LUSID C# SDK
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Lusid.Sdk.Api.IPortfoliosApi Interface Reference

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

Inheritance diagram for Lusid.Sdk.Api.IPortfoliosApi:
Inheritance graph
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Additional Inherited Members

- Public Member Functions inherited from Lusid.Sdk.Api.IPortfoliosApiSync
DeletedEntityResponse DeleteInstrumentEventInstruction (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] DeleteInstrumentEventInstruction: Delete Instrument Event Instruction More...
 
ApiResponse< DeletedEntityResponseDeleteInstrumentEventInstructionWithHttpInfo (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] DeleteInstrumentEventInstruction: Delete Instrument Event Instruction More...
 
DeletedEntityResponse DeleteKeyFromPortfolioAccessMetadata (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule More...
 
ApiResponse< DeletedEntityResponseDeleteKeyFromPortfolioAccessMetadataWithHttpInfo (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule More...
 
DeletedEntityResponse DeletePortfolio (string scope, string code, int operationIndex=0)
 DeletePortfolio: Delete portfolio More...
 
ApiResponse< DeletedEntityResponseDeletePortfolioWithHttpInfo (string scope, string code, int operationIndex=0)
 DeletePortfolio: Delete portfolio More...
 
DeletedEntityResponse DeletePortfolioProperties (string scope, string code, List< string > propertyKeys, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 DeletePortfolioProperties: Delete portfolio properties More...
 
ApiResponse< DeletedEntityResponseDeletePortfolioPropertiesWithHttpInfo (string scope, string code, List< string > propertyKeys, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 DeletePortfolioProperties: Delete portfolio properties More...
 
DeletedEntityResponse DeletePortfolioReturns (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, string? period=default(string?), int operationIndex=0)
 [EARLY ACCESS] DeletePortfolioReturns: Delete Returns More...
 
ApiResponse< DeletedEntityResponseDeletePortfolioReturnsWithHttpInfo (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, string? period=default(string?), int operationIndex=0)
 [EARLY ACCESS] DeletePortfolioReturns: Delete Returns More...
 
CompositeDispersionResponse GetAggregatedReturnsDispersionMetrics (string scope, string code, AggregatedReturnsDispersionRequest aggregatedReturnsDispersionRequest, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetAggregatedReturnsDispersionMetrics: Get the Aggregated Returns Dispersion metric More...
 
ApiResponse< CompositeDispersionResponseGetAggregatedReturnsDispersionMetricsWithHttpInfo (string scope, string code, AggregatedReturnsDispersionRequest aggregatedReturnsDispersionRequest, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetAggregatedReturnsDispersionMetrics: Get the Aggregated Returns Dispersion metric More...
 
CompositeBreakdownResponse GetCompositeBreakdown (string scope, string code, CompositeBreakdownRequest compositeBreakdownRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetCompositeBreakdown: Get the Composite Breakdown on how the composite Returns are calculated More...
 
ApiResponse< CompositeBreakdownResponseGetCompositeBreakdownWithHttpInfo (string scope, string code, CompositeBreakdownRequest compositeBreakdownRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetCompositeBreakdown: Get the Composite Breakdown on how the composite Returns are calculated More...
 
InstrumentEventInstruction GetInstrumentEventInstruction (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetInstrumentEventInstruction: Get Instrument Event Instruction More...
 
ApiResponse< InstrumentEventInstructionGetInstrumentEventInstructionWithHttpInfo (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetInstrumentEventInstruction: Get Instrument Event Instruction More...
 
Portfolio GetPortfolio (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 GetPortfolio: Get portfolio More...
 
ApiResponse< PortfolioGetPortfolioWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 GetPortfolio: Get portfolio More...
 
ResourceListOfAggregatedReturn GetPortfolioAggregateReturns (string scope, string code, string returnScope, string returnCode, string? recipeIdScope=default(string?), string? recipeIdCode=default(string?), DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), string? compositeMethod=default(string?), string? period=default(string?), string? outputFrequency=default(string?), List< string >? metrics=default(List< string >?), DateTimeOffset? asAt=default(DateTimeOffset?), DateTimeOrCutLabel? alternativeIncDate=default(DateTimeOrCutLabel?), int operationIndex=0)
 [DEPRECATED] GetPortfolioAggregateReturns: Aggregate Returns (This is a deprecated endpoint). More...
 
