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Here is a Full Guide to install Finmars on your Ubuntu VM:Complete time of full installation is less than 30 minutes, by the end of it you will get a Finmars Platform Installed on your Linux ServerPrerequisite: You need to open your Terminal and navigate to th...

Here is short guide of how to update Finmars.Warning: Do backup before doing update!Connect to your VMGo to Finmars Directorycd /opt/finmarsStop your Finmars servermake downUpdate community repogit pullRun updatemake update-versionsApply changesmake upWell don...

Here is guide to automate backups of your finmars-platform-vm, including both its EC2 settings (AMI) and its disk (EBS volumes), all in one place:Sign in to AWSOpen your browser and go to console.aws.amazon.com.Enter your AWS username and password.Open AWS Bac...

Here is guide to restore your finmars-platform-vm from an AWS Backup AMI. We skip the EBS volume step:Sign in and open AWS BackupGo to console.aws.amazon.com and log in.In the top search box, type Backup and click AWS Backup.Go to your backup vaultIn the left ...

Here is list of Instrument Types in Standard ConfigurationStockBondDerivativeForwardFX Forward LegOptionPortfolioT-billsCDS

Here is list of supported Transactions if Standard Configuration is used:BuySellDepositWithdrawCouponDividendExpense (Instrument)Other Income (Instrument)Expense (Non-instrument)Income (Non-instrument)FX Forward OpenFX Forward CloseFX TradeTransfer CashTransfe...

Balance ReportP&L ReportTransaction ReportPerformance Report

The Finmars Marketplace is like a little app store for our system. Here’s how it works:Packages and ModulesA package is a folder that holds one or more modules.Each module is a .zip file.What’s inside a module?A .json file with settings and info.A .py file wit...

1) Request VM with Ubuntu 24.042) Install required packagessudo apt update sudo apt install -y ca-certificates curl gnupg lsb-release ntp wget -qO- https://get.docker.com/ | sh sudo usermod -aG docker $USER newgrp docker3) Create Finmars Foldersudo mkd...

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 only Web BrowserRegister AWS account ...

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...

Open Finmars Setup in your Web BrowserGo to http://Your_Public_IP:8888 (for example http://203.0.113.25:8888)Proceed with Setup WizardYou Should see following screenFill Out form with your DataClick Continue SetupWait until Installation is FinishedWhen its Don...

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 https://azure.microsoft.com/en-us/ in the address bar and press Enter.Start the sign-upClick the “Get Started wit...