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Get Portfolio History in Graphql

Graphql

This query returns historical NAV values for portfolios. GraphQL Query query GetPortfolioHi...

Updated 10 months ago by Sergei Zhitenev

Get Prices in Graphql

Graphql

This query returns price history rows for one instrument (by user_code). GraphQL Query qu...

Updated 10 months ago by Sergei Zhitenev

Get FX Rates in Graphql

Graphql

This query returns currency rates for a specific date and specific currency. GraphQL Que...

Updated 10 months ago by Sergei Zhitenev

Get Balance Report In Graphql

Graphql

This query returns a balance report for selected portfolios on a given date. GraphQL Query ...

Updated 10 months ago by Sergei Zhitenev

Get Transactions in Graphql

Graphql

This query returns transactions for one portfolio and an accounting date range. GraphQL ...

Updated 10 months ago by Sergei Zhitenev

Get Portfolios in Graphql

Graphql

This query returns a list of portfolios with basic fields. GraphQL Query query GetPortfol...

Updated 10 months ago by Sergei Zhitenev

Get Currencies in Graphql

Graphql

This query returns a list of currencies. GraphQL Query query GetCurrencyList { currenc...

Updated 10 months ago by Sergei Zhitenev

Get Instruments in Graphql

Graphql

This query returns a list of instruments with basic fields and instrument type. GraphQL Quer...

Updated 10 months ago by Sergei Zhitenev

Access to Graphql from Browser Playground

Graphql

Open the GraphQL playground in your browser: https://<your-finmars-domain>/:realm_code:/space_co...

Updated 10 months ago by Sergei Zhitenev

Get Accounts in Graphql

Graphql

This query returns a list of accounts with basic fields and account type. GraphQL Query ...

Updated 10 months ago by Sergei Zhitenev

Access to Graphql from code

Graphql

GraphQL Endpoint Finmars exposes GraphQL via a single endpoint. :realm_code:/:space_code:/graph...

Updated 10 months ago by Sergei Zhitenev

Getting Started

Graphql

What is GraphQL GraphQL is an API query language. It lets the client ask exactly for the data i...

Updated 10 months ago by Sergei Zhitenev

Generate and use access token

API access key

Generate access tokenGo to the URL:https://<domain_name>/<realm_code>/<space_code>/api/v1/auth-to...

Updated 10 months ago by Arkadii Paktusov

Get License for add-on [TO BE UPDATED]

User Quick Start

Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finma...

Updated 11 months ago by Sergei Osipov

Install PMS Core or PMS Plus add-on

User Quick Start

PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsLi...

Updated 11 months ago by Sergei Osipov

Use Mobile App [TO BE UPDATED]

User Quick Start

Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...

Updated 11 months ago by Sergei Osipov

Install Finmars Platform

Installation Guide with AWS (Advanced)

Here is a Full Guide to install Finmars on your Ubuntu VM: Complete time of full installation is...

Updated 11 months ago by Arkadii Paktusov

Install on Windows

Install guide on local machine

Here is short guide of install Finmars community edition on your Windows. Install WSL on your PC...

Updated 11 months ago by Arkadii Paktusov

Install on Linux

Install guide on local machine

Here is short guide of install Finmars community edition on your Linux. Make sure you have git (...

Updated 11 months ago by Arkadii Paktusov

Prepare Data in Finmars Excel Format

User Quick Start

Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...

Updated 1 year ago by Sergei Osipov