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Get Performance Report in Graphql
This query returns performance metrics for one or more portfolio registers. GraphQL Query q...
Get Portfolio History in Graphql
This query returns historical NAV values for portfolios. GraphQL Query query GetPortfolioHi...
Get Prices in Graphql
This query returns price history rows for one instrument (by user_code). GraphQL Query qu...
Get FX Rates in Graphql
This query returns currency rates for a specific date and specific currency. GraphQL Que...
Get Balance Report In Graphql
This query returns a balance report for selected portfolios on a given date. GraphQL Query ...
Get Transactions in Graphql
This query returns transactions for one portfolio and an accounting date range. GraphQL ...
Get Portfolios in Graphql
This query returns a list of portfolios with basic fields. GraphQL Query query GetPortfol...
Get Currencies in Graphql
This query returns a list of currencies. GraphQL Query query GetCurrencyList { currenc...
Get Instruments in Graphql
This query returns a list of instruments with basic fields and instrument type. GraphQL Quer...
Access to Graphql from Browser Playground
Open the GraphQL playground in your browser: https://<your-finmars-domain>/:realm_code:/space_co...
Get Accounts in Graphql
This query returns a list of accounts with basic fields and account type. GraphQL Query ...
Access to Graphql from code
GraphQL Endpoint Finmars exposes GraphQL via a single endpoint. :realm_code:/:space_code:/graph...
Getting Started
What is GraphQL GraphQL is an API query language. It lets the client ask exactly for the data i...
Generate and use access token
Generate access tokenGo to the URL:https://<domain_name>/<realm_code>/<space_code>/api/v1/auth-to...
Get License for add-on [TO BE UPDATED]
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finma...
Install PMS Core or PMS Plus add-on
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsLi...
Use Mobile App [TO BE UPDATED]
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Install Finmars Platform
Here is a Full Guide to install Finmars on your Ubuntu VM: Complete time of full installation is...
Install on Linux
Here is short guide of install Finmars community edition on your Linux. Make sure you have git (...
Prepare Data in Finmars Excel Format
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...