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Sure! Let’s make your Virtual Machine and name it finmars-platform-vm. Follow these steps:Sign in to AzureOpen your browser and go to https://portal.azure.com/.Enter your Azure email and password or Log in with your Microsoft Account.Open Virtual MachinesAt th...

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 ServerConnect to your VMExample:# if this first connect chmod 400 f...

To configure Configuration Module to make it visible in sidenav menu you need to extend Manifest (JSON) You need to add settings property to root of your Manifest (JSON)In settings you need to add ui propertyindex - main URL that will be passed to <iframe> tag...

If Manifest (JSON) was properly configured in Configuration Module, then it should be visible in Sidenav Menu under Addons SectionOtherwise, you can find your addon on Absolute Link https://finmars.example.com/realm00000/space00000/v/addons/com.finmars.example

Prerequisites: Installed Finmars Community Edition (e.g. finmars.client.com and finmars-auth.client.com) Mobile Phone (Android phone or Iphone)1) Go to App Store or Google play and download the app2) Click on "Region" and click on "Add New ...

Repository: finmars-platform/finmars-core and finmars-platform/finmars-workflowOverviewThis document lists the technologies, libraries, and approaches used in the core and workflow backend.LanguagePython (primary language)Frameworks & RuntimeDjango (project st...

Repository: finmars-platform/finmars-vue-portal and finmars-platform/finmars-portal and finmars-platform/finmars-workflow-portalOverviewThis document describes the technology stack used in the Vue Portal frontend.LanguageJavaScript / TypeScriptFrameworkVue 3 (...

Cloud, Community EditionOverviewThis document describes the technology stack used in the Cloud / Community Edition installationLanguageBash PythonTechnologiesKubernetes SSLNginxHTTPSEncrypted DisksDockerVPN (pritunl)Router (pfsense)AWS AzureVarious Cloud Provi...

This document provides a high-level overview of the technologies used across the Finmars Platform.Backend (Core & Workflow)Language: PythonFramework: Django, Django REST Framework (DRF)Background Tasks: CeleryDatabase: PostgreSQL 15Caching: RedisMessage Queue:...

What is GraphQL GraphQL is an API query language. It lets the client ask exactly for the data it needs.No more. No less. Main ideas: One endpoint.Client chooses fields.Strong types.Clear schema. GraphQL replaces many REST endpoints with one structured API...

Open the GraphQL playground in your browser: https://<your-finmars-domain>/:realm_code:/space_code:/graphql/ E.g. https://eu-central.finmars.com/realm0v4ry/space063sw/graphql/ (Link is not lead to anything, just an example)You will see: Query editorSchema e...

GraphQL Endpoint Finmars exposes GraphQL via a