PMS Core and Plus
Information on the Finmars PMS Core and Plus add-ons:
- PMS Core is a Fully Functional and Developer friendly Free subset of PMS Plus.
- PMS Plus provides advanced options to file Import and support for advanced transaction types.
Read More in this book.
Simple Entities
Currency
Type Not Applicable User Attributes None Currency Entities "-" (-) - System default entity...
Account
Type "-" (dash) - System default entity, indicating absence of relation to an entity Default ...
Portfolio
Type General Portfolio (com.finmars.standard-other:portfolios.portfoliotype:general) - General...
Counterparty
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...
Responsible
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...
Strategy 1
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...
Instrument
Type Comparison Table: [WORK IN PROGRESS] Portfolio (com.finmars.standard-instrument-type:por...
Pricing Policy
Type Not applicable User Attributes None Entities "-" (-) - System default entity, indicat...
FX Rate (Currency History)
Type Not Applicable User Attributes None Entities None Entity Viewer Layout FX Rates (co...
Price (Price History)
Type Not applicable User Attributes None Entities None Entity Viewer Layout Price Layout...