ApiResponse< ResourceListOfAggregatedReturnGetPortfolioAggregateReturnsWithHttpInfo (string scope, string code, string returnScope, string returnCode, string? recipeIdScope=default(string?), string? recipeIdCode=default(string?), DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), string? compositeMethod=default(string?), string? period=default(string?), string? outputFrequency=default(string?), List< string >? metrics=default(List< string >?), DateTimeOffset? asAt=default(DateTimeOffset?), DateTimeOrCutLabel? alternativeIncDate=default(DateTimeOrCutLabel?), int operationIndex=0)
 [DEPRECATED] GetPortfolioAggregateReturns: Aggregate Returns (This is a deprecated endpoint). More...
 
AggregatedReturnsResponse GetPortfolioAggregatedReturns (string scope, string code, AggregatedReturnsRequest aggregatedReturnsRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioAggregatedReturns: Aggregated Returns More...
 
ApiResponse< AggregatedReturnsResponseGetPortfolioAggregatedReturnsWithHttpInfo (string scope, string code, AggregatedReturnsRequest aggregatedReturnsRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioAggregatedReturns: Aggregated Returns More...
 
ResourceListOfProcessedCommand GetPortfolioCommands (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=default(DateTimeOffset?), string? filter=default(string?), string? page=default(string?), int? limit=default(int?), int operationIndex=0)
 GetPortfolioCommands: Get portfolio commands More...
 
ApiResponse< ResourceListOfProcessedCommandGetPortfolioCommandsWithHttpInfo (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=default(DateTimeOffset?), string? filter=default(string?), string? page=default(string?), int? limit=default(int?), int operationIndex=0)
 GetPortfolioCommands: Get portfolio commands More...
 
Dictionary< string, List< AccessMetadataValue > > GetPortfolioMetadata (string scope, string code, string? effectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioMetadata: Get access metadata rules for a portfolio More...
 
ApiResponse< Dictionary< string, List< AccessMetadataValue > > > GetPortfolioMetadataWithHttpInfo (string scope, string code, string? effectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioMetadata: Get access metadata rules for a portfolio More...
 
PortfolioProperties GetPortfolioProperties (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 GetPortfolioProperties: Get portfolio properties More...
 
ApiResponse< PortfolioPropertiesGetPortfolioPropertiesWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 GetPortfolioProperties: Get portfolio properties More...
 
ResourceListOfPropertyInterval GetPortfolioPropertyTimeSeries (string scope, string code, string propertyKey, string? portfolioEffectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), string? page=default(string?), int? limit=default(int?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioPropertyTimeSeries: Get portfolio property time series More...
 
ApiResponse< ResourceListOfPropertyIntervalGetPortfolioPropertyTimeSeriesWithHttpInfo (string scope, string code, string propertyKey, string? portfolioEffectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), string? filter=default(string?), string? page=default(string?), int? limit=default(int?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioPropertyTimeSeries: Get portfolio property time series More...
 
ResourceListOfRelation GetPortfolioRelations (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] GetPortfolioRelations: Get portfolio relations More...
 
ApiResponse< ResourceListOfRelationGetPortfolioRelationsWithHttpInfo (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] GetPortfolioRelations: Get portfolio relations More...
 
ResourceListOfRelationship GetPortfolioRelationships (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] GetPortfolioRelationships: Get portfolio relationships More...
 
ApiResponse< ResourceListOfRelationshipGetPortfolioRelationshipsWithHttpInfo (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] GetPortfolioRelationships: Get portfolio relationships More...
 
ResourceListOfPerformanceReturn GetPortfolioReturns (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), string? period=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioReturns: Get Returns More...
 
ApiResponse< ResourceListOfPerformanceReturnGetPortfolioReturnsWithHttpInfo (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), string? period=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfolioReturns: Get Returns More...
 
