Recently Updated Pages

Portfolio Bundle

Entities Bundle

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Pricing Policy

Entities Pricing Policy

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Transactions

Entities Transactions

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Currency

Entities Currency

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Counterparty

Entities Counterparty

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Register

Entities Register

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Portfolio Type

Entities

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Instrument Type

Entities

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Base Transactions

Entities

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

FX Rate (Currency History)

Entities

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...

Updated 9 months ago by Anna Kostiv

Module Structure

Experts Opinions

data_transformer.ipynb - main jupyter python script that works with Finmars REST API to calculate...

Updated 9 months ago by Sergei Zhitenev

Calculate Dashboard

Experts Opinions

Go to Explorer workflows/com/finmars/expert-opinions/dashboard Open data_transformer.ipynb Ru...

Updated 9 months ago by Sergei Zhitenev

Gettings Started

Experts Opinions

Go to Marketplace Install module Expert OpinionsYou will receive Dashboard Layout Expert Portfol...

Updated 9 months ago by Sergei Zhitenev

Usage

Finmart to Finmars

Obtaining a JWT Token You can retrieve a JWT token via an API POST request using the following U...

Updated 9 months ago by Arkadii Paktusov

Installation

Finmart to Finmars

In the sender space, navigate to Add-ons → Marketplace. Locate the Finmars-to-Finars mod...

Updated 9 months ago by Arkadii Paktusov

Import/Export Functionality

White Label Documentation White Label Customization Capabilities

Overview:The import/export feature facilitates the transfer of White Label configurations betwe...

Updated 10 months ago by Arkadii Paktusov

Marketplace Configuration

White Label Documentation White Label Customization Capabilities

Overview:White Label items can be further configured for publication in the Marketplace, allowi...

Updated 10 months ago by Arkadii Paktusov

CSS Customization (Predefined File vs. Custom CSS)

White Label Documentation White Label Customization Capabilities

Options:Users can choose between: Predefined CSS File: A ready-made file containing all cu...

Updated 10 months ago by Pavel Kharitonov

Limitations and Recommendations

White Label Documentation Theming in the UI Kit

Limited Integration:The theming functionality via the UI kit is not implemented in every part o...

Updated 10 months ago by Pavel Kharitonov

Process for Implementing a New Palette

White Label Documentation Theming in the UI Kit

Palette Creation: A designer develops a new palette based on the customer's branding require...

Updated 10 months ago by Pavel Kharitonov