class NucleusApi::PortfolioApi
Attributes
Public Class Methods
# File lib/nucleus_api/api/portfolio_api.rb, line 19 def initialize(api_client = ApiClient.default) @api_client = api_client end
Public Instance Methods
Create a portfolio asset size Create a new asset size record for a portfolio. @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest @param [Hash] opts the optional parameters @return [PortfolioAssetSizeLog]
# File lib/nucleus_api/api/portfolio_api.rb, line 27 def create_portfolio_asset_size_using_post(portfolio_asset_size_log_request, opts = {}) data, _status_code, _headers = create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts) data end
Create a portfolio asset size Create a new asset size record for a portfolio. @param portfolio_asset_size_log_request portfolioAssetSizeLogRequest @param [Hash] opts the optional parameters @return [Array<(PortfolioAssetSizeLog
, Fixnum, Hash)>] PortfolioAssetSizeLog
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 37 def create_portfolio_asset_size_using_post_with_http_info(portfolio_asset_size_log_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_asset_size_using_post ...' end # verify the required parameter 'portfolio_asset_size_log_request' is set if @api_client.config.client_side_validation && portfolio_asset_size_log_request.nil? fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_log_request' when calling PortfolioApi.create_portfolio_asset_size_using_post" end # resource path local_var_path = '/nucleus/v1/portfolio_asset_size' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_asset_size_log_request) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioAssetSizeLog') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_asset_size_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create a portfolio commentary Create a new comment for a portfolio defined for your firm. @param portfolio_comment portfolioComment @param [Hash] opts the optional parameters @return [PortfolioComment]
# File lib/nucleus_api/api/portfolio_api.rb, line 81 def create_portfolio_comment_using_post(portfolio_comment, opts = {}) data, _status_code, _headers = create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts) data end
Create a portfolio commentary Create a new comment for a portfolio defined for your firm. @param portfolio_comment portfolioComment @param [Hash] opts the optional parameters @return [Array<(PortfolioComment
, Fixnum, Hash)>] PortfolioComment
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 91 def create_portfolio_comment_using_post_with_http_info(portfolio_comment, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_comment_using_post ...' end # verify the required parameter 'portfolio_comment' is set if @api_client.config.client_side_validation && portfolio_comment.nil? fail ArgumentError, "Missing the required parameter 'portfolio_comment' when calling PortfolioApi.create_portfolio_comment_using_post" end # resource path local_var_path = '/nucleus/v1/portfolio_comment' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_comment) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioComment') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_comment_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create an portfolio goal Create an portfolio goal. @param portfolio_goal portfolioGoal @param [Hash] opts the optional parameters @return [PortfolioGoal]
# File lib/nucleus_api/api/portfolio_api.rb, line 135 def create_portfolio_goal_using_post(portfolio_goal, opts = {}) data, _status_code, _headers = create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts) data end
Create an portfolio goal Create an portfolio goal. @param portfolio_goal portfolioGoal @param [Hash] opts the optional parameters @return [Array<(PortfolioGoal
, Fixnum, Hash)>] PortfolioGoal
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 145 def create_portfolio_goal_using_post_with_http_info(portfolio_goal, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_goal_using_post ...' end # verify the required parameter 'portfolio_goal' is set if @api_client.config.client_side_validation && portfolio_goal.nil? fail ArgumentError, "Missing the required parameter 'portfolio_goal' when calling PortfolioApi.create_portfolio_goal_using_post" end # resource path local_var_path = '/nucleus/v1/portfolio_goal' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_goal) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioGoal') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_goal_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create a portfolio holding Create a new holding record for a portfolio. @param portfolio_holdin_log_request portfolioHoldinLogRequest @param [Hash] opts the optional parameters @return [PortfolioHoldingLog]
# File lib/nucleus_api/api/portfolio_api.rb, line 189 def create_portfolio_holding_using_post(portfolio_holdin_log_request, opts = {}) data, _status_code, _headers = create_portfolio_holding_using_post_with_http_info(portfolio_holdin_log_request, opts) data end
Create a portfolio holding Create a new holding record for a portfolio. @param portfolio_holdin_log_request portfolioHoldinLogRequest @param [Hash] opts the optional parameters @return [Array<(PortfolioHoldingLog
, Fixnum, Hash)>] PortfolioHoldingLog
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 199 def create_portfolio_holding_using_post_with_http_info(portfolio_holdin_log_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_holding_using_post ...' end # verify the required parameter 'portfolio_holdin_log_request' is set if @api_client.config.client_side_validation && portfolio_holdin_log_request.nil? fail ArgumentError, "Missing the required parameter 'portfolio_holdin_log_request' when calling PortfolioApi.create_portfolio_holding_using_post" end # resource path local_var_path = '/nucleus/v1/portfolio_holding' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_holdin_log_request) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioHoldingLog') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_holding_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create a portfolio transaction Create a new transaction record for a portfolio. @param portfolio_transaction_request portfolioTransactionRequest @param [Hash] opts the optional parameters @return [PortfolioTransaction]
