References
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Import Files in PMS Core and PMS Plus
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 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 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...
Calculate Performance (Modified Dietz)
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...
Check Transaction Report
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...
Prepare Data in Finmars Excel Format
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...