=begin #Hydrogen Nucleus API #The Hydrogen Nucleus API OpenAPI spec version: 1.9.2 Contact: info@hydrogenplatform.com Generated by: https://github.com/swagger-api/swagger-codegen.git Swagger Codegen version: 2.4.19 =end require 'uri' module NucleusApi class PortfolioApi attr_accessor :api_client def initialize(api_client = ApiClient.default) @api_client = api_client 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 [PortfolioAssetSizeLog] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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] 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 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 end end