m8ty_client_portfolio

Package overview

m8ty_client_portfolio solves this by exposing portfolio data and performance APIs through a typed client, so apps can present a coherent investment overview and help users explore their holdings.

Portfolio management including liabilities

Before you start

Check the documentation of the m8ty_client_portfolio library to get an idea about the available models and their properties.

import all needed libraries

 import 'package:dio/dio.dart';
 import 'package:m8ty_client_portfolio/m8ty_client_portfolio.dart';
 import 'package:m8ty_client_common/m8ty_client_common.dart';
 import 'package:built_collection/built_collection.dart';

How to perform different tasks

Here some examples how the dart client can be used

Get assets total overview

 final client = M8tyClientPortfolio();
 client.setOAuthToken('ApiOAuth2', oauthToken);

 final api = client.getAssetsApi();

 try {
   final response = await api.getAssetsTotalOverview(
     customerId: '1234',
   );
   print('Assets: ${response.data}');
 } on DioException catch (e) {
   throw Exception(
     'Request failed (status: ${e.response?.statusCode}): ${e.response?.data}',
   );
 }

List all portfolios

 final client = M8tyClientPortfolio();
 client.setOAuthToken('ApiOAuth2', oauthToken);

 final api = client.getPortfoliosApi();
 final response = await api.listPortfolios();

Fetch portfolio by id

 final client = M8tyClientPortfolio();
 client.setOAuthToken('ApiOAuth2', oauthToken);

 final api = client.getPortfoliosApi();
 final response = await api.fetchPortfolioById(
   portfolioId: '1234',
 );

Search portfolio assets

 final client = M8tyClientPortfolio();
 client.setOAuthToken('ApiOAuth2', oauthToken);

 final api = client.getAssetsApi();
 final response = await api.searchPortfolioAssets(
   customerId: '1234',
 );

Get portfolio performances

 final client = M8tyClientPortfolio();
 client.setOAuthToken('ApiOAuth2', oauthToken);

 final api = client.getPerformanceApi();
 final response = await api.getPortfolioPerformances(
   portfolioId: '1234',
 );

Fetch maturities by portfolio id

 final client = M8tyClientPortfolio();
 client.setOAuthToken('ApiOAuth2', oauthToken);

 final api = client.getMaturitiesApi();
 final response = await api.fetchMaturitiesByPortfolioId(
   portfolioId: '1234',
 );

03 September 2026