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Getting Started

How to prepare Amazon AMI Finmars CE

1) Request VM with Ubuntu 24.042) Install required packagessudo apt update sudo apt install -y c...

Updated 1 month ago by Sergei Zhitenev

Getting Started

Installation Guide with AWS (Advanced)

Hello!Welcome to Finmars, below you will find guidance of how to Install Everything We also recom...

Updated 1 month ago by Sergei Zhitenev

Getting Started

Installation guide with AWS (Simple)

Hello!Welcome to Finmars, below you will find guidance of how to Install Everything We also recom...

Updated 1 month ago by Sergei Zhitenev

Setup Finmars CE

Installation guide with AWS (Simple)

Open Finmars Setup in your Web BrowserGo to http://Your_Public_IP:8888 (for example http://203.0....

Updated 1 month ago by Sergei Zhitenev

Register Domain Name

Installation guide with AWS (Simple)

You can register a domain right inside AWS using Route 53. Here’s how, in simple steps:Sign in to...

Updated 1 month ago by Sergei Zhitenev

Register AWS Account

Installation guide with AWS (Simple)

Here is a simple, step-by-step guide to make an AWS account:Open your web browser(for example: Ch...

Updated 1 month ago by Sergei Zhitenev

Create Virtual Machine

Installation Guide with AWS (Advanced)

Sure! Let’s make your EC2 and name it finmars-platform-vm. Follow these steps:Sign in to AWSOpen ...

Updated 1 month ago by Sergei Zhitenev

Register Domain Name

Installation Guide with AWS (Advanced)

You can register a domain right inside AWS using Route 53. Here’s how, in simple steps:Sign in to...

Updated 1 month ago by Sergei Zhitenev

Register AWS Account

Installation Guide with AWS (Advanced)

Here is a simple, step-by-step guide to make an AWS account:Open your web browser(for example: Ch...

Updated 1 month ago by Sergei Zhitenev

Logo

Default Settings

Updated 1 month ago by Sergei Zhitenev

Exante HTTP API Integration Pipeline (Work In Progress)

Exante Configuration

work in progressOverview of the Integration PurposeThe Exante HTTP API Integration Pipeline for F...

Updated 1 month ago by Sergei Osipov

How to Prepare Standard Template Files for Import

User Quick Start

Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...

Updated 1 month ago by Sergei Osipov

Marketplace

What is Finmars

The Finmars Marketplace is like a little app store for our system. Here’s how it works:Packages a...

Updated 1 month ago by Sergei Zhitenev

Supported Reports

What is Finmars

Balance ReportP&L ReportTransaction ReportPerformance Report

Updated 1 month ago by Sergei Zhitenev

Supported Transaction Types (In Standard Configuration)

What is Finmars

Here is list of supported Transactions if Standard Configuration is used:BuySellDepositWithdrawCo...

Updated 1 month ago by Sergei Zhitenev

Supported Assets (Instrument Types) in Standard Configuration

What is Finmars

Here is list of Instrument Types in Standard ConfigurationStockBondDerivativeForwardFX Forward Le...

Updated 1 month ago by Sergei Zhitenev

For Banks

What is Finmars

Updated 1 month ago by Sergei Zhitenev

For Asset Managers & Family Offices

What is Finmars

Updated 1 month ago by Sergei Zhitenev

For Investors

What is Finmars

Updated 1 month ago by Sergei Zhitenev

Doing VM Backup in AWS

How to Backup Finmars

Here is guide to automate backups of your finmars-platform-vm, including both its EC2 settings (A...

Updated 1 month ago by Sergei Zhitenev