Recently Updated Pages

Onboarding Common

Onboarding process

Welcome to Finmars! You've joined a vibrant team that prioritizes innovation, personalization, ...

Updated 7 months ago by Anna Kostiv

Client Secret

Client Entity

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

Updated 8 months ago by Yaroslav

How to create an Client Entity?

Client Entity

You need to get a new client into the system. To do this, find the item Client Entity in the side...

Updated 8 months ago by Yaroslav

Description

Client Entity

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

Updated 8 months ago by Yaroslav

Complex Transactions

PMS Core and Plus Transactions

Type Group See in comparison table: standard-config.xlsx Tab: groups Inputs See in comparison ...

Updated 8 months ago by Sergei Osipov

Price (Price History)

PMS Core and Plus Simple Entities

Type Not applicable User Attributes None Entities None Entity Viewer Layout Price Layout...

Updated 8 months ago by Sergei Osipov

FX Rate (Currency History)

PMS Core and Plus Simple Entities

Type Not Applicable User Attributes None Entities None Entity Viewer Layout FX Rates (co...

Updated 8 months ago by Sergei Osipov

Pricing Policy

PMS Core and Plus Simple Entities

Type Not applicable User Attributes None Entities "-" (-) - System default entity, indicat...

Updated 8 months ago by Sergei Osipov

Instrument

PMS Core and Plus Simple Entities

Type Comparison Table: [WORK IN PROGRESS] Portfolio (com.finmars.standard-instrument-type:por...

Updated 8 months ago by Sergei Osipov

Strategy 1

PMS Core and Plus Simple Entities

Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...

Updated 8 months ago by Sergei Osipov

Responsible

PMS Core and Plus Simple Entities

Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...

Updated 8 months ago by Sergei Osipov

Counterparty

PMS Core and Plus Simple Entities

Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indi...

Updated 8 months ago by Sergei Osipov

Portfolio

PMS Core and Plus Simple Entities

Type General Portfolio (com.finmars.standard-other:portfolios.portfoliotype:general) - General...

Updated 8 months ago by Sergei Osipov

Account

PMS Core and Plus Simple Entities

Type "-" (dash) - System default entity, indicating absence of relation to an entity Default ...

Updated 8 months ago by Sergei Osipov

Currency

PMS Core and Plus Simple Entities

Type Not Applicable User Attributes None Currency Entities "-" (-) - System default entity...

Updated 8 months ago by Sergei Osipov

Simple Entity

PMS Core and Plus Templates

Type Portfolio (com.finmars.standard-instrument-type:portfolio) Other (com.finmars.standard-i...

Updated 8 months ago by Sergei Osipov

Layout Name

PMS Core and Plus Templates

Purpose What for & how to use List of Columns Column 1 - Description: - Format: - Is Group C...

Updated 8 months ago by Sergei Osipov

Interface

DEPRECATED: Standard-workflow (One-click) System overview

Overview This standard-workflow-interface module provides a comprehensive interface for managing ...

Updated 8 months ago by Anton Petrushkaneki

How to Modify Dashboards

Configurator Quick Start

Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...

Updated 8 months ago by Sergei Osipov

Entity Doc Template

Entities

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

Updated 9 months ago by Sergei Osipov