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 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: Packages and Modules A package is a folder that holds one or more modules . Each module is a .zip file. 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. 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. 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.