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

Inheritance diagram for Lusid.Sdk.Api.ReferencePortfolioApi:

[legend]

Public Member Functions
	ReferencePortfolioApi ()
	Initializes a new instance of the ReferencePortfolioApi class. More...

	ReferencePortfolioApi (string basePath)
	Initializes a new instance of the ReferencePortfolioApi class. More...

	ReferencePortfolioApi (Lusid.Sdk.Client.Configuration configuration)
	Initializes a new instance of the ReferencePortfolioApi class using Configuration object More...

	ReferencePortfolioApi (Lusid.Sdk.Client.ISynchronousClient client, Lusid.Sdk.Client.IAsynchronousClient asyncClient, Lusid.Sdk.Client.IReadableConfiguration configuration)
	Initializes a new instance of the ReferencePortfolioApi class using a Configuration object and client instance. More...

string	GetBasePath ()
	Gets the base path of the API client. More...

Portfolio	CreateReferencePortfolio (string scope, CreateReferencePortfolioRequest createReferencePortfolioRequest, int operationIndex=0)
	CreateReferencePortfolio: Create reference portfolio Create a reference portfolio in a particular scope. More...

Lusid.Sdk.Client.ApiResponse< Portfolio >	CreateReferencePortfolioWithHttpInfo (string scope, CreateReferencePortfolioRequest createReferencePortfolioRequest, int operationIndex=0)
	CreateReferencePortfolio: Create reference portfolio Create a reference portfolio in a particular scope. More...

async System.Threading.Tasks.Task< Portfolio >	CreateReferencePortfolioAsync (string scope, CreateReferencePortfolioRequest createReferencePortfolioRequest, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
	CreateReferencePortfolio: Create reference portfolio Create a reference portfolio in a particular scope. More...

async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< Portfolio > >	CreateReferencePortfolioWithHttpInfoAsync (string scope, CreateReferencePortfolioRequest createReferencePortfolioRequest, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
	CreateReferencePortfolio: Create reference portfolio Create a reference portfolio in a particular scope. More...

GetReferencePortfolioConstituentsResponse	GetReferencePortfolioConstituents (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), int operationIndex=0)
	GetReferencePortfolioConstituents: Get reference portfolio constituents Get constituents from a reference portfolio at a particular effective time. More...

Lusid.Sdk.Client.ApiResponse< GetReferencePortfolioConstituentsResponse >	GetReferencePortfolioConstituentsWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), int operationIndex=0)
	GetReferencePortfolioConstituents: Get reference portfolio constituents Get constituents from a reference portfolio at a particular effective time. More...

async System.Threading.Tasks.Task< GetReferencePortfolioConstituentsResponse >	GetReferencePortfolioConstituentsAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
	GetReferencePortfolioConstituents: Get reference portfolio constituents Get constituents from a reference portfolio at a particular effective time. More...

async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< GetReferencePortfolioConstituentsResponse > >	GetReferencePortfolioConstituentsWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
	GetReferencePortfolioConstituents: Get reference portfolio constituents Get constituents from a reference portfolio at a particular effective time. More...

ResourceListOfConstituentsAdjustmentHeader	ListConstituentsAdjustments (string scope, string code, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, DateTimeOffset? asAtTime=default(DateTimeOffset?), int operationIndex=0)
	ListConstituentsAdjustments: List constituents adjustments List adjustments made to constituents in a reference portfolio. More...

Lusid.Sdk.Client.ApiResponse< ResourceListOfConstituentsAdjustmentHeader >	ListConstituentsAdjustmentsWithHttpInfo (string scope, string code, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, DateTimeOffset? asAtTime=default(DateTimeOffset?), int operationIndex=0)
	ListConstituentsAdjustments: List constituents adjustments List adjustments made to constituents in a reference portfolio. More...

async System.Threading.Tasks.Task< ResourceListOfConstituentsAdjustmentHeader >	ListConstituentsAdjustmentsAsync (string scope, string code, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, DateTimeOffset? asAtTime=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
	ListConstituentsAdjustments: List constituents adjustments List adjustments made to constituents in a reference portfolio. More...

async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< ResourceListOfConstituentsAdjustmentHeader > >	ListConstituentsAdjustmentsWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, DateTimeOffset? asAtTime=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
	ListConstituentsAdjustments: List constituents adjustments List adjustments made to constituents in a reference portfolio. More...

