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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 ...

Space with Demo Data Admin (is_admin) -  member who configure permissions Head Of Private Banking - member who will have access to both resource groups Asset Manager A - member who will have access to Resource Group A Asset Manager B - member who will ha...

Go to Resource Group PagePress add new Resource Group In same manner add resource_group_b, or any other resource groupsAt that point, that it, now you able to use it in Input Forms

Go to Portfolios Open any Portfolio You should be able to see Resource Group Input (multiselect dropdown)If you do not see it, go to Form Constructor and manually add this input to Form Select Resource Group - Portfolio Group AAnd thats it! Not if you will...

Now is most interesting partGo to Access Policies Page Now add new Access Policy So, here we must assign access to all actions to Portfolio Entity (if you do it for other entities, replace Portfolio with other Model Name)Here is full JSON of that policy { ...

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 ...

What is Finmars Wealth Aggregation Platform: aggregate financial information from different sources (incl. manual input). Report Engine: online reports, performance, dashboards, PDF reports etc. Extensible Multipurpose Accounting Tool: different modules a...

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...

Welcome to Finmars!  You've joined a vibrant team that prioritizes innovation, personalization, and quality in all we do. We believe in providing our users with adaptable, smart tools that appeal to all levels of financial knowledge. Important: Each step i...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Transactions in an investment platform represent any economic activity that results in a change of ownership, value, or cash position of financia...

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 ...

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 ...

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 ...

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 ...

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...