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Here is a simple, step-by-step guide to make an AWS account:Open your web browser(for example: Chrome, Firefox, or Edge).Go to the AWS websiteType https://azure.microsoft.com/en-us/ in the address bar and press Enter.Start the sign-upClick the “Get Started wit...

Sure! Let’s make your Virtual Machine and name it finmars-platform-vm. Follow these steps:Sign in to AzureOpen your browser and go to https://portal.azure.com/.Enter your Azure email and password or Log in with your Microsoft Account.Open Virtual MachinesAt th...

Here is a Full Guide to install Finmars on your Ubuntu VM:Complete time of full installation is less than 30 minutes, by the end of it you will get a Finmars Platform Installed on your Linux ServerConnect to your VMExample:# if this first connect chmod 400 f...

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

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

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...

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...

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

Prerequisites We assume you have all prerequisites you may need, including: Get Access to FinmarsYou have the internet access Getting License for add-ons As of now contact sales@finmars.com

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...

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...

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 ...

Repository: finmars-platform/finmars-core and finmars-platform/finmars-workflowOverviewThis document lists the technologies, libraries, and approaches used in the core and workflow backend.LanguagePython (primary language)Frameworks & RuntimeDjango (project st...

Repository: finmars-platform/finmars-vue-portal and finmars-platform/finmars-portal and finmars-platform/finmars-workflow-portalOverviewThis document describes the technology stack used in the Vue Portal frontend.LanguageJavaScript / TypeScriptFrameworkVue 3 (...

Cloud, Community EditionOverviewThis document describes the technology stack used in the Cloud / Community Edition installationLanguageBash PythonTechnologiesKubernetes SSLNginxHTTPSEncrypted DisksDockerVPN (pritunl)Router (pfsense)AWS AzureVarious Cloud Provi...

This document provides a high-level overview of the technologies used across the Finmars Platform.Backend (Core & Workflow)Language: PythonFramework: Django, Django REST Framework (DRF)Background Tasks: CeleryDatabase: PostgreSQL 15Caching: RedisMessage Queue:...

Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finmars Link with Finmars ID Install PMS Core or PMS Plus add-on How to Import Files in PMS Core and PMS Plus When to use It's expected that all calculations a...

Here is short guide of install Finmars community edition on your Mac.Make sure you have git and make installed. (https://developer.apple.com/documentation/xcode/installing-the-command-line-tools)Make sure you have docker desktop installed. (https://docs.docker...