Portfolio service

A service to manage all portfolio calls across regions and manage the net-worth totals

Overview

The purpose of this service is to allow developers to easily access all the portfolio responses that a client is eligible for. Based on the client auth response flags, the service will store all the portfolio calls in the state store. Additionally, it will also calculate the net-worth of all the portfolio calls. You can also configure witch portfolio call to exclude form the net-worth.

Usage

in your component.ts file, add the following

import {PortfolioService} from "@investec-online/platform-services";

constructor(private _portfolio: PortfolioService) { }

Making a portfolio call

 this._portfolio.getPrivateBankZAPortfolio(this.defaultCurrency).then((res) => {
     console.log(res)
})

Making all portfolio calls eligible for the client

this._portfolio.getAllPortfolios(this.defaultCurrency).then(() => {
    console.log('done laoding')
})

Reading available portfolios and net-worth

  this._store.select(PortfolioState.getPortfolio).subscribe(res => this.portfolioData = res)

Portfolio Interface

export interface PortfolioInterface {
  portfolios?: {},
  contactData?: {
    privateBanker?: PrivateBankerInterface,
    wealthManager?: WealthManagerInterface,
    lifeAdviser?: LifeAdvisorInterface
  }
  callResultMap?: {flag:string,result:boolean}[],
  excludes?: {flag:string,result:boolean}[],
  currency?: string,
  totals?: {PortfolioAssets, PortfolioLiabilities, PortfolioAvailableBalance}
}

Note: you can access the contact data related to Banking SA , Wealth SA and Life SA

Excluding a specific portfolio form net-worth total

 this._store.dispatch(new UpdatePortfolioExcludes([{flag:'ManuelHoldings',result:true}]))

Available flags (portfolios) to pass through the

PrivateBankZA
PrivateBankUK
PrivateBankUKMortgages
PrivateBankCI
PrivateBankMU
WealthAndInvestmentZA
WealthAndInvestmentGU
WealthAndInvestmentClick
WealthAndInvestmentCI
ManuelHoldings
Pfm

A true result will remove the portfolio assets, liabilities and available balance from the net worth object for that specific flag.