo (string scope, string code, List< string > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] DeleteGroupProperties: Delete group properties Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion. More...
 
async System.Threading.Tasks.Task< DeletedEntityResponseDeleteGroupPropertiesAsync (string scope, string code, List< string > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeleteGroupProperties: Delete group properties Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > > DeleteGroupPropertiesWithHttpInfoAsync (string scope, string code, List< string > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeleteGroupProperties: Delete group properties Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion. More...
 
DeletedEntityResponse DeleteKeyFromPortfolioGroupAccessMetadata (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure). More...
 
Lusid.Sdk.Client.ApiResponse< DeletedEntityResponseDeleteKeyFromPortfolioGroupAccessMetadataWithHttpInfo (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure). More...
 
async System.Threading.Tasks.Task< DeletedEntityResponseDeleteKeyFromPortfolioGroupAccessMetadataAsync (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure). More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > > DeleteKeyFromPortfolioGroupAccessMetadataWithHttpInfoAsync (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure). More...
 
PortfolioGroup DeletePortfolioFromGroup (string scope, string code, string portfolioScope, string portfolioCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group Remove a single portfolio from a portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupDeletePortfolioFromGroupWithHttpInfo (string scope, string code, string portfolioScope, string portfolioCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group Remove a single portfolio from a portfolio group. More...
 
async System.Threading.Tasks.Task< PortfolioGroupDeletePortfolioFromGroupAsync (string scope, string code, string portfolioScope, string portfolioCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group Remove a single portfolio from a portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroup > > DeletePortfolioFromGroupWithHttpInfoAsync (string scope, string code, string portfolioScope, string portfolioCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group Remove a single portfolio from a portfolio group. More...
 
DeletedEntityResponse DeletePortfolioGroup (string scope, string code, int operationIndex=0)
 [EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group&#39;s creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion. More...
 
Lusid.Sdk.Client.ApiResponse< DeletedEntityResponseDeletePortfolioGroupWithHttpInfo (string scope, string code, int operationIndex=0)
 [EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group&#39;s creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion. More...
 
async System.Threading.Tasks.Task< DeletedEntityResponseDeletePortfolioGroupAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group&#39;s creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > > DeletePortfolioGroupWithHttpInfoAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group&#39;s creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion. More...
 
PortfolioGroup DeleteSubGroupFromGroup (string scope, string code, string subgroupScope, string subgroupCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group Remove a single portfolio group (sub group) from a portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupDeleteSubGroupFromGroupWithHttpInfo (string scope, string code, string subgroupScope, string subgroupCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group Remove a single portfolio group (sub group) from a portfolio group. More...
 
async System.Threading.Tasks.Task< PortfolioGroupDeleteSubGroupFromGroupAsync (string scope, string code, string subgroupScope, string subgroupCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group Remove a single portfolio group (sub group) from a portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroup > > DeleteSubGroupFromGroupWithHttpInfoAsync (string scope, string code, string subgroupScope, string subgroupCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group Remove a single portfolio group (sub group) from a portfolio group. More...
 
VersionedResourceListOfA2BDataRecord GetA2BDataForPortfolioGroup (string scope, string code, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, DateTimeOffset? asAt=default(DateTimeOffset?), string? recipeIdScope=default(string?), string? recipeIdCode=default(string?), List< string >? propertyKeys=default(List< string >?), string? filter=default(string?), int operationIndex=0)
 [EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group Get an A2B report for all Transaction Portfolios within the given portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfA2BDataRecordGetA2BDataForPortfolioGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, DateTimeOffset? asAt=default(DateTimeOffset?), string? recipeIdScope=default(string?), string? recipeIdCode=default(string?), List< string >? propertyKeys=default(List< string >?), string? filter=default(string?), int operationIndex=0)
 [EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group Get an A2B report for all Transaction Portfolios within the given portfolio group. More...
 
async System.Threading.Tasks.Task< VersionedResourceListOfA2BDataRecordGetA2BDataForPortfolioGroupAsync (string scope, string code, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, DateTimeOffset? asAt=default(DateTimeOffset?), string? recipeIdScope=default(string?), string? recipeIdCode=default(string?), List< string >? propertyKeys=default(List< string >?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group Get an A2B report for all Transaction Portfolios within the given portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfA2BDataRecord > > GetA2BDataForPortfolioGroupWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, DateTimeOffset? asAt=default(DateTimeOffset?), string? recipeIdScope=default(string?), string? recipeIdCode=default(string?), List< string >? propertyKeys=default(List< string >?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group Get an A2B report for all Transaction Portfolios within the given portfolio group. More...
 
PortfolioGroupProperties GetGroupProperties (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetGroupProperties: Get group properties List all the properties of a single portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupPropertiesGetGroupPropertiesWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetGroupProperties: Get group properties List all the properties of a single portfolio group. More...
 
async System.Threading.Tasks.Task< PortfolioGroupPropertiesGetGroupPropertiesAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetGroupProperties: Get group properties List all the properties of a single portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroupProperties > > GetGroupPropertiesWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetGroupProperties: Get group properties List all the properties of a single portfolio group. More...
 
VersionedResourceListOfPortfolioHolding GetHoldingsForPortfolioGroup (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), bool? byTaxlots=default(bool?), int? includeSettlementEventsAfterDays=default(int?), int operationIndex=0)
 GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group Get the holdings of transaction portfolios in specified portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfPortfolioHoldingGetHoldingsForPortfolioGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), bool? byTaxlots=default(bool?), int? includeSettlementEventsAfterDays=default(int?), int operationIndex=0)
 GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group Get the holdings of transaction portfolios in specified portfolio group. More...
 
async System.Threading.Tasks.Task< VersionedResourceListOfPortfolioHoldingGetHoldingsForPortfolioGroupAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), bool? byTaxlots=default(bool?), int? includeSettlementEventsAfterDays=default(int?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group Get the holdings of transaction portfolios in specified portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfPortfolioHolding > > GetHoldingsForPortfolioGroupWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), bool? byTaxlots=default(bool?), int? includeSettlementEventsAfterDays=default(int?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group Get the holdings of transaction portfolios in specified portfolio group. More...
 
PortfolioGroup GetPortfolioGroup (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? relatedEntityPropertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 GetPortfolioGroup: Get portfolio group Retrieve the definition of a single portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupGetPortfolioGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? relatedEntityPropertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 GetPortfolioGroup: Get portfolio group Retrieve the definition of a single portfolio group. More...
 
async System.Threading.Tasks.Task< PortfolioGroupGetPortfolioGroupAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? relatedEntityPropertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetPortfolioGroup: Get portfolio group Retrieve the definition of a single portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroup > > GetPortfolioGroupWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? relatedEntityPropertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetPortfolioGroup: Get portfolio group Retrieve the definition of a single portfolio group. More...
 
List< AccessMetadataValueGetPortfolioGroupAccessMetadataByKey (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule More...
 
Lusid.Sdk.Client.ApiResponse< List< AccessMetadataValue > > GetPortfolioGroupAccessMetadataByKeyWithHttpInfo (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule More...
 
async System.Threading.Tasks.Task< List< AccessMetadataValue > > GetPortfolioGroupAccessMetadataByKeyAsync (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< List< AccessMetadataValue > > > GetPortfolioGroupAccessMetadataByKeyWithHttpInfoAsync (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule More...
 
ResourceListOfProcessedCommand GetPortfolioGroupCommands (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=default(DateTimeOffset?), string? filter=default(string?), int operationIndex=0)
 GetPortfolioGroupCommands: Get portfolio group commands Gets all the commands that modified a single portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< ResourceListOfProcessedCommandGetPortfolioGroupCommandsWithHttpInfo (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=default(DateTimeOffset?), string? filter=default(string?), int operationIndex=0)
 GetPortfolioGroupCommands: Get portfolio group commands Gets all the commands that modified a single portfolio group. More...
 
async System.Threading.Tasks.Task< ResourceListOfProcessedCommandGetPortfolioGroupCommandsAsync (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=default(DateTimeOffset?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetPortfolioGroupCommands: Get portfolio group commands Gets all the commands that modified a single portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfProcessedCommand > > GetPortfolioGroupCommandsWithHttpInfoAsync (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=default(DateTimeOffset?), string? filter=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetPortfolioGroupCommands: Get portfolio group commands Gets all the commands that modified a single portfolio group. More...
 
ExpandedGroup GetPortfolioGroupExpansion (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyFilter=default(List< string >?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified. More...
 
Lusid.Sdk.Client.ApiResponse< ExpandedGroupGetPortfolioGroupExpansionWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyFilter=default(List< string >?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified. More...
 
async System.Threading.Tasks.Task< ExpandedGroupGetPortfolioGroupExpansionAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyFilter=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ExpandedGroup > > GetPortfolioGroupExpansionWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyFilter=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified. More...
 
Dictionary< string, List< AccessMetadataValue > > GetPortfolioGroupMetadata (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata More...
 
Lusid.Sdk.Client.ApiResponse< Dictionary< string, List< AccessMetadataValue > > > GetPortfolioGroupMetadataWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata More...
 
async System.Threading.Tasks.Task< Dictionary< string, List< AccessMetadataValue > > > GetPortfolioGroupMetadataAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< Dictionary< string, List< AccessMetadataValue > > > > GetPortfolioGroupMetadataWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata More...
 
ResourceListOfPropertyInterval GetPortfolioGroupPropertyTimeSeries (string scope, string code, string propertyKey, string? portfolioGroupEffectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), string? page=default(string?), int? limit=default(int?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property List the complete time series of a portfolio group property. More...
 
Lusid.Sdk.Client.ApiResponse< ResourceListOfPropertyIntervalGetPortfolioGroupPropertyTimeSeriesWithHttpInfo (string scope, string code, string propertyKey, string? portfolioGroupEffectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), string? page=default(string?), int? limit=default(int?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property List the complete time series of a portfolio group property. More...
 
async System.Threading.Tasks.Task< ResourceListOfPropertyIntervalGetPortfolioGroupPropertyTimeSeriesAsync (string scope, string code, string propertyKey, string? portfolioGroupEffectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), string? page=default(string?), int? limit=default(int?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property List the complete time series of a portfolio group property. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfPropertyInterval > > GetPortfolioGroupPropertyTimeSeriesWithHttpInfoAsync (string scope, string code, string propertyKey, string? portfolioGroupEffectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), string? page=default(string?), int? limit=default(int?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property List the complete time series of a portfolio group property. More...
 
ResourceListOfRelation GetPortfolioGroupRelations (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? identifierTypes=default(List< string >?), int operationIndex=0)
 [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group Get relations for the specified Portfolio Group More...
 
Lusid.Sdk.Client.ApiResponse< ResourceListOfRelationGetPortfolioGroupRelationsWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? identifierTypes=default(List< string >?), int operationIndex=0)
 [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group Get relations for the specified Portfolio Group More...
 
async System.Threading.Tasks.Task< ResourceListOfRelationGetPortfolioGroupRelationsAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? identifierTypes=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group Get relations for the specified Portfolio Group More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfRelation > > GetPortfolioGroupRelationsWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? identifierTypes=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group Get relations for the specified Portfolio Group More...
 
ResourceListOfRelationship GetPortfolioGroupRelationships (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? identifierTypes=default(List< string >?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group Get relationships for the specified Portfolio Group More...
 