# File lib/nucleus_api/api/portfolio_api.rb, line 243 def create_portfolio_transaction_using_post(portfolio_transaction_request, opts = {}) data, _status_code, _headers = create_portfolio_transaction_using_post_with_http_info(portfolio_transaction_request, opts) data end
Create a portfolio transaction Create a new transaction record for a portfolio. @param portfolio_transaction_request portfolioTransactionRequest @param [Hash] opts the optional parameters @return [Array<(PortfolioTransaction
, Fixnum, Hash)>] PortfolioTransaction
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 253 def create_portfolio_transaction_using_post_with_http_info(portfolio_transaction_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_transaction_using_post ...' end # verify the required parameter 'portfolio_transaction_request' is set if @api_client.config.client_side_validation && portfolio_transaction_request.nil? fail ArgumentError, "Missing the required parameter 'portfolio_transaction_request' when calling PortfolioApi.create_portfolio_transaction_using_post" end # resource path local_var_path = '/nucleus/v1/portfolio_transaction' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_transaction_request) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioTransaction') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_transaction_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Create a portfolio Create a new portfolio for an account. @param portfolio_request portfolioRequest @param [Hash] opts the optional parameters @return [Portfolio]
# File lib/nucleus_api/api/portfolio_api.rb, line 297 def create_portfolio_using_post(portfolio_request, opts = {}) data, _status_code, _headers = create_portfolio_using_post_with_http_info(portfolio_request, opts) data end
Create a portfolio Create a new portfolio for an account. @param portfolio_request portfolioRequest @param [Hash] opts the optional parameters @return [Array<(Portfolio
, Fixnum, Hash)>] Portfolio
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 307 def create_portfolio_using_post_with_http_info(portfolio_request, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.create_portfolio_using_post ...' end # verify the required parameter 'portfolio_request' is set if @api_client.config.client_side_validation && portfolio_request.nil? fail ArgumentError, "Missing the required parameter 'portfolio_request' when calling PortfolioApi.create_portfolio_using_post" end # resource path local_var_path = '/nucleus/v1/portfolio' # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_request) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'Portfolio') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#create_portfolio_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete a portfolio asset size Permanently delete a portfolio asset size record for a portfolio. @param portfolio_asset_size_id UUID portfolio_asset_size_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/portfolio_api.rb, line 351 def delete_portfolio_asset_size_using_delete(portfolio_asset_size_id, opts = {}) delete_portfolio_asset_size_using_delete_with_http_info(portfolio_asset_size_id, opts) nil end
Delete a portfolio asset size Permanently delete a portfolio asset size record for a portfolio. @param portfolio_asset_size_id UUID portfolio_asset_size_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 361 def delete_portfolio_asset_size_using_delete_with_http_info(portfolio_asset_size_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_asset_size_using_delete ...' end # verify the required parameter 'portfolio_asset_size_id' is set if @api_client.config.client_side_validation && portfolio_asset_size_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.delete_portfolio_asset_size_using_delete" end # resource path local_var_path = '/nucleus/v1/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_asset_size_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete a portfolio commentary Permanently delete a portfolio comment for a portfolio. @param portfolio_comment_id UUID portfolio_comment_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/portfolio_api.rb, line 402 def delete_portfolio_comment_using_delete(portfolio_comment_id, opts = {}) delete_portfolio_comment_using_delete_with_http_info(portfolio_comment_id, opts) nil end
Delete a portfolio commentary Permanently delete a portfolio comment for a portfolio. @param portfolio_comment_id UUID portfolio_comment_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 412 def delete_portfolio_comment_using_delete_with_http_info(portfolio_comment_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_comment_using_delete ...' end # verify the required parameter 'portfolio_comment_id' is set if @api_client.config.client_side_validation && portfolio_comment_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.delete_portfolio_comment_using_delete" end # resource path local_var_path = '/nucleus/v1/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_comment_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete an portfolio goal Permanently delete an portfolio-goal mapping. @param portfolio_goal_id UUID portfolio_goal_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/portfolio_api.rb, line 453 def delete_portfolio_goal_using_delete(portfolio_goal_id, opts = {}) delete_portfolio_goal_using_delete_with_http_info(portfolio_goal_id, opts) nil end
