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How to Create a Portfolio Entity
PrerequisitesWe assume you have all prerequisites you may need, including:If needed: the VPN is c...
Portfolio
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
How to Delete a Portfolio Entity
Table of ContentsDescriptionExamplesCookbookF.A.Q.API DocumentationDescriptionFinancial meaningFi...
How to Update a Portfolio Entity
Table of ContentsDescriptionExamplesCookbookF.A.Q.API DocumentationDescriptionFinancial meaningFi...
How to Read a Portfolio Entity
Table of ContentsDescriptionExamplesCookbookF.A.Q.API DocumentationDescriptionFinancial meaningFi...
Transaction Type
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Portfolio Bundle
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Pricing Policy
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Transactions
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Currency
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Counterparty
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Register
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Portfolio Type
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Instrument Type
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Base Transactions
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
FX Rate (Currency History)
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Module Structure
data_transformer.ipynb - main jupyter python script that works with Finmars REST API to calculate...
Calculate Dashboard
Go to Explorer workflows/com/finmars/expert-opinions/dashboard Open data_transformer.ipynb Ru...
Gettings Started
Go to Marketplace Install module Expert OpinionsYou will receive Dashboard Layout Expert Portfol...
Usage
Obtaining a JWT Token You can retrieve a JWT token via an API POST request using the following U...