UpsertReferencePortfolioConstituentsResponse	UpsertReferencePortfolioConstituents (string scope, string code, UpsertReferencePortfolioConstituentsRequest upsertReferencePortfolioConstituentsRequest, int operationIndex=0)
	UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents Add constituents to a reference portfolio. More...

Lusid.Sdk.Client.ApiResponse< UpsertReferencePortfolioConstituentsResponse >	UpsertReferencePortfolioConstituentsWithHttpInfo (string scope, string code, UpsertReferencePortfolioConstituentsRequest upsertReferencePortfolioConstituentsRequest, int operationIndex=0)
	UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents Add constituents to a reference portfolio. More...

async System.Threading.Tasks.Task< UpsertReferencePortfolioConstituentsResponse >	UpsertReferencePortfolioConstituentsAsync (string scope, string code, UpsertReferencePortfolioConstituentsRequest upsertReferencePortfolioConstituentsRequest, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
	UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents Add constituents to a reference portfolio. More...

async System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< UpsertReferencePortfolioConstituentsResponse > >	UpsertReferencePortfolioConstituentsWithHttpInfoAsync (string scope, string code, UpsertReferencePortfolioConstituentsRequest upsertReferencePortfolioConstituentsRequest, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
	UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents Add constituents to a reference portfolio. 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

◆ ReferencePortfolioApi() [1/4]

Lusid.Sdk.Api.ReferencePortfolioApi.ReferencePortfolioApi ( )

inline

Initializes a new instance of the ReferencePortfolioApi class.

Returns

◆ ReferencePortfolioApi() [2/4]

Lusid.Sdk.Api.ReferencePortfolioApi.ReferencePortfolioApi ( string basePath )

inline

Initializes a new instance of the ReferencePortfolioApi class.

Returns

◆ ReferencePortfolioApi() [3/4]

Lusid.Sdk.Api.ReferencePortfolioApi.ReferencePortfolioApi ( Lusid.Sdk.Client.Configuration configuration )

inline

Initializes a new instance of the ReferencePortfolioApi class using Configuration object

Parameters

configuration An instance of Configuration

Returns

◆ ReferencePortfolioApi() [4/4]

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

inline

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

Parameters

client	The client interface for synchronous API access.
asyncClient	The client interface for asynchronous API access.
configuration	The configuration object.

Member Function Documentation

◆ CreateReferencePortfolio()

Portfolio Lusid.Sdk.Api.ReferencePortfolioApi.CreateReferencePortfolio	(	string	scope,
		CreateReferencePortfolioRequest	createReferencePortfolioRequest,
		int	operationIndex = `0`
	)

inline

CreateReferencePortfolio: Create reference portfolio Create a reference portfolio in a particular scope.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope in which to create the reference portfolio.
createReferencePortfolioRequest	The definition of the reference portfolio.
operationIndex	Index associated with the operation.

Returns: Portfolio

Implements Lusid.Sdk.Api.IReferencePortfolioApiSync.

◆ CreateReferencePortfolioAsync()

async System.Threading.Tasks.Task<Portfolio> Lusid.Sdk.Api.ReferencePortfolioApi.CreateReferencePortfolioAsync	(	string	scope,
		CreateReferencePortfolioRequest	createReferencePortfolioRequest,
		int	operationIndex = `0`,
		System.Threading.CancellationToken	cancellationToken = `default(System.Threading.CancellationToken)`
	)

inline

CreateReferencePortfolio: Create reference portfolio Create a reference portfolio in a particular scope.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope in which to create the reference portfolio.
createReferencePortfolioRequest	The definition of the reference portfolio.
operationIndex	Index associated with the operation.
cancellationToken	Cancellation Token to cancel the request.

Returns: Task of Portfolio

Implements Lusid.Sdk.Api.IReferencePortfolioApiAsync.

◆ CreateReferencePortfolioWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<Portfolio> Lusid.Sdk.Api.ReferencePortfolioApi.CreateReferencePortfolioWithHttpInfo	(	string	scope,
		CreateReferencePortfolioRequest	createReferencePortfolioRequest,
		int	operationIndex = `0`
	)

inline

CreateReferencePortfolio: Create reference portfolio Create a reference portfolio in a particular scope.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope in which to create the reference portfolio.
createReferencePortfolioRequest	The definition of the reference portfolio.
operationIndex	Index associated with the operation.

