References
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How to Install/Update add-on from Marketplace
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Platform Guide Template
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Link with Finmars ID
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Install PMS Core or PMS Plus add-on
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Import Files in PMS Core and PMS Plus
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Check Profit and Loss Report
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Calculate YTM and Modified Duration
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Check Balance Report
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Check Performance Report
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Calculate data for Mobile/Dashboards
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Calculate Performance (Modified Dietz)
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Duplicate the Layout
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Check Transaction Report
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Check Standard Dashboards
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Prepare Data in Finmars Excel Format
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Use Mobile App [TO BE UPDATED]
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Get License for add-on [TO BE UPDATED]
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finma...