Recently Updated Pages
How to Install/Update a Module/Package from Marketplace
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...
How to Create Local Combined New User Setup
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...
How to Check Balance Report
Prerequisites We assume you have all the prerequisites you may need, including: If needed: th...
How to Create Instrument Type
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...
How to Push a Module/Package to the Marketplace and updating version
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...
How to Create a New Module/Package in the Marketplace
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...
How To Add an Input into Transaction Type
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...
Onboarding Common
Welcome to Finmars! You've joined a vibrant team that prioritizes innovation, personalization, ...
Client Secret
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
How to create an Client Entity?
You need to get a new client into the system. To do this, find the item Client Entity in the side...
Description
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
Complex Transactions
Type Group See in comparison table: standard-config.xlsx Tab: groups Inputs See in comparison ...
Price (Price History)
Type Not applicable User Attributes None Entities None Entity Viewer Layout Price Layout...
FX Rate (Currency History)
Type Not Applicable User Attributes None Entities None Entity Viewer Layout FX Rates (co...
Pricing Policy
Type Not applicable User Attributes None Entities "-" (-) - System default entity, indicat...
Instrument
Type Comparison Table: [WORK IN PROGRESS] Portfolio (com.finmars.standard-instrument-type:por...
Strategy 1
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...
Responsible
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...
Counterparty
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...
Portfolio
Type General Portfolio (com.finmars.standard-other:portfolios.portfoliotype:general) - General...