Returns: ApiResponse of Portfolio

Implements Lusid.Sdk.Api.IReferencePortfolioApiSync.

◆ CreateReferencePortfolioWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<Portfolio> > Lusid.Sdk.Api.ReferencePortfolioApi.CreateReferencePortfolioWithHttpInfoAsync	(	string	scope,
		CreateReferencePortfolioRequest	createReferencePortfolioRequest,
		int	operationIndex = `0`,
		System.Threading.CancellationToken	cancellationToken = `default(System.Threading.CancellationToken)`
	)

inline

CreateReferencePortfolio: Create reference portfolio Create a reference portfolio in a particular scope.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope in which to create the reference portfolio.
createReferencePortfolioRequest	The definition of the reference portfolio.
operationIndex	Index associated with the operation.
cancellationToken	Cancellation Token to cancel the request.

Returns: Task of ApiResponse (Portfolio)

Implements Lusid.Sdk.Api.IReferencePortfolioApiAsync.

◆ GetBasePath()

string Lusid.Sdk.Api.ReferencePortfolioApi.GetBasePath ( )

inline

Gets the base path of the API client.

The base path

Implements Lusid.Sdk.Client.IApiAccessor.

◆ GetReferencePortfolioConstituents()

GetReferencePortfolioConstituentsResponse Lusid.Sdk.Api.ReferencePortfolioApi.GetReferencePortfolioConstituents	(	string	scope,
		string	code,
		DateTimeOrCutLabel?	effectiveAt = `default(DateTimeOrCutLabel?)`,
		DateTimeOffset?	asAt = `default(DateTimeOffset?)`,
		List< string >?	propertyKeys = `default(List<string>?)`,
		int	operationIndex = `0`
	)

inline

GetReferencePortfolioConstituents: Get reference portfolio constituents Get constituents from a reference portfolio at a particular effective time.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
effectiveAt	The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified. (optional)
asAt	The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified. (optional)
propertyKeys	A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified. (optional)
operationIndex	Index associated with the operation.

Returns: GetReferencePortfolioConstituentsResponse

Implements Lusid.Sdk.Api.IReferencePortfolioApiSync.

◆ GetReferencePortfolioConstituentsAsync()

async System.Threading.Tasks.Task<GetReferencePortfolioConstituentsResponse> Lusid.Sdk.Api.ReferencePortfolioApi.GetReferencePortfolioConstituentsAsync	(	string	scope,
		string	code,
		DateTimeOrCutLabel?	effectiveAt = `default(DateTimeOrCutLabel?)`,
		DateTimeOffset?	asAt = `default(DateTimeOffset?)`,
		List< string >?	propertyKeys = `default(List<string>?)`,
		int	operationIndex = `0`,
		System.Threading.CancellationToken	cancellationToken = `default(System.Threading.CancellationToken)`
	)

inline

GetReferencePortfolioConstituents: Get reference portfolio constituents Get constituents from a reference portfolio at a particular effective time.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
effectiveAt	The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified. (optional)
asAt	The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified. (optional)
propertyKeys	A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified. (optional)
operationIndex	Index associated with the operation.
cancellationToken	Cancellation Token to cancel the request.

Returns: Task of GetReferencePortfolioConstituentsResponse

Implements Lusid.Sdk.Api.IReferencePortfolioApiAsync.

◆ GetReferencePortfolioConstituentsWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<GetReferencePortfolioConstituentsResponse> Lusid.Sdk.Api.ReferencePortfolioApi.GetReferencePortfolioConstituentsWithHttpInfo	(	string	scope,
		string	code,
		DateTimeOrCutLabel?	effectiveAt = `default(DateTimeOrCutLabel?)`,
		DateTimeOffset?	asAt = `default(DateTimeOffset?)`,
		List< string >?	propertyKeys = `default(List<string>?)`,
		int	operationIndex = `0`
	)

inline

GetReferencePortfolioConstituents: Get reference portfolio constituents Get constituents from a reference portfolio at a particular effective time.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
effectiveAt	The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified. (optional)
asAt	The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified. (optional)
propertyKeys	A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified. (optional)
operationIndex	Index associated with the operation.

