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Interface (Files Block)
Overview The FileTable component is a Vue component that provides a user interface for managing and uploading files. It allows users to view existing files in a table format, filter and search through files, and upload new files to specific locations. Key Feat...
How to connect Mobile App
Interface
Overview This standard-workflow-interface module provides a comprehensive interface for managing states and files within a workflow system. The interface is divided into two main components: StateTable and FileTable, which are displayed side by side in the mai...
Tech Stack
Project Overview
This chapter provides an in-depth look at all our projects. It outlines the technology stack, routing schemes, and the extent to which each project integrates the UI kit. Understanding these fundamentals is crucial for appreciating how White Label is implement...
Pipeline Setup for Data Import
Document the Data Import Pipeline:Outline the steps required to set up the data import pipeline. Identify Missing Workers:Compile a list of workers that are not included in the current implementation. Determine Appropriate Module:Identify the mod...
Install guide on local machine
Install Finmars CE on your local machine without domain name
White Label Customization Capabilities
This chapter outlines the full range of customization options available through our White Label system. It covers everything from minor visual updates (like favicon changes) to extensive modifications via custom CSS. In addition, it explains default settings, ...
Interface Authorization
Overview This project uses token-based authentication with Keycloak integration. The authentication process is managed through custom functions defined in customFetch.js. Key Functions getCookie(name) Retrieves a cookie value by name. authorization() Prepares ...
Theming in the UI Kit
This chapter delves into the theming capabilities of our UI kit. It explains how design palettes are abstracted using CSS variables, outlines the process for creating and integrating new palettes, and provides guidelines for testing and deployment.
Space Create
Create new Space Continue with Wizard Wait until your Space is ready to Login
Standard Modules Installation
Great, your empty Space is ready, move to Marketplace We need to install following Modules:Standard - Instrument TypesStandard - Tranaction TypesStandard - LayoutsStandard - AliasesStandard - PricingStandard - OtherStandard - Import From FileStandard - Workfl...
Vault Setup
To access Exante REST API we need to configure Vault Proceed with all the steps In the end your Vault should be operational and you need to add there your credentials of Exante Account to their REST API
Create Pricing Policy
Before we start Import we should create a Pricing Policy, for now we can use Standard Pricing Policycom.finmars.standard-pricing:standard You can have more then 1 pricing policy. For that we will have other Guide
Portfolio
A collection of your investments, like stocks, bonds, or funds, all in one place.
Create Provisional Account
In your empty Space add a Provisional account (it will be used later)Use Default Account Type from Standard Configuration
Currency
An entity representing a standardized unit of exchange used in financial transactions and asset valuation.
Install Exante Broker
Go to Marketplace Again, lets install Exante Module Check if all Workflows are installed
Instrument
This entity is a unique ID for a financial asset or security involved in a transaction.
Setup Portfolios & Accounts
Go to explorer/workflows/com/finmars/exante-broker/get-accounts/test.ipynb?authIts small script that allows us to see Accounts from Exante API For now you can see your AccountIds, you could add them into Account and Portfolio Entities in FinmarsYou will see s...