Templates

Simple Entity

Type

  1. Portfolio (com.finmars.standard-instrument-type:portfolio)
  2. Other (com.finmars.standard-instrument-type:other)
  3. Bond (com.finmars.standard-instrument-type:bond)
  4. T-Bill (com.finmars.standard-instrument-type:t_bill)
  5. Stock (com.finmars.standard-instrument-type:stock)
  6. Derivative (com.finmars.standard-instrument-type:derivative)
  7. FX Forward (com.finmars.standard-instrument-type:fx_forward)
  8. Forward (com.finmars.standard-instrument-type:fx_forward) 
  9. Option (com.finmars.standard-instrument-type:option)
  10. CDS (com.finmars.standard-instrument-type:cds)

User Attributes

  1. Asset Type (com.finmars.standard-instrument-type:instruments.instrument:asset_type)
    1. Debt
    2. Equity
    3. Cash and Equivalents
    4. Commodities
    5. Crypto
    6. Derivatives
    7. Alternative Investments
    8. Transport
    9. Real Estate
    10. Equipment
    11. Other

Entities

Entity Viewer Layout

Form Layout

Import Scheme

Layout Name

Purpose

What for & how to use

List of Columns

  1. Column 1 - Description: - Format: - Is Group Column

Filters

Linked

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Simple

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Settings

  1. Setting 1 - Description: - Default Value

Split options

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