Returns: ApiResponse of GetReferencePortfolioConstituentsResponse

Implements Lusid.Sdk.Api.IReferencePortfolioApiSync.

◆ GetReferencePortfolioConstituentsWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<GetReferencePortfolioConstituentsResponse> > Lusid.Sdk.Api.ReferencePortfolioApi.GetReferencePortfolioConstituentsWithHttpInfoAsync	(	string	scope,
		string	code,
		DateTimeOrCutLabel?	effectiveAt = `default(DateTimeOrCutLabel?)`,
		DateTimeOffset?	asAt = `default(DateTimeOffset?)`,
		List< string >?	propertyKeys = `default(List<string>?)`,
		int	operationIndex = `0`,
		System.Threading.CancellationToken	cancellationToken = `default(System.Threading.CancellationToken)`
	)

inline

GetReferencePortfolioConstituents: Get reference portfolio constituents Get constituents from a reference portfolio at a particular effective time.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
effectiveAt	The effective date of the constituents to retrieve. Defaults to the current LUSID system datetime if not specified. (optional)
asAt	The asAt datetime at which to retrieve constituents. Defaults to return the latest version of each constituent if not specified. (optional)
propertyKeys	A list of property keys from the 'Instrument' or 'ReferenceHolding' domain to decorate onto constituents. These take the format {domain}/{scope}/{code} e.g. 'Instrument/system/Name' or 'ReferenceHolding/strategy/quantsignal'. Defaults to return all available instrument and reference holding properties if not specified. (optional)
operationIndex	Index associated with the operation.
cancellationToken	Cancellation Token to cancel the request.

Returns: Task of ApiResponse (GetReferencePortfolioConstituentsResponse)

Implements Lusid.Sdk.Api.IReferencePortfolioApiAsync.

◆ ListConstituentsAdjustments()

ResourceListOfConstituentsAdjustmentHeader Lusid.Sdk.Api.ReferencePortfolioApi.ListConstituentsAdjustments	(	string	scope,
		string	code,
		DateTimeOrCutLabel	fromEffectiveAt,
		DateTimeOrCutLabel	toEffectiveAt,
		DateTimeOffset?	asAtTime = `default(DateTimeOffset?)`,
		int	operationIndex = `0`
	)

inline

ListConstituentsAdjustments: List constituents adjustments List adjustments made to constituents in a reference portfolio.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
fromEffectiveAt	Events between this time (inclusive) and the toEffectiveAt are returned.
toEffectiveAt	Events between this time (inclusive) and the fromEffectiveAt are returned.
asAtTime	The asAt time for which the result is valid. (optional)
operationIndex	Index associated with the operation.

Returns: ResourceListOfConstituentsAdjustmentHeader

Implements Lusid.Sdk.Api.IReferencePortfolioApiSync.

◆ ListConstituentsAdjustmentsAsync()

async System.Threading.Tasks.Task<ResourceListOfConstituentsAdjustmentHeader> Lusid.Sdk.Api.ReferencePortfolioApi.ListConstituentsAdjustmentsAsync	(	string	scope,
		string	code,
		DateTimeOrCutLabel	fromEffectiveAt,
		DateTimeOrCutLabel	toEffectiveAt,
		DateTimeOffset?	asAtTime = `default(DateTimeOffset?)`,
		int	operationIndex = `0`,
		System.Threading.CancellationToken	cancellationToken = `default(System.Threading.CancellationToken)`
	)

inline

ListConstituentsAdjustments: List constituents adjustments List adjustments made to constituents in a reference portfolio.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
fromEffectiveAt	Events between this time (inclusive) and the toEffectiveAt are returned.
toEffectiveAt	Events between this time (inclusive) and the fromEffectiveAt are returned.
asAtTime	The asAt time for which the result is valid. (optional)
operationIndex	Index associated with the operation.
cancellationToken	Cancellation Token to cancel the request.

Returns: Task of ResourceListOfConstituentsAdjustmentHeader

Implements Lusid.Sdk.Api.IReferencePortfolioApiAsync.

◆ ListConstituentsAdjustmentsWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<ResourceListOfConstituentsAdjustmentHeader> Lusid.Sdk.Api.ReferencePortfolioApi.ListConstituentsAdjustmentsWithHttpInfo	(	string	scope,
		string	code,
		DateTimeOrCutLabel	fromEffectiveAt,
		DateTimeOrCutLabel	toEffectiveAt,
		DateTimeOffset?	asAtTime = `default(DateTimeOffset?)`,
		int	operationIndex = `0`
	)

inline

ListConstituentsAdjustments: List constituents adjustments List adjustments made to constituents in a reference portfolio.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
fromEffectiveAt	Events between this time (inclusive) and the toEffectiveAt are returned.
toEffectiveAt	Events between this time (inclusive) and the fromEffectiveAt are returned.
asAtTime	The asAt time for which the result is valid. (optional)
operationIndex	Index associated with the operation.

Returns: ApiResponse of ResourceListOfConstituentsAdjustmentHeader

Implements Lusid.Sdk.Api.IReferencePortfolioApiSync.

◆ ListConstituentsAdjustmentsWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<ResourceListOfConstituentsAdjustmentHeader> > Lusid.Sdk.Api.ReferencePortfolioApi.ListConstituentsAdjustmentsWithHttpInfoAsync	(	string	scope,
		string	code,
		DateTimeOrCutLabel	fromEffectiveAt,
		DateTimeOrCutLabel	toEffectiveAt,
		DateTimeOffset?	asAtTime = `default(DateTimeOffset?)`,
		int	operationIndex = `0`,
		System.Threading.CancellationToken	cancellationToken = `default(System.Threading.CancellationToken)`
	)

inline

ListConstituentsAdjustments: List constituents adjustments List adjustments made to constituents in a reference portfolio.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
fromEffectiveAt	Events between this time (inclusive) and the toEffectiveAt are returned.
toEffectiveAt	Events between this time (inclusive) and the fromEffectiveAt are returned.
asAtTime	The asAt time for which the result is valid. (optional)
operationIndex	Index associated with the operation.
cancellationToken	Cancellation Token to cancel the request.

Returns: Task of ApiResponse (ResourceListOfConstituentsAdjustmentHeader)

Implements Lusid.Sdk.Api.IReferencePortfolioApiAsync.

◆ UpsertReferencePortfolioConstituents()

UpsertReferencePortfolioConstituentsResponse Lusid.Sdk.Api.ReferencePortfolioApi.UpsertReferencePortfolioConstituents	(	string	scope,
		string	code,
		UpsertReferencePortfolioConstituentsRequest	upsertReferencePortfolioConstituentsRequest,
		int	operationIndex = `0`
	)

inline

UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents Add constituents to a reference portfolio.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
upsertReferencePortfolioConstituentsRequest	The constituents to upload to the reference portfolio.
operationIndex	Index associated with the operation.

Returns: UpsertReferencePortfolioConstituentsResponse

Implements Lusid.Sdk.Api.IReferencePortfolioApiSync.

◆ UpsertReferencePortfolioConstituentsAsync()

async System.Threading.Tasks.Task<UpsertReferencePortfolioConstituentsResponse> Lusid.Sdk.Api.ReferencePortfolioApi.UpsertReferencePortfolioConstituentsAsync	(	string	scope,
		string	code,
		UpsertReferencePortfolioConstituentsRequest	upsertReferencePortfolioConstituentsRequest,
		int	operationIndex = `0`,
		System.Threading.CancellationToken	cancellationToken = `default(System.Threading.CancellationToken)`
	)

inline

UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents Add constituents to a reference portfolio.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
upsertReferencePortfolioConstituentsRequest	The constituents to upload to the reference portfolio.
operationIndex	Index associated with the operation.
cancellationToken	Cancellation Token to cancel the request.

Returns: Task of UpsertReferencePortfolioConstituentsResponse

Implements Lusid.Sdk.Api.IReferencePortfolioApiAsync.

◆ UpsertReferencePortfolioConstituentsWithHttpInfo()

Lusid.Sdk.Client.ApiResponse<UpsertReferencePortfolioConstituentsResponse> Lusid.Sdk.Api.ReferencePortfolioApi.UpsertReferencePortfolioConstituentsWithHttpInfo	(	string	scope,
		string	code,
		UpsertReferencePortfolioConstituentsRequest	upsertReferencePortfolioConstituentsRequest,
		int	operationIndex = `0`
	)

inline

UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents Add constituents to a reference portfolio.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
upsertReferencePortfolioConstituentsRequest	The constituents to upload to the reference portfolio.
operationIndex	Index associated with the operation.

