Represents a collection of functions to interact with the API endpoints More...
Inheritance diagram for Lusid.Sdk.Api.IPortfolioGroupsApi:
Additional Inherited Members | |
 Public Member Functions inherited from Lusid.Sdk.Api.IPortfolioGroupsApiSync | |
| PortfolioGroup | AddPortfolioToGroup (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroup > | AddPortfolioToGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group More... | |
| PortfolioGroup | AddSubGroupToGroup (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] AddSubGroupToGroup: Add sub group to group More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroup > | AddSubGroupToGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] AddSubGroupToGroup: Add sub group to 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, ConfigurationOptions? opts=null) |
| BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group More... | |
| Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfOutputTransaction > | 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, ConfigurationOptions? opts=null) |
| BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group More... | |
| PortfolioGroup | CreatePortfolioGroup (string scope, CreatePortfolioGroupRequest? createPortfolioGroupRequest=default(CreatePortfolioGroupRequest?), int operationIndex=0, ConfigurationOptions? opts=null) |
| CreatePortfolioGroup: Create portfolio group More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroup > | CreatePortfolioGroupWithHttpInfo (string scope, CreatePortfolioGroupRequest? createPortfolioGroupRequest=default(CreatePortfolioGroupRequest?), int operationIndex=0, ConfigurationOptions? opts=null) |
| CreatePortfolioGroup: Create portfolio group More... | |
| DeletedEntityResponse | DeleteGroupProperties (string scope, string code, List< string > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteGroupProperties: Delete group properties More... | |
| Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeleteGroupPropertiesWithHttpInfo (string scope, string code, List< string > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteGroupProperties: Delete group properties More... | |
| DeletedEntityResponse | DeleteKeyFromPortfolioGroupAccessMetadata (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry More... | |
| Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeleteKeyFromPortfolioGroupAccessMetadataWithHttpInfo (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry More... | |
| PortfolioGroup | DeletePortfolioFromGroup (string scope, string code, string portfolioScope, string portfolioCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroup > | DeletePortfolioFromGroupWithHttpInfo (string scope, string code, string portfolioScope, string portfolioCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group More... | |
| DeletedEntityResponse | DeletePortfolioGroup (string scope, string code, int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group More... | |
| Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeletePortfolioGroupWithHttpInfo (string scope, string code, int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group More... | |
| PortfolioGroup | DeleteSubGroupFromGroup (string scope, string code, string subgroupScope, string subgroupCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroup > | DeleteSubGroupFromGroupWithHttpInfo (string scope, string code, string subgroupScope, string subgroupCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group More... | |
| Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfA2BDataRecord > | 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group More... | |
| PortfolioGroupProperties | GetGroupProperties (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetGroupProperties: Get group properties More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroupProperties > | GetGroupPropertiesWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetGroupProperties: Get group properties 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, ConfigurationOptions? opts=null) |
| GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group More... | |
| Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfPortfolioHolding > | 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, ConfigurationOptions? opts=null) |
| GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in 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, ConfigurationOptions? opts=null) |
| GetPortfolioGroup: Get portfolio group More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroup > | 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, ConfigurationOptions? opts=null) |
| GetPortfolioGroup: Get portfolio group More... | |
| List< AccessMetadataValue > | GetPortfolioGroupAccessMetadataByKey (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group More... | |
| ResourceListOfProcessedCommand | GetPortfolioGroupCommands (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=default(DateTimeOffset?), string? filter=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
| GetPortfolioGroupCommands: Get portfolio group commands More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfProcessedCommand > | GetPortfolioGroupCommandsWithHttpInfo (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=default(DateTimeOffset?), string? filter=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
| GetPortfolioGroupCommands: Get portfolio group commands More... | |
| ExpandedGroup | GetPortfolioGroupExpansion (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyFilter=default(List< string >?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion More... | |