Delete an portfolio goal Permanently delete an portfolio-goal mapping. @param portfolio_goal_id UUID portfolio_goal_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 463 def delete_portfolio_goal_using_delete_with_http_info(portfolio_goal_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_goal_using_delete ...' end # verify the required parameter 'portfolio_goal_id' is set if @api_client.config.client_side_validation && portfolio_goal_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.delete_portfolio_goal_using_delete" end # resource path local_var_path = '/nucleus/v1/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_goal_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete a portfolio holding Permanently delete a portfolio holding record for a portfolio. @param portfolio_holding_id UUID portfolio_holding_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/portfolio_api.rb, line 504 def delete_portfolio_holding_using_delete(portfolio_holding_id, opts = {}) delete_portfolio_holding_using_delete_with_http_info(portfolio_holding_id, opts) nil end
Delete a portfolio holding Permanently delete a portfolio holding record for a portfolio. @param portfolio_holding_id UUID portfolio_holding_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 514 def delete_portfolio_holding_using_delete_with_http_info(portfolio_holding_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_holding_using_delete ...' end # verify the required parameter 'portfolio_holding_id' is set if @api_client.config.client_side_validation && portfolio_holding_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.delete_portfolio_holding_using_delete" end # resource path local_var_path = '/nucleus/v1/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_holding_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete a portfolio transaction Permanently delete a portfolio transaction record for a portfolio. @param portfolio_transaction_id UUID portfolio_transaction_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/portfolio_api.rb, line 555 def delete_portfolio_transaction_using_delete(portfolio_transaction_id, opts = {}) delete_portfolio_transaction_using_delete_with_http_info(portfolio_transaction_id, opts) nil end
Delete a portfolio transaction Permanently delete a portfolio transaction record for a portfolio. @param portfolio_transaction_id UUID portfolio_transaction_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 565 def delete_portfolio_transaction_using_delete_with_http_info(portfolio_transaction_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_transaction_using_delete ...' end # verify the required parameter 'portfolio_transaction_id' is set if @api_client.config.client_side_validation && portfolio_transaction_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.delete_portfolio_transaction_using_delete" end # resource path local_var_path = '/nucleus/v1/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_transaction_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Delete a portfolio Permanently delete a portfolio for an account. @param portfolio_id UUID portfolio_id @param [Hash] opts the optional parameters @return [nil]
# File lib/nucleus_api/api/portfolio_api.rb, line 606 def delete_portfolio_using_delete(portfolio_id, opts = {}) delete_portfolio_using_delete_with_http_info(portfolio_id, opts) nil end
Delete a portfolio Permanently delete a portfolio for an account. @param portfolio_id UUID portfolio_id @param [Hash] opts the optional parameters @return [Array<(nil, Fixnum, Hash)>] nil, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 616 def delete_portfolio_using_delete_with_http_info(portfolio_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.delete_portfolio_using_delete ...' end # verify the required parameter 'portfolio_id' is set if @api_client.config.client_side_validation && portfolio_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.delete_portfolio_using_delete" end # resource path local_var_path = '/nucleus/v1/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:DELETE, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names) if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#delete_portfolio_using_delete\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
getAllPortfolioTransactionByPost @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :currency_conversion currency_conversion @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PagePortfolioTransaction]
# File lib/nucleus_api/api/portfolio_api.rb, line 661 def get_all_portfolio_transaction_by_post_using_post(opts = {}) data, _status_code, _headers = get_all_portfolio_transaction_by_post_using_post_with_http_info(opts) data end
getAllPortfolioTransactionByPost @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :currency_conversion currency_conversion @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PagePortfolioTransaction
, Fixnum, Hash)>] PagePortfolioTransaction
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 675 def get_all_portfolio_transaction_by_post_using_post_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_all_portfolio_transaction_by_post_using_post ...' end # resource path local_var_path = '/nucleus/v1/portfolio_transaction_by_post' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:POST, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PagePortfolioTransaction') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_all_portfolio_transaction_by_post_using_post\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve an portfolio aggregate data Retrieve the information for a securities associated with a portfolio. @param portfolio_id Portfolio
Id @param [Hash] opts the optional parameters @option opts [BOOLEAN] :show_asset_class true or false (default to true) @option opts [BOOLEAN] :show_category true or false (default to true) @option opts [BOOLEAN] :show_industry true or false (default to true) @option opts [BOOLEAN] :show_sector true or false (default to true) @option opts [BOOLEAN] :show_security_class true or false (default to true) @return [Object]
# File lib/nucleus_api/api/portfolio_api.rb, line 726 def get_portfolio_aggregated_data_using_get(portfolio_id, opts = {}) data, _status_code, _headers = get_portfolio_aggregated_data_using_get_with_http_info(portfolio_id, opts) data end
Retrieve an portfolio aggregate data Retrieve the information for a securities associated with a portfolio. @param portfolio_id Portfolio
