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Client Entity

It stores the data of an individual client. It provides a single point of access to user data and API keys (third-party service...

Configurator Quick Start

Default Settings

Demo Scenarios

Demo Space

How to create demo space from scratch

DEPRECATED: Standard-workflow (One-click)

This section describes the structure of the modules: Standard-workflow Standard-workflow-interface This section also out...

Entities

For understanding core platform components and their role. For users who need to know the structure, examples, and purposes ...

Exante Configuration

Standard configuration integrated with the Exante broker

Experts Opinions

Finmart to Finmars

Overview The Finmars-to-Finmars module enables exporting and sending data from a common Finmars controlling space (which inclu...

How to Backup Finmars

How to prepare Amazon AMI Finmars CE

Guide how to prepare web-form only installation Ubuntu 24.04 for Amazon AMI

How to Update Finmars

Installation Guide with AWS (EC2 Ubuntu)

Step by step journey using AWS EC2 Ubuntu 24.04For this guide you need basic knowledge with Linux, SSH, Bash

Installation guide with AWS (Simple)

Installation Finmars CE on AWS with prepared AMI

Job Checklists

The definition of the successful jobs. 

Onboarding process