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Account
Type "-" (dash) - System default entity, indicating absence of relation to an entity Default Account Type (com.finmars.standard-other:accounts.accounttype:default) - One and only multipurpose account type which is provided by default for every accounts. ...
Portfolio
Type General Portfolio (com.finmars.standard-other:portfolios.portfoliotype:general) - General Purpose Portfolio type. Manual Managed Portfolio (com.finmars.standard-other:portfolios.portfoliotype:manual) - Portfolios indicated as manually managed, meaning...
Counterparty
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indicating absence of relation to an entity Entity Viewer Layout CTP (com.finmars.standard-layouts:counterparties.counterparty:ctp) User code (user_code) - un...
Responsible
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indicating absence of relation to an entity Entity Viewer Layout RESP (com.finmars.standard-layouts:counterparties.responsible:resp) User code (user_code) - u...
Strategy 1
Type Not Applicable User Attributes None Entities "-" (dash) - System default entity, indicating absence of relation to an entity Entity Viewer Layout STRAT (com.finmars.standard-layouts:strategies.strategy1:strat) User code (user_code) - uniqu...
Instrument
Type Comparison Table: [WORK IN PROGRESS] 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)...
Layout Name
Purpose What for & how to use List of Columns Column 1 - Description: - Format: - Is Group Column Filters Linked *** Simple *** Settings Setting 1 - Description: - Default Value Split options ***
FX Rate (Currency History)
Type Not Applicable User Attributes None Entities None Entity Viewer Layout FX Rates (com.finmars.standard-layouts:currencies.currencyhistory:fx_rates_layout) Currency (currency) - unique user code for the currency entity Date (date) Pricing poli...
Price (Price History)
Type Not applicable User Attributes None Entities None Entity Viewer Layout Price Layout (com.finmars.standard-layouts:instruments.pricehistory:price_layout) Instrument (instrument) - unique user code for the instrument entity Date (date) Pricing...
Pricing Policy
Type Not applicable User Attributes None Entities "-" (-) - System default entity, indicating absence of relation to an entity Standard (com.finmars.standard-pricing:standard) - STD Solution pricing policy that is used by default when importing Prices ...
Complex Transactions
Type Group See in comparison table: standard-config.xlsx Tab: groups Inputs See in comparison table: standard-config.xlsx Tab: inputs Type Comparison Table: standard-config.xlsx Tab: transaction types Buy (com.finmars.standard-transaction-type:buy_with...
How to Create a New Module/Package in the Marketplace
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 ...
How to Push a Module/Package to the Marketplace and updating version
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 ...
How to Install/Update add-on from Marketplace
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finmars Get Access to Finmars Space You have the internet access Installing/Updating add-on from Marketplace Step 1. To install or update an add-on from the Mar...
How to create an Client Entity?
You need to get a new client into the system. To do this, find the item Client Entity in the side menu. On the page we can add a new client, or edit an existing one. Our job is to add сlient into the system, so we clicked on the Add Entity button and a form...
Description
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning It stores the data of an individual client. It provides a single point of access to user data and API keys (third-party services) associated with...
Client Secret
Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning It stores the data of an API key of broker, bank, API. It provides a single point of access to user data and API keys (third-party services) asso...
How To Add an Input into Transaction Type
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 ...
How to Create Instrument Type
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 ...
How to Duplicate the Layout
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 ...