Portfolios

A portfolio is a smart contract that can hold any asset and execute Defire's operations. Portfolios have owners and managers that can be added or removed. 
Portfolios' owners are the only accounts to whom the assets can be withdrawn. There is a main owner who can add and remove other owners. Even though owners can execute operations, never use an owner account to operate. It is recommended to keep owners accounts secure, for example, in a hardware wallet, and to operate with managers. 
Portfolios' managers can execute operations. There is a main manager who can add and remove other managers. It is recommended to keep main manager accounts secure so, in case another manager account is hacked, the main manager can remove it. 
Portfolios are secure because even if any manager account (including main manager account) is hacked, the assets cannot be stolen because they can only be withdrawn to owner's accounts.
Initialization
Create a portfolio  action
An action method to create a new portfolio. 
JavaScript & Node
JavaScript & Node
const portfolio = await defire.actions.createPortfolio({
  owners: ["0xF335fD8CEE75f7759b2fb05a9B3B8A9c85bb1dA3"], 
  managers: ["0xeA51f872dcaA7f4C3895092B95004a64AE680004"]
});
Create object param fields
owners required array of strings 
List of portfolio's owners. There must be at least one owner. First owner will be the main owner.
managers requiredarray of strings 
List of portfolio's managers. There must be at least one manager. First owner will be the main owner.
whitelistedOps optional of strings 
List of whitelisted operations addresses. The portfolio can execute only those operations. Default: list of official operations.
whitelistedAssets optional of strings 
List of whitelisted assets addresses. The portfolio can operate only those assets. Default: list of official assets.
Returns
This method returns a Promise which resolves with an portfolio object.
Get a portfolio  query
A query method to get an existing portfolio. 
JavaScript & Node
JavaScript & Node
const portfolio = await defire.query.getPortfolio("0x3915185D3a079d841B6b6D8dAa7E9067e0A05380");
Method parameters
address required string 
Smart contract address of the portfolio.
Returns
This method returns a Promise which resolves with an portfolio object.
Portfolio object
It contains the information, query and action methods about a specific portfolio. 
Object fields
address string
Smart contract address of the portfolio
Assets query
A query to get the list of assets that the portfolio holds.
JavaScript & Node
JavaScript & Node
const assets = await portfolio.query.getAssets(); 
Returns
This method returns a Promise which resolves with anarray of string addresses of assets that the portfolio holds.
Asset balance query
A query to check portfolio balance of an asset.
JavaScript & Node
JavaScript & Node
const balance = await portfolio.query.balance(defire.Assets.DAI); 
Method parameters
address required string 
Smart contract address of the asset.
Returns
This method returns a Promise which resolves with a BN object of the balance of the asset in wei.
Has an asset  query
A query method to check if a portfolio holds an asset.
JavaScript & Node
JavaScript & Node
const result = await portfolio.query.hasAsset(defire.Assets.DAI); 
Method parameters
address required string 
Smart contract address of the asset.
Returns
This method returns a Promise which resolves with true if the portfolio has the asset or false if not.
Execute single operation action
An action method to execute one DeFi operation from the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.actions.execute(operation); 
Method parameters
operation required operation object 
DeFi operation to be executed.
Returns
This method returns a Promise which resolves with true if the operation execution succeeded or throws an error if it failed.
Execute multiple operations action
An action method to execute many DeFi operations from the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.actions.execute(
  [operation1, operation2, operation3]
); 
Method parameters
operations required array of operation object 
DeFi operations to be executed.
Returns
This method returns a Promise which resolves with true if the execution of all operations  succeeded or throws an error if it failed.
Withdraw assets action
An action method to withdraw portfolio assets to the owner. 
JavaScript & Node
JavaScript & Node
const result = await portfolio.actions.withdraw(
  "0xF335fD8CEE75f7759b2fb05a9B3B8A9c85bb1dA3",
  [{
    asset: defire.Assets.DAI,
    amount: "5000000000000000000" //5 DAI
  },
  {
    asset: defire.Assets.ETH,
    amount: "1500000000000000000" //1.5 ETH
  }]
);
Method parameters
to required string 
Address of an owner of the portfolio.
assets required array of object  :
asset required string   (Address of the asset)
amount required string | number | JSBI (Amount of  the asset to withdraw in wei format)
List of each asset and amounts that will be withdrawn
Returns
