What is Finmars

• For Investors
• For Asset Managers & Family Offices
• For Banks
• Supported Assets (Instrument Types) in Standard Configuration
• Supported Transaction Types (In Standard Configuration)
• Supported Reports
• Marketplace

For Investors

For Asset Managers & Family Offices

For Banks

Supported Assets (Instrument Types) in Standard Configuration

Here is list of Instrument Types in Standard Configuration

• Stock
• Bond
• Derivative
• Forward
• FX Forward Leg
• Option
• Portfolio
• T-bills
• CDS

Supported Transaction Types (In Standard Configuration)

Here is list of supported Transactions if Standard Configuration is used:

• Buy
• Sell
• Deposit
• Withdraw
• Coupon
• Dividend
• Expense (Instrument)
• Other Income (Instrument)
• Expense (Non-instrument)
• Income (Non-instrument)
• FX Forward Open
• FX Forward Close
• FX Trade
• Transfer Cash
• Transfer Instrument

Supported Reports

• Balance Report
• P&L Report
• Transaction Report
• Performance Report

Marketplace

The Finmars Marketplace is like a little app store for our system. Here’s how it works:

1. Packages and Modules
   • A package is a folder that holds one or more modules.
   • Each module is a .zip file.
2. What’s inside a module?
   • A .json file with settings and info.
   • A .py file with the code that makes new features work.
   • A .html file with any pages or screens the feature needs.
3. Installing a module
   • The user uploads or picks a module from the Marketplace.
   • The system unzips it and reads the .json to know what to do.
   • Then it loads the .py code so new tools appear in the app.
   • Finally, it shows any new pages from the .html file.
4. How it extends the system
   • Each module adds its own menu items, buttons, or pages.
   • Modules can talk to existing parts of Finmars, so they all work together.
   • If you don’t need a feature anymore, you can uninstall its module, and it goes away cleanly.

With this setup, anyone can build small add-ons (modules) to make Finmars do new things—fast and safe.