List< AccessMetadataValueGetPortfoliosAccessMetadataByKey (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfoliosAccessMetadataByKey: Get an entry identified by a metadataKey in the access metadata object More...
 
ApiResponse< List< AccessMetadataValue > > GetPortfoliosAccessMetadataByKeyWithHttpInfo (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] GetPortfoliosAccessMetadataByKey: Get an entry identified by a metadataKey in the access metadata object More...
 
PagedResourceListOfInstrumentEventInstruction ListInstrumentEventInstructions (string scope, string code, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), int operationIndex=0)
 [EARLY ACCESS] ListInstrumentEventInstructions: List Instrument Event Instructions More...
 
ApiResponse< PagedResourceListOfInstrumentEventInstructionListInstrumentEventInstructionsWithHttpInfo (string scope, string code, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), int operationIndex=0)
 [EARLY ACCESS] ListInstrumentEventInstructions: List Instrument Event Instructions More...
 
ResourceListOfProperty ListPortfolioProperties (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), int operationIndex=0)
 [EARLY ACCESS] ListPortfolioProperties: Get portfolio properties More...
 
ApiResponse< ResourceListOfPropertyListPortfolioPropertiesWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), int operationIndex=0)
 [EARLY ACCESS] ListPortfolioProperties: Get portfolio properties More...
 
ResourceListOfPortfolio ListPortfolios (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 >?), string? query=default(string?), List< string >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 ListPortfolios: List portfolios More...
 
ApiResponse< ResourceListOfPortfolioListPortfoliosWithHttpInfo (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 >?), string? query=default(string?), List< string >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 ListPortfolios: List portfolios More...
 
ResourceListOfPortfolio ListPortfoliosForScope (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 >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 ListPortfoliosForScope: List portfolios for scope More...
 
ApiResponse< ResourceListOfPortfolioListPortfoliosForScopeWithHttpInfo (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 >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0)
 ListPortfoliosForScope: List portfolios for scope More...
 
Portfolio PatchPortfolio (string scope, string code, List< Operation > operation, int operationIndex=0)
 [EARLY ACCESS] PatchPortfolio: Patch portfolio. More...
 
ApiResponse< PortfolioPatchPortfolioWithHttpInfo (string scope, string code, List< Operation > operation, int operationIndex=0)
 [EARLY ACCESS] PatchPortfolio: Patch portfolio. More...
 
Dictionary< string, List< AccessMetadataValue > > PatchPortfolioAccessMetadata (string scope, string code, List< AccessMetadataOperation > accessMetadataOperation, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] PatchPortfolioAccessMetadata: Patch Access Metadata rules for a Portfolio. More...
 
ApiResponse< Dictionary< string, List< AccessMetadataValue > > > PatchPortfolioAccessMetadataWithHttpInfo (string scope, string code, List< AccessMetadataOperation > accessMetadataOperation, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] PatchPortfolioAccessMetadata: Patch Access Metadata rules for a Portfolio. More...
 
Portfolio UpdatePortfolio (string scope, string code, UpdatePortfolioRequest updatePortfolioRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 UpdatePortfolio: Update portfolio More...
 
ApiResponse< PortfolioUpdatePortfolioWithHttpInfo (string scope, string code, UpdatePortfolioRequest updatePortfolioRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 UpdatePortfolio: Update portfolio More...
 
InstrumentEventInstructionsResponse UpsertInstrumentEventInstructions (string scope, string code, string successMode, Dictionary< string, InstrumentEventInstructionRequest > requestBody, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] UpsertInstrumentEventInstructions: Upsert Instrument Event Instructions More...
 
ApiResponse< InstrumentEventInstructionsResponseUpsertInstrumentEventInstructionsWithHttpInfo (string scope, string code, string successMode, Dictionary< string, InstrumentEventInstructionRequest > requestBody, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0)
 [EARLY ACCESS] UpsertInstrumentEventInstructions: Upsert Instrument Event Instructions More...
 
ResourceListOfAccessMetadataValueOf UpsertPortfolioAccessMetadata (string scope, string code, string metadataKey, UpsertPortfolioAccessMetadataRequest upsertPortfolioAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] UpsertPortfolioAccessMetadata: Upsert a Portfolio Access Metadata Rule associated with specific metadataKey. This creates or updates the data in LUSID. More...
 