Id @param [Hash] opts the optional parameters @option opts [BOOLEAN] :show_asset_class true or false @option opts [BOOLEAN] :show_category true or false @option opts [BOOLEAN] :show_industry true or false @option opts [BOOLEAN] :show_sector true or false @option opts [BOOLEAN] :show_security_class true or false @return [Array<(Object, Fixnum, Hash)>] Object data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 741 def get_portfolio_aggregated_data_using_get_with_http_info(portfolio_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_aggregated_data_using_get ...' end # verify the required parameter 'portfolio_id' is set if @api_client.config.client_side_validation && portfolio_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.get_portfolio_aggregated_data_using_get" end # resource path local_var_path = '/nucleus/v1/portfolio/{portfolio_id}/aggregate_data'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s) # query parameters query_params = {} query_params[:'show_asset_class'] = opts[:'show_asset_class'] if !opts[:'show_asset_class'].nil? query_params[:'show_category'] = opts[:'show_category'] if !opts[:'show_category'].nil? query_params[:'show_industry'] = opts[:'show_industry'] if !opts[:'show_industry'].nil? query_params[:'show_sector'] = opts[:'show_sector'] if !opts[:'show_sector'].nil? query_params[:'show_security_class'] = opts[:'show_security_class'] if !opts[:'show_security_class'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'Object') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_aggregated_data_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all portfolios Get the information for all portfolios assigned to all of your firm’s accounts. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PagePortfolio]
# File lib/nucleus_api/api/portfolio_api.rb, line 792 def get_portfolio_all_using_get(opts = {}) data, _status_code, _headers = get_portfolio_all_using_get_with_http_info(opts) data end
List all portfolios Get the information for all portfolios assigned to all of your firm’s accounts. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PagePortfolio
, Fixnum, Hash)>] PagePortfolio
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 806 def get_portfolio_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/portfolio' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PagePortfolio') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve a portfolio asset size Retrieve the information for a portfolio asset size record for a portfolio. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :currency_conversion currency_conversion @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PagePortfolioAssetSizeLog]
# File lib/nucleus_api/api/portfolio_api.rb, line 854 def get_portfolio_asset_size_all_using_get(opts = {}) data, _status_code, _headers = get_portfolio_asset_size_all_using_get_with_http_info(opts) data end
Retrieve a portfolio asset size Retrieve the information for a portfolio asset size record for a portfolio. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :currency_conversion currency_conversion @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PagePortfolioAssetSizeLog
, Fixnum, Hash)>] PagePortfolioAssetSizeLog
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 869 def get_portfolio_asset_size_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_asset_size_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/portfolio_asset_size' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PagePortfolioAssetSizeLog') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_asset_size_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve a portfolio asset size Retrieve the information for a portfolio asset size record for a portfolio. @param portfolio_asset_size_id portfolio_asset_size_id @param [Hash] opts the optional parameters @option opts [String] :currency_conversion currency_conversion @return [PortfolioAssetSizeLog]
# File lib/nucleus_api/api/portfolio_api.rb, line 914 def get_portfolio_asset_size_using_get(portfolio_asset_size_id, opts = {}) data, _status_code, _headers = get_portfolio_asset_size_using_get_with_http_info(portfolio_asset_size_id, opts) data end
Retrieve a portfolio asset size Retrieve the information for a portfolio asset size record for a portfolio. @param portfolio_asset_size_id portfolio_asset_size_id @param [Hash] opts the optional parameters @option opts [String] :currency_conversion currency_conversion @return [Array<(PortfolioAssetSizeLog
, Fixnum, Hash)>] PortfolioAssetSizeLog
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 925 def get_portfolio_asset_size_using_get_with_http_info(portfolio_asset_size_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_asset_size_using_get ...' end # verify the required parameter 'portfolio_asset_size_id' is set if @api_client.config.client_side_validation && portfolio_asset_size_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.get_portfolio_asset_size_using_get" end # resource path local_var_path = '/nucleus/v1/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s) # query parameters query_params = {} query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioAssetSizeLog') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_asset_size_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all portfolio commentary List all comments for all portfolios defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PagePortfolioComment]
# File lib/nucleus_api/api/portfolio_api.rb, line 972 def get_portfolio_comment_all_using_get(opts = {}) data, _status_code, _headers = get_portfolio_comment_all_using_get_with_http_info(opts) data end
List all portfolio commentary List all comments for all portfolios defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PagePortfolioComment
, Fixnum, Hash)>] PagePortfolioComment
