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Installation Guide with AWS (Advanced)
Step by step journey using AWS EC2 Ubuntu 24.04For this guide you need basic knowledge with Linux, SSH, Bash
How to Update Finmars
How to Backup Finmars
What is Finmars
What included in Community Edition and why to use it?
How to prepare Amazon AMI Finmars CE
Guide how to prepare web-form only installation Ubuntu 24.04 for Amazon AMI
Installation guide with AWS (Simple)
Installation Finmars CE on AWS with prepared AMI
Installation Guide with Azure (Advanced)
Step by step journey using Azure Virtual Machines Ubuntu 24.04For this guide you need basic knowledge with Linux, SSH, Bash
Register in Cloud
How to Contribute
Addons
How contribute Finmars-platform
Finmars ID
Performance Report
Transactions Report
Dashboard Layouts
Templates
Project Overview
This chapter provides an in-depth look at all our projects. It outlines the technology stack, routing schemes, and the extent to which each project integrates the UI kit. Understanding these fundamentals is crucial for appreciating how White Label is implement...
White Label Customization Capabilities
This chapter outlines the full range of customization options available through our White Label system. It covers everything from minor visual updates (like favicon changes) to extensive modifications via custom CSS. In addition, it explains default settings, ...
Theming in the UI Kit
This chapter delves into the theming capabilities of our UI kit. It explains how design palettes are abstracted using CSS variables, outlines the process for creating and integrating new palettes, and provides guidelines for testing and deployment.
Portfolio
A collection of your investments, like stocks, bonds, or funds, all in one place.
Currency
An entity representing a standardized unit of exchange used in financial transactions and asset valuation.
Instrument
This entity is a unique ID for a financial asset or security involved in a transaction.
Pricing Policy
It's a set of prices for products or services, defining how they are structured and applied.
Transactions
Records of financial activities affecting assets or cash.
Register
This entity is associated with a portfolio. It is used for calculating performance, helping track and analyze the portfolio's overall returns and efficiency over time.
Accounts
It's a financial entity used to track and manage transactions, balances, and holdings.
Bundle
Group of related portfolios or registers for analysis
Price
Market or calculated value of an instrument at a given time.
Counterparty
It's other party or entity involved in a transaction.
Interface
Overview This standard-workflow-interface module provides a comprehensive interface for managing states and files within a workflow system. The interface is divided into two main components: StateTable and FileTable, which are displayed side by side in the mai...
Pipeline Setup for Data Import
Document the Data Import Pipeline:Outline the steps required to set up the data import pipeline. Identify Missing Workers:Compile a list of workers that are not included in the current implementation. Determine Appropriate Module:Identify the mod...
Interface Authorization
Overview This project uses token-based authentication with Keycloak integration. The authentication process is managed through custom functions defined in customFetch.js. Key Functions getCookie(name) Retrieves a cookie value by name. authorization() Prepares ...
Space Create
Create new Space Continue with Wizard Wait until your Space is ready to Login
Standard Modules Installation
Great, your empty Space is ready, move to Marketplace We need to install following Modules:Standard - Instrument TypesStandard - Tranaction TypesStandard - LayoutsStandard - AliasesStandard - PricingStandard - OtherStandard - Import From FileStandard - Workfl...
Vault Setup
To access Exante REST API we need to configure Vault Proceed with all the steps In the end your Vault should be operational and you need to add there your credentials of Exante Account to their REST API
Create Pricing Policy
Before we start Import we should create a Pricing Policy, for now we can use Standard Pricing Policycom.finmars.standard-pricing:standard You can have more then 1 pricing policy. For that we will have other Guide
Create Provisional Account
In your empty Space add a Provisional account (it will be used later)Use Default Account Type from Standard Configuration
Install Exante Broker
Go to Marketplace Again, lets install Exante Module Check if all Workflows are installed
Setup Portfolios & Accounts
Go to explorer/workflows/com/finmars/exante-broker/get-accounts/test.ipynb?authIts small script that allows us to see Accounts from Exante API For now you can see your AccountIds, you could add them into Account and Portfolio Entities in FinmarsYou will see s...
Try get Positions on a Date
Go to /explorer/workflows/com/finmars/exante-broker/get-positions/test.ipynbIts a test Jupyter python script that allows you to check if you able to fetch Positions So you need to change your accounts variable on line 47, add your accountId e.g. ABC1234.001 i...
Download Positions to Finmars
Go to Workflow PageRun following workflow: com.finmars.exante-broker:get-positionsPass payload like: { "secret": "finmars/exante", "date_from": "2024-09-01", "date_to": "2024-09-24", "currencies": ["USD"], "portfolios": ["ABCD123.001"...
Try to get Prices from Exante
Go to /explorer/workflows/com/finmars/exante-broker/get-prices/test.ipynbConfigure your Test Script So you need to have Instrument Reference and date period (date_from and date_to)Try to execute it! This is how you could get prices from Exante, probably...
FX Rate Situation from Exante
Currently there is no way to get Historical End Of Day FX Rates from ExanteYou could refer to https://api-live.exante.eu/api-docs/#tag/Crossrates-APIBut Its some rate during the day of the request
Install Exante Data Transformer
Go to Marketplace and look for Exante Data TransformerInstall this moduleSo after you install it you need to refresh your storage (Click on top right button to Refresh Storage) So after your Storage is refreshed you will see com.finmars.exante-broker:get-posi...
Transform Positions to Standard Configuration
Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/positions folder)Go to Worfklow Page Run Task com.finmars.exante-data-transformer:transform-positions { "date_from": "2024-09-01", "date_to": "2024-09-27", ...
Try to get Instruments from Exante
Go to /explorer/workflows/com/finmars/exante-broker/get-instruments/test.ipynbAnd configure your script Modify path to your credentials (Line 72) and modify ids of your accounts. Optionally you can change datesPress Execute Great, now you see output of Exa...
Download Instruments to Finmars
Go to Workflow Page Execute workflow com.finmars.exante-broker:get-instruments { "secret": "finmars/exante", "date_from": "2024-09-01", "date_to": "2024-09-27", "currencies": ["USD"], "portfolios": ["ABCD1234.001"] } Go to see st...
Transform Instruments to Standard Configuration
Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/instruments folder)Go to Worfklow Page Execute com.finmars.exante-data-transformer:transform-instruments No Payload neededCheck you Task status Great work! Now you can ...
Standard Workflow Simple Autoimport
So far we have:Exante Instruments Exante PositionsWe assume that there is no exotic currencies (then you need Exante Currencies)All these data converted to Standard Configuration. So we should be able to Import them!Before creating an automation, lets try to d...