User Quick Start
Get Access to Finmars
PrerequisitesNo specific prerequisites are needed. Getting Access to FinmarsBased on your desired...
Link with Finmars ID
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsYo...
Install PMS Core or PMS Plus add-on
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsLi...
Import Files in PMS Core and PMS Plus
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Prepare Data in Finmars Excel Format
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Transaction Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate YTM and Modified Duration
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Balance Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Profit and Loss Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate Performance (Modified Dietz)
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Performance Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate data for Mobile/Dashboards
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Standard Dashboards
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
TODO: Use Mobile App
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Duplicate the Layout
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
TODO: Get License for add-on
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsYo...