# What is Finmars

What included in Community Edition and why to use it?

# 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
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">Derivative</span>
- 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
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">Dividend</span>
- Expense (Instrument)
- Other Income (Instrument)
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">Expense (Non-instrument)</span>
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">Income (Non-instrument)</span>
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">FX Forward Open</span>
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">FX Forward Close</span>
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">FX Trade</span>
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">Transfer Cash</span>
- <span style="color: rgb(83, 67, 63); background-color: rgb(255, 255, 255);">Transfer Instrument</span>

# Supported Reports

- Balance Report
- P&amp;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****
    - <span style="white-space: pre-wrap;">A </span>****package****<span style="white-space: pre-wrap;"> is a folder that holds one or more </span>****modules****.
    - <span style="white-space: pre-wrap;">Each </span>****module****<span style="white-space: pre-wrap;"> is a </span>`<span class="editor-theme-code">.zip</span>`<span style="white-space: pre-wrap;"> file.</span>
2. ****What’s inside a module?****
    - <span style="white-space: pre-wrap;">A </span>`<span class="editor-theme-code">.json</span>`<span style="white-space: pre-wrap;"> file with settings and info.</span>
    - <span style="white-space: pre-wrap;">A </span>`<span class="editor-theme-code">.py</span>`<span style="white-space: pre-wrap;"> file with the code that makes new features work.</span>
    - <span style="white-space: pre-wrap;">A </span>`<span class="editor-theme-code">.html</span>`<span style="white-space: pre-wrap;"> file with any pages or screens the feature needs.</span>
3. ****Installing a module****
    - The user uploads or picks a module from the Marketplace.
    - <span style="white-space: pre-wrap;">The system unzips it and reads the </span>`<span class="editor-theme-code">.json</span>`<span style="white-space: pre-wrap;"> to know what to do.</span>
    - <span style="white-space: pre-wrap;">Then it loads the </span>`<span class="editor-theme-code">.py</span>`<span style="white-space: pre-wrap;"> code so new tools appear in the app.</span>
    - <span style="white-space: pre-wrap;">Finally, it shows any new pages from the </span>`<span class="editor-theme-code">.html</span>`<span style="white-space: pre-wrap;"> file.</span>
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.