Represents a collection of functions to interact with the API endpoints More...
Inheritance diagram for Lusid.Sdk.Api.IPortfoliosApi:
Additional Inherited Members | |
 Public Member Functions inherited from Lusid.Sdk.Api.IPortfoliosApiSync | |
| BatchUpsertPortfolioAccessMetadataResponse | BatchUpsertPortfolioAccessMetadata (Dictionary< string, BatchUpsertPortfolioAccessMetadataRequest > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? effectiveUntil=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] BatchUpsertPortfolioAccessMetadata: Upsert multiple Portfolio Access Metadata Rules to multiple Portfolios More... | |
| Lusid.Sdk.Client.ApiResponse< BatchUpsertPortfolioAccessMetadataResponse > | BatchUpsertPortfolioAccessMetadataWithHttpInfo (Dictionary< string, BatchUpsertPortfolioAccessMetadataRequest > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? effectiveUntil=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] BatchUpsertPortfolioAccessMetadata: Upsert multiple Portfolio Access Metadata Rules to multiple Portfolios More... | |
| DeletedEntityResponse | DeleteInstrumentEventInstruction (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteInstrumentEventInstruction: Delete Instrument Event Instruction More... | |
| Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeleteInstrumentEventInstructionWithHttpInfo (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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, ConfigurationOptions? opts=null) |
| DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule More... | |
| Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeleteKeyFromPortfolioAccessMetadataWithHttpInfo (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule More... | |
| DeletedEntityResponse | DeletePortfolio (string scope, string code, int operationIndex=0, ConfigurationOptions? opts=null) |
| DeletePortfolio: Delete portfolio More... | |
| Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeletePortfolioWithHttpInfo (string scope, string code, int operationIndex=0, ConfigurationOptions? opts=null) |
| DeletePortfolio: Delete portfolio More... | |
| DeletedEntityResponse | DeletePortfolioProperties (string scope, string code, List< string > propertyKeys, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| DeletePortfolioProperties: Delete portfolio properties More... | |
| Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeletePortfolioPropertiesWithHttpInfo (string scope, string code, List< string > propertyKeys, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioReturns: Delete Returns More... | |
| Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > | DeletePortfolioReturnsWithHttpInfo (string scope, string code, string returnScope, string returnCode, DateTimeOrCutLabel fromEffectiveAt, DateTimeOrCutLabel toEffectiveAt, string? period=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioReturns: Delete Returns More... | |
| CompositeDispersionResponse | GetAggregatedReturnsDispersionMetrics (string scope, string code, AggregatedReturnsDispersionRequest aggregatedReturnsDispersionRequest, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetAggregatedReturnsDispersionMetrics: Get the Aggregated Returns Dispersion metric More... | |
| Lusid.Sdk.Client.ApiResponse< CompositeDispersionResponse > | GetAggregatedReturnsDispersionMetricsWithHttpInfo (string scope, string code, AggregatedReturnsDispersionRequest aggregatedReturnsDispersionRequest, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetCompositeBreakdown: Get the Composite Breakdown on how the composite Returns are calculated More... | |
| Lusid.Sdk.Client.ApiResponse< CompositeBreakdownResponse > | GetCompositeBreakdownWithHttpInfo (string scope, string code, CompositeBreakdownRequest compositeBreakdownRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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?), string? timelineScope=default(string?), string? timelineCode=default(string?), string? closedPeriodId=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetInstrumentEventInstruction: Get Instrument Event Instruction More... | |
| Lusid.Sdk.Client.ApiResponse< InstrumentEventInstruction > | GetInstrumentEventInstructionWithHttpInfo (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? timelineScope=default(string?), string? timelineCode=default(string?), string? closedPeriodId=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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, ConfigurationOptions? opts=null) |
| GetPortfolio: Get portfolio More... | |
| Lusid.Sdk.Client.ApiResponse< Portfolio > | GetPortfolioWithHttpInfo (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, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| [DEPRECATED] GetPortfolioAggregateReturns: Aggregate Returns (This is a deprecated endpoint). More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfAggregatedReturn > | GetPortfolioAggregateReturnsWithHttpInfo (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, ConfigurationOptions? opts=null) |
| [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, ConfigurationOptions? opts=null) |
| GetPortfolioAggregatedReturns: Aggregated Returns More... | |