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 986 def get_portfolio_comment_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_comment_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/portfolio_comment' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PagePortfolioComment') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_comment_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve a portfolio commentary Retrieve the information for a portfolio comment for a portfolio. @param portfolio_comment_id UUID portfolio_comment_id @param [Hash] opts the optional parameters @return [PortfolioComment]
# File lib/nucleus_api/api/portfolio_api.rb, line 1029 def get_portfolio_comment_using_get(portfolio_comment_id, opts = {}) data, _status_code, _headers = get_portfolio_comment_using_get_with_http_info(portfolio_comment_id, opts) data end
Retrieve a portfolio commentary Retrieve the information for a portfolio comment for a portfolio. @param portfolio_comment_id UUID portfolio_comment_id @param [Hash] opts the optional parameters @return [Array<(PortfolioComment
, Fixnum, Hash)>] PortfolioComment
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1039 def get_portfolio_comment_using_get_with_http_info(portfolio_comment_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_comment_using_get ...' end # verify the required parameter 'portfolio_comment_id' is set if @api_client.config.client_side_validation && portfolio_comment_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.get_portfolio_comment_using_get" end # resource path local_var_path = '/nucleus/v1/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioComment') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_comment_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all portfolio goals Get information for all portfolio-goal mappings defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PagePortfolioGoal]
# File lib/nucleus_api/api/portfolio_api.rb, line 1085 def get_portfolio_goal_all_using_get(opts = {}) data, _status_code, _headers = get_portfolio_goal_all_using_get_with_http_info(opts) data end
List all portfolio goals Get information for all portfolio-goal mappings defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PagePortfolioGoal
, Fixnum, Hash)>] PagePortfolioGoal
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1099 def get_portfolio_goal_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_goal_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/portfolio_goal' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PagePortfolioGoal') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_goal_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve an portfolio goal Retrieve the information for a specific portfolio-goal mapping. @param portfolio_goal_id UUID portfolio_goal_id @param [Hash] opts the optional parameters @return [PortfolioGoal]
# File lib/nucleus_api/api/portfolio_api.rb, line 1142 def get_portfolio_goal_using_get(portfolio_goal_id, opts = {}) data, _status_code, _headers = get_portfolio_goal_using_get_with_http_info(portfolio_goal_id, opts) data end
Retrieve an portfolio goal Retrieve the information for a specific portfolio-goal mapping. @param portfolio_goal_id UUID portfolio_goal_id @param [Hash] opts the optional parameters @return [Array<(PortfolioGoal
, Fixnum, Hash)>] PortfolioGoal
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1152 def get_portfolio_goal_using_get_with_http_info(portfolio_goal_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_goal_using_get ...' end # verify the required parameter 'portfolio_goal_id' is set if @api_client.config.client_side_validation && portfolio_goal_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.get_portfolio_goal_using_get" end # resource path local_var_path = '/nucleus/v1/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioGoal') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_goal_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all portfolio holdings Get the information for all holding records for all portfolios defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :currency_conversion currency_conversion @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PagePortfolioHoldingLog]
# File lib/nucleus_api/api/portfolio_api.rb, line 1199 def get_portfolio_holding_all_using_get(opts = {}) data, _status_code, _headers = get_portfolio_holding_all_using_get_with_http_info(opts) data end
List all portfolio holdings Get the information for all holding records for all portfolios defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :currency_conversion currency_conversion @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PagePortfolioHoldingLog
, Fixnum, Hash)>] PagePortfolioHoldingLog
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1214 def get_portfolio_holding_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_holding_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/portfolio_holding' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PagePortfolioHoldingLog') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_holding_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve a portfolio holding Retrieve the information for a portfolio holding record for a portfolio. @param portfolio_holding_id UUID portfolio_holding_id @param [Hash] opts the optional parameters @option opts [String] :currency_conversion USD @return [PortfolioHoldingLog]
# File lib/nucleus_api/api/portfolio_api.rb, line 1259 def get_portfolio_holding_using_get(portfolio_holding_id, opts = {}) data, _status_code, _headers = get_portfolio_holding_using_get_with_http_info(portfolio_holding_id, opts) data end
Retrieve a portfolio holding Retrieve the information for a portfolio holding record for a portfolio. @param portfolio_holding_id UUID portfolio_holding_id @param [Hash] opts the optional parameters @option opts [String] :currency_conversion USD @return [Array<(PortfolioHoldingLog
, Fixnum, Hash)>] PortfolioHoldingLog