Lusid.Sdk.Client.ApiResponse< ResourceListOfRelationshipGetPortfolioGroupRelationshipsWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? identifierTypes=default(List< string >?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group Get relationships for the specified Portfolio Group More...
 
async System.Threading.Tasks.Task< ResourceListOfRelationshipGetPortfolioGroupRelationshipsAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? identifierTypes=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group Get relationships for the specified Portfolio Group More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfRelationship > > GetPortfolioGroupRelationshipsWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? identifierTypes=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group Get relationships for the specified Portfolio Group More...
 
VersionedResourceListOfTransaction GetTransactionsForPortfolioGroup (string scope, string code, DateTimeOrCutLabel? fromTransactionDate=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toTransactionDate=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int? limit=default(int?), string? page=default(string?), bool? showCancelledTransactions=default(bool?), List< string >? sortBy=default(List< string >?), int operationIndex=0)
 GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. More...
 
Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfTransactionGetTransactionsForPortfolioGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? fromTransactionDate=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toTransactionDate=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int? limit=default(int?), string? page=default(string?), bool? showCancelledTransactions=default(bool?), List< string >? sortBy=default(List< string >?), int operationIndex=0)
 GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. More...
 
async System.Threading.Tasks.Task< VersionedResourceListOfTransactionGetTransactionsForPortfolioGroupAsync (string scope, string code, DateTimeOrCutLabel? fromTransactionDate=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toTransactionDate=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int? limit=default(int?), string? page=default(string?), bool? showCancelledTransactions=default(bool?), List< string >? sortBy=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfTransaction > > GetTransactionsForPortfolioGroupWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? fromTransactionDate=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toTransactionDate=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), List< string >? propertyKeys=default(List< string >?), int? limit=default(int?), string? page=default(string?), bool? showCancelledTransactions=default(bool?), List< string >? sortBy=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself. More...
 
PagedResourceListOfPortfolioGroup ListPortfolioGroups (string scope, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), List< string >? relatedEntityPropertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 ListPortfolioGroups: List portfolio groups List all the portfolio groups in a single scope. More...
 
Lusid.Sdk.Client.ApiResponse< PagedResourceListOfPortfolioGroupListPortfolioGroupsWithHttpInfo (string scope, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), List< string >? relatedEntityPropertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 ListPortfolioGroups: List portfolio groups List all the portfolio groups in a single scope. More...
 
async System.Threading.Tasks.Task< PagedResourceListOfPortfolioGroupListPortfolioGroupsAsync (string scope, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), List< string >? relatedEntityPropertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 ListPortfolioGroups: List portfolio groups List all the portfolio groups in a single scope. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PagedResourceListOfPortfolioGroup > > ListPortfolioGroupsWithHttpInfoAsync (string scope, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), List< string >? relatedEntityPropertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 ListPortfolioGroups: List portfolio groups List all the portfolio groups in a single scope. More...
 
Dictionary< string, List< AccessMetadataValue > > PatchPortfolioGroupAccessMetadata (string scope, string code, List< AccessMetadataOperation > accessMetadataOperation, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only &#39;add&#39; is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. More...
 
Lusid.Sdk.Client.ApiResponse< Dictionary< string, List< AccessMetadataValue > > > PatchPortfolioGroupAccessMetadataWithHttpInfo (string scope, string code, List< AccessMetadataOperation > accessMetadataOperation, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only &#39;add&#39; is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. More...
 
async System.Threading.Tasks.Task< Dictionary< string, List< AccessMetadataValue > > > PatchPortfolioGroupAccessMetadataAsync (string scope, string code, List< AccessMetadataOperation > accessMetadataOperation, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only &#39;add&#39; is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< Dictionary< string, List< AccessMetadataValue > > > > PatchPortfolioGroupAccessMetadataWithHttpInfoAsync (string scope, string code, List< AccessMetadataOperation > accessMetadataOperation, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only &#39;add&#39; is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. More...
 
PortfolioGroup UpdatePortfolioGroup (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), UpdatePortfolioGroupRequest? updatePortfolioGroupRequest=default(UpdatePortfolioGroupRequest?), int operationIndex=0)
 [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupUpdatePortfolioGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), UpdatePortfolioGroupRequest? updatePortfolioGroupRequest=default(UpdatePortfolioGroupRequest?), int operationIndex=0)
 [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group. More...
 
async System.Threading.Tasks.Task< PortfolioGroupUpdatePortfolioGroupAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), UpdatePortfolioGroupRequest? updatePortfolioGroupRequest=default(UpdatePortfolioGroupRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroup > > UpdatePortfolioGroupWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), UpdatePortfolioGroupRequest? updatePortfolioGroupRequest=default(UpdatePortfolioGroupRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group. More...
 
PortfolioGroupProperties UpsertGroupProperties (string scope, string code, Dictionary< string, Property >? requestBody=default(Dictionary< string, Property >?), int operationIndex=0)
 [EARLY ACCESS] UpsertGroupProperties: Upsert group properties Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain &#39;PortfolioGroup&#39;. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property. More...
 
Lusid.Sdk.Client.ApiResponse< PortfolioGroupPropertiesUpsertGroupPropertiesWithHttpInfo (string scope, string code, Dictionary< string, Property >? requestBody=default(Dictionary< string, Property >?), int operationIndex=0)
 [EARLY ACCESS] UpsertGroupProperties: Upsert group properties Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain &#39;PortfolioGroup&#39;. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property. More...
 
async System.Threading.Tasks.Task< PortfolioGroupPropertiesUpsertGroupPropertiesAsync (string scope, string code, Dictionary< string, Property >? requestBody=default(Dictionary< string, Property >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpsertGroupProperties: Upsert group properties Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain &#39;PortfolioGroup&#39;. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioGroupProperties > > UpsertGroupPropertiesWithHttpInfoAsync (string scope, string code, Dictionary< string, Property >? requestBody=default(Dictionary< string, Property >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpsertGroupProperties: Upsert group properties Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain &#39;PortfolioGroup&#39;. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property. More...
 
ResourceListOfAccessMetadataValueOf UpsertPortfolioGroupAccessMetadata (string scope, string code, string metadataKey, UpsertPortfolioGroupAccessMetadataRequest upsertPortfolioGroupAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. More...
 
Lusid.Sdk.Client.ApiResponse< ResourceListOfAccessMetadataValueOfUpsertPortfolioGroupAccessMetadataWithHttpInfo (string scope, string code, string metadataKey, UpsertPortfolioGroupAccessMetadataRequest upsertPortfolioGroupAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. More...
 
async System.Threading.Tasks.Task< ResourceListOfAccessMetadataValueOfUpsertPortfolioGroupAccessMetadataAsync (string scope, string code, string metadataKey, UpsertPortfolioGroupAccessMetadataRequest upsertPortfolioGroupAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. More...
 
async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfAccessMetadataValueOf > > UpsertPortfolioGroupAccessMetadataWithHttpInfoAsync (string scope, string code, string metadataKey, UpsertPortfolioGroupAccessMetadataRequest upsertPortfolioGroupAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched. More...
 

Properties

Lusid.Sdk.Client.IAsynchronousClient AsynchronousClient [get, set]
 The client for accessing this underlying API asynchronously. More...
 
Lusid.Sdk.Client.ISynchronousClient Client [get, set]
 The client for accessing this underlying API synchronously. More...
 
Lusid.Sdk.Client.IReadableConfiguration Configuration [get, set]
 Gets or sets the configuration object More...
 
Lusid.Sdk.Client.ExceptionFactory ExceptionFactory [get, set]
 Provides a factory method hook for the creation of exceptions. More...
 
- Properties inherited from Lusid.Sdk.Client.IApiAccessor
IReadableConfiguration Configuration [get, set]
 Gets or sets the configuration object More...
 
ExceptionFactory ExceptionFactory [get, set]
 Provides a factory method hook for the creation of exceptions. More...
 

Detailed Description

Represents a collection of functions to interact with the API endpoints

Constructor & Destructor Documentation

◆ PortfolioGroupsApi() [1/4]

Lusid.Sdk.Api.PortfolioGroupsApi.PortfolioGroupsApi ( )
inline

Initializes a new instance of the PortfolioGroupsApi class.

Returns

◆ PortfolioGroupsApi() [2/4]

Lusid.Sdk.Api.PortfolioGroupsApi.PortfolioGroupsApi ( string  basePath)
inline

Initializes a new instance of the PortfolioGroupsApi class.

Returns

◆ PortfolioGroupsApi() [3/4]

Lusid.Sdk.Api.PortfolioGroupsApi.PortfolioGroupsApi ( Lusid.Sdk.Client.Configuration  configuration)
inline

Initializes a new instance of the PortfolioGroupsApi class using Configuration object

Parameters
configurationAn instance of Configuration
Returns

◆ PortfolioGroupsApi() [4/4]

Lusid.Sdk.Api.PortfolioGroupsApi.PortfolioGroupsApi ( Lusid.Sdk.Client.ISynchronousClient  client,
Lusid.Sdk.Client.IAsynchronousClient  asyncClient,
Lusid.Sdk.Client.IReadableConfiguration  configuration 
)
inline

Initializes a new instance of the PortfolioGroupsApi class using a Configuration object and client instance.

Parameters
clientThe client interface for synchronous API access.
asyncClientThe client interface for asynchronous API access.
configurationThe configuration object.

Member Function Documentation

◆ AddPortfolioToGroup()

PortfolioGroup Lusid.Sdk.Api.PortfolioGroupsApi.AddPortfolioToGroup ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
ResourceId resourceId = default(ResourceId?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group Add a single portfolio to a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to add a portfolio to.
codeThe code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label from which the portfolio will be added to the group. (optional)
resourceIdThe resource identifier of the portfolio to add to the portfolio group. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ AddPortfolioToGroupAsync()

async System.Threading.Tasks.Task<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.AddPortfolioToGroupAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
ResourceId resourceId = default(ResourceId?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group Add a single portfolio to a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to add a portfolio to.
codeThe code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label from which the portfolio will be added to the group. (optional)
resourceIdThe resource identifier of the portfolio to add to the portfolio group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ AddPortfolioToGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.AddPortfolioToGroupWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
ResourceId resourceId = default(ResourceId?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group Add a single portfolio to a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to add a portfolio to.
codeThe code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label from which the portfolio will be added to the group. (optional)
resourceIdThe resource identifier of the portfolio to add to the portfolio group. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ AddPortfolioToGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.AddPortfolioToGroupWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
ResourceId resourceId = default(ResourceId?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group Add a single portfolio to a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to add a portfolio to.
codeThe code of the portfolio group to add a portfolio to. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label from which the portfolio will be added to the group. (optional)
resourceIdThe resource identifier of the portfolio to add to the portfolio group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ AddSubGroupToGroup()

