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Finmart to Finmars

Overview

The Finmars-to-Finmars module enables exporting and sending data from a common Finmars controlling space (which includes multiple portfolios) to a private client space.

Exported Data Includes:

  • Portfolio

  • Account

  • Currency

  • Instrument

  • Counterparty

  • Responsible

  • Complex Transaction

  • Price History

  • Currency History

  • Portfolio History

Requirements

  • Both the sender and recipient spaces must have standard configurations (same versions).

Installation

In the sender space, navigate to Add-ons → Marketplace. Locate the Finmars-to-Finars mod...

Usage

Obtaining a JWT Token You can retrieve a JWT token via an API POST request using the following U...
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