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Check Standard Dashboards
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Transaction Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Duplicate the Layout
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate Performance (Modified Dietz)
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate data for Mobile/Dashboards
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Performance Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Profit and Loss Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Check Balance Report
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Import Files in PMS Core and PMS Plus
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Calculate YTM and Modified Duration
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Frontend - Tech Stack
Repository: finmars-platform/finmars-vue-portal and finmars-platform/finmars-portal and finmars-p...
Tech Stack Overview
This document provides a high-level overview of the technologies used across the Finmars Platform...
Backend — Tech Stack
Repository: finmars-platform/finmars-core and finmars-platform/finmars-workflowOverviewThis docum...
Auxillary
Cloud, Community EditionOverviewThis document describes the technology stack used in the Cloud / ...
Getting Started
Prerequisites: Installed Finmars Community Edition (e.g. finmars.client.com and finmars...
Link with Finmars ID
PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsYo...
Platform Guide Template
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...
Updating Guide
Here is short guide of how to update Finmars.Warning: Do backup before doing update!Connect to yo...
Create Pull Request in repositories
Here is a example of contributing Finmars repositoriesCreate forkClone this forkExample:git clone...
How to Install/Update add-on from Marketplace
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Fin...