PortfolioGroup Lusid.Sdk.Api.PortfolioGroupsApi.AddSubGroupToGroup ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
ResourceId resourceId = default(ResourceId?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] AddSubGroupToGroup: Add sub group to group Add a portfolio group to a portfolio group as a sub group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to add a portfolio group to.
codeThe code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label from which the sub group will be added to the group. (optional)
resourceIdThe resource identifier of the portfolio group to add to the portfolio group as a sub group. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ AddSubGroupToGroupAsync()

async System.Threading.Tasks.Task<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.AddSubGroupToGroupAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
ResourceId resourceId = default(ResourceId?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] AddSubGroupToGroup: Add sub group to group Add a portfolio group to a portfolio group as a sub group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to add a portfolio group to.
codeThe code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label from which the sub group will be added to the group. (optional)
resourceIdThe resource identifier of the portfolio group to add to the portfolio group as a sub group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ AddSubGroupToGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.AddSubGroupToGroupWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
ResourceId resourceId = default(ResourceId?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] AddSubGroupToGroup: Add sub group to group Add a portfolio group to a portfolio group as a sub group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to add a portfolio group to.
codeThe code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label from which the sub group will be added to the group. (optional)
resourceIdThe resource identifier of the portfolio group to add to the portfolio group as a sub group. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ AddSubGroupToGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.AddSubGroupToGroupWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
ResourceId resourceId = default(ResourceId?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] AddSubGroupToGroup: Add sub group to group Add a portfolio group to a portfolio group as a sub group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to add a portfolio group to.
codeThe code of the portfolio group to add a portfolio group to. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label from which the sub group will be added to the group. (optional)
resourceIdThe resource identifier of the portfolio group to add to the portfolio group as a sub group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ BuildTransactionsForPortfolioGroup()

VersionedResourceListOfOutputTransaction Lusid.Sdk.Api.PortfolioGroupsApi.BuildTransactionsForPortfolioGroup ( string  scope,
string  code,
TransactionQueryParameters  transactionQueryParameters,
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
int?  limit = default(int?),
string?  page = default(string?),
int  operationIndex = 0 
)
inline

BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group Build transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
transactionQueryParametersThe query queryParameters which control how the output transactions are built.
asAtThe asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Transaction Type, use &quot;type eq &#39;Buy&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot; or &quot;Transaction&quot; domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Transaction/strategy/quantsignal&quot;. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to 100 if not specified. (optional)
pageThe pagination token to use to continue listing transactions from a previous call to BuildTransactions. (optional)
operationIndexIndex associated with the operation.
Returns
VersionedResourceListOfOutputTransaction

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ BuildTransactionsForPortfolioGroupAsync()

async System.Threading.Tasks.Task<VersionedResourceListOfOutputTransaction> Lusid.Sdk.Api.PortfolioGroupsApi.BuildTransactionsForPortfolioGroupAsync ( string  scope,
string  code,
TransactionQueryParameters  transactionQueryParameters,
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
int?  limit = default(int?),
string?  page = default(string?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group Build transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
transactionQueryParametersThe query queryParameters which control how the output transactions are built.
asAtThe asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Transaction Type, use &quot;type eq &#39;Buy&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot; or &quot;Transaction&quot; domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Transaction/strategy/quantsignal&quot;. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to 100 if not specified. (optional)
pageThe pagination token to use to continue listing transactions from a previous call to BuildTransactions. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of VersionedResourceListOfOutputTransaction

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ BuildTransactionsForPortfolioGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<VersionedResourceListOfOutputTransaction> Lusid.Sdk.Api.PortfolioGroupsApi.BuildTransactionsForPortfolioGroupWithHttpInfo ( string  scope,
string  code,
TransactionQueryParameters  transactionQueryParameters,
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
int?  limit = default(int?),
string?  page = default(string?),
int  operationIndex = 0 
)
inline

BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group Build transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
transactionQueryParametersThe query queryParameters which control how the output transactions are built.
asAtThe asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Transaction Type, use &quot;type eq &#39;Buy&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot; or &quot;Transaction&quot; domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Transaction/strategy/quantsignal&quot;. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to 100 if not specified. (optional)
pageThe pagination token to use to continue listing transactions from a previous call to BuildTransactions. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of VersionedResourceListOfOutputTransaction

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ BuildTransactionsForPortfolioGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<VersionedResourceListOfOutputTransaction> > Lusid.Sdk.Api.PortfolioGroupsApi.BuildTransactionsForPortfolioGroupWithHttpInfoAsync ( string  scope,
string  code,
TransactionQueryParameters  transactionQueryParameters,
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
int?  limit = default(int?),
string?  page = default(string?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group Build transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
transactionQueryParametersThe query queryParameters which control how the output transactions are built.
asAtThe asAt datetime at which to build the transactions. Defaults to return the latest version of each transaction if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Transaction Type, use &quot;type eq &#39;Buy&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot; or &quot;Transaction&quot; domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Transaction/strategy/quantsignal&quot;. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to 100 if not specified. (optional)
pageThe pagination token to use to continue listing transactions from a previous call to BuildTransactions. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (VersionedResourceListOfOutputTransaction)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ CreatePortfolioGroup()

PortfolioGroup Lusid.Sdk.Api.PortfolioGroupsApi.CreatePortfolioGroup ( string  scope,
CreatePortfolioGroupRequest createPortfolioGroupRequest = default(CreatePortfolioGroupRequest?),
int  operationIndex = 0 
)
inline

CreatePortfolioGroup: Create portfolio group Create a portfolio group in a specific scope.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope that the portfolio group will be created in.
createPortfolioGroupRequestThe definition and details of the portfolio group. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ CreatePortfolioGroupAsync()

async System.Threading.Tasks.Task<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.CreatePortfolioGroupAsync ( string  scope,
CreatePortfolioGroupRequest createPortfolioGroupRequest = default(CreatePortfolioGroupRequest?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

CreatePortfolioGroup: Create portfolio group Create a portfolio group in a specific scope.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope that the portfolio group will be created in.
createPortfolioGroupRequestThe definition and details of the portfolio group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ CreatePortfolioGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.CreatePortfolioGroupWithHttpInfo ( string  scope,
CreatePortfolioGroupRequest createPortfolioGroupRequest = default(CreatePortfolioGroupRequest?),
int  operationIndex = 0 
)
inline

CreatePortfolioGroup: Create portfolio group Create a portfolio group in a specific scope.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope that the portfolio group will be created in.
createPortfolioGroupRequestThe definition and details of the portfolio group. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ CreatePortfolioGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.CreatePortfolioGroupWithHttpInfoAsync ( string  scope,
CreatePortfolioGroupRequest createPortfolioGroupRequest = default(CreatePortfolioGroupRequest?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

CreatePortfolioGroup: Create portfolio group Create a portfolio group in a specific scope.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope that the portfolio group will be created in.
createPortfolioGroupRequestThe definition and details of the portfolio group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeleteGroupProperties()

DeletedEntityResponse Lusid.Sdk.Api.PortfolioGroupsApi.DeleteGroupProperties ( string  scope,
string  code,
List< string >  requestBody,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeleteGroupProperties: Delete group properties Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to delete properties from.
codeThe code of the group to delete properties from. Together with the scope this uniquely identifies the group.
requestBodyThe property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. Each property must be from the &quot;PortfolioGroup&quot; domain.
effectiveAtThe effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified &#39;effectiveAt&#39; datetime. If the &#39;effectiveAt&#39; is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual. (optional)
operationIndexIndex associated with the operation.
Returns
DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeleteGroupPropertiesAsync()

async System.Threading.Tasks.Task<DeletedEntityResponse> Lusid.Sdk.Api.PortfolioGroupsApi.DeleteGroupPropertiesAsync ( string  scope,
string  code,
List< string >  requestBody,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeleteGroupProperties: Delete group properties Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to delete properties from.
codeThe code of the group to delete properties from. Together with the scope this uniquely identifies the group.
requestBodyThe property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. Each property must be from the &quot;PortfolioGroup&quot; domain.
effectiveAtThe effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified &#39;effectiveAt&#39; datetime. If the &#39;effectiveAt&#39; is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeleteGroupPropertiesWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<DeletedEntityResponse> Lusid.Sdk.Api.PortfolioGroupsApi.DeleteGroupPropertiesWithHttpInfo ( string  scope,
string  code,
List< string >  requestBody,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeleteGroupProperties: Delete group properties Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to delete properties from.
codeThe code of the group to delete properties from. Together with the scope this uniquely identifies the group.
requestBodyThe property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. Each property must be from the &quot;PortfolioGroup&quot; domain.
effectiveAtThe effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified &#39;effectiveAt&#39; datetime. If the &#39;effectiveAt&#39; is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeleteGroupPropertiesWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<DeletedEntityResponse> > Lusid.Sdk.Api.PortfolioGroupsApi.DeleteGroupPropertiesWithHttpInfoAsync ( string  scope,
string  code,
List< string >  requestBody,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeleteGroupProperties: Delete group properties Delete one or more properties from a single portfolio group. If the properties are time variant then an effective date time from which the properties will be deleted must be specified. If the properties are perpetual then it is invalid to specify an effective date time for deletion.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to delete properties from.
codeThe code of the group to delete properties from. Together with the scope this uniquely identifies the group.
requestBodyThe property keys of the properties to delete. These take the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. Each property must be from the &quot;PortfolioGroup&quot; domain.
effectiveAtThe effective datetime or cut label at which to delete time-variant properties from. The property must exist at the specified &#39;effectiveAt&#39; datetime. If the &#39;effectiveAt&#39; is not provided or is before the time-variant property exists then a failure is returned. Do not specify this parameter if any of the properties to delete are perpetual. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (DeletedEntityResponse)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeleteKeyFromPortfolioGroupAccessMetadata()

DeletedEntityResponse Lusid.Sdk.Api.PortfolioGroupsApi.DeleteKeyFromPortfolioGroupAccessMetadata ( string  scope,
string  code,
string  metadataKey,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure).

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the Access Metadata entry to delete
effectiveAtThe effective date to delete at, if this is not supplied, it will delete all data found (optional)
effectiveUntilThe effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
Returns
DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeleteKeyFromPortfolioGroupAccessMetadataAsync()

async System.Threading.Tasks.Task<DeletedEntityResponse> Lusid.Sdk.Api.PortfolioGroupsApi.DeleteKeyFromPortfolioGroupAccessMetadataAsync ( string  scope,
string  code,
string  metadataKey,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure).

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the Access Metadata entry to delete
effectiveAtThe effective date to delete at, if this is not supplied, it will delete all data found (optional)
effectiveUntilThe effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeleteKeyFromPortfolioGroupAccessMetadataWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<DeletedEntityResponse> Lusid.Sdk.Api.PortfolioGroupsApi.DeleteKeyFromPortfolioGroupAccessMetadataWithHttpInfo ( string  scope,
string  code,
string  metadataKey,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure).

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the Access Metadata entry to delete
effectiveAtThe effective date to delete at, if this is not supplied, it will delete all data found (optional)
effectiveUntilThe effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeleteKeyFromPortfolioGroupAccessMetadataWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<DeletedEntityResponse> > Lusid.Sdk.Api.PortfolioGroupsApi.DeleteKeyFromPortfolioGroupAccessMetadataWithHttpInfoAsync ( string  scope,
string  code,
string  metadataKey,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry Deletes the Portfolio Group Access Metadata entry that exactly matches the provided identifier parts. It is important to always check to verify success (or failure).

