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Here is short guide of install Finmars community edition on your Linux. Make sure you have git (https://git-scm.com/install/linux)Make sure you have make installed. (https://www.gnu.org/software/make/)Make sure you have docker installed. (https://docs.docker....

Here is short guide of install Finmars community edition on your Windows. Install WSL on your PC (https://learn.microsoft.com/en-us/windows/wsl/install)Make sure you have docker desktop installed. (https://docs.docker.com/desktop/setup/install/windows-install...

Generate access tokenGo to the URL:https://<domain_name>/<realm_code>/<space_code>/api/v1/auth-tokens/personal-access-token/create-token/Fill out the form and click POST.Copy the "access_token" field from the response.Use examples curl -H "Authorization: Bear...

What is GraphQL GraphQL is an API query language. It lets the client ask exactly for the data it needs.No more. No less. Main ideas: One endpoint.Client chooses fields.Strong types.Clear schema. GraphQL replaces many REST endpoints with one structured API...

Open the GraphQL playground in your browser: https://<your-finmars-domain>/:realm_code:/space_code:/graphql/ E.g. https://eu-central.finmars.com/realm0v4ry/space063sw/graphql/ (Link is not lead to anything, just an example)You will see: Query editorSchema e...

GraphQL Endpoint Finmars exposes GraphQL via a single endpoint. :realm_code:/:space_code:/graphql/ This endpoint supports: QueriesMutationsSchema introspection How to Access the Endpoint Authentication GraphQL uses the same authentication as the REST ...

This query returns a list of accounts with basic fields and account type. GraphQL Query query GetAccountList { account( pagination: { limit: 20 offset: 0 } ) { id user_code name type { id ...

This query returns a list of portfolios with basic fields. GraphQL Query query GetPortfolioList { portfolio( pagination: { limit: 20 offset: 0 } ) { id user_code name, portfolio_type { pk } ...

This query returns a list of currencies. GraphQL Query query GetCurrencyList { currency( pagination: { limit: 20 offset: 0 } ) { id user_code name, country { id, name, user_code ...

This query returns currency rates for a specific date and specific currency. GraphQL Query query GetCurrencyHistoryList { currency_history( pagination: { limit: 20 offset: 0 } filters: { date: { exact: ...

This query returns a list of instruments with basic fields and instrument type. GraphQL Query query GetInstrumentList { instrument( pagination: { limit: 20 offset: 0 } ) { id user_code name maturity_date ...

This query returns price history rows for one instrument (by user_code). GraphQL Query query GetPriceHistoryList { price_history( pagination: { limit: 20 offset: 0 } filters: { instrument: { user_code: { ...

This query returns transactions for one portfolio and an accounting date range. GraphQL Query query GetTransactionList { transaction( pagination: { limit: 20 offset: 0 } filters: { portfolio: { user_cod...

This query returns a balance report for selected portfolios on a given date. GraphQL Query query GetBalanceReport { balance_report( input: { report_date: "2024-05-01" report_currency: "USD" pricing_policy: "com.finmars.standa...

This query returns historical NAV values for portfolios. GraphQL Query query GetPortfolioHistoryList { portfolio_history( pagination: { limit: 20 offset: 0 } filters: { } ) { id date nav portfol...

This query returns a pnl report for selected portfolios on a given date. GraphQL Query query GetPLReport { pl_report( input: { report_date: "2024-05-01" pricing_policy: "com.finmars.standard-pricing:standard" portfolios: ["...

This query returns performance metrics for one or more portfolio registers. GraphQL Query query GetPerformanceReport { performance_report( input: { end_date: "2024-05-01" registers: ["CH-BND-20394857"] } ) { begin_nav ...

This query returns calculated transaction report rows for a given date range. GraphQL Query query GetTransactionReport { transaction_report( input: { begin_date: "2018-01-01" end_date: "2025-05-01" } ) { items { ...