ApiResponse< ResourceListOfAccessMetadataValueOfUpsertPortfolioAccessMetadataWithHttpInfo (string scope, string code, string metadataKey, UpsertPortfolioAccessMetadataRequest upsertPortfolioAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0)
 [EARLY ACCESS] UpsertPortfolioAccessMetadata: Upsert a Portfolio Access Metadata Rule associated with specific metadataKey. This creates or updates the data in LUSID. More...
 
PortfolioProperties UpsertPortfolioProperties (string scope, string code, Dictionary< string, Property > requestBody, int operationIndex=0)
 UpsertPortfolioProperties: Upsert portfolio properties More...
 
ApiResponse< PortfolioPropertiesUpsertPortfolioPropertiesWithHttpInfo (string scope, string code, Dictionary< string, Property > requestBody, int operationIndex=0)
 UpsertPortfolioProperties: Upsert portfolio properties More...
 
UpsertReturnsResponse UpsertPortfolioReturns (string scope, string code, string returnScope, string returnCode, List< PerformanceReturn > performanceReturn, int operationIndex=0)
 [EARLY ACCESS] UpsertPortfolioReturns: Upsert Returns More...
 
ApiResponse< UpsertReturnsResponseUpsertPortfolioReturnsWithHttpInfo (string scope, string code, string returnScope, string returnCode, List< PerformanceReturn > performanceReturn, int operationIndex=0)
 [EARLY ACCESS] UpsertPortfolioReturns: Upsert Returns More...
 
- Public Member Functions inherited from Lusid.Sdk.Client.IApiAccessor
string GetBasePath ()
 Gets the base path of the API client. More...
 
- Public Member Functions inherited from Lusid.Sdk.Api.IPortfoliosApiAsync
System.Threading.Tasks.Task< DeletedEntityResponseDeleteInstrumentEventInstructionAsync (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeleteInstrumentEventInstruction: Delete Instrument Event Instruction More...
 
System.Threading.Tasks.Task< ApiResponse< DeletedEntityResponse > > DeleteInstrumentEventInstructionWithHttpInfoAsync (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeleteInstrumentEventInstruction: Delete Instrument Event Instruction More...
 
System.Threading.Tasks.Task< DeletedEntityResponseDeleteKeyFromPortfolioAccessMetadataAsync (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] DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule More...
 
System.Threading.Tasks.Task< ApiResponse< DeletedEntityResponse > > DeleteKeyFromPortfolioAccessMetadataWithHttpInfoAsync (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] DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule More...
 
System.Threading.Tasks.Task< DeletedEntityResponseDeletePortfolioAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 DeletePortfolio: Delete portfolio More...
 
System.Threading.Tasks.Task< ApiResponse< DeletedEntityResponse > > DeletePortfolioWithHttpInfoAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 DeletePortfolio: Delete portfolio More...
 
System.Threading.Tasks.Task< DeletedEntityResponseDeletePortfolioPropertiesAsync (string scope, string code, List< string > propertyKeys, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 DeletePortfolioProperties: Delete portfolio properties More...
 
System.Threading.Tasks.Task< ApiResponse< DeletedEntityResponse > > DeletePortfolioPropertiesWithHttpInfoAsync (string scope, string code, List< string > propertyKeys, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 DeletePortfolioProperties: Delete portfolio properties More...
 
System.Threading.Tasks.Task< DeletedEntityResponseDeletePortfolioReturnsAsync (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, string? period=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeletePortfolioReturns: Delete Returns More...
 
System.Threading.Tasks.Task< ApiResponse< DeletedEntityResponse > > DeletePortfolioReturnsWithHttpInfoAsync (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, string? period=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] DeletePortfolioReturns: Delete Returns More...
 
System.Threading.Tasks.Task< CompositeDispersionResponseGetAggregatedReturnsDispersionMetricsAsync (string scope, string code, AggregatedReturnsDispersionRequest aggregatedReturnsDispersionRequest, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetAggregatedReturnsDispersionMetrics: Get the Aggregated Returns Dispersion metric More...
 