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the Access Metadata entry to delete
effectiveAtThe effective date to delete at, if this is not supplied, it will delete all data found (optional)
effectiveUntilThe effective date until which the delete is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (DeletedEntityResponse)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeletePortfolioFromGroup()

PortfolioGroup Lusid.Sdk.Api.PortfolioGroupsApi.DeletePortfolioFromGroup ( string  scope,
string  code,
string  portfolioScope,
string  portfolioCode,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group Remove a single portfolio from a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to remove the portfolio from.
codeThe code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.
portfolioScopeThe scope of the portfolio being removed from the portfolio group.
portfolioCodeThe code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.
effectiveAtThe effective datetime or cut label from which the portfolio will be removed from the portfolio group. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeletePortfolioFromGroupAsync()

async System.Threading.Tasks.Task<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.DeletePortfolioFromGroupAsync ( string  scope,
string  code,
string  portfolioScope,
string  portfolioCode,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group Remove a single portfolio from a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to remove the portfolio from.
codeThe code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.
portfolioScopeThe scope of the portfolio being removed from the portfolio group.
portfolioCodeThe code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.
effectiveAtThe effective datetime or cut label from which the portfolio will be removed from the portfolio group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeletePortfolioFromGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.DeletePortfolioFromGroupWithHttpInfo ( string  scope,
string  code,
string  portfolioScope,
string  portfolioCode,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group Remove a single portfolio from a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to remove the portfolio from.
codeThe code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.
portfolioScopeThe scope of the portfolio being removed from the portfolio group.
portfolioCodeThe code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.
effectiveAtThe effective datetime or cut label from which the portfolio will be removed from the portfolio group. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeletePortfolioFromGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.DeletePortfolioFromGroupWithHttpInfoAsync ( string  scope,
string  code,
string  portfolioScope,
string  portfolioCode,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group Remove a single portfolio from a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to remove the portfolio from.
codeThe code of the portfolio group to remove the portfolio from. Together with the scope this uniquely identifies the portfolio group.
portfolioScopeThe scope of the portfolio being removed from the portfolio group.
portfolioCodeThe code of the portfolio being removed from the portfolio group. Together with the scope this uniquely identifies the portfolio to remove.
effectiveAtThe effective datetime or cut label from which the portfolio will be removed from the portfolio group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeletePortfolioGroup()

DeletedEntityResponse Lusid.Sdk.Api.PortfolioGroupsApi.DeletePortfolioGroup ( string  scope,
string  code,
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group&#39;s creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to delete.
codeThe code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.
operationIndexIndex associated with the operation.
Returns
DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeletePortfolioGroupAsync()

async System.Threading.Tasks.Task<DeletedEntityResponse> Lusid.Sdk.Api.PortfolioGroupsApi.DeletePortfolioGroupAsync ( string  scope,
string  code,
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group&#39;s creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to delete.
codeThe code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeletePortfolioGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<DeletedEntityResponse> Lusid.Sdk.Api.PortfolioGroupsApi.DeletePortfolioGroupWithHttpInfo ( string  scope,
string  code,
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group&#39;s creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to delete.
codeThe code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.
operationIndexIndex associated with the operation.
Returns
ApiResponse of DeletedEntityResponse

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeletePortfolioGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<DeletedEntityResponse> > Lusid.Sdk.Api.PortfolioGroupsApi.DeletePortfolioGroupWithHttpInfoAsync ( string  scope,
string  code,
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group Delete a single portfolio group. A portfolio group can be deleted while it still contains portfolios or sub groups. In this case any portfolios or sub groups contained in this group will not be deleted, however they will no longer be grouped together by this portfolio group. The deletion will be valid from the portfolio group&#39;s creation datetime, ie. the portfolio group will no longer exist at any effective datetime from the asAt datetime of deletion.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to delete.
codeThe code of the portfolio group to delete. Together with the scope this uniquely identifies the portfolio group to delete.
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (DeletedEntityResponse)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeleteSubGroupFromGroup()

PortfolioGroup Lusid.Sdk.Api.PortfolioGroupsApi.DeleteSubGroupFromGroup ( string  scope,
string  code,
string  subgroupScope,
string  subgroupCode,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group Remove a single portfolio group (sub group) from a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to remove the sub group from.
codeThe code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.
subgroupScopeThe scope of the sub group to remove from the portfolio group.
subgroupCodeThe code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.
effectiveAtThe effective datetime or cut label from which the sub group will be removed from the portfolio group. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeleteSubGroupFromGroupAsync()

async System.Threading.Tasks.Task<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.DeleteSubGroupFromGroupAsync ( string  scope,
string  code,
string  subgroupScope,
string  subgroupCode,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group Remove a single portfolio group (sub group) from a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to remove the sub group from.
codeThe code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.
subgroupScopeThe scope of the sub group to remove from the portfolio group.
subgroupCodeThe code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.
effectiveAtThe effective datetime or cut label from which the sub group will be removed from the portfolio group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ DeleteSubGroupFromGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.DeleteSubGroupFromGroupWithHttpInfo ( string  scope,
string  code,
string  subgroupScope,
string  subgroupCode,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group Remove a single portfolio group (sub group) from a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to remove the sub group from.
codeThe code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.
subgroupScopeThe scope of the sub group to remove from the portfolio group.
subgroupCodeThe code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.
effectiveAtThe effective datetime or cut label from which the sub group will be removed from the portfolio group. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ DeleteSubGroupFromGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.DeleteSubGroupFromGroupWithHttpInfoAsync ( string  scope,
string  code,
string  subgroupScope,
string  subgroupCode,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group Remove a single portfolio group (sub group) from a portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to remove the sub group from.
codeThe code of the portfolio group to remove the sub group from. Together with the scope this uniquely identifies the portfolio group.
subgroupScopeThe scope of the sub group to remove from the portfolio group.
subgroupCodeThe code of the sub group to remove from the portfolio group. Together with the scope this uniquely identifies the sub group.
effectiveAtThe effective datetime or cut label from which the sub group will be removed from the portfolio group. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetA2BDataForPortfolioGroup()

VersionedResourceListOfA2BDataRecord Lusid.Sdk.Api.PortfolioGroupsApi.GetA2BDataForPortfolioGroup ( string  scope,
string  code,
DateTimeOrCutLabel  fromEffectiveAt,
DateTimeOrCutLabel  toEffectiveAt,
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  recipeIdScope = default(string?),
string?  recipeIdCode = default(string?),
List< string >?  propertyKeys = default(List<string>?),
string?  filter = default(string?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group Get an A2B report for all Transaction Portfolios within the given portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to retrieve the A2B report for.
codeThe code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.
fromEffectiveAtThe lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.
toEffectiveAtThe upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.
asAtThe asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified. (optional)
recipeIdScopeThe scope of the given recipeId (optional)
recipeIdCodeThe code of the given recipeId (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot; domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot;. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
operationIndexIndex associated with the operation.
Returns
VersionedResourceListOfA2BDataRecord

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetA2BDataForPortfolioGroupAsync()

async System.Threading.Tasks.Task<VersionedResourceListOfA2BDataRecord> Lusid.Sdk.Api.PortfolioGroupsApi.GetA2BDataForPortfolioGroupAsync ( string  scope,
string  code,
DateTimeOrCutLabel  fromEffectiveAt,
DateTimeOrCutLabel  toEffectiveAt,
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  recipeIdScope = default(string?),
string?  recipeIdCode = default(string?),
List< string >?  propertyKeys = default(List<string>?),
string?  filter = default(string?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group Get an A2B report for all Transaction Portfolios within the given portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to retrieve the A2B report for.
codeThe code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.
fromEffectiveAtThe lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.
toEffectiveAtThe upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.
asAtThe asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified. (optional)
recipeIdScopeThe scope of the given recipeId (optional)
recipeIdCodeThe code of the given recipeId (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot; domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot;. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of VersionedResourceListOfA2BDataRecord

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetA2BDataForPortfolioGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<VersionedResourceListOfA2BDataRecord> Lusid.Sdk.Api.PortfolioGroupsApi.GetA2BDataForPortfolioGroupWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel  fromEffectiveAt,
DateTimeOrCutLabel  toEffectiveAt,
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  recipeIdScope = default(string?),
string?  recipeIdCode = default(string?),
List< string >?  propertyKeys = default(List<string>?),
string?  filter = default(string?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group Get an A2B report for all Transaction Portfolios within the given portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to retrieve the A2B report for.
codeThe code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.
fromEffectiveAtThe lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.
toEffectiveAtThe upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.
asAtThe asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified. (optional)
recipeIdScopeThe scope of the given recipeId (optional)
recipeIdCodeThe code of the given recipeId (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot; domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot;. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of VersionedResourceListOfA2BDataRecord

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetA2BDataForPortfolioGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<VersionedResourceListOfA2BDataRecord> > Lusid.Sdk.Api.PortfolioGroupsApi.GetA2BDataForPortfolioGroupWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel  fromEffectiveAt,
DateTimeOrCutLabel  toEffectiveAt,
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  recipeIdScope = default(string?),
string?  recipeIdCode = default(string?),
List< string >?  propertyKeys = default(List<string>?),
string?  filter = default(string?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group Get an A2B report for all Transaction Portfolios within the given portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to retrieve the A2B report for.
codeThe code of the group to retrieve the A2B report for. Together with the scope this uniquely identifies the portfolio group.
fromEffectiveAtThe lower bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no lower bound if this is not specified.
toEffectiveAtThe upper bound effective datetime or cut label (inclusive) from which to retrieve the data. There is no upper bound if this is not specified.
asAtThe asAt datetime at which to retrieve the portfolio. Defaults to return the latest version of each transaction if not specified. (optional)
recipeIdScopeThe scope of the given recipeId (optional)
recipeIdCodeThe code of the given recipeId (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot; domain to decorate onto the results. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot;. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (VersionedResourceListOfA2BDataRecord)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetBasePath()

string Lusid.Sdk.Api.PortfolioGroupsApi.GetBasePath ( )
inline

Gets the base path of the API client.

The base path

Implements Lusid.Sdk.Client.IApiAccessor.

◆ GetGroupProperties()

PortfolioGroupProperties Lusid.Sdk.Api.PortfolioGroupsApi.GetGroupProperties ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetGroupProperties: Get group properties List all the properties of a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to list the properties for.
codeThe code of the group to list the properties for. Together with the scope this uniquely identifies the group.
effectiveAtThe effective date time or cut label at which to list the group&#39;s properties. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt date time at which to list the group&#39;s properties. Defaults to return the latest version of each property if not specified. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroupProperties

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetGroupPropertiesAsync()

async System.Threading.Tasks.Task<PortfolioGroupProperties> Lusid.Sdk.Api.PortfolioGroupsApi.GetGroupPropertiesAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetGroupProperties: Get group properties List all the properties of a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to list the properties for.
codeThe code of the group to list the properties for. Together with the scope this uniquely identifies the group.
effectiveAtThe effective date time or cut label at which to list the group&#39;s properties. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt date time at which to list the group&#39;s properties. Defaults to return the latest version of each property if not specified. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroupProperties

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetGroupPropertiesWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroupProperties> Lusid.Sdk.Api.PortfolioGroupsApi.GetGroupPropertiesWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetGroupProperties: Get group properties List all the properties of a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to list the properties for.
codeThe code of the group to list the properties for. Together with the scope this uniquely identifies the group.
effectiveAtThe effective date time or cut label at which to list the group&#39;s properties. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt date time at which to list the group&#39;s properties. Defaults to return the latest version of each property if not specified. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroupProperties

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetGroupPropertiesWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroupProperties> > Lusid.Sdk.Api.PortfolioGroupsApi.GetGroupPropertiesWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetGroupProperties: Get group properties List all the properties of a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to list the properties for.
codeThe code of the group to list the properties for. Together with the scope this uniquely identifies the group.
effectiveAtThe effective date time or cut label at which to list the group&#39;s properties. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt date time at which to list the group&#39;s properties. Defaults to return the latest version of each property if not specified. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroupProperties)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetHoldingsForPortfolioGroup()

