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Import Demo Data

Go to Dashboard

Open layout "STD Manual Import" (or its already a default layout)
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See Attachments of that guide, download them and import into your Space in Finmars

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When you press import, you will see that Background Task is in progress, when its done, you will able to see Reports

If you see some fields like Positions Daily or other inputs, just ignore them, all inputs are optional

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When Workflow is Done, go to Reports -> Balance and pick date -  2024-11-26. You will see your imported portfolios and Balance Report based on Transactions (Demo).xlsx 

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Well done! Now you have your Demo Space

In same manner you could import your own Instruments & Transactions or extend attached files


Demo Transactions and other attachments - are only for TESTING AND DEMONSTRATING purposes.



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