System.Threading.Tasks.Task< ApiResponse< CompositeDispersionResponse > > GetAggregatedReturnsDispersionMetricsWithHttpInfoAsync (string scope, string code, AggregatedReturnsDispersionRequest aggregatedReturnsDispersionRequest, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetAggregatedReturnsDispersionMetrics: Get the Aggregated Returns Dispersion metric More...
 
System.Threading.Tasks.Task< CompositeBreakdownResponseGetCompositeBreakdownAsync (string scope, string code, CompositeBreakdownRequest compositeBreakdownRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetCompositeBreakdown: Get the Composite Breakdown on how the composite Returns are calculated More...
 
System.Threading.Tasks.Task< ApiResponse< CompositeBreakdownResponse > > GetCompositeBreakdownWithHttpInfoAsync (string scope, string code, CompositeBreakdownRequest compositeBreakdownRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetCompositeBreakdown: Get the Composite Breakdown on how the composite Returns are calculated More...
 
System.Threading.Tasks.Task< InstrumentEventInstructionGetInstrumentEventInstructionAsync (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetInstrumentEventInstruction: Get Instrument Event Instruction More...
 
System.Threading.Tasks.Task< ApiResponse< InstrumentEventInstruction > > GetInstrumentEventInstructionWithHttpInfoAsync (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetInstrumentEventInstruction: Get Instrument Event Instruction More...
 
System.Threading.Tasks.Task< PortfolioGetPortfolioAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetPortfolio: Get portfolio More...
 
System.Threading.Tasks.Task< ApiResponse< Portfolio > > GetPortfolioWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), List< string >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetPortfolio: Get portfolio More...
 
System.Threading.Tasks.Task< ResourceListOfAggregatedReturnGetPortfolioAggregateReturnsAsync (string scope, string code, string returnScope, string returnCode, string? recipeIdScope=default(string?), string? recipeIdCode=default(string?), DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), string? compositeMethod=default(string?), string? period=default(string?), string? outputFrequency=default(string?), List< string >? metrics=default(List< string >?), DateTimeOffset? asAt=default(DateTimeOffset?), DateTimeOrCutLabel? alternativeIncDate=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [DEPRECATED] GetPortfolioAggregateReturns: Aggregate Returns (This is a deprecated endpoint). More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfAggregatedReturn > > GetPortfolioAggregateReturnsWithHttpInfoAsync (string scope, string code, string returnScope, string returnCode, string? recipeIdScope=default(string?), string? recipeIdCode=default(string?), DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), string? compositeMethod=default(string?), string? period=default(string?), string? outputFrequency=default(string?), List< string >? metrics=default(List< string >?), DateTimeOffset? asAt=default(DateTimeOffset?), DateTimeOrCutLabel? alternativeIncDate=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [DEPRECATED] GetPortfolioAggregateReturns: Aggregate Returns (This is a deprecated endpoint). More...
 
System.Threading.Tasks.Task< AggregatedReturnsResponseGetPortfolioAggregatedReturnsAsync (string scope, string code, AggregatedReturnsRequest aggregatedReturnsRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioAggregatedReturns: Aggregated Returns More...
 
System.Threading.Tasks.Task< ApiResponse< AggregatedReturnsResponse > > GetPortfolioAggregatedReturnsWithHttpInfoAsync (string scope, string code, AggregatedReturnsRequest aggregatedReturnsRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioAggregatedReturns: Aggregated Returns More...
 
System.Threading.Tasks.Task< ResourceListOfProcessedCommandGetPortfolioCommandsAsync (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=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))
 GetPortfolioCommands: Get portfolio commands More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfProcessedCommand > > GetPortfolioCommandsWithHttpInfoAsync (string scope, string code, DateTimeOffset? fromAsAt=default(DateTimeOffset?), DateTimeOffset? toAsAt=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))
 GetPortfolioCommands: Get portfolio commands More...
 
System.Threading.Tasks.Task< Dictionary< string, List< AccessMetadataValue > > > GetPortfolioMetadataAsync (string scope, string code, string? effectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioMetadata: Get access metadata rules for a portfolio More...
 