This method returns a Promise which resolves with true if the assets where withdrawn successfully or throws an error if it failed.
Operate & withdraw assets action
An action method to execute multiple DeFi operations from the portfolio and then withdraw its assets to the owner. 
JavaScript & Node
JavaScript & Node
const result = await portfolio.actions.operateAndWithdraw(
  [
    operation1,
    operation2,
    operation3
  ],
  to: "0xF335fD8CEE75f7759b2fb05a9B3B8A9c85bb1dA3",
  [{
    asset: defire.Assets.DAI,
    amount: "5000000000000000000" //5 DAI
  },
  {
    asset: defire.Assets.ETH
    amount: "1500000000000000000" //1.5 ETH
  }]
); 
Method parameters
operations required array of operation object 
DeFi operations to be executed.
to required string 
Address of an owner of the portfolio.
assets required array of object  :
asset required string   (Address of the asset)
amount required string | number | JSBI (Amount of  the asset to withdraw in wei format)
List of each asset and amounts that will be withdrawn
Returns
This method returns a Promise which resolves with true if the operations were executed and the assets withdrawn successfully or throws an error if it failed.
Add owner action
An action method to add a new owner to the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.actions.addOwner("0xe5eE35Aa75698eADdF5BAab64cf7C77Dd1111a4E"); 
Method parameters
address required string 
New owner address.
Returns
This method returns a Promise which resolves with true if the owner was added successfully or throws an error if it failed.
Remove owner action
An action method to remove an owner from the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.actions.removeOwner("0xe5eE35Aa75698eADdF5BAab64cf7C77Dd1111a4E"); 
Method parameters
address required string 
Address of the owner to be removed.
Returns
This method returns a Promise which resolves with true if the owner was removed successfully or throws an error if it failed.
Is owner  query
A query method that checks if the address is an owner of the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.query.isOwner("0xe5eE35Aa75698eADdF5BAab64cf7C77Dd1111a4E"); 
Method parameters
address required string 
Ethereum address to check if it is owner.
Returns
This method returns a Promise which resolves with true if the address is owner of the portfolio, otherwise it returns false.
Is main owner  query
A query method that checks if the address is the main owner of the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.query.isMainOwner("0xe5eE35Aa75698eADdF5BAab64cf7C77Dd1111a4E"); 
Method parameters
address required string 
Ethereum address to check if it is main owner.
Returns
This method returns a Promise which resolves with true if the address is main owner of the portfolio, otherwise it returns false.
Add manager action
An action method to add a new manager to the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.actions.addManager("0x9038afa398563815cc26b9ec5Ecd3b8069cd9507"); 
Method parameters
address required string 
New manager address.
Returns
This method returns a Promise which resolves with true if the manager was added successfully or throws an error if it failed.
Remove manager action
An action method to remove an manager from the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.actions.removeManager("0x9038afa398563815cc26b9ec5Ecd3b8069cd9507"); 
Method parameters
address required string 
Address of the manager to be removed.
Returns
This method returns a Promise which resolves with true if the manager was removed successfully or throws an error if it failed.
Is manager  query
A query method that checks if the address is an manager of the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.query.isManager("0x9038afa398563815cc26b9ec5Ecd3b8069cd9507"); 
Method parameters
address required string 
Ethereum address to check if it is manager.
Returns
This method returns a Promise which resolves with true if the address is manager of the portfolio, otherwise it returns false.
Is main manager  query
A query method that checks if the address is the main manager of the portfolio.
JavaScript & Node
JavaScript & Node
const result = await portfolio.query.isMainManager("0x9038afa398563815cc26b9ec5Ecd3b8069cd9507"); 
Method parameters
address required string 
Ethereum address to check if it is main manager.
Returns
This method returns a Promise which resolves with true if the address is main manager of the portfolio, otherwise it returns false.
Accounts
Utils
Last updated 1 year ago
Portfolios

Initialization

Create a portfolio `action`

Get a portfolio `query`

Portfolio object

Assets `query`

Asset balance `query`

Has an asset `query`

Execute single operation `action`

Execute multiple operations `action`

Withdraw assets `action`

Operate & withdraw assets `action`

Add owner `action`

Remove owner `action`

Is owner `query`

Is main owner `query`

Add manager `action`

Remove manager `action`

Is manager `query`

Is main manager `query`
