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Verify Access for that User
Log in under user who has access only to Resource Group A So, we just able to see that Potfol...
How to create an Access Policy?
So, your client sends you this, what to do next?Here we see that there is no access to PortfolioH...
Abstract
Identity and Access Management (IAM) Here is short explanation of how we manage Users and their P...
Keywords
IAM - Identity and Access Management (IAM) User - user itself, when you sign up in FInmars, your ...
Create Resource Group Access Policy
Now is most interesting partGo to Access Policies Page Now add new Access Policy So, here we mu...
Assign Portfolio to Resource Group
Go to Portfolios Open any Portfolio You should be able to see Resource Group Input (multiselect...
Create Resource Groups
Go to Resource Group PagePress add new Resource Group In same manner add resource_group_b, or ...
Preconditions
Space with Demo Data Admin (is_admin) - member who configure permissions Head Of Private Ban...
Import FX Rates
Just make sure you have installed com.finmars.finmars-database-fx-rates Finmars Database FX Rates...
Import Prices
Example of how automate daily import of Prices for Client Portfolios com/finmars/client-daily-...
Import Transactions
Example of how automate daily import of Transactions for Client Portfolioscom/finmars/client-dail...
Import Positions
Example of how automate daily import for Client Portfolioscom/finmars/client-daily-schedule/impor...
Setting up Space Defaults
Do not forget to set:Currency to US DollarPricing Policy to Standard It will affect creation ...
Download Transactions to Finmars
Go to Workflow Page Execute workflow com.finmars.exante-broker:get-transactions { "secre...
Download Instruments to Finmars
Go to Workflow Page Execute workflow com.finmars.exante-broker:get-instruments { "secret":...
Import Daily Positions to Finmars
Preconditions: You parsed instruments from positions file and Imported Instruments to FinmarsWarn...
Transform Positions to Standard Configuration
Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/positio...
Download Positions to Finmars
Go to Workflow PageRun following workflow: com.finmars.exante-broker:get-positionsPass payload li...
Standard Modules Installation
Great, your empty Space is ready, move to Marketplace We need to install following Modules:Stand...
Daily Import Introduction
What is Daily Import?Its a pipeline that covers all workflows and schedules that runs in backgrou...