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Base Transactions

Table of Contents

Description

Financial meaning

Base transactions are the core financial actions that record what actually happens with your money or investments. They’re the most essential and original records in a financial system — like receipts for everything going in or out of your portfolio.

Platform abstraction

Base Transactions in the Finmars platform represent the core building blocks of financial activity tracking. Each base transaction shows the essential details of a financial action (like a purchase, sale, or cash movement), but in a simplified format — before it's split into accounting entries like cash or positions.

Examples

Platform screenshots with a description of a record table example. 

Cookbook

CRUD

Operations within platform.

Use Cases

What for it's used.

F.A.Q.

API documentation