Returns: ApiResponse of UpsertReferencePortfolioConstituentsResponse

Implements Lusid.Sdk.Api.IReferencePortfolioApiSync.

◆ UpsertReferencePortfolioConstituentsWithHttpInfoAsync()

async System.Threading.Tasks.Task<Lusid.Sdk.Client.ApiResponse<UpsertReferencePortfolioConstituentsResponse> > Lusid.Sdk.Api.ReferencePortfolioApi.UpsertReferencePortfolioConstituentsWithHttpInfoAsync	(	string	scope,
		string	code,
		UpsertReferencePortfolioConstituentsRequest	upsertReferencePortfolioConstituentsRequest,
		int	operationIndex = `0`,
		System.Threading.CancellationToken	cancellationToken = `default(System.Threading.CancellationToken)`
	)

inline

UpsertReferencePortfolioConstituents: Upsert reference portfolio constituents Add constituents to a reference portfolio.

Exceptions

Lusid.Sdk.Client.ApiException Thrown when fails to make API call

Parameters

scope	The scope of the reference portfolio.
code	The code of the reference portfolio. Together with the scope this uniquely identifies the reference portfolio.
upsertReferencePortfolioConstituentsRequest	The constituents to upload to the reference portfolio.
operationIndex	Index associated with the operation.
cancellationToken	Cancellation Token to cancel the request.

Returns: Task of ApiResponse (UpsertReferencePortfolioConstituentsResponse)

Implements Lusid.Sdk.Api.IReferencePortfolioApiAsync.

Property Documentation

◆ AsynchronousClient

Lusid.Sdk.Client.IAsynchronousClient Lusid.Sdk.Api.ReferencePortfolioApi.AsynchronousClient

getset

The client for accessing this underlying API asynchronously.

◆ Client

Lusid.Sdk.Client.ISynchronousClient Lusid.Sdk.Api.ReferencePortfolioApi.Client

getset

The client for accessing this underlying API synchronously.

◆ Configuration

Lusid.Sdk.Client.IReadableConfiguration Lusid.Sdk.Api.ReferencePortfolioApi.Configuration

getset

Gets or sets the configuration object

An instance of the Configuration

◆ ExceptionFactory

Lusid.Sdk.Client.ExceptionFactory Lusid.Sdk.Api.ReferencePortfolioApi.ExceptionFactory

getset

Provides a factory method hook for the creation of exceptions.

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

/home/docs/checkouts/readthedocs.org/user_builds/lusid-sdk-csharp/checkouts/latest/sdk/Lusid.Sdk/Api/ReferencePortfolioApi.cs

Public Member Functions

Properties

Detailed Description

Constructor & Destructor Documentation

◆ ReferencePortfolioApi() [1/4]

◆ ReferencePortfolioApi() [2/4]

◆ ReferencePortfolioApi() [3/4]

◆ ReferencePortfolioApi() [4/4]

Member Function Documentation

◆ CreateReferencePortfolio()

◆ CreateReferencePortfolioAsync()

◆ CreateReferencePortfolioWithHttpInfo()

◆ CreateReferencePortfolioWithHttpInfoAsync()

◆ GetBasePath()

◆ GetReferencePortfolioConstituents()

◆ GetReferencePortfolioConstituentsAsync()

◆ GetReferencePortfolioConstituentsWithHttpInfo()

◆ GetReferencePortfolioConstituentsWithHttpInfoAsync()

◆ ListConstituentsAdjustments()

◆ ListConstituentsAdjustmentsAsync()

◆ ListConstituentsAdjustmentsWithHttpInfo()

◆ ListConstituentsAdjustmentsWithHttpInfoAsync()

◆ UpsertReferencePortfolioConstituents()

◆ UpsertReferencePortfolioConstituentsAsync()

◆ UpsertReferencePortfolioConstituentsWithHttpInfo()

◆ UpsertReferencePortfolioConstituentsWithHttpInfoAsync()

Property Documentation

◆ AsynchronousClient

◆ Client

◆ Configuration

◆ ExceptionFactory