System.Threading.Tasks.Task< ApiResponse< Dictionary< string, List< AccessMetadataValue > > > > GetPortfolioMetadataWithHttpInfoAsync (string scope, string code, string? effectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioMetadata: Get access metadata rules for a portfolio More...
 
System.Threading.Tasks.Task< PortfolioPropertiesGetPortfolioPropertiesAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetPortfolioProperties: Get portfolio properties More...
 
System.Threading.Tasks.Task< ApiResponse< PortfolioProperties > > GetPortfolioPropertiesWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 GetPortfolioProperties: Get portfolio properties More...
 
System.Threading.Tasks.Task< ResourceListOfPropertyIntervalGetPortfolioPropertyTimeSeriesAsync (string scope, string code, string propertyKey, string? portfolioEffectiveAt=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] GetPortfolioPropertyTimeSeries: Get portfolio property time series More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfPropertyInterval > > GetPortfolioPropertyTimeSeriesWithHttpInfoAsync (string scope, string code, string propertyKey, string? portfolioEffectiveAt=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] GetPortfolioPropertyTimeSeries: Get portfolio property time series More...
 
System.Threading.Tasks.Task< ResourceListOfRelationGetPortfolioRelationsAsync (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] GetPortfolioRelations: Get portfolio relations More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfRelation > > GetPortfolioRelationsWithHttpInfoAsync (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] GetPortfolioRelations: Get portfolio relations More...
 
System.Threading.Tasks.Task< ResourceListOfRelationshipGetPortfolioRelationshipsAsync (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] GetPortfolioRelationships: Get portfolio relationships More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfRelationship > > GetPortfolioRelationshipsWithHttpInfoAsync (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] GetPortfolioRelationships: Get portfolio relationships More...
 
System.Threading.Tasks.Task< ResourceListOfPerformanceReturnGetPortfolioReturnsAsync (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), string? period=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioReturns: Get Returns More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfPerformanceReturn > > GetPortfolioReturnsWithHttpInfoAsync (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), string? period=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] GetPortfolioReturns: Get Returns More...
 
System.Threading.Tasks.Task< List< AccessMetadataValue > > GetPortfoliosAccessMetadataByKeyAsync (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] GetPortfoliosAccessMetadataByKey: Get an entry identified by a metadataKey in the access metadata object More...
 
System.Threading.Tasks.Task< ApiResponse< List< AccessMetadataValue > > > GetPortfoliosAccessMetadataByKeyWithHttpInfoAsync (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] GetPortfoliosAccessMetadataByKey: Get an entry identified by a metadataKey in the access metadata object More...
 
System.Threading.Tasks.Task< PagedResourceListOfInstrumentEventInstructionListInstrumentEventInstructionsAsync (string scope, string code, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] ListInstrumentEventInstructions: List Instrument Event Instructions More...
 
System.Threading.Tasks.Task< ApiResponse< PagedResourceListOfInstrumentEventInstruction > > ListInstrumentEventInstructionsWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), string? filter=default(string?), List< string >? sortBy=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] ListInstrumentEventInstructions: List Instrument Event Instructions More...
 
System.Threading.Tasks.Task< ResourceListOfPropertyListPortfolioPropertiesAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] ListPortfolioProperties: Get portfolio properties More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfProperty > > ListPortfolioPropertiesWithHttpInfoAsync (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] ListPortfolioProperties: Get portfolio properties More...
 
System.Threading.Tasks.Task< ResourceListOfPortfolioListPortfoliosAsync (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 >?), string? query=default(string?), List< string >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 ListPortfolios: List portfolios More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfPortfolio > > ListPortfoliosWithHttpInfoAsync (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 >?), string? query=default(string?), List< string >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 ListPortfolios: List portfolios More...
 
System.Threading.Tasks.Task< ResourceListOfPortfolioListPortfoliosForScopeAsync (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 >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 ListPortfoliosForScope: List portfolios for scope More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfPortfolio > > ListPortfoliosForScopeWithHttpInfoAsync (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 >? propertyKeys=default(List< string >?), List< string >? relationshipDefinitionIds=default(List< string >?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 ListPortfoliosForScope: List portfolios for scope More...
 