| Lusid.Sdk.Client.ApiResponse< ExpandedGroup > | GetPortfolioGroupExpansionWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyFilter=default(List< string >?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion More... | |
| Dictionary< string, List< AccessMetadataValue > > | GetPortfolioGroupMetadata (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfPropertyInterval > | 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the 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, ConfigurationOptions? opts=null) |
| [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfRelation > | 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, ConfigurationOptions? opts=null) |
| [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfRelationship > | 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for 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, ConfigurationOptions? opts=null) |
| GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group More... | |
| Lusid.Sdk.Client.ApiResponse< VersionedResourceListOfTransaction > | 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, ConfigurationOptions? opts=null) |
| GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group 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, ConfigurationOptions? opts=null) |
| ListPortfolioGroups: List portfolio groups More... | |
| Lusid.Sdk.Client.ApiResponse< PagedResourceListOfPortfolioGroup > | 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, ConfigurationOptions? opts=null) |
| ListPortfolioGroups: List portfolio groups More... | |
| Dictionary< string, List< AccessMetadataValue > > | PatchPortfolioGroupAccessMetadata (string scope, string code, List< AccessMetadataOperation > accessMetadataOperation, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. More... | |
| PortfolioGroup | UpdatePortfolioGroup (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), UpdatePortfolioGroupRequest? updatePortfolioGroupRequest=default(UpdatePortfolioGroupRequest?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroup > | UpdatePortfolioGroupWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), UpdatePortfolioGroupRequest? updatePortfolioGroupRequest=default(UpdatePortfolioGroupRequest?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group More... | |
| PortfolioGroupProperties | UpsertGroupProperties (string scope, string code, Dictionary< string, Property >? requestBody=default(Dictionary< string, Property >?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpsertGroupProperties: Upsert group properties More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioGroupProperties > | UpsertGroupPropertiesWithHttpInfo (string scope, string code, Dictionary< string, Property >? requestBody=default(Dictionary< string, Property >?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpsertGroupProperties: Upsert group properties More... | |
| ResourceListOfAccessMetadataValueOf | UpsertPortfolioGroupAccessMetadata (string scope, string code, string metadataKey, UpsertPortfolioGroupAccessMetadataRequest upsertPortfolioGroupAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfAccessMetadataValueOf > | UpsertPortfolioGroupAccessMetadataWithHttpInfo (string scope, string code, string metadataKey, UpsertPortfolioGroupAccessMetadataRequest upsertPortfolioGroupAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. More... | |
| Public Member Functions inherited from Lusid.Sdk.Api.IPortfolioGroupsApiAsync | |
| System.Threading.Tasks.Task< PortfolioGroup > | AddPortfolioToGroupAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] AddPortfolioToGroup: Add portfolio to group More... | |
| System.Threading.Tasks.Task< PortfolioGroup > | AddSubGroupToGroupAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), ResourceId? resourceId=default(ResourceId?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] AddSubGroupToGroup: Add sub group to group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] AddSubGroupToGroup: Add sub group to group More... | |
| System.Threading.Tasks.Task< VersionedResourceListOfOutputTransaction > | 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), ConfigurationOptions? opts=null) |
| BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group More... | |
| 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), ConfigurationOptions? opts=null) |
| BuildTransactionsForPortfolioGroup: Build transactions for transaction portfolios in a portfolio group More... | |
| System.Threading.Tasks.Task< PortfolioGroup > | CreatePortfolioGroupAsync (string scope, CreatePortfolioGroupRequest? createPortfolioGroupRequest=default(CreatePortfolioGroupRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| CreatePortfolioGroup: Create portfolio group More... | |
| 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), ConfigurationOptions? opts=null) |
| CreatePortfolioGroup: Create portfolio group More... | |
| System.Threading.Tasks.Task< DeletedEntityResponse > | DeleteGroupPropertiesAsync (string scope, string code, List< string > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteGroupProperties: Delete group properties More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteGroupProperties: Delete group properties More... | |
| System.Threading.Tasks.Task< DeletedEntityResponse > | 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteKeyFromPortfolioGroupAccessMetadata: Delete a Portfolio Group Access Metadata entry More... | |
| System.Threading.Tasks.Task< PortfolioGroup > | DeletePortfolioFromGroupAsync (string scope, string code, string portfolioScope, string portfolioCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioFromGroup: Delete portfolio from group More... | |