| Lusid.Sdk.Client.ApiResponse< AggregatedReturnsResponse > | GetPortfolioAggregatedReturnsWithHttpInfo (string scope, string code, AggregatedReturnsRequest aggregatedReturnsRequest, DateTimeOrCutLabel? fromEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? toEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| GetPortfolioCommands: Get portfolio commands More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfProcessedCommand > | GetPortfolioCommandsWithHttpInfo (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, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| GetPortfolioMetadata: Get access metadata rules for a portfolio More... | |
| Lusid.Sdk.Client.ApiResponse< Dictionary< string, List< AccessMetadataValue > > > | GetPortfolioMetadataWithHttpInfo (string scope, string code, string? effectiveAt=default(string?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| GetPortfolioProperties: Get portfolio properties More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioProperties > | GetPortfolioPropertiesWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| GetPortfolioPropertyTimeSeries: Get portfolio property time series More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfPropertyInterval > | GetPortfolioPropertyTimeSeriesWithHttpInfo (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, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| [EXPERIMENTAL] GetPortfolioRelations: Get portfolio relations More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfRelation > | GetPortfolioRelationsWithHttpInfo (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] 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, ConfigurationOptions? opts=null) |
| GetPortfolioRelationships: Get portfolio relationships More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfRelationship > | GetPortfolioRelationshipsWithHttpInfo (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) |
| 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, ConfigurationOptions? opts=null) |
| GetPortfolioReturns: Get Returns More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfPerformanceReturn > | GetPortfolioReturnsWithHttpInfo (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, ConfigurationOptions? opts=null) |
| GetPortfolioReturns: Get Returns More... | |
| List< AccessMetadataValue > | GetPortfoliosAccessMetadataByKey (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfoliosAccessMetadataByKey: Get an entry identified by a metadataKey in the access metadata object More... | |
| Lusid.Sdk.Client.ApiResponse< List< AccessMetadataValue > > | GetPortfoliosAccessMetadataByKeyWithHttpInfo (string scope, string code, string metadataKey, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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 >?), string? timelineScope=default(string?), string? timelineCode=default(string?), string? closedPeriodId=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] ListInstrumentEventInstructions: List Instrument Event Instructions More... | |
| Lusid.Sdk.Client.ApiResponse< PagedResourceListOfInstrumentEventInstruction > | ListInstrumentEventInstructionsWithHttpInfo (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 >?), string? timelineScope=default(string?), string? timelineCode=default(string?), string? closedPeriodId=default(string?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] ListPortfolioProperties: Get portfolio properties More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfProperty > | ListPortfolioPropertiesWithHttpInfo (string scope, string code, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? page=default(string?), int? limit=default(int?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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, ConfigurationOptions? opts=null) |
| ListPortfolios: List portfolios More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfPortfolio > | ListPortfoliosWithHttpInfo (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, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| ListPortfoliosForScope: List portfolios for scope More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfPortfolio > | ListPortfoliosForScopeWithHttpInfo (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, ConfigurationOptions? opts=null) |
| ListPortfoliosForScope: List portfolios for scope More... | |
| Portfolio | PatchPortfolio (string scope, string code, List< Operation > operation, int operationIndex=0, ConfigurationOptions? opts=null) |
| PatchPortfolio: Patch portfolio. More... | |
| Lusid.Sdk.Client.ApiResponse< Portfolio > | PatchPortfolioWithHttpInfo (string scope, string code, List< Operation > operation, int operationIndex=0, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] PatchPortfolioAccessMetadata: Patch Access Metadata rules for a Portfolio. More... | |
| Lusid.Sdk.Client.ApiResponse< Dictionary< string, List< AccessMetadataValue > > > | PatchPortfolioAccessMetadataWithHttpInfo (string scope, string code, List< AccessMetadataOperation > accessMetadataOperation, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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, ConfigurationOptions? opts=null) |
| UpdatePortfolio: Update portfolio More... | |
| Lusid.Sdk.Client.ApiResponse< Portfolio > | UpdatePortfolioWithHttpInfo (string scope, string code, UpdatePortfolioRequest updatePortfolioRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| UpdatePortfolio: Update portfolio More... | |