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1270 def get_portfolio_holding_using_get_with_http_info(portfolio_holding_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_holding_using_get ...' end # verify the required parameter 'portfolio_holding_id' is set if @api_client.config.client_side_validation && portfolio_holding_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.get_portfolio_holding_using_get" end # resource path local_var_path = '/nucleus/v1/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s) # query parameters query_params = {} query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioHoldingLog') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_holding_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
List all portfolio transactions Get the information for all transaction records for all portfolios defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending (default to false) @option opts [String] :currency_conversion currency_conversion @option opts [String] :filter filter @option opts [String] :order_by order_by (default to update_date) @option opts [Integer] :page page (default to 0) @option opts [Integer] :size size (default to 25) @return [PagePortfolioTransaction]
# File lib/nucleus_api/api/portfolio_api.rb, line 1318 def get_portfolio_transaction_all_using_get(opts = {}) data, _status_code, _headers = get_portfolio_transaction_all_using_get_with_http_info(opts) data end
List all portfolio transactions Get the information for all transaction records for all portfolios defined for your firm. @param [Hash] opts the optional parameters @option opts [BOOLEAN] :ascending ascending @option opts [String] :currency_conversion currency_conversion @option opts [String] :filter filter @option opts [String] :order_by order_by @option opts [Integer] :page page @option opts [Integer] :size size @return [Array<(PagePortfolioTransaction
, Fixnum, Hash)>] PagePortfolioTransaction
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1333 def get_portfolio_transaction_all_using_get_with_http_info(opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_transaction_all_using_get ...' end # resource path local_var_path = '/nucleus/v1/portfolio_transaction' # query parameters query_params = {} query_params[:'ascending'] = opts[:'ascending'] if !opts[:'ascending'].nil? query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? query_params[:'filter'] = opts[:'filter'] if !opts[:'filter'].nil? query_params[:'order_by'] = opts[:'order_by'] if !opts[:'order_by'].nil? query_params[:'page'] = opts[:'page'] if !opts[:'page'].nil? query_params[:'size'] = opts[:'size'] if !opts[:'size'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PagePortfolioTransaction') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_transaction_all_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve a portfolio transaction Retrieve the information for a portfolio transaction record for a portfolio. @param portfolio_transaction_id UUID portfolio_transaction_id @param [Hash] opts the optional parameters @option opts [String] :currency_conversion USD @return [PortfolioTransaction]
# File lib/nucleus_api/api/portfolio_api.rb, line 1378 def get_portfolio_transaction_using_get(portfolio_transaction_id, opts = {}) data, _status_code, _headers = get_portfolio_transaction_using_get_with_http_info(portfolio_transaction_id, opts) data end
Retrieve a portfolio transaction Retrieve the information for a portfolio transaction record for a portfolio. @param portfolio_transaction_id UUID portfolio_transaction_id @param [Hash] opts the optional parameters @option opts [String] :currency_conversion USD @return [Array<(PortfolioTransaction
, Fixnum, Hash)>] PortfolioTransaction
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1389 def get_portfolio_transaction_using_get_with_http_info(portfolio_transaction_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_transaction_using_get ...' end # verify the required parameter 'portfolio_transaction_id' is set if @api_client.config.client_side_validation && portfolio_transaction_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.get_portfolio_transaction_using_get" end # resource path local_var_path = '/nucleus/v1/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s) # query parameters query_params = {} query_params[:'currency_conversion'] = opts[:'currency_conversion'] if !opts[:'currency_conversion'].nil? # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioTransaction') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_transaction_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Retrieve a portfolio Retrieve a portfolio for an account. @param portfolio_id UUID portfolio_id @param [Hash] opts the optional parameters @return [Portfolio]
# File lib/nucleus_api/api/portfolio_api.rb, line 1432 def get_portfolio_using_get(portfolio_id, opts = {}) data, _status_code, _headers = get_portfolio_using_get_with_http_info(portfolio_id, opts) data end
Retrieve a portfolio Retrieve a portfolio for an account. @param portfolio_id UUID portfolio_id @param [Hash] opts the optional parameters @return [Array<(Portfolio
, Fixnum, Hash)>] Portfolio
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1442 def get_portfolio_using_get_with_http_info(portfolio_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.get_portfolio_using_get ...' end # verify the required parameter 'portfolio_id' is set if @api_client.config.client_side_validation && portfolio_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.get_portfolio_using_get" end # resource path local_var_path = '/nucleus/v1/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # form parameters form_params = {} # http body (model) post_body = nil auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:GET, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'Portfolio') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#get_portfolio_using_get\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update a portfolio asset size Update the information for a portfolio asset size record for a portfolio. @param portfolio_asset_size portfolio_asset_size @param portfolio_asset_size_id UUID portfolio_asset_size_id @param [Hash] opts the optional parameters @return [PortfolioAssetSizeLog]