VersionedResourceListOfPortfolioHolding Lusid.Sdk.Api.PortfolioGroupsApi.GetHoldingsForPortfolioGroup ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
bool?  byTaxlots = default(bool?),
int?  includeSettlementEventsAfterDays = default(int?),
int  operationIndex = 0 
)
inline

GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group Get the holdings of transaction portfolios in specified portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot;, &quot;Holding&quot; or &quot;Portfolio&quot; domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Holding/system/Cost&quot;. (optional)
byTaxlotsWhether or not to expand the holdings to return the underlying tax-lots. Defaults to False. (optional)
includeSettlementEventsAfterDaysNumber of days ahead to bring back settlements from, in relation to the specified effectiveAt (optional)
operationIndexIndex associated with the operation.
Returns
VersionedResourceListOfPortfolioHolding

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetHoldingsForPortfolioGroupAsync()

async System.Threading.Tasks.Task<VersionedResourceListOfPortfolioHolding> Lusid.Sdk.Api.PortfolioGroupsApi.GetHoldingsForPortfolioGroupAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
bool?  byTaxlots = default(bool?),
int?  includeSettlementEventsAfterDays = default(int?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group Get the holdings of transaction portfolios in specified portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot;, &quot;Holding&quot; or &quot;Portfolio&quot; domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Holding/system/Cost&quot;. (optional)
byTaxlotsWhether or not to expand the holdings to return the underlying tax-lots. Defaults to False. (optional)
includeSettlementEventsAfterDaysNumber of days ahead to bring back settlements from, in relation to the specified effectiveAt (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of VersionedResourceListOfPortfolioHolding

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetHoldingsForPortfolioGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<VersionedResourceListOfPortfolioHolding> Lusid.Sdk.Api.PortfolioGroupsApi.GetHoldingsForPortfolioGroupWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
bool?  byTaxlots = default(bool?),
int?  includeSettlementEventsAfterDays = default(int?),
int  operationIndex = 0 
)
inline

GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group Get the holdings of transaction portfolios in specified portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot;, &quot;Holding&quot; or &quot;Portfolio&quot; domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Holding/system/Cost&quot;. (optional)
byTaxlotsWhether or not to expand the holdings to return the underlying tax-lots. Defaults to False. (optional)
includeSettlementEventsAfterDaysNumber of days ahead to bring back settlements from, in relation to the specified effectiveAt (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of VersionedResourceListOfPortfolioHolding

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetHoldingsForPortfolioGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<VersionedResourceListOfPortfolioHolding> > Lusid.Sdk.Api.PortfolioGroupsApi.GetHoldingsForPortfolioGroupWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
bool?  byTaxlots = default(bool?),
int?  includeSettlementEventsAfterDays = default(int?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group Get the holdings of transaction portfolios in specified portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve the holdings of transaction portfolios in the portfolio group. Defaults to return the latest version of the holdings if not specified. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot;, &quot;Holding&quot; or &quot;Portfolio&quot; domain to decorate onto the holdings. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Holding/system/Cost&quot;. (optional)
byTaxlotsWhether or not to expand the holdings to return the underlying tax-lots. Defaults to False. (optional)
includeSettlementEventsAfterDaysNumber of days ahead to bring back settlements from, in relation to the specified effectiveAt (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (VersionedResourceListOfPortfolioHolding)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroup()

PortfolioGroup Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroup ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
List< string >?  relatedEntityPropertyKeys = default(List<string>?),
List< string >?  relationshipDefinitionIds = default(List<string>?),
int  operationIndex = 0 
)
inline

GetPortfolioGroup: Get portfolio group Retrieve the definition of a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to retrieve the definition for.
codeThe code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified. (optional)
relatedEntityPropertyKeysA list of property keys from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. (optional)
relationshipDefinitionIdsA list of relationship definitions that are used to decorate related entities onto the portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupAccessMetadataByKey()

List<AccessMetadataValue> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupAccessMetadataByKey ( string  scope,
string  code,
string  metadataKey,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the metadata entry to retrieve
effectiveAtThe effectiveAt datetime at which to retrieve the access metadata (optional)
asAtThe asAt datetime at which to retrieve the access metadata (optional)
operationIndexIndex associated with the operation.
Returns
List<AccessMetadataValue>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupAccessMetadataByKeyAsync()

async System.Threading.Tasks.Task<List<AccessMetadataValue> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupAccessMetadataByKeyAsync ( string  scope,
string  code,
string  metadataKey,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the metadata entry to retrieve
effectiveAtThe effectiveAt datetime at which to retrieve the access metadata (optional)
asAtThe asAt datetime at which to retrieve the access metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of List<AccessMetadataValue>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupAccessMetadataByKeyWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<List<AccessMetadataValue> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupAccessMetadataByKeyWithHttpInfo ( string  scope,
string  code,
string  metadataKey,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the metadata entry to retrieve
effectiveAtThe effectiveAt datetime at which to retrieve the access metadata (optional)
asAtThe asAt datetime at which to retrieve the access metadata (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of List<AccessMetadataValue>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupAccessMetadataByKeyWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<List<AccessMetadataValue> > > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupAccessMetadataByKeyWithHttpInfoAsync ( string  scope,
string  code,
string  metadataKey,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group Get a specific Portfolio Group access metadata by specifying the corresponding identifier parts No matching will be performed through this endpoint. To retrieve a rule, it is necessary to specify, exactly, the identifier of the rule

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the metadata entry to retrieve
effectiveAtThe effectiveAt datetime at which to retrieve the access metadata (optional)
asAtThe asAt datetime at which to retrieve the access metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (List<AccessMetadataValue>)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupAsync()

async System.Threading.Tasks.Task<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
List< string >?  relatedEntityPropertyKeys = default(List<string>?),
List< string >?  relationshipDefinitionIds = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

GetPortfolioGroup: Get portfolio group Retrieve the definition of a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to retrieve the definition for.
codeThe code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified. (optional)
relatedEntityPropertyKeysA list of property keys from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. (optional)
relationshipDefinitionIdsA list of relationship definitions that are used to decorate related entities onto the portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupCommands()

ResourceListOfProcessedCommand Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupCommands ( string  scope,
string  code,
DateTimeOffset?  fromAsAt = default(DateTimeOffset?),
DateTimeOffset?  toAsAt = default(DateTimeOffset?),
string?  filter = default(string?),
int  operationIndex = 0 
)
inline

GetPortfolioGroupCommands: Get portfolio group commands Gets all the commands that modified a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to retrieve the commands for.
codeThe code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.
fromAsAtThe lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified. (optional)
toAsAtThe upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified. (optional)
filterExpression to filter the result set. For example, to filter on the User ID, use &quot;userId.id eq &#39;string&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
operationIndexIndex associated with the operation.
Returns
ResourceListOfProcessedCommand

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupCommandsAsync()

async System.Threading.Tasks.Task<ResourceListOfProcessedCommand> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupCommandsAsync ( string  scope,
string  code,
DateTimeOffset?  fromAsAt = default(DateTimeOffset?),
DateTimeOffset?  toAsAt = default(DateTimeOffset?),
string?  filter = default(string?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

GetPortfolioGroupCommands: Get portfolio group commands Gets all the commands that modified a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to retrieve the commands for.
codeThe code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.
fromAsAtThe lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified. (optional)
toAsAtThe upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified. (optional)
filterExpression to filter the result set. For example, to filter on the User ID, use &quot;userId.id eq &#39;string&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ResourceListOfProcessedCommand

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupCommandsWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<ResourceListOfProcessedCommand> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupCommandsWithHttpInfo ( string  scope,
string  code,
DateTimeOffset?  fromAsAt = default(DateTimeOffset?),
DateTimeOffset?  toAsAt = default(DateTimeOffset?),
string?  filter = default(string?),
int  operationIndex = 0 
)
inline

GetPortfolioGroupCommands: Get portfolio group commands Gets all the commands that modified a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to retrieve the commands for.
codeThe code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.
fromAsAtThe lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified. (optional)
toAsAtThe upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified. (optional)
filterExpression to filter the result set. For example, to filter on the User ID, use &quot;userId.id eq &#39;string&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of ResourceListOfProcessedCommand

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupCommandsWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ResourceListOfProcessedCommand> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupCommandsWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOffset?  fromAsAt = default(DateTimeOffset?),
DateTimeOffset?  toAsAt = default(DateTimeOffset?),
string?  filter = default(string?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

GetPortfolioGroupCommands: Get portfolio group commands Gets all the commands that modified a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to retrieve the commands for.
codeThe code of the portfolio group to retrieve the commands for. Together with the scope this uniquely identifies the portfolio group.
fromAsAtThe lower bound asAt datetime (inclusive) from which to retrieve commands. There is no lower bound if this is not specified. (optional)
toAsAtThe upper bound asAt datetime (inclusive) from which to retrieve commands. There is no upper bound if this is not specified. (optional)
filterExpression to filter the result set. For example, to filter on the User ID, use &quot;userId.id eq &#39;string&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (ResourceListOfProcessedCommand)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupExpansion()

ExpandedGroup Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupExpansion ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
List< string >?  propertyFilter = default(List<string>?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to expand.
codeThe code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.
effectiveAtThe effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified. (optional)
propertyFilterThe restricted list of property keys from the &quot;Portfolio&quot; domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. &quot;Portfolio/Manager/Id&quot;. (optional)
operationIndexIndex associated with the operation.
Returns
ExpandedGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupExpansionAsync()

async System.Threading.Tasks.Task<ExpandedGroup> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupExpansionAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
List< string >?  propertyFilter = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to expand.
codeThe code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.
effectiveAtThe effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified. (optional)
propertyFilterThe restricted list of property keys from the &quot;Portfolio&quot; domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. &quot;Portfolio/Manager/Id&quot;. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ExpandedGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupExpansionWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<ExpandedGroup> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupExpansionWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
List< string >?  propertyFilter = default(List<string>?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to expand.
codeThe code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.
effectiveAtThe effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified. (optional)
propertyFilterThe restricted list of property keys from the &quot;Portfolio&quot; domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. &quot;Portfolio/Manager/Id&quot;. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of ExpandedGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupExpansionWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ExpandedGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupExpansionWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
List< string >?  propertyFilter = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion List all the portfolios in a group, including all portfolios within sub groups in the group. Each portfolio will be decorated with all of its properties unless a property filter is specified.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to expand.
codeThe code of the portfolio group to expand. Together with the scope this uniquely identifies the portfolio group to expand.
effectiveAtThe effective datetime or cut label at which to expand the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to expand the portfolio group. Defaults to return the latest version of each portfolio in the group if not specified. (optional)
propertyFilterThe restricted list of property keys from the &quot;Portfolio&quot; domain which will be decorated onto each portfolio. These take the format {domain}/{scope}/{code} e.g. &quot;Portfolio/Manager/Id&quot;. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (ExpandedGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupMetadata()

