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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 a Module/Package from 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 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 Create Local Combined New User Setup
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 ...