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Counterparty
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indicating absence of relation to an entity Entity Viewer Layout CTP (com.finmars.standard-layouts:counterparties.counterparty:ctp) User code (user_code) - un...
Responsible
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indicating absence of relation to an entity Entity Viewer Layout RESP (com.finmars.standard-layouts:counterparties.responsible:resp) User code (user_code) - u...
Strategy 1
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indicating absence of relation to an entity Entity Viewer Layout STRAT (com.finmars.standard-layouts:strategies.strategy1:strat) User code (user_code) - uniqu...
Instrument
Type Comparison Table: [WORK IN PROGRESS] Portfolio (com.finmars.standard-instrument-type:portfolio) Other (com.finmars.standard-instrument-type:other) Bond (com.finmars.standard-instrument-type:bond) T-Bill (com.finmars.standard-instrument-type:t_bill)...
Layout Name
Purpose What for & how to use List of Columns Column 1 - Description: - Format: - Is Group Column Filters Linked *** Simple *** Settings Setting 1 - Description: - Default Value Split options ***
FX Rate (Currency History)
Type Not Applicable User Attributes None Entities None Entity Viewer Layout FX Rates (com.finmars.standard-layouts:currencies.currencyhistory:fx_rates_layout) Currency (currency) - unique user code for the currency entity Date (date) Pricing poli...
Price (Price History)
Type Not applicable User Attributes None Entities None Entity Viewer Layout Price Layout (com.finmars.standard-layouts:instruments.pricehistory:price_layout) Instrument (instrument) - unique user code for the instrument entity Date (date) Pricing...
Pricing Policy
Type Not applicable User Attributes None Entities "-" (-) - System default entity, indicating absence of relation to an entity Standard (com.finmars.standard-pricing:standard) - STD Solution pricing policy that is used by default when importing Prices ...
Complex Transactions
Type Group See in comparison table: standard-config.xlsx Tab: groups Inputs See in comparison table: standard-config.xlsx Tab: inputs Type Comparison Table: standard-config.xlsx Tab: transaction types Buy (com.finmars.standard-transaction-type:buy_with...
How to Create a New Module/Package in the Marketplace
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VPN is configured to access the Finmars resources If needed: access to the Virtual Machine to work with the sensitive information Must have: registered in Finmars ...
How to Push a Module/Package to the Marketplace and updating version
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VPN is configured to access the Finmars resources If needed: access to the Virtual Machine to work with the sensitive information Must have: registered in Finmars ...
How to Install/Update add-on from Marketplace
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finmars Get Access to Finmars Space You have the internet access Installing/Updating add-on from Marketplace Step 1. To install or update an add-on from the Mar...
How To Add an Input into Transaction Type
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VPN is configured to access the Finmars resources If needed: access to the Virtual Machine to work with the sensitive information Must have: registered in Finmars ...
How to Duplicate the Layout
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VPN is configured to access the Finmars resources If needed: access to the Virtual Machine to work with the sensitive information Must have: registered in Finmars ...
How To Check Transaction Report
Prerequisites We assume you have all prerequisites you may need, including: If needed: the VPN is configured to access the Finmars resources If needed: access to the Virtual Machine to work with the sensitive information Must have: registered in Finmars ...
Currency
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Currency is a system of money used in a particular country or region to facilitate trade, value goods/services, and store wealth. It is a medium ...
Setting up AWS EC2 with Ubuntu, Docker, and a Public IP
Follow these steps to quickly set up a basic server environment on Amazon Cloud (AWS).Step 1: Log in to AWS ConsoleVisit https://console.aws.amazon.com Log in using your AWS account credentials.Step 2: Create an EC2 InstanceFrom the AWS console, search for an...
Exante HTTP API Integration Pipeline (Work In Progress)
work in progressOverview of the Integration PurposeThe Exante HTTP API Integration Pipeline for Finmars allows external clients to automatically import portfolio data, transactions, and market data from the Exante trading platform into Finmars. This integratio...
Get License for add-on (WIP)
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
Link with Finmars ID
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...