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Get Access to Finmars

User Quick Start

PrerequisitesNo specific prerequisites are needed. Getting Access to FinmarsBased on your desired deployment type you can get access to Finmars in following ways:Community Edition (simple)Community Edition (advanced)Cloud or Enterprise

Prerequisites

Configurator Quick Start

PrerequisitesWe assume you have one of the options:Registered in the Cloud and Created the WorkspaceDeployed Commenity Edition

Install PMS Core or PMS Plus add-on

User Quick Start

PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsLink with Finmars IDYou have the internet accessAbout PMS Core and PMS Plus add-onsThe Portfolio Management Solution (PMS) is a core Finmars add-on that enables asse...

Install Finmars Core Localy

How to Contribute

Configuring Addon

Addons

To configure Configuration Module to make it visible in sidenav menu you need to extend Manifest (JSON) You need to add settings property to root of your Manifest (JSON)In settings you need to add ui propertyindex - main URL that will be passed to <iframe> tag...

Accessing Addon

Addons

If Manifest (JSON) was properly configured in Configuration Module, then it should be visible in Sidenav Menu under Addons SectionOtherwise, you can find your addon on Absolute Link https://finmars.example.com/realm00000/space00000/v/addons/com.finmars.example

Get License for add-on (WIP)

User Quick Start

PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsYou have the internet accessGetting License for add-onsAs of now contact support@finmars.com

Create Pull Request in repositories

How contribute Finmars-platform

Here is a example of contributing Finmars repositoriesCreate forkClone this forkExample:git clone https://github.com/<your-account>/<repo>.git cd <repo>Create new branchExample:git checkout -b <feat>Make changesFix changeExample:git add . git commit -m "<com...

Link with Finmars ID

User Quick Start

PrerequisitesWe assume you have all prerequisites you may need, including:Get Access to FinmarsYou have the internet accessLinking with Finmars IDStep 1: Go to marketplaceStep 2: Click on "Link with Finmars ID" buttonStep 3: You will be redirected to FinmarsID...

Getting Started

How to connect Mobile App

Prerequisites: Installed Finmars Community Edition (e.g. finmars.client.com and finmars-auth.client.com) Mobile Phone (Android phone or Iphone)1) Go to App Store or Google play and download the app2) Click on "Region" and click on "Add New ...