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Prepare Data in Finmars Excel Format
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 Prepare Standard Template Files for Import Standard Configuration supports importing from Excel...
TODO: Use Mobile App
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 How to Do Calculations for YTM and Modified Duration...
Currency
Type Not Applicable User Attributes None Currency Entities "-" (-) - System default entity, indicating absence of relation to an entity USD (USD) - System default entity USD EUR (EUR) - System default entity EUR CHF (CHF) - System default entity CHF ...
Simple Entity
Type 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) Stock (com.finmars.standard-instrume...
Account
Type "-" (dash) - System default entity, indicating absence of relation to an entity Default Account Type (com.finmars.standard-other:accounts.accounttype:default) - One and only multipurpose account type which is provided by default for every accounts. ...
Portfolio
Type General Portfolio (com.finmars.standard-other:portfolios.portfoliotype:general) - General Purpose Portfolio type. Manual Managed Portfolio (com.finmars.standard-other:portfolios.portfoliotype:manual) - Portfolios indicated as manually managed, meaning...
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 ...
Duplicate the Layout
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finmars Link with Finmars ID Duplicate the Layout Go to the layout list. Click on the layout name to open the dropdown menu. Choose the layout you want to dupl...