# Install PMS Core or PMS Plus add-on

## Prerequisites

We assume you have all prerequisites you may need, including:

1. [Get Access to Finmars](https://docs.finmars.com/books/user-quick-start/page/get-access-to-finmars)
2. [Link with Finmars ID](https://docs.finmars.com/books/user-quick-start/page/link-with-finmars-id "https://docs.finmars.com/books/user-quick-start/page/link-with-finmars-id")
3. You have the internet access

## About PMS Core and PMS Plus add-ons

<span style="white-space: pre-wrap;">The </span>**Portfolio Management Solution (PMS)**<span style="white-space: pre-wrap;"> is a core Finmars add-on that enables asset managers, investors, and partners to manage, track, and analyze portfolios in one place.</span>

It provides all essential tools for portfolio monitoring, transaction tracking, and performance reporting — available in a fully functional free version, with optional paid features for advanced analytics and automation.

<u>**For whom?**</u>

- **Asset Managers** <span style="white-space: pre-wrap;">finding insights for their portfolios </span>
- **Investors** having control over their assets
- **Partners**<span style="white-space: pre-wrap;"> developing and providing their solutions</span>

<u>**What's Inside?**</u>

- **Fully functional** <span style="white-space: pre-wrap;">and </span>**Developer friendly FREE Version** <span style="white-space: pre-wrap;">with </span>**Paid Advanced options**
- **Configurable reports** <span style="white-space: pre-wrap;">Dashboards, Performance, PnL, Balance with </span>**drill down into Transactions**
- **Comprehensive Layouts**<span style="white-space: pre-wrap;"> for dashboards, reports and data view</span>
- **Smart Import data via Excel** in Standard Format
- <span style="white-space: pre-wrap;">Helper functions to </span>**analyze gaps in valuation data**<span style="white-space: pre-wrap;"> and more</span>
- Standard **Transaction** and **Instrument Types** support
- <span style="white-space: pre-wrap;">Extensive </span>**Python Functions** for developers

<span style="white-space: pre-wrap;">For more technical details see: </span>[PMS Core and Plus](https://docs.finmars.com/books/pms-core-and-plus "https://docs.finmars.com/books/pms-core-and-plus")

## Installing PMS Core or PMS Plus add-on

After getting access to Finmars Space in the beginning you won't have any add-ons installed. As of now add-ons are distributed via Marketplace which requires the Internet access.

Go to the Marketplace page in the sidebar menu  
[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/uPNimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/uPNimage.png)

Then depending on your choice you can:

1. Install PMS Core add-on
2. Install PMS Plus add-on

## Installing PMS Core add-on

**To install Free PMS Core add-on**: Search "PMS Core" in the search bar and you will see [**PMS Core**](https://docs.finmars.com/books/pms-core-and-plus "PMS Core and Plus") - Fully functional and Developer friendly FREE version which is subset of [**PMS Plus**](https://docs.finmars.com/books/pms-core-and-plus "PMS Core and Plus")

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/G7Cimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/G7Cimage.png)

<span style="white-space: pre-wrap;">By clicking </span>**Install**<span style="white-space: pre-wrap;"> you will get the latest version of the PMS Core add-on. For details on the installation process follow </span>[How to Install/Update add-on from Marketplace](https://docs.finmars.com/books/configurator-quick-start/page/how-to-installupdate-add-on-from-marketplace).

You will get progress window which will show you the progress and finish:

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/4ydimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/4ydimage.png)

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/HxJimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/HxJimage.png)

<span style="white-space: pre-wrap;">After the installation finished refresh the page and you can go to the sidebar menu </span>**Add-ons**<span style="white-space: pre-wrap;"> and see the "</span>**PMS**<span style="white-space: pre-wrap;">" appeared in there. </span>

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/3noimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/3noimage.png)

## Installing PMS Plus add-on

<span style="white-space: pre-wrap;">PMS Plus add-on </span>**requires access by your license**<span style="white-space: pre-wrap;"> for installation. Without it for paid add-ons you will see "License Required" button instead of the active "Install" button. To obtain license: </span>[Get License for add-on](https://docs.finmars.com/books/user-quick-start/page/get-license-for-add-on-to-be-updated "https://docs.finmars.com/books/user-quick-start/page/get-license-for-add-on")<span style="white-space: pre-wrap;">. </span>

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/oltimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/oltimage.png)

<span style="white-space: pre-wrap;">After you obtain the license for PMS Plus you can go to the marketplace page, search for "PMS Plus" and click Install button as usual. The installation process will be the same as for PMS Core. And you can install PMS Plus over existing PMS Core. </span>

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/mTkimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/mTkimage.png)

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/22Pimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/22Pimage.png)

[![image.png](https://docs.finmars.com/uploads/images/gallery/2025-08/scaled-1680-/IwQimage.png)](https://docs.finmars.com/uploads/images/gallery/2025-08/IwQimage.png)