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Check Transaction Report
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 Check Transaction Report Go to the left sidebar...
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...
TODO: Get License for add-on
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...
Calculate YTM and Modified Duration
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 When to use It's expected that all calculations a...