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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 1 year ago by Sergei Osipov

Pricing Policy

PMS Core and Plus Simple Entities

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

Updated 1 year 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 1 year 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 1 year ago by Sergei Osipov

Responsible

PMS Core and Plus Simple Entities

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

Updated 1 year ago by Sergei Osipov

Counterparty

PMS Core and Plus Simple Entities

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

Updated 1 year ago by Sergei Osipov

Portfolio

PMS Core and Plus Simple Entities

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

Updated 1 year 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 1 year ago by Sergei Osipov

Currency

PMS Core and Plus Simple Entities

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

Updated 1 year 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 1 year 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 1 year 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 1 year 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 1 year ago by Sergei Osipov

Portfolio Reconcile Group

Entities

Updated 1 year ago by Sergei Osipov

Entity Doc Template

Entities

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

Updated 1 year ago by Sergei Osipov

Quick Overview of Finmars Platform

Overview

What is Finmars Wealth Aggregation Platform: aggregate financial information from different so...

Updated 1 year ago by Sergei Osipov

Workflow Engine Overview

Workflows

Here will be brief introduction of Frontend of Workflow EngineYou will start from Homepage (Home)...

Updated 1 year ago by Sergei Zhitenev

Finmars Standard Library

Workflows

Part of Workflow Engine that exposes to user useful utilities to work with Workflow or Finmars Pl...

Updated 1 year ago by Sergei Zhitenev

Keywords

Workflows

Workflow - some process defined by user, it sequence of one step orĀ  many steps that do something...

Updated 1 year ago by Sergei Zhitenev

Workflow Engine Python Libraries

Workflows

Here is complete list of libraries that available in Workflow Engine for 2024-11-03 amqp==5.1.1 ...

Updated 1 year ago by Sergei Zhitenev