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Identity and Access Management (IAM) Here is short explanation of how we manage Users and their Permissions in Finmars Platform.Precondition: Read a IAM Keywords explanationsSo, when User joins to Space, Member record will be created, all the rules and policie...

So, your client sends you this, what to do next?Here we see that there is no access to PortfolioHistory resource, and we cant find it in existing policies, so, lets create new oneGo to Permissions -> Access Policy Press create new one So, either you create a...

Log in under user who has access only to Resource Group A   So, we just able to see that Potfolios that were assigned to Resource Group ALets remove Portfolio From Resource Group A And then remove ch-bnd-20394857 Save and lets get back to our user and see ...

Workflow - some process defined by user, it sequence of one step or  many steps that do something, usually its run by some Schedule. Job, Pipeline are all related termsWorkflow Engine - a tool, Django app created by Finmars SCSA that helps to create and execut...

Here is complete list of libraries that available in Workflow Engine for 2024-11-03 amqp==5.1.1 asgiref==3.5.2 bcrypt==3.1.7 billiard==3.6.4.0 celery==5.2.7 certifi==2019.11.28 cffi==1.15.0 chardet==3.0.4 click==8.1.3 click-didyoumean==0.3.0 click-p...

Part of Workflow Engine that exposes to user useful utilities to work with Workflow or Finmars Platform REST API import csv import datetime import importlib import json import logging import os import time from datetime import timedelta import jwt ...

Here will be brief introduction of Frontend of Workflow EngineYou will start from Homepage (Home), it shows list of Definitions. Actually this page is for backward compatibility. Normally you will run your workflows from Workflow Templates page. But on this pa...

Go to Marketplace Install module Expert OpinionsYou will receive Dashboard Layout Expert Portfolios

Go to Explorer workflows/com/finmars/expert-opinions/dashboard Open data_transformer.ipynb Run Execute Cell buttonScroll to Init method   Each expert calculated independently, because calculation time is too big, so, depends on how many experts you nee...

data_transformer.ipynb - main jupyter python script that works with Finmars REST API to calculate all metrics and export results as .json into same folderexperts.json - meta file with all information about expert and its portfolios and closing periods, it used...

Before you start following your guide you need prepare this list in advanceVirtual Machine (VM) with Ubuntu InstalledSSH access and Public IP of that machineAssigned Domain Name on that Public Ip e.g. - client-exante-proxy.company.comPorts 22, 80, 443 should b...

Open TerminalFind the “Terminal” app and click it.Run the Easy Install CommandIn Terminal, type or paste this whole line and press Enter:wget -qO- https://get.docker.com/ | shThis downloads a small script and runs it. It will install Docker for you.Wait for It...

Open a terminal on your VM.Make a folder for APISIX:sudo mkdir -p /opt/apisixCreate the file /opt/apisix/apisix.yaml:sudo nano /opt/apisix/apisix.yamlCopy and paste exactly this content into apisix.yaml. Replace YOUR_BASE64_DEMO_TOKEN and YOUR_BASE64_LIVE_TOKE...

5. Install and configure Nginx and Let’s Encrypt5.1. Install NginxUpdate package lists:sudo apt updateInstall Nginx:sudo apt install nginx -yStart and enable Nginx:sudo systemctl start nginx sudo systemctl enable nginx5.2. Install Certbot for Let’s EncryptAdd...

8. Final testsTest HTTPS through Nginx:In a browser or terminal, go to:https://abeta-proxy.finmars.com/demo/md/3.0/accountsEnter Basic Auth user foo and password bar.If your Base64 tokens are correct, you see JSON from Exante.Test other routes:https://abeta-pr...

Complete RecapCreate folder /opt/apisix.Create and fill /opt/apisix/apisix.yaml (with role: data_plane, consumers, upstreams, plugin_configs, routes, and #END).Make restart_apisix.sh script that stops any old container and starts a new one, mounting /opt/apisi...

Hello!Welcome to Finmars, below you will find guidance of how to Install Everything We also recommend you to obtain Finmars IDHere is summary of what we will achieve during this tutorialTo complete this guide you will need Mac or Linux, it will require to use ...

Here is a simple, step-by-step guide to make an AWS account:Open your web browser(for example: Chrome, Firefox, or Edge).Go to the AWS websiteType aws.amazon.com in the address bar and press Enter.Start the sign-upClick the “Create an AWS Account” button at th...

You can register a domain right inside AWS using Route 53. Here’s how, in simple steps:Sign in to AWS ConsoleGo to https://console.aws.amazon.com and log in.Open Route 53In the search bar at top, type “Route 53” and click the Route 53 service.Go to Registered ...

Sure! Let’s make your EC2 and name it finmars-platform-vm. Follow these steps:Sign in to AWSOpen your browser and go to console.aws.amazon.com.Enter your AWS email and password.Open EC2At the top, click the search box and type EC2.Click EC2 under “Services.”La...