Pricing Policy
Table of Contents
Description
Financial meaning
Pricing Policy defines the methodology or rule set used to determine financial values—such as Fx Rates or instrument prices—on a specific date. It ensures consistent and transparent valuation practices across portfolios and transactions.
Platform abstraction
In the Finmars platform, a Pricing Policy is a system-defined object that determines how prices and FX rates are sourced, calculated, and maintained. It directly influences data handling in valuations, reporting, and reconciliation.
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.
Frequently asked questions.
API documentation
Link to API documentation.