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
Usage

Installation

In the sender space, navigate to Add-ons → Marketplace.
Locate the Finmars-to-Finars module and install it.
Go to Workflow → Schedules:
- URL format: https://{domain_name}/{realm_code}/{space_code}/w/schedule

Create a new schedule and fill out the form with the following details:

Field	Value
usercode	Unique name
name	Name of the schedule
workflow user code	`com.finmars.finmars-to-finmars:init-export`
crontab	`* * * * *` (Format: Minute, Hour, Day of Month, Month, Day of Week)
notes	Optional notes
payload	`{}` (Empty JSON)
manager	Select `"Yes"`
enabled	Select `"Yes"`

Wait for the space data to be exported to storage. You can check the exported data in Explorer → "export_data" folder.

Usage

Obtaining a JWT Token

You can retrieve a JWT token via an API POST request using the following URL pattern: https://{domain_name}/{realm_code}/{space_code}/api/v1/auth-tokens/personal-access-token/create-token/

Sending Data for a Single Portfolio

In the sender space, go to Workflow → Home.
Locate and run the workflow with user code: com.finmars.finmars-to-finmars:send

Use the following payload data format when running the workflow:

{
   "portfolio_code": "<The portfolio code in the current space>",
   "export_date": "<The date of the export>",
   "domain_name": "<The domain name of the private client space>",
   "realm_code": "<The realm code of the private client space>",
   "space_code": "<The space code of the private client space>",
   "jwt_token": "<The JWT token for accessing the private client space>"
}

Sending Data for a Date Range

In the sender space, go to Workflow → Home.
Locate and run the workflow with user code: com.finmars.finmars-to-finmars:send

Use the following payload data format:

{
   "export_date_from": "<Start date of the export>",
   "export_date_to": "<End date of the export>",
   "domain_name": "<The domain name of the private client space>",
   "realm_code": "<The realm code of the private client space>",
   "space_code": "<The space code of the private client space>",
   "jwt_token": "<The JWT token for accessing the private client space>"
}