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Importing Prices & FX Rates
Configuration Installation
Installing Modules Prerequisites A created database with an activated license Actions Go to Settings -> Configuration -> Marketplace Select the Standard Configuration package and install it by clicking the install button Wait for the module installation ...
Importing Transactions
Daily Import
Historical Data Download
Prerequisites Standard Configuration Package is installed Proxy server deployed Vault is configured Credentials to Proxy Server is saved to the Vault Restarting the workflow service Go to the Data -> Workflows section Click the "Refresh Storage" button Co...
Finmart to Finmars
Overview The Finmars-to-Finmars module enables exporting and sending data from a common Finmars controlling space (which includes multiple portfolios) to a private client space. Exported Data Includes: Portfolio Account Currency Instrumen...
Bank Department Showcase
We have a following preconditions:4 members and 4 Portfolios:- Finmars Admin Member- Head of Private Banking Member- Asset Manager Group A- Asset Manager Group BSo, in the end Idea is that Head of Private Banking all 4 portfoliosAsset Manager Group A see only ...
Integration to 3rd party
Go to the Settings -> Configuration -> Marketplace Click checkbox Show Modules Install Itech dashboard module Generate a token by visiting the link https://eu-central-2.finmars.com/{realm_code}/{space_code}/api/v1/auth-tokens/personal-access-token/creat...
Experts Opinions
Simple Entities
Getting Started
To install moduleGo to Settings -> MarketplaceType PDF Builder in search input Then press InstallWait until installation is finishedThen go to Explorer -> workflows -> com -> finmars -> pdf-builder Here you could see an Example folder, which contains all ne...
APISIX Readonly Proxy
Creating Simple Report
You finished your installation and ready to create new PDF Report Template So you need to open your report_builder.html in New Tab Another thing to consider: if you use com.finmars.pdf-builder/example_builder.html you must pass query parameters to run itExa...
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
Transactions
Add Dynamic Content to your PDF Report
Okay, we discover how to add static content, what about dynamic content? Lets find outAs I previously mention you have python/* folder with your .ipynb scripts, lets create a simple python script python/example.ipynbAnd lets output some content nav = 1000000 ...
How to Update Finmars
Add Pie Chart to Your PDF Report
In this article you will learn how to add various charts to your PDF Report. Lets start!So, you have your canvas, lets drop new block there Python Plot Chart Logic absolutely the same as with Python HTML Block, the only difference that we expect from Python P...
How to Backup Finmars
Add Export Button to your Dashboard
Here, we found out how to add Export Button that generates PDF and saves it locally on User Device when pressed.Here is result, on right corner we have block with Export Button To achieve that, lets edit Dashboard Layout. Proceed to Edit Dashboard Layout So ...