# File lib/nucleus_api/api/portfolio_api.rb, line 1485 def update_portfolio_asset_size_using_put(portfolio_asset_size, portfolio_asset_size_id, opts = {}) data, _status_code, _headers = update_portfolio_asset_size_using_put_with_http_info(portfolio_asset_size, portfolio_asset_size_id, opts) data end
Update a portfolio asset size Update the information for a portfolio asset size record for a portfolio. @param portfolio_asset_size portfolio_asset_size @param portfolio_asset_size_id UUID portfolio_asset_size_id @param [Hash] opts the optional parameters @return [Array<(PortfolioAssetSizeLog
, Fixnum, Hash)>] PortfolioAssetSizeLog
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1496 def update_portfolio_asset_size_using_put_with_http_info(portfolio_asset_size, portfolio_asset_size_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_asset_size_using_put ...' end # verify the required parameter 'portfolio_asset_size' is set if @api_client.config.client_side_validation && portfolio_asset_size.nil? fail ArgumentError, "Missing the required parameter 'portfolio_asset_size' when calling PortfolioApi.update_portfolio_asset_size_using_put" end # verify the required parameter 'portfolio_asset_size_id' is set if @api_client.config.client_side_validation && portfolio_asset_size_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_asset_size_id' when calling PortfolioApi.update_portfolio_asset_size_using_put" end # resource path local_var_path = '/nucleus/v1/portfolio_asset_size/{portfolio_asset_size_id}'.sub('{' + 'portfolio_asset_size_id' + '}', portfolio_asset_size_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_asset_size) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioAssetSizeLog') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_asset_size_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update a portfolio comment Update the information for a portfolio comment for a portfolio. @param portfolio_comment portfolio_comment @param portfolio_comment_id UUID portfolio_comment_id @param [Hash] opts the optional parameters @return [PortfolioComment]
# File lib/nucleus_api/api/portfolio_api.rb, line 1545 def update_portfolio_comment_using_put(portfolio_comment, portfolio_comment_id, opts = {}) data, _status_code, _headers = update_portfolio_comment_using_put_with_http_info(portfolio_comment, portfolio_comment_id, opts) data end
Update a portfolio comment Update the information for a portfolio comment for a portfolio. @param portfolio_comment portfolio_comment @param portfolio_comment_id UUID portfolio_comment_id @param [Hash] opts the optional parameters @return [Array<(PortfolioComment
, Fixnum, Hash)>] PortfolioComment
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1556 def update_portfolio_comment_using_put_with_http_info(portfolio_comment, portfolio_comment_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_comment_using_put ...' end # verify the required parameter 'portfolio_comment' is set if @api_client.config.client_side_validation && portfolio_comment.nil? fail ArgumentError, "Missing the required parameter 'portfolio_comment' when calling PortfolioApi.update_portfolio_comment_using_put" end # verify the required parameter 'portfolio_comment_id' is set if @api_client.config.client_side_validation && portfolio_comment_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_comment_id' when calling PortfolioApi.update_portfolio_comment_using_put" end # resource path local_var_path = '/nucleus/v1/portfolio_comment/{portfolio_comment_id}'.sub('{' + 'portfolio_comment_id' + '}', portfolio_comment_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_comment) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioComment') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_comment_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update an portfolio goal Update the information for an portfolio-goal mapping. @param portfolio_goal portfolio_goal @param portfolio_goal_id UUID portfolio_goal_id @param [Hash] opts the optional parameters @return [PortfolioGoal]
# File lib/nucleus_api/api/portfolio_api.rb, line 1605 def update_portfolio_goal_using_put(portfolio_goal, portfolio_goal_id, opts = {}) data, _status_code, _headers = update_portfolio_goal_using_put_with_http_info(portfolio_goal, portfolio_goal_id, opts) data end
Update an portfolio goal Update the information for an portfolio-goal mapping. @param portfolio_goal portfolio_goal @param portfolio_goal_id UUID portfolio_goal_id @param [Hash] opts the optional parameters @return [Array<(PortfolioGoal
, Fixnum, Hash)>] PortfolioGoal
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1616 def update_portfolio_goal_using_put_with_http_info(portfolio_goal, portfolio_goal_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_goal_using_put ...' end # verify the required parameter 'portfolio_goal' is set if @api_client.config.client_side_validation && portfolio_goal.nil? fail ArgumentError, "Missing the required parameter 'portfolio_goal' when calling PortfolioApi.update_portfolio_goal_using_put" end # verify the required parameter 'portfolio_goal_id' is set if @api_client.config.client_side_validation && portfolio_goal_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_goal_id' when calling PortfolioApi.update_portfolio_goal_using_put" end # resource path local_var_path = '/nucleus/v1/portfolio_goal/{portfolio_goal_id}'.sub('{' + 'portfolio_goal_id' + '}', portfolio_goal_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_goal) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioGoal') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_goal_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update a portfolio holding Update the information for a portfolio holding record for a portfolio. @param portfolio_holding portfolio_holding @param portfolio_holding_id UUID portfolio_holding_id @param [Hash] opts the optional parameters @return [PortfolioHoldingLog]