System.Threading.Tasks.Task< PortfolioPatchPortfolioAsync (string scope, string code, List< Operation > operation, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] PatchPortfolio: Patch portfolio. More...
 
System.Threading.Tasks.Task< ApiResponse< Portfolio > > PatchPortfolioWithHttpInfoAsync (string scope, string code, List< Operation > operation, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] PatchPortfolio: Patch portfolio. More...
 
System.Threading.Tasks.Task< Dictionary< string, List< AccessMetadataValue > > > PatchPortfolioAccessMetadataAsync (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] PatchPortfolioAccessMetadata: Patch Access Metadata rules for a Portfolio. More...
 
System.Threading.Tasks.Task< ApiResponse< Dictionary< string, List< AccessMetadataValue > > > > PatchPortfolioAccessMetadataWithHttpInfoAsync (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] PatchPortfolioAccessMetadata: Patch Access Metadata rules for a Portfolio. More...
 
System.Threading.Tasks.Task< PortfolioUpdatePortfolioAsync (string scope, string code, UpdatePortfolioRequest updatePortfolioRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 UpdatePortfolio: Update portfolio More...
 
System.Threading.Tasks.Task< ApiResponse< Portfolio > > UpdatePortfolioWithHttpInfoAsync (string scope, string code, UpdatePortfolioRequest updatePortfolioRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 UpdatePortfolio: Update portfolio More...
 
System.Threading.Tasks.Task< InstrumentEventInstructionsResponseUpsertInstrumentEventInstructionsAsync (string scope, string code, string successMode, Dictionary< string, InstrumentEventInstructionRequest > requestBody, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpsertInstrumentEventInstructions: Upsert Instrument Event Instructions More...
 
System.Threading.Tasks.Task< ApiResponse< InstrumentEventInstructionsResponse > > UpsertInstrumentEventInstructionsWithHttpInfoAsync (string scope, string code, string successMode, Dictionary< string, InstrumentEventInstructionRequest > requestBody, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpsertInstrumentEventInstructions: Upsert Instrument Event Instructions More...
 
System.Threading.Tasks.Task< ResourceListOfAccessMetadataValueOfUpsertPortfolioAccessMetadataAsync (string scope, string code, string metadataKey, UpsertPortfolioAccessMetadataRequest upsertPortfolioAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpsertPortfolioAccessMetadata: Upsert a Portfolio Access Metadata Rule associated with specific metadataKey. This creates or updates the data in LUSID. More...
 
System.Threading.Tasks.Task< ApiResponse< ResourceListOfAccessMetadataValueOf > > UpsertPortfolioAccessMetadataWithHttpInfoAsync (string scope, string code, string metadataKey, UpsertPortfolioAccessMetadataRequest upsertPortfolioAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpsertPortfolioAccessMetadata: Upsert a Portfolio Access Metadata Rule associated with specific metadataKey. This creates or updates the data in LUSID. More...
 
System.Threading.Tasks.Task< PortfolioPropertiesUpsertPortfolioPropertiesAsync (string scope, string code, Dictionary< string, Property > requestBody, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 UpsertPortfolioProperties: Upsert portfolio properties More...
 
System.Threading.Tasks.Task< ApiResponse< PortfolioProperties > > UpsertPortfolioPropertiesWithHttpInfoAsync (string scope, string code, Dictionary< string, Property > requestBody, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 UpsertPortfolioProperties: Upsert portfolio properties More...
 
System.Threading.Tasks.Task< UpsertReturnsResponseUpsertPortfolioReturnsAsync (string scope, string code, string returnScope, string returnCode, List< PerformanceReturn > performanceReturn, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpsertPortfolioReturns: Upsert Returns More...
 
System.Threading.Tasks.Task< ApiResponse< UpsertReturnsResponse > > UpsertPortfolioReturnsWithHttpInfoAsync (string scope, string code, string returnScope, string returnCode, List< PerformanceReturn > performanceReturn, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken))
 [EARLY ACCESS] UpsertPortfolioReturns: Upsert Returns 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


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