| InstrumentEventInstructionsResponse | UpsertInstrumentEventInstructions (string scope, string code, string successMode, Dictionary< string, InstrumentEventInstructionRequest > requestBody, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpsertInstrumentEventInstructions: Upsert Instrument Event Instructions More... | |
| Lusid.Sdk.Client.ApiResponse< InstrumentEventInstructionsResponse > | UpsertInstrumentEventInstructionsWithHttpInfo (string scope, string code, string successMode, Dictionary< string, InstrumentEventInstructionRequest > requestBody, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, ConfigurationOptions? opts=null) |
| [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, ConfigurationOptions? opts=null) |
| UpsertPortfolioAccessMetadata: Upsert a Portfolio Access Metadata Rule associated with specific metadataKey. This creates or updates the data in LUSID. More... | |
| Lusid.Sdk.Client.ApiResponse< ResourceListOfAccessMetadataValueOf > | UpsertPortfolioAccessMetadataWithHttpInfo (string scope, string code, string metadataKey, UpsertPortfolioAccessMetadataRequest upsertPortfolioAccessMetadataRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? effectiveUntil=default(DateTimeOffset?), int operationIndex=0, ConfigurationOptions? opts=null) |
| 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, ConfigurationOptions? opts=null) |
| UpsertPortfolioProperties: Upsert portfolio properties More... | |
| Lusid.Sdk.Client.ApiResponse< PortfolioProperties > | UpsertPortfolioPropertiesWithHttpInfo (string scope, string code, Dictionary< string, Property > requestBody, int operationIndex=0, ConfigurationOptions? opts=null) |
| UpsertPortfolioProperties: Upsert portfolio properties More... | |
| UpsertReturnsResponse | UpsertPortfolioReturns (string scope, string code, string returnScope, string returnCode, List< PerformanceReturn > performanceReturn, int operationIndex=0, ConfigurationOptions? opts=null) |
| UpsertPortfolioReturns: Upsert Returns More... | |
| Lusid.Sdk.Client.ApiResponse< UpsertReturnsResponse > | UpsertPortfolioReturnsWithHttpInfo (string scope, string code, string returnScope, string returnCode, List< PerformanceReturn > performanceReturn, int operationIndex=0, ConfigurationOptions? opts=null) |
| UpsertPortfolioReturns: Upsert Returns More... | |
| Public Member Functions inherited from Lusid.Sdk.Api.IPortfoliosApiAsync | |
| System.Threading.Tasks.Task< BatchUpsertPortfolioAccessMetadataResponse > | BatchUpsertPortfolioAccessMetadataAsync (Dictionary< string, BatchUpsertPortfolioAccessMetadataRequest > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? effectiveUntil=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] BatchUpsertPortfolioAccessMetadata: Upsert multiple Portfolio Access Metadata Rules to multiple Portfolios More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< BatchUpsertPortfolioAccessMetadataResponse > > | BatchUpsertPortfolioAccessMetadataWithHttpInfoAsync (Dictionary< string, BatchUpsertPortfolioAccessMetadataRequest > requestBody, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), DateTimeOrCutLabel? effectiveUntil=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] BatchUpsertPortfolioAccessMetadata: Upsert multiple Portfolio Access Metadata Rules to multiple Portfolios More... | |
| System.Threading.Tasks.Task< DeletedEntityResponse > | DeleteInstrumentEventInstructionAsync (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteInstrumentEventInstruction: Delete Instrument Event Instruction More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > > | DeleteInstrumentEventInstructionWithHttpInfoAsync (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeleteInstrumentEventInstruction: Delete Instrument Event Instruction More... | |
| System.Threading.Tasks.Task< DeletedEntityResponse > | DeleteKeyFromPortfolioAccessMetadataAsync (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) |
| DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| DeleteKeyFromPortfolioAccessMetadata: Delete a Portfolio Access Metadata Rule More... | |
| System.Threading.Tasks.Task< DeletedEntityResponse > | DeletePortfolioAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| DeletePortfolio: Delete portfolio More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< DeletedEntityResponse > > | DeletePortfolioWithHttpInfoAsync (string scope, string code, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| DeletePortfolio: Delete portfolio More... | |
| System.Threading.Tasks.Task< DeletedEntityResponse > | DeletePortfolioPropertiesAsync (string scope, string code, List< string > propertyKeys, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| DeletePortfolioProperties: Delete portfolio properties More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| DeletePortfolioProperties: Delete portfolio properties More... | |
| System.Threading.Tasks.Task< DeletedEntityResponse > | DeletePortfolioReturnsAsync (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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioReturns: Delete Returns More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] DeletePortfolioReturns: Delete Returns More... | |