| System.Threading.Tasks.Task< DeletedEntityResponse > | DeletePortfolioGroupAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioGroup: Delete portfolio group More... | |
| System.Threading.Tasks.Task< PortfolioGroup > | DeleteSubGroupFromGroupAsync (string scope, string code, string subgroupScope, string subgroupCode, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteSubGroupFromGroup: Delete sub group from group More... | |
| System.Threading.Tasks.Task< VersionedResourceListOfA2BDataRecord > | 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetA2BDataForPortfolioGroup: Get A2B data for a Portfolio Group More... | |
| System.Threading.Tasks.Task< PortfolioGroupProperties > | GetGroupPropertiesAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetGroupProperties: Get group properties More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetGroupProperties: Get group properties More... | |
| System.Threading.Tasks.Task< VersionedResourceListOfPortfolioHolding > | 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), ConfigurationOptions? opts=null) |
| GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group More... | |
| 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), ConfigurationOptions? opts=null) |
| GetHoldingsForPortfolioGroup: Get holdings for transaction portfolios in portfolio group More... | |
| System.Threading.Tasks.Task< PortfolioGroup > | 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), ConfigurationOptions? opts=null) |
| GetPortfolioGroup: Get portfolio group More... | |
| 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), ConfigurationOptions? opts=null) |
| GetPortfolioGroup: Get portfolio group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupAccessMetadataByKey: Get an entry identified by a metadataKey in the Access Metadata of a Portfolio Group More... | |
| System.Threading.Tasks.Task< ResourceListOfProcessedCommand > | 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), ConfigurationOptions? opts=null) |
| GetPortfolioGroupCommands: Get portfolio group commands More... | |
| 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), ConfigurationOptions? opts=null) |
| GetPortfolioGroupCommands: Get portfolio group commands More... | |
| System.Threading.Tasks.Task< ExpandedGroup > | 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupExpansion: Get portfolio group expansion More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupMetadata: Get Access Metadata rules for Portfolio Group More... | |
| System.Threading.Tasks.Task< ResourceListOfPropertyInterval > | 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupPropertyTimeSeries: Get the time series of a portfolio group property More... | |
| System.Threading.Tasks.Task< ResourceListOfRelation > | 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), ConfigurationOptions? opts=null) |
| [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EXPERIMENTAL] GetPortfolioGroupRelations: Get Relations for Portfolio Group More... | |
| System.Threading.Tasks.Task< ResourceListOfRelationship > | 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfolioGroupRelationships: Get Relationships for Portfolio Group More... | |
| System.Threading.Tasks.Task< VersionedResourceListOfTransaction > | 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), ConfigurationOptions? opts=null) |
| GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group More... | |
| 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), ConfigurationOptions? opts=null) |
| GetTransactionsForPortfolioGroup: Get transactions for transaction portfolios in a portfolio group More... | |
| System.Threading.Tasks.Task< PagedResourceListOfPortfolioGroup > | 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), ConfigurationOptions? opts=null) |
| ListPortfolioGroups: List portfolio groups More... | |
| 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), ConfigurationOptions? opts=null) |
| ListPortfolioGroups: List portfolio groups More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] PatchPortfolioGroupAccessMetadata: Patch Access Metadata rules for a Portfolio Group. More... | |
| System.Threading.Tasks.Task< PortfolioGroup > | UpdatePortfolioGroupAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), UpdatePortfolioGroupRequest? updatePortfolioGroupRequest=default(UpdatePortfolioGroupRequest?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpdatePortfolioGroup: Update portfolio group More... | |
| System.Threading.Tasks.Task< PortfolioGroupProperties > | UpsertGroupPropertiesAsync (string scope, string code, Dictionary< string, Property >? requestBody=default(Dictionary< string, Property >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpsertGroupProperties: Upsert group properties More... | |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpsertGroupProperties: Upsert group properties More... | |
| System.Threading.Tasks.Task< ResourceListOfAccessMetadataValueOf > | 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), ConfigurationOptions? opts=null) |
| UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. More... | |
| 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), ConfigurationOptions? opts=null) |
| UpsertPortfolioGroupAccessMetadata: Upsert a Portfolio Group Access Metadata entry associated with a specific metadataKey. This creates or updates the data in LUSID. More... | |
Detailed Description
Represents a collection of functions to interact with the API endpoints
The documentation for this interface was generated from the following file:
- /home/docs/checkouts/readthedocs.org/user_builds/lusid-sdk-csharp/checkouts/latest/sdk/Lusid.Sdk/Api/PortfolioGroupsApi.cs
