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Prepare Data in Finmars Excel Format
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
TODO: Get License for add-on
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsYo...
Install PMS Core or PMS Plus add-on
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsLi...
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
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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 Profit and Loss Report
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Check Balance Report
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Import Files in PMS Core and PMS Plus
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Calculate YTM and Modified Duration
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Frontend - Tech Stack
Repository: finmars-platform/finmars-vue-portal and finmars-platform/finmars-portal and finmars-p...
Tech Stack Overview
This document provides a high-level overview of the technologies used across the Finmars Platform...
Backend — Tech Stack
Repository: finmars-platform/finmars-core and finmars-platform/finmars-workflowOverviewThis docum...
Auxillary
Cloud, Community EditionOverviewThis document describes the technology stack used in the Cloud / ...
Getting Started
Prerequisites: Installed Finmars Community Edition (e.g. finmars.client.com and finmars...
Getting Started
1) Request VM with Ubuntu 24.042) Install required packagessudo apt update sudo apt install -y c...