| System.Threading.Tasks.Task< CompositeDispersionResponse > | GetAggregatedReturnsDispersionMetricsAsync (string scope, string code, AggregatedReturnsDispersionRequest aggregatedReturnsDispersionRequest, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetAggregatedReturnsDispersionMetrics: Get the Aggregated Returns Dispersion metric More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< CompositeDispersionResponse > > | GetAggregatedReturnsDispersionMetricsWithHttpInfoAsync (string scope, string code, AggregatedReturnsDispersionRequest aggregatedReturnsDispersionRequest, DateTimeOffset? asAt=default(DateTimeOffset?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetAggregatedReturnsDispersionMetrics: Get the Aggregated Returns Dispersion metric More... | |
| System.Threading.Tasks.Task< CompositeBreakdownResponse > | GetCompositeBreakdownAsync (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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetCompositeBreakdown: Get the Composite Breakdown on how the composite Returns are calculated More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetCompositeBreakdown: Get the Composite Breakdown on how the composite Returns are calculated More... | |
| System.Threading.Tasks.Task< InstrumentEventInstruction > | GetInstrumentEventInstructionAsync (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? timelineScope=default(string?), string? timelineCode=default(string?), string? closedPeriodId=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetInstrumentEventInstruction: Get Instrument Event Instruction More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< InstrumentEventInstruction > > | GetInstrumentEventInstructionWithHttpInfoAsync (string scope, string code, string instrumentEventInstructionId, DateTimeOrCutLabel? portfolioEffectiveAt=default(DateTimeOrCutLabel?), DateTimeOffset? asAt=default(DateTimeOffset?), string? timelineScope=default(string?), string? timelineCode=default(string?), string? closedPeriodId=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetInstrumentEventInstruction: Get Instrument Event Instruction More... | |
| System.Threading.Tasks.Task< Portfolio > | GetPortfolioAsync (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), ConfigurationOptions? opts=null) |
| GetPortfolio: Get portfolio More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| GetPortfolio: Get portfolio More... | |
| System.Threading.Tasks.Task< ResourceListOfAggregatedReturn > | GetPortfolioAggregateReturnsAsync (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), ConfigurationOptions? opts=null) |
| [DEPRECATED] GetPortfolioAggregateReturns: Aggregate Returns (This is a deprecated endpoint). More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| [DEPRECATED] GetPortfolioAggregateReturns: Aggregate Returns (This is a deprecated endpoint). More... | |
| System.Threading.Tasks.Task< AggregatedReturnsResponse > | GetPortfolioAggregatedReturnsAsync (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), ConfigurationOptions? opts=null) |
| GetPortfolioAggregatedReturns: Aggregated Returns More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| GetPortfolioAggregatedReturns: Aggregated Returns More... | |
| System.Threading.Tasks.Task< ResourceListOfProcessedCommand > | GetPortfolioCommandsAsync (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), ConfigurationOptions? opts=null) |
| GetPortfolioCommands: Get portfolio commands More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| 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), ConfigurationOptions? opts=null) |
| GetPortfolioMetadata: Get access metadata rules for a portfolio More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| GetPortfolioMetadata: Get access metadata rules for a portfolio More... | |
| System.Threading.Tasks.Task< PortfolioProperties > | GetPortfolioPropertiesAsync (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) |
| GetPortfolioProperties: Get portfolio properties More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| GetPortfolioProperties: Get portfolio properties More... | |
| System.Threading.Tasks.Task< ResourceListOfPropertyInterval > | GetPortfolioPropertyTimeSeriesAsync (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), ConfigurationOptions? opts=null) |
| GetPortfolioPropertyTimeSeries: Get portfolio property time series More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| GetPortfolioPropertyTimeSeries: Get portfolio property time series More... | |
| System.Threading.Tasks.Task< ResourceListOfRelation > | GetPortfolioRelationsAsync (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] GetPortfolioRelations: Get portfolio relations More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| [EXPERIMENTAL] GetPortfolioRelations: Get portfolio relations More... | |
| System.Threading.Tasks.Task< ResourceListOfRelationship > | GetPortfolioRelationshipsAsync (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) |
| GetPortfolioRelationships: Get portfolio relationships More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| GetPortfolioRelationships: Get portfolio relationships More... | |
| System.Threading.Tasks.Task< ResourceListOfPerformanceReturn > | GetPortfolioReturnsAsync (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), ConfigurationOptions? opts=null) |
| GetPortfolioReturns: Get Returns More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfoliosAccessMetadataByKey: Get an entry identified by a metadataKey in the access metadata object More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] GetPortfoliosAccessMetadataByKey: Get an entry identified by a metadataKey in the access metadata object More... | |
