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Install Finmars Platform
Here is a Full Guide to install Finmars on your Ubuntu VM: Complete time of full installation is...
Getting Started
1) Request VM with Ubuntu 24.04 2) Install required packages sudo apt update sudo apt instal...
Install on Windows
Here is short guide of install Finmars community edition on your Windows. Install WSL on your PC...
Install on Linux
Here is short guide of install Finmars community edition on your Linux. Make sure you have git (...
Install on MacOS
Here is short guide of install Finmars community edition on your Mac.Make sure you have git and m...
Prepare Data in Finmars Excel Format
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Install PMS Core or PMS Plus add-on
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsLi...
TODO: Get License for add-on
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsYo...
Check Standard Dashboards
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...
Duplicate the Layout
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...
Calculate Performance (Modified Dietz)
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...
Check Performance Report
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 Profit and Loss Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Import Files in PMS Core and PMS Plus
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...
Frontend - Tech Stack
Repository: finmars-platform/finmars-vue-portal and finmars-platform/finmars-portal and finmars-p...