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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...
Account
Type "-" (dash) - System default entity, indicating absence of relation to an entity Default ...
Currency
Type Not Applicable User Attributes None Currency Entities "-" (-) - System default entity...
Simple Entity
Type Portfolio (com.finmars.standard-instrument-type:portfolio) Other (com.finmars.standard-i...
Layout Name
Purpose What for & how to use List of Columns Column 1 - Description: - Format: - Is Group C...
Interface
Overview This standard-workflow-interface module provides a comprehensive interface for managing ...
How to Modify Dashboards
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VP...
Portfolio Reconcile Group
Entity Doc Template
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description F...
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 orĀ 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 ...