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Portfolio Reconcile Group
Quick Overview of Finmars Platform
What is Finmars Wealth Aggregation Platform: aggregate financial information from different so...
Workflow Engine Overview
Here will be brief introduction of Frontend of Workflow EngineYou will start from Homepage (Home)...
Finmars Standard Library
Part of Workflow Engine that exposes to user useful utilities to work with Workflow or Finmars Pl...
Keywords
Workflow - some process defined by user, it sequence of one step or many steps that do something...
Workflow Engine Python Libraries
Here is complete list of libraries that available in Workflow Engine for 2024-11-03 amqp==5.1.1 ...
Verify Access for that User
Log in under user who has access only to Resource Group A So, we just able to see that Potfol...
How to create an Access Policy?
So, your client sends you this, what to do next?Here we see that there is no access to PortfolioH...
Abstract
Identity and Access Management (IAM) Here is short explanation of how we manage Users and their P...
Keywords
IAM - Identity and Access Management (IAM) User - user itself, when you sign up in FInmars, your ...
Create Resource Group Access Policy
Now is most interesting partGo to Access Policies Page Now add new Access Policy So, here we mu...
Assign Portfolio to Resource Group
Go to Portfolios Open any Portfolio You should be able to see Resource Group Input (multiselect...
Create Resource Groups
Go to Resource Group PagePress add new Resource Group In same manner add resource_group_b, or ...
Preconditions
Space with Demo Data Admin (is_admin) - member who configure permissions Head Of Private Ban...
Import FX Rates
Just make sure you have installed com.finmars.finmars-database-fx-rates Finmars Database FX Rates...
Import Prices
Example of how automate daily import of Prices for Client Portfolios com/finmars/client-daily-...
Import Transactions
Example of how automate daily import of Transactions for Client Portfolioscom/finmars/client-dail...
Import Positions
Example of how automate daily import for Client Portfolioscom/finmars/client-daily-schedule/impor...
Setting up Space Defaults
Do not forget to set:Currency to US DollarPricing Policy to Standard It will affect creation ...
Download Transactions to Finmars
Go to Workflow Page Execute workflow com.finmars.exante-broker:get-transactions { "secre...