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Exante HTTP API Integration Pipeline (Work In Progress)
work in progressOverview of the Integration PurposeThe Exante HTTP API Integration Pipeline for F...
Create Virtual Machine
Sure! Let’s make your EC2 and name it finmars-platform-vm. Follow these steps:Sign in to AWSOpen ...
Install Finmars Platform
Here is a Full Guide to install Finmars on your Ubuntu VM:Complete time of full installation is l...
Getting Started
Hello!Welcome to Finmars, below you will find guidance of how to Install Everything We also recom...
How to Prepare Standard Template Files for Import
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...
Register Domain Name
You can register a domain right inside AWS using Route 53. Here’s how, in simple steps:Sign in to...
Register AWS Account
Here is a simple, step-by-step guide to make an AWS account:Open your web browser(for example: Ch...
Updating Guide
Here is short guide of how to update Finmars.Warning: Do backup before doing update!To find lates...
Marketplace
The Finmars Marketplace is like a little app store for our system. Here’s how it works:Packages a...
Supported Reports
Balance ReportP&L ReportTransaction ReportPerformance Report
Supported Transaction Types (In Standard Configuration)
Here is list of supported Transactions if Standard Configuration is used:BuySellDepositWithdrawCo...
Supported Assets (Instrument Types) in Standard Configuration
Here is list of Instrument Types in Standard ConfigurationStockBondDerivativeForwardFX Forward Le...
For Banks
For Asset Managers & Family Offices
For Investors
Doing VM Backup in AWS
Here is guide to automate backups of your finmars-platform-vm, including both its EC2 settings (A...
Restore VM backup in AWS
Here is guide to restore your finmars-platform-vm from an AWS Backup AMI. We skip the EBS volume ...
Installing APISIX
Open a terminal on your VM.Make a folder for APISIX:sudo mkdir -p /opt/apisixCreate the file /opt...
Prerequisites
Before you start following your guide you need prepare this list in advanceVirtual Machine (VM) w...