Dictionary<string, List<AccessMetadataValue> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupMetadata ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
effectiveAtThe effectiveAt datetime at which to retrieve the Access Metadata (optional)
asAtThe asAt datetime at which to retrieve the Access Metadata (optional)
operationIndexIndex associated with the operation.
Returns
Dictionary<string, List<AccessMetadataValue>>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupMetadataAsync()

async System.Threading.Tasks.Task<Dictionary<string, List<AccessMetadataValue> > > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupMetadataAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
effectiveAtThe effectiveAt datetime at which to retrieve the Access Metadata (optional)
asAtThe asAt datetime at which to retrieve the Access Metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of Dictionary<string, List<AccessMetadataValue>>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupMetadataWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<Dictionary<string, List<AccessMetadataValue> > > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupMetadataWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
effectiveAtThe effectiveAt datetime at which to retrieve the Access Metadata (optional)
asAtThe asAt datetime at which to retrieve the Access Metadata (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of Dictionary<string, List<AccessMetadataValue>>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupMetadataWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<Dictionary<string, List<AccessMetadataValue> > > > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupMetadataWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group Pass the scope and Portfolio Group code parameters to retrieve the associated Access Metadata

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
effectiveAtThe effectiveAt datetime at which to retrieve the Access Metadata (optional)
asAtThe asAt datetime at which to retrieve the Access Metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (Dictionary<string, List<AccessMetadataValue>>)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupPropertyTimeSeries()

ResourceListOfPropertyInterval Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupPropertyTimeSeries ( string  scope,
string  code,
string  propertyKey,
string?  portfolioGroupEffectiveAt = default(string?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
string?  page = default(string?),
int?  limit = default(int?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property List the complete time series of a portfolio group property.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group.
codeThe code of the group. Together with the scope this uniquely identifies the portfolio group.
propertyKeyThe property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. Each property must be from the &quot;PortfolioGroup&quot; domain.
portfolioGroupEffectiveAtThe effective datetime used to resolve the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to list the portfolio group&#39;s property history. Defaults to return the current datetime if not supplied. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
pageThe pagination token to use to continue listing properties from a previous call to get property time series. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, and asAt fields must not have changed since the original request. (optional)
limitWhen paginating, limit the number of returned results to this many. (optional)
operationIndexIndex associated with the operation.
Returns
ResourceListOfPropertyInterval

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupPropertyTimeSeriesAsync()

async System.Threading.Tasks.Task<ResourceListOfPropertyInterval> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupPropertyTimeSeriesAsync ( string  scope,
string  code,
string  propertyKey,
string?  portfolioGroupEffectiveAt = default(string?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
string?  page = default(string?),
int?  limit = default(int?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property List the complete time series of a portfolio group property.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group.
codeThe code of the group. Together with the scope this uniquely identifies the portfolio group.
propertyKeyThe property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. Each property must be from the &quot;PortfolioGroup&quot; domain.
portfolioGroupEffectiveAtThe effective datetime used to resolve the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to list the portfolio group&#39;s property history. Defaults to return the current datetime if not supplied. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
pageThe pagination token to use to continue listing properties from a previous call to get property time series. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, and asAt fields must not have changed since the original request. (optional)
limitWhen paginating, limit the number of returned results to this many. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ResourceListOfPropertyInterval

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupPropertyTimeSeriesWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<ResourceListOfPropertyInterval> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupPropertyTimeSeriesWithHttpInfo ( string  scope,
string  code,
string  propertyKey,
string?  portfolioGroupEffectiveAt = default(string?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
string?  page = default(string?),
int?  limit = default(int?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property List the complete time series of a portfolio group property.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group.
codeThe code of the group. Together with the scope this uniquely identifies the portfolio group.
propertyKeyThe property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. Each property must be from the &quot;PortfolioGroup&quot; domain.
portfolioGroupEffectiveAtThe effective datetime used to resolve the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to list the portfolio group&#39;s property history. Defaults to return the current datetime if not supplied. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
pageThe pagination token to use to continue listing properties from a previous call to get property time series. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, and asAt fields must not have changed since the original request. (optional)
limitWhen paginating, limit the number of returned results to this many. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of ResourceListOfPropertyInterval

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupPropertyTimeSeriesWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ResourceListOfPropertyInterval> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupPropertyTimeSeriesWithHttpInfoAsync ( string  scope,
string  code,
string  propertyKey,
string?  portfolioGroupEffectiveAt = default(string?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
string?  page = default(string?),
int?  limit = default(int?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property List the complete time series of a portfolio group property.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group.
codeThe code of the group. Together with the scope this uniquely identifies the portfolio group.
propertyKeyThe property key of the property that will have its history shown. These must be in the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. Each property must be from the &quot;PortfolioGroup&quot; domain.
portfolioGroupEffectiveAtThe effective datetime used to resolve the portfolio group. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to list the portfolio group&#39;s property history. Defaults to return the current datetime if not supplied. (optional)
filterExpression to filter the result set. Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
pageThe pagination token to use to continue listing properties from a previous call to get property time series. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, and asAt fields must not have changed since the original request. (optional)
limitWhen paginating, limit the number of returned results to this many. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (ResourceListOfPropertyInterval)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupRelations()

ResourceListOfRelation Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupRelations ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  identifierTypes = default(List<string>?),
int  operationIndex = 0 
)
inline

[EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group Get relations for the specified Portfolio Group

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified. (optional)
filterExpression to filter the relations. Users should provide null or empty string for this field until further notice. (optional)
identifierTypesIdentifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. &quot;Person/CompanyDetails/Role&quot;. They must be from the &quot;Person&quot; or &quot;LegalEntity&quot; domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array. (optional)
operationIndexIndex associated with the operation.
Returns
ResourceListOfRelation

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupRelationsAsync()

async System.Threading.Tasks.Task<ResourceListOfRelation> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupRelationsAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  identifierTypes = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group Get relations for the specified Portfolio Group

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified. (optional)
filterExpression to filter the relations. Users should provide null or empty string for this field until further notice. (optional)
identifierTypesIdentifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. &quot;Person/CompanyDetails/Role&quot;. They must be from the &quot;Person&quot; or &quot;LegalEntity&quot; domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ResourceListOfRelation

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupRelationships()

ResourceListOfRelationship Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupRelationships ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  identifierTypes = default(List<string>?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group Get relationships for the specified Portfolio Group

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified. (optional)
filterExpression to filter relationships. Users should provide null or empty string for this field until further notice. (optional)
identifierTypesIdentifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the &#39;Person&#39; or &#39;LegalEntity&#39; domains and have the format {domain}/{scope}/{code}, for example &#39;Person/CompanyDetails/Role&#39;. An Empty array may be used to return all related Entities. (optional)
operationIndexIndex associated with the operation.
Returns
ResourceListOfRelationship

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupRelationshipsAsync()

async System.Threading.Tasks.Task<ResourceListOfRelationship> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupRelationshipsAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  identifierTypes = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group Get relationships for the specified Portfolio Group

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified. (optional)
filterExpression to filter relationships. Users should provide null or empty string for this field until further notice. (optional)
identifierTypesIdentifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the &#39;Person&#39; or &#39;LegalEntity&#39; domains and have the format {domain}/{scope}/{code}, for example &#39;Person/CompanyDetails/Role&#39;. An Empty array may be used to return all related Entities. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ResourceListOfRelationship

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupRelationshipsWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<ResourceListOfRelationship> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupRelationshipsWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  identifierTypes = default(List<string>?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group Get relationships for the specified Portfolio Group

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified. (optional)
filterExpression to filter relationships. Users should provide null or empty string for this field until further notice. (optional)
identifierTypesIdentifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the &#39;Person&#39; or &#39;LegalEntity&#39; domains and have the format {domain}/{scope}/{code}, for example &#39;Person/CompanyDetails/Role&#39;. An Empty array may be used to return all related Entities. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of ResourceListOfRelationship

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupRelationshipsWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ResourceListOfRelationship> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupRelationshipsWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  identifierTypes = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group Get relationships for the specified Portfolio Group

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve relationship. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve relationships. Defaults to return the latest LUSID AsAt time if not specified. (optional)
filterExpression to filter relationships. Users should provide null or empty string for this field until further notice. (optional)
identifierTypesIdentifier types (as property keys) used for referencing Persons or Legal Entities. These can be specified from the &#39;Person&#39; or &#39;LegalEntity&#39; domains and have the format {domain}/{scope}/{code}, for example &#39;Person/CompanyDetails/Role&#39;. An Empty array may be used to return all related Entities. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (ResourceListOfRelationship)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupRelationsWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<ResourceListOfRelation> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupRelationsWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  identifierTypes = default(List<string>?),
int  operationIndex = 0 
)
inline

[EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group Get relations for the specified Portfolio Group

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified. (optional)
filterExpression to filter the relations. Users should provide null or empty string for this field until further notice. (optional)
identifierTypesIdentifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. &quot;Person/CompanyDetails/Role&quot;. They must be from the &quot;Person&quot; or &quot;LegalEntity&quot; domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of ResourceListOfRelation

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupRelationsWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ResourceListOfRelation> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupRelationsWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  identifierTypes = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group Get relations for the specified Portfolio Group

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve relations. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve relations. Defaults to return the latest LUSID AsAt time if not specified. (optional)
filterExpression to filter the relations. Users should provide null or empty string for this field until further notice. (optional)
identifierTypesIdentifiers types (as property keys) used for referencing Persons or Legal Entities. These take the format {domain}/{scope}/{code} e.g. &quot;Person/CompanyDetails/Role&quot;. They must be from the &quot;Person&quot; or &quot;LegalEntity&quot; domain. Only identifier types stated will be used to look up relevant entities in relations. If not applicable, provide an empty array. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (ResourceListOfRelation)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetPortfolioGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
List< string >?  relatedEntityPropertyKeys = default(List<string>?),
List< string >?  relationshipDefinitionIds = default(List<string>?),
int  operationIndex = 0 
)
inline

GetPortfolioGroup: Get portfolio group Retrieve the definition of a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to retrieve the definition for.
codeThe code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified. (optional)
relatedEntityPropertyKeysA list of property keys from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. (optional)
relationshipDefinitionIdsA list of relationship definitions that are used to decorate related entities onto the portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetPortfolioGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.GetPortfolioGroupWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
List< string >?  relatedEntityPropertyKeys = default(List<string>?),
List< string >?  relationshipDefinitionIds = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

GetPortfolioGroup: Get portfolio group Retrieve the definition of a single portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to retrieve the definition for.
codeThe code of the portfolio group to retrieve the definition for. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to retrieve the portfolio group definition. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to retrieve the portfolio group definition. Defaults to return the latest version of the portfolio group definition if not specified. (optional)
relatedEntityPropertyKeysA list of property keys from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. (optional)
relationshipDefinitionIdsA list of relationship definitions that are used to decorate related entities onto the portfolio group in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetTransactionsForPortfolioGroup()

VersionedResourceListOfTransaction Lusid.Sdk.Api.PortfolioGroupsApi.GetTransactionsForPortfolioGroup ( string  scope,
string  code,
DateTimeOrCutLabel fromTransactionDate = default(DateTimeOrCutLabel?),
DateTimeOrCutLabel toTransactionDate = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
int?  limit = default(int?),
string?  page = default(string?),
bool?  showCancelledTransactions = default(bool?),
List< string >?  sortBy = default(List<string>?),
int  operationIndex = 0 
)
inline

GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
fromTransactionDateThe lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified. (optional)
toTransactionDateThe upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified. (optional)
asAtThe asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Transaction Type, use &quot;type eq &#39;Buy&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot;, &quot;Transaction&quot;, &quot;LegalEntity&quot; or &quot;CustodianAccount&quot; domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Transaction/strategy/quantsignal&quot;. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to 100 if not specified. (optional)
pageThe pagination token to use to continue listing transactions from a previous call to GetTransactions. (optional)
showCancelledTransactionsOption to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified. (optional)
sortByA list of field names or properties to sort by, each suffixed by &quot; ASC&quot; or &quot; DESC&quot;. (optional)
operationIndexIndex associated with the operation.
Returns
VersionedResourceListOfTransaction

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetTransactionsForPortfolioGroupAsync()

async System.Threading.Tasks.Task<VersionedResourceListOfTransaction> Lusid.Sdk.Api.PortfolioGroupsApi.GetTransactionsForPortfolioGroupAsync ( string  scope,
string  code,
DateTimeOrCutLabel fromTransactionDate = default(DateTimeOrCutLabel?),
DateTimeOrCutLabel toTransactionDate = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
int?  limit = default(int?),
string?  page = default(string?),
bool?  showCancelledTransactions = default(bool?),
List< string >?  sortBy = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
fromTransactionDateThe lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified. (optional)
toTransactionDateThe upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified. (optional)
asAtThe asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Transaction Type, use &quot;type eq &#39;Buy&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot;, &quot;Transaction&quot;, &quot;LegalEntity&quot; or &quot;CustodianAccount&quot; domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Transaction/strategy/quantsignal&quot;. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to 100 if not specified. (optional)
pageThe pagination token to use to continue listing transactions from a previous call to GetTransactions. (optional)
showCancelledTransactionsOption to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified. (optional)
sortByA list of field names or properties to sort by, each suffixed by &quot; ASC&quot; or &quot; DESC&quot;. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of VersionedResourceListOfTransaction

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ GetTransactionsForPortfolioGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<VersionedResourceListOfTransaction> Lusid.Sdk.Api.PortfolioGroupsApi.GetTransactionsForPortfolioGroupWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel fromTransactionDate = default(DateTimeOrCutLabel?),
DateTimeOrCutLabel toTransactionDate = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
int?  limit = default(int?),
string?  page = default(string?),
bool?  showCancelledTransactions = default(bool?),
List< string >?  sortBy = default(List<string>?),
int  operationIndex = 0 
)
inline

GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
fromTransactionDateThe lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified. (optional)
toTransactionDateThe upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified. (optional)
asAtThe asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Transaction Type, use &quot;type eq &#39;Buy&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot;, &quot;Transaction&quot;, &quot;LegalEntity&quot; or &quot;CustodianAccount&quot; domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Transaction/strategy/quantsignal&quot;. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to 100 if not specified. (optional)
pageThe pagination token to use to continue listing transactions from a previous call to GetTransactions. (optional)
showCancelledTransactionsOption to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified. (optional)
sortByA list of field names or properties to sort by, each suffixed by &quot; ASC&quot; or &quot; DESC&quot;. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of VersionedResourceListOfTransaction

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ GetTransactionsForPortfolioGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<VersionedResourceListOfTransaction> > Lusid.Sdk.Api.PortfolioGroupsApi.GetTransactionsForPortfolioGroupWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel fromTransactionDate = default(DateTimeOrCutLabel?),
DateTimeOrCutLabel toTransactionDate = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  filter = default(string?),
List< string >?  propertyKeys = default(List<string>?),
int?  limit = default(int?),
string?  page = default(string?),
bool?  showCancelledTransactions = default(bool?),
List< string >?  sortBy = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group Get transactions for transaction portfolios in a portfolio group over a given interval of effective time. When the specified portfolio in a portfolio group is a derived transaction portfolio, the returned set of transactions is the union set of all transactions of the parent (and any grandparents etc.) and the specified derived transaction portfolio itself.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group.
codeThe code of the portfolio group. Together with the scope this uniquely identifies the portfolio group.
fromTransactionDateThe lower bound effective datetime or cut label (inclusive) from which to retrieve the transactions. There is no lower bound if this is not specified. (optional)
toTransactionDateThe upper bound effective datetime or cut label (inclusive) from which to retrieve transactions. There is no upper bound if this is not specified. (optional)
asAtThe asAt datetime at which to retrieve the transactions. Defaults to return the latest version of each transaction if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Transaction Type, use &quot;type eq &#39;Buy&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
propertyKeysA list of property keys from the &quot;Instrument&quot;, &quot;Transaction&quot;, &quot;LegalEntity&quot; or &quot;CustodianAccount&quot; domain to decorate onto the transactions. These take the format {domain}/{scope}/{code} e.g. &quot;Instrument/system/Name&quot; or &quot;Transaction/strategy/quantsignal&quot;. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to 100 if not specified. (optional)
pageThe pagination token to use to continue listing transactions from a previous call to GetTransactions. (optional)
showCancelledTransactionsOption to specify whether or not to include cancelled transactions, including previous versions of transactions which have since been amended. Defaults to False if not specified. (optional)
sortByA list of field names or properties to sort by, each suffixed by &quot; ASC&quot; or &quot; DESC&quot;. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (VersionedResourceListOfTransaction)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ ListPortfolioGroups()

PagedResourceListOfPortfolioGroup Lusid.Sdk.Api.PortfolioGroupsApi.ListPortfolioGroups ( string  scope,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  page = default(string?),
int?  limit = default(int?),
string?  filter = default(string?),
List< string >?  sortBy = default(List<string>?),
List< string >?  relatedEntityPropertyKeys = default(List<string>?),
List< string >?  relationshipDefinitionIds = default(List<string>?),
int  operationIndex = 0 
)
inline

ListPortfolioGroups: List portfolio groups List all the portfolio groups in a single scope.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope to list the portfolio groups in.
effectiveAtThe effective datetime or cut label at which to list the portfolio groups. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to list the portfolio groups. Defaults to return the latest version of each portfolio group if not specified. (optional)
pageThe pagination token to use to continue listing portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy and asAt fields must not have changed since the original request. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to no limit if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Display Name, use &quot;displayName eq &#39;string&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
sortByA list of field names to sort by, each suffixed by &quot; ASC&quot; or &quot; DESC&quot; (optional)
relatedEntityPropertyKeysA list of property keys from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. (optional)
relationshipDefinitionIdsA list of relationship definitions that are used to decorate related entities onto the portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. (optional)
operationIndexIndex associated with the operation.
Returns
PagedResourceListOfPortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ ListPortfolioGroupsAsync()

async System.Threading.Tasks.Task<PagedResourceListOfPortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.ListPortfolioGroupsAsync ( string  scope,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  page = default(string?),
int?  limit = default(int?),
string?  filter = default(string?),
List< string >?  sortBy = default(List<string>?),
List< string >?  relatedEntityPropertyKeys = default(List<string>?),
List< string >?  relationshipDefinitionIds = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

ListPortfolioGroups: List portfolio groups List all the portfolio groups in a single scope.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope to list the portfolio groups in.
effectiveAtThe effective datetime or cut label at which to list the portfolio groups. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to list the portfolio groups. Defaults to return the latest version of each portfolio group if not specified. (optional)
pageThe pagination token to use to continue listing portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy and asAt fields must not have changed since the original request. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to no limit if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Display Name, use &quot;displayName eq &#39;string&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
sortByA list of field names to sort by, each suffixed by &quot; ASC&quot; or &quot; DESC&quot; (optional)
relatedEntityPropertyKeysA list of property keys from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. (optional)
relationshipDefinitionIdsA list of relationship definitions that are used to decorate related entities onto the portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PagedResourceListOfPortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ ListPortfolioGroupsWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PagedResourceListOfPortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.ListPortfolioGroupsWithHttpInfo ( string  scope,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  page = default(string?),
int?  limit = default(int?),
string?  filter = default(string?),
List< string >?  sortBy = default(List<string>?),
List< string >?  relatedEntityPropertyKeys = default(List<string>?),
List< string >?  relationshipDefinitionIds = default(List<string>?),
int  operationIndex = 0 
)
inline

ListPortfolioGroups: List portfolio groups List all the portfolio groups in a single scope.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope to list the portfolio groups in.
effectiveAtThe effective datetime or cut label at which to list the portfolio groups. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to list the portfolio groups. Defaults to return the latest version of each portfolio group if not specified. (optional)
pageThe pagination token to use to continue listing portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy and asAt fields must not have changed since the original request. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to no limit if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Display Name, use &quot;displayName eq &#39;string&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
sortByA list of field names to sort by, each suffixed by &quot; ASC&quot; or &quot; DESC&quot; (optional)
relatedEntityPropertyKeysA list of property keys from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. (optional)
relationshipDefinitionIdsA list of relationship definitions that are used to decorate related entities onto the portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PagedResourceListOfPortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ ListPortfolioGroupsWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PagedResourceListOfPortfolioGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.ListPortfolioGroupsWithHttpInfoAsync ( string  scope,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  asAt = default(DateTimeOffset?),
string?  page = default(string?),
int?  limit = default(int?),
string?  filter = default(string?),
List< string >?  sortBy = default(List<string>?),
List< string >?  relatedEntityPropertyKeys = default(List<string>?),
List< string >?  relationshipDefinitionIds = default(List<string>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

ListPortfolioGroups: List portfolio groups List all the portfolio groups in a single scope.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope to list the portfolio groups in.
effectiveAtThe effective datetime or cut label at which to list the portfolio groups. Defaults to the current LUSID system datetime if not specified. (optional)
asAtThe asAt datetime at which to list the portfolio groups. Defaults to return the latest version of each portfolio group if not specified. (optional)
pageThe pagination token to use to continue listing portfolio groups from a previous call to list portfolio groups. This value is returned from the previous call. If a pagination token is provided the filter, effectiveAt, sortBy and asAt fields must not have changed since the original request. (optional)
limitWhen paginating, limit the number of returned results to this many. Defaults to no limit if not specified. (optional)
filterExpression to filter the result set. For example, to filter on the Display Name, use &quot;displayName eq &#39;string&#39;&quot; Read more about filtering results from LUSID here https://support.lusid.com/filtering-results-from-lusid. (optional)
sortByA list of field names to sort by, each suffixed by &quot; ASC&quot; or &quot; DESC&quot; (optional)
relatedEntityPropertyKeysA list of property keys from any domain that supports relationships to decorate onto related entities. These must take the format {domain}/{scope}/{code}, for example &#39;Portfolio/Manager/Id&#39;. (optional)
relationshipDefinitionIdsA list of relationship definitions that are used to decorate related entities onto the portfolio groups in the response. These must take the form {relationshipDefinitionScope}/{relationshipDefinitionCode}. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PagedResourceListOfPortfolioGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ PatchPortfolioGroupAccessMetadata()

