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Transaction Type

Entities

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

Updated 1 year ago by Anna Kostiv

Portfolio Bundle

Entities Bundle

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

Updated 1 year ago by Anna Kostiv

Pricing Policy

Entities Pricing Policy

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

Updated 1 year ago by Anna Kostiv

Transactions

Entities Transactions

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

Updated 1 year ago by Anna Kostiv

Currency

Entities Currency

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

Updated 1 year ago by Anna Kostiv

Counterparty

Entities Counterparty

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

Updated 1 year ago by Anna Kostiv

Register

Entities Register

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

Updated 1 year ago by Anna Kostiv

Portfolio Type

Entities

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

Updated 1 year ago by Anna Kostiv

Instrument Type

Entities

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

Updated 1 year ago by Anna Kostiv

Base Transactions

Entities

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

Updated 1 year ago by Anna Kostiv

FX Rate (Currency History)

Entities

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

Updated 1 year ago by Anna Kostiv

Module Structure

Experts Opinions

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

Updated 1 year ago by Sergei Zhitenev

Calculate Dashboard

Experts Opinions

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

Updated 1 year ago by Sergei Zhitenev

Gettings Started

Experts Opinions

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

Updated 1 year 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 1 year ago by Arkadii Paktusov

Installation

Finmart to Finmars

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

Updated 1 year 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 1 year 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 1 year 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 1 year 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 1 year ago by Pavel Kharitonov