| System.Threading.Tasks.Task< PagedResourceListOfInstrumentEventInstruction > | ListInstrumentEventInstructionsAsync (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 >?), string? timelineScope=default(string?), string? timelineCode=default(string?), string? closedPeriodId=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] ListInstrumentEventInstructions: List Instrument Event Instructions More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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 >?), string? timelineScope=default(string?), string? timelineCode=default(string?), string? closedPeriodId=default(string?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] ListInstrumentEventInstructions: List Instrument Event Instructions More... | |
| System.Threading.Tasks.Task< ResourceListOfProperty > | ListPortfolioPropertiesAsync (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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] ListPortfolioProperties: Get portfolio properties More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] ListPortfolioProperties: Get portfolio properties More... | |
| System.Threading.Tasks.Task< ResourceListOfPortfolio > | ListPortfoliosAsync (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), ConfigurationOptions? opts=null) |
| ListPortfolios: List portfolios More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| ListPortfolios: List portfolios More... | |
| System.Threading.Tasks.Task< ResourceListOfPortfolio > | ListPortfoliosForScopeAsync (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), ConfigurationOptions? opts=null) |
| ListPortfoliosForScope: List portfolios for scope More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| ListPortfoliosForScope: List portfolios for scope More... | |
| System.Threading.Tasks.Task< Portfolio > | PatchPortfolioAsync (string scope, string code, List< Operation > operation, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| PatchPortfolio: Patch portfolio. More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< Portfolio > > | PatchPortfolioWithHttpInfoAsync (string scope, string code, List< Operation > operation, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| 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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] PatchPortfolioAccessMetadata: Patch Access Metadata rules for a Portfolio. More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] PatchPortfolioAccessMetadata: Patch Access Metadata rules for a Portfolio. More... | |
| System.Threading.Tasks.Task< Portfolio > | UpdatePortfolioAsync (string scope, string code, UpdatePortfolioRequest updatePortfolioRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| UpdatePortfolio: Update portfolio More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< Portfolio > > | UpdatePortfolioWithHttpInfoAsync (string scope, string code, UpdatePortfolioRequest updatePortfolioRequest, DateTimeOrCutLabel? effectiveAt=default(DateTimeOrCutLabel?), int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| UpdatePortfolio: Update portfolio More... | |
| System.Threading.Tasks.Task< InstrumentEventInstructionsResponse > | UpsertInstrumentEventInstructionsAsync (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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpsertInstrumentEventInstructions: Upsert Instrument Event Instructions More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| [EARLY ACCESS] UpsertInstrumentEventInstructions: Upsert Instrument Event Instructions More... | |
| System.Threading.Tasks.Task< ResourceListOfAccessMetadataValueOf > | UpsertPortfolioAccessMetadataAsync (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), ConfigurationOptions? opts=null) |
| UpsertPortfolioAccessMetadata: Upsert a Portfolio Access Metadata Rule associated with specific metadataKey. This creates or updates the data in LUSID. More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| UpsertPortfolioAccessMetadata: Upsert a Portfolio Access Metadata Rule associated with specific metadataKey. This creates or updates the data in LUSID. More... | |
| System.Threading.Tasks.Task< PortfolioProperties > | UpsertPortfolioPropertiesAsync (string scope, string code, Dictionary< string, Property > requestBody, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| UpsertPortfolioProperties: Upsert portfolio properties More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.ApiResponse< PortfolioProperties > > | UpsertPortfolioPropertiesWithHttpInfoAsync (string scope, string code, Dictionary< string, Property > requestBody, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| UpsertPortfolioProperties: Upsert portfolio properties More... | |
| System.Threading.Tasks.Task< UpsertReturnsResponse > | UpsertPortfolioReturnsAsync (string scope, string code, string returnScope, string returnCode, List< PerformanceReturn > performanceReturn, int operationIndex=0, System.Threading.CancellationToken cancellationToken=default(System.Threading.CancellationToken), ConfigurationOptions? opts=null) |
| UpsertPortfolioReturns: Upsert Returns More... | |
| System.Threading.Tasks.Task< Lusid.Sdk.Client.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), ConfigurationOptions? opts=null) |
| UpsertPortfolioReturns: Upsert Returns 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/PortfoliosApi.cs