Dictionary<string, List<AccessMetadataValue> > Lusid.Sdk.Api.PortfolioGroupsApi.PatchPortfolioGroupAccessMetadata ( string  scope,
string  code,
List< AccessMetadataOperation accessMetadataOperation,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only &#39;add&#39; is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
accessMetadataOperationThe Json patch document
effectiveAtThe date this rule will be effective from (optional)
effectiveUntilThe effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
Returns
Dictionary<string, List<AccessMetadataValue>>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ PatchPortfolioGroupAccessMetadataAsync()

async System.Threading.Tasks.Task<Dictionary<string, List<AccessMetadataValue> > > Lusid.Sdk.Api.PortfolioGroupsApi.PatchPortfolioGroupAccessMetadataAsync ( string  scope,
string  code,
List< AccessMetadataOperation accessMetadataOperation,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only &#39;add&#39; is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
accessMetadataOperationThe Json patch document
effectiveAtThe date this rule will be effective from (optional)
effectiveUntilThe effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of Dictionary<string, List<AccessMetadataValue>>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ PatchPortfolioGroupAccessMetadataWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<Dictionary<string, List<AccessMetadataValue> > > Lusid.Sdk.Api.PortfolioGroupsApi.PatchPortfolioGroupAccessMetadataWithHttpInfo ( string  scope,
string  code,
List< AccessMetadataOperation accessMetadataOperation,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only &#39;add&#39; is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
accessMetadataOperationThe Json patch document
effectiveAtThe date this rule will be effective from (optional)
effectiveUntilThe effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of Dictionary<string, List<AccessMetadataValue>>

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ PatchPortfolioGroupAccessMetadataWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<Dictionary<string, List<AccessMetadataValue> > > > Lusid.Sdk.Api.PortfolioGroupsApi.PatchPortfolioGroupAccessMetadataWithHttpInfoAsync ( string  scope,
string  code,
List< AccessMetadataOperation accessMetadataOperation,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. Patch Portfolio Group Access Metadata Rules in a single scope. The behaviour is defined by the JSON Patch specification. Currently only &#39;add&#39; is a supported operation on the patch document. Currently only valid metadata keys are supported paths on the patch document. The response will return any affected Portfolio Group Access Metadata rules or a failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
accessMetadataOperationThe Json patch document
effectiveAtThe date this rule will be effective from (optional)
effectiveUntilThe effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (Dictionary<string, List<AccessMetadataValue>>)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ UpdatePortfolioGroup()

PortfolioGroup Lusid.Sdk.Api.PortfolioGroupsApi.UpdatePortfolioGroup ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
UpdatePortfolioGroupRequest updatePortfolioGroupRequest = default(UpdatePortfolioGroupRequest?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to update the definition for.
codeThe code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to update the definition. (optional)
updatePortfolioGroupRequestThe updated portfolio group definition. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ UpdatePortfolioGroupAsync()

async System.Threading.Tasks.Task<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.UpdatePortfolioGroupAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
UpdatePortfolioGroupRequest updatePortfolioGroupRequest = default(UpdatePortfolioGroupRequest?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to update the definition for.
codeThe code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to update the definition. (optional)
updatePortfolioGroupRequestThe updated portfolio group definition. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ UpdatePortfolioGroupWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroup> Lusid.Sdk.Api.PortfolioGroupsApi.UpdatePortfolioGroupWithHttpInfo ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
UpdatePortfolioGroupRequest updatePortfolioGroupRequest = default(UpdatePortfolioGroupRequest?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to update the definition for.
codeThe code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to update the definition. (optional)
updatePortfolioGroupRequestThe updated portfolio group definition. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroup

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ UpdatePortfolioGroupWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroup> > Lusid.Sdk.Api.PortfolioGroupsApi.UpdatePortfolioGroupWithHttpInfoAsync ( string  scope,
string  code,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
UpdatePortfolioGroupRequest updatePortfolioGroupRequest = default(UpdatePortfolioGroupRequest?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group Update the definition of a single portfolio group. Not all elements within a portfolio group definition are modifiable due to the potential implications for data already stored against the portfolio group.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the portfolio group to update the definition for.
codeThe code of the portfolio group to update the definition for. Together with the scope this uniquely identifies the portfolio group.
effectiveAtThe effective datetime or cut label at which to update the definition. (optional)
updatePortfolioGroupRequestThe updated portfolio group definition. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroup)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ UpsertGroupProperties()

PortfolioGroupProperties Lusid.Sdk.Api.PortfolioGroupsApi.UpsertGroupProperties ( string  scope,
string  code,
Dictionary< string, Property >?  requestBody = default(Dictionary<string, Property>?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] UpsertGroupProperties: Upsert group properties Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain &#39;PortfolioGroup&#39;. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to update or insert the properties onto.
codeThe code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.
requestBodyThe properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. (optional)
operationIndexIndex associated with the operation.
Returns
PortfolioGroupProperties

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ UpsertGroupPropertiesAsync()

async System.Threading.Tasks.Task<PortfolioGroupProperties> Lusid.Sdk.Api.PortfolioGroupsApi.UpsertGroupPropertiesAsync ( string  scope,
string  code,
Dictionary< string, Property >?  requestBody = default(Dictionary<string, Property>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] UpsertGroupProperties: Upsert group properties Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain &#39;PortfolioGroup&#39;. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to update or insert the properties onto.
codeThe code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.
requestBodyThe properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of PortfolioGroupProperties

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ UpsertGroupPropertiesWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<PortfolioGroupProperties> Lusid.Sdk.Api.PortfolioGroupsApi.UpsertGroupPropertiesWithHttpInfo ( string  scope,
string  code,
Dictionary< string, Property >?  requestBody = default(Dictionary<string, Property>?),
int  operationIndex = 0 
)
inline

[EARLY ACCESS] UpsertGroupProperties: Upsert group properties Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain &#39;PortfolioGroup&#39;. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to update or insert the properties onto.
codeThe code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.
requestBodyThe properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of PortfolioGroupProperties

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ UpsertGroupPropertiesWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<PortfolioGroupProperties> > Lusid.Sdk.Api.PortfolioGroupsApi.UpsertGroupPropertiesWithHttpInfoAsync ( string  scope,
string  code,
Dictionary< string, Property >?  requestBody = default(Dictionary<string, Property>?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

[EARLY ACCESS] UpsertGroupProperties: Upsert group properties Update or insert one or more properties onto a single group. A property will be updated if it already exists and inserted if it does not. All properties must be of the domain &#39;PortfolioGroup&#39;. Upserting a property that exists for a group, with a null value, will delete the instance of the property for that group. Properties have an <i>effectiveFrom</i> datetime for which the property is valid, and an <i>effectiveUntil</i> datetime until which the property is valid. Not supplying an <i>effectiveUntil</i> datetime results in the property being valid indefinitely, or until the next <i>effectiveFrom</i> datetime of the property.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the group to update or insert the properties onto.
codeThe code of the group to update or insert the properties onto. Together with the scope this uniquely identifies the group.
requestBodyThe properties to be updated or inserted onto the group. Each property in the request must be keyed by its unique property key. This has the format {domain}/{scope}/{code} e.g. &quot;PortfolioGroup/Manager/Id&quot;. (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (PortfolioGroupProperties)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ UpsertPortfolioGroupAccessMetadata()

ResourceListOfAccessMetadataValueOf Lusid.Sdk.Api.PortfolioGroupsApi.UpsertPortfolioGroupAccessMetadata ( string  scope,
string  code,
string  metadataKey,
UpsertPortfolioGroupAccessMetadataRequest  upsertPortfolioGroupAccessMetadataRequest,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the access metadata entry to upsert
upsertPortfolioGroupAccessMetadataRequestThe Portfolio Group Access Metadata rule to upsert
effectiveAtThe date this rule will be effective from (optional)
effectiveUntilThe effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
Returns
ResourceListOfAccessMetadataValueOf

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ UpsertPortfolioGroupAccessMetadataAsync()

async System.Threading.Tasks.Task<ResourceListOfAccessMetadataValueOf> Lusid.Sdk.Api.PortfolioGroupsApi.UpsertPortfolioGroupAccessMetadataAsync ( string  scope,
string  code,
string  metadataKey,
UpsertPortfolioGroupAccessMetadataRequest  upsertPortfolioGroupAccessMetadataRequest,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the access metadata entry to upsert
upsertPortfolioGroupAccessMetadataRequestThe Portfolio Group Access Metadata rule to upsert
effectiveAtThe date this rule will be effective from (optional)
effectiveUntilThe effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ResourceListOfAccessMetadataValueOf

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

◆ UpsertPortfolioGroupAccessMetadataWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<ResourceListOfAccessMetadataValueOf> Lusid.Sdk.Api.PortfolioGroupsApi.UpsertPortfolioGroupAccessMetadataWithHttpInfo ( string  scope,
string  code,
string  metadataKey,
UpsertPortfolioGroupAccessMetadataRequest  upsertPortfolioGroupAccessMetadataRequest,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0 
)
inline

UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the access metadata entry to upsert
upsertPortfolioGroupAccessMetadataRequestThe Portfolio Group Access Metadata rule to upsert
effectiveAtThe date this rule will be effective from (optional)
effectiveUntilThe effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
Returns
ApiResponse of ResourceListOfAccessMetadataValueOf

Implements Lusid.Sdk.Api.IPortfolioGroupsApiSync.

◆ UpsertPortfolioGroupAccessMetadataWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ResourceListOfAccessMetadataValueOf> > Lusid.Sdk.Api.PortfolioGroupsApi.UpsertPortfolioGroupAccessMetadataWithHttpInfoAsync ( string  scope,
string  code,
string  metadataKey,
UpsertPortfolioGroupAccessMetadataRequest  upsertPortfolioGroupAccessMetadataRequest,
DateTimeOrCutLabel effectiveAt = default(DateTimeOrCutLabel?),
DateTimeOffset?  effectiveUntil = default(DateTimeOffset?),
int  operationIndex = 0,
System.Threading.CancellationToken  cancellationToken = default(System.Threading.CancellationToken) 
)
inline

UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. Update or insert one Portfolio Group Access Metadata Entry in a single scope. An item will be updated if it already exists and inserted if it does not. The response will return the successfully updated or inserted Portfolio Group Access Metadata rule or failure message if unsuccessful. It is important to always check to verify success (or failure). Multiple rules for a metadataKey can exist with different effective at dates, when resources are accessed the rule that is active for the current time will be fetched.

Exceptions
Lusid.Sdk.Client.ApiExceptionThrown when fails to make API call
Parameters
scopeThe scope of the Portfolio Group
codeThe Portfolio Group code
metadataKeyKey of the access metadata entry to upsert
upsertPortfolioGroupAccessMetadataRequestThe Portfolio Group Access Metadata rule to upsert
effectiveAtThe date this rule will be effective from (optional)
effectiveUntilThe effective date until which the Access Metadata is valid. If not supplied this will be valid indefinitely, or until the next &#39;effectiveAt&#39; date of the Access Metadata (optional)
operationIndexIndex associated with the operation.
cancellationTokenCancellation Token to cancel the request.
Returns
Task of ApiResponse (ResourceListOfAccessMetadataValueOf)

Implements Lusid.Sdk.Api.IPortfolioGroupsApiAsync.

Property Documentation

◆ AsynchronousClient

Lusid.Sdk.Client.IAsynchronousClient Lusid.Sdk.Api.PortfolioGroupsApi.AsynchronousClient
getset

The client for accessing this underlying API asynchronously.

◆ Client

Lusid.Sdk.Client.ISynchronousClient Lusid.Sdk.Api.PortfolioGroupsApi.Client
getset

The client for accessing this underlying API synchronously.

◆ Configuration

Lusid.Sdk.Client.IReadableConfiguration Lusid.Sdk.Api.PortfolioGroupsApi.Configuration
getset

Gets or sets the configuration object

An instance of the Configuration

◆ ExceptionFactory

Lusid.Sdk.Client.ExceptionFactory Lusid.Sdk.Api.PortfolioGroupsApi.ExceptionFactory
getset

Provides a factory method hook for the creation of exceptions.


The documentation for this class was generated from the following file: