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Reports
One of most valuable features of Finmars Platform, consist of:- Balance Report- P&L Report- Transaction Report- Performance Report
Platform API
All information related about how to use Finmars API - Calculating Reports - Imports - Calculating Analytics (Portfolio History, etc) - Reconciliation
Marketplace
Information on add-ons in Finmars Marketplace
Entities
For understanding core platform components and their role. For users who need to know the structure, examples, and purposes of each entity. Helpful as a quick reference to the main building blocks of the system.
Default Settings
Platform Guides
For everyday use and basic operation. For new users who need to learn how to perform common tasks. Helpful as a quick reference to get started.
Exante
Standard configuration integrated with the Exante broker
Community Edition
Portfolio
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Portfolio refers to a collection of financial assets. Portfolios are held directly by investors and/or managed by financial professionals. Effect...
Workflows
Everything related Workflows, Pipelines, Modules, Schedules, Data Connections etc
Cloud/Enterprise Get access
Performance
Portfolio Type
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Portfolio Type has no specific financial meaning, it's a logical configure-defined classification of the portfolios, help to differentiate manual...
PDF Builder
Powerful tool that helps create custom PDF Reports of all sorts
Balance
Balance Report - shows your portfolio valuation on Report Date, it calculates all transaction since Inception Date and you able to see your state of Position sizes, Prices and finally Market Value
Portfolio Reconcile Group
Reconciliation
Entity Doc Template
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Financial meaning behind the entity (incl. diagrams and other explanatory materials). Platform abstraction Description of the entity in Platfo...
White Label Documentation
This documentation provides a comprehensive guide to our White Label capabilities. It covers an overview of our projects, in-depth customization options (such as favicon, logos, and CSS modifications), and the theming functionality available through our UI kit...
DEPRECATED: Standard-workflow (One-click)
This section describes the structure of the modules: Standard-workflow Standard-workflow-interface This section also outlines the principles of creating workflows based on the manager + worker scheme