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Install PMS Core or PMS Plus add-on
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finma...
Onboarding Common
Welcome to Finmars! You've joined a vibrant team that prioritizes innovation, personalization, ...
Install on Windows
Here is short guide of install Finmars community edition on your Windows. Install WSL on your PC...
Get Price History Check
This query returns a price history check report on a given date. GraphQL Query query GetP...
Get Profit & Loss (PNL) Report in Graphql
This query returns a pnl report for selected portfolios on a given date. GraphQL Query qu...
Install on MacOS
Here is short guide of install Finmars community edition on your Mac. Make sure you have git and...
Restore Backup from external file
Open Finmars Setup web interface in your Web BrowserGo to http://Your_Public_IP:8888 (for example...
Restore Backup
Open Finmars Setup web interface in your Web BrowserGo to http://Your_Public_IP:8888 (for example...
Doing Backup
Open Finmars Setup web interface in your Web BrowserGo to http://Your_Public_IP:8888 (for example...
Getting Started
1) Request VM with Ubuntu 24.04 2) Install required packages sudo apt update sudo apt instal...
FM-KED-000 Getting Started
The Finmars Known Error Database is a curated registry of recurring and well-understood operati...
FM-KED-009 — Missing Data in Reports
Severity: S3 — MediumRecovery Class: A — Quick FixCovered by Monthly Support: Yes Description ...
FM-KED-008 — HTTP 500 Internal Server Error (Application Error)
Severity: S2 — HighRecovery Class: D — ExploratoryCovered by Monthly Support: No (fix requires pr...
FM-KED-007 — 502 Bad Gateway Error (Application Unreachable)
Severity: S1 — CriticalRecovery Class: B — Standard RecoveryCovered by Monthly Support: Yes (know...
FM-KED-006 — Kubernetes Cluster Certificate Expiration
Severity: S1 — CriticalRecovery Class: B — Standard RecoveryCovered by Monthly Support: Yes De...
FM-KED-005 — SSL/TLS Certificate Expiration
Severity: S1 — CriticalRecovery Class: B — Standard RecoveryCovered by Monthly Support: Yes De...
FM-KED-004 — Backup Failure Due to Excessive Backup Size
Severity: S1 — CriticalRecovery Class: B — Standard RecoveryCovered by Monthly Support: Yes De...
FM-KED-003 — Network Connectivity Loss on Virtual Machine
Severity: S1 — CriticalRecovery Class: B — Standard RecoveryCovered by Monthly Support: Yes (diag...
FM-KED-002 — PostgreSQL Table and Index Bloat (Missing or Ineffective VACUUM)
Severity: S2 — HighRecovery Class: B — Standard RecoveryCovered by Monthly Support: Yes Descri...
FM-KED-001 — VM Disk Space Exhaustion
Severity: S2 — HighRecovery Class: A — Quick FixCovered by Monthly Support: Yes Description D...