# File lib/nucleus_api/api/portfolio_api.rb, line 1665 def update_portfolio_holding_using_put(portfolio_holding, portfolio_holding_id, opts = {}) data, _status_code, _headers = update_portfolio_holding_using_put_with_http_info(portfolio_holding, portfolio_holding_id, opts) data end
Update a portfolio holding Update the information for a portfolio holding record for a portfolio. @param portfolio_holding portfolio_holding @param portfolio_holding_id UUID portfolio_holding_id @param [Hash] opts the optional parameters @return [Array<(PortfolioHoldingLog
, Fixnum, Hash)>] PortfolioHoldingLog
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1676 def update_portfolio_holding_using_put_with_http_info(portfolio_holding, portfolio_holding_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_holding_using_put ...' end # verify the required parameter 'portfolio_holding' is set if @api_client.config.client_side_validation && portfolio_holding.nil? fail ArgumentError, "Missing the required parameter 'portfolio_holding' when calling PortfolioApi.update_portfolio_holding_using_put" end # verify the required parameter 'portfolio_holding_id' is set if @api_client.config.client_side_validation && portfolio_holding_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_holding_id' when calling PortfolioApi.update_portfolio_holding_using_put" end # resource path local_var_path = '/nucleus/v1/portfolio_holding/{portfolio_holding_id}'.sub('{' + 'portfolio_holding_id' + '}', portfolio_holding_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_holding) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioHoldingLog') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_holding_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update a portfolio transaction Update the information for a portfolio transaction record for a portfolio. @param portfolio_transaction portfolio_transaction @param portfolio_transaction_id UUID portfolio_transaction_id @param [Hash] opts the optional parameters @return [PortfolioTransaction]
# File lib/nucleus_api/api/portfolio_api.rb, line 1725 def update_portfolio_transaction_using_put(portfolio_transaction, portfolio_transaction_id, opts = {}) data, _status_code, _headers = update_portfolio_transaction_using_put_with_http_info(portfolio_transaction, portfolio_transaction_id, opts) data end
Update a portfolio transaction Update the information for a portfolio transaction record for a portfolio. @param portfolio_transaction portfolio_transaction @param portfolio_transaction_id UUID portfolio_transaction_id @param [Hash] opts the optional parameters @return [Array<(PortfolioTransaction
, Fixnum, Hash)>] PortfolioTransaction
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1736 def update_portfolio_transaction_using_put_with_http_info(portfolio_transaction, portfolio_transaction_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_transaction_using_put ...' end # verify the required parameter 'portfolio_transaction' is set if @api_client.config.client_side_validation && portfolio_transaction.nil? fail ArgumentError, "Missing the required parameter 'portfolio_transaction' when calling PortfolioApi.update_portfolio_transaction_using_put" end # verify the required parameter 'portfolio_transaction_id' is set if @api_client.config.client_side_validation && portfolio_transaction_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_transaction_id' when calling PortfolioApi.update_portfolio_transaction_using_put" end # resource path local_var_path = '/nucleus/v1/portfolio_transaction/{portfolio_transaction_id}'.sub('{' + 'portfolio_transaction_id' + '}', portfolio_transaction_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio_transaction) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'PortfolioTransaction') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_transaction_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end
Update a portfolio Update a portfolio for an account. @param portfolio portfolio @param portfolio_id UUID portfolio_id @param [Hash] opts the optional parameters @return [Portfolio]
# File lib/nucleus_api/api/portfolio_api.rb, line 1785 def update_portfolio_using_put(portfolio, portfolio_id, opts = {}) data, _status_code, _headers = update_portfolio_using_put_with_http_info(portfolio, portfolio_id, opts) data end
Update a portfolio Update a portfolio for an account. @param portfolio portfolio @param portfolio_id UUID portfolio_id @param [Hash] opts the optional parameters @return [Array<(Portfolio
, Fixnum, Hash)>] Portfolio
data, response status code and response headers
# File lib/nucleus_api/api/portfolio_api.rb, line 1796 def update_portfolio_using_put_with_http_info(portfolio, portfolio_id, opts = {}) if @api_client.config.debugging @api_client.config.logger.debug 'Calling API: PortfolioApi.update_portfolio_using_put ...' end # verify the required parameter 'portfolio' is set if @api_client.config.client_side_validation && portfolio.nil? fail ArgumentError, "Missing the required parameter 'portfolio' when calling PortfolioApi.update_portfolio_using_put" end # verify the required parameter 'portfolio_id' is set if @api_client.config.client_side_validation && portfolio_id.nil? fail ArgumentError, "Missing the required parameter 'portfolio_id' when calling PortfolioApi.update_portfolio_using_put" end # resource path local_var_path = '/nucleus/v1/portfolio/{portfolio_id}'.sub('{' + 'portfolio_id' + '}', portfolio_id.to_s) # query parameters query_params = {} # header parameters header_params = {} # HTTP header 'Accept' (if needed) header_params['Accept'] = @api_client.select_header_accept(['*/*']) # HTTP header 'Content-Type' header_params['Content-Type'] = @api_client.select_header_content_type(['application/json']) # form parameters form_params = {} # http body (model) post_body = @api_client.object_to_http_body(portfolio) auth_names = ['oauth2'] data, status_code, headers = @api_client.call_api(:PUT, local_var_path, :header_params => header_params, :query_params => query_params, :form_params => form_params, :body => post_body, :auth_names => auth_names, :return_type => 'Portfolio') if @api_client.config.debugging @api_client.config.logger.debug "API called: PortfolioApi#update_portfolio_using_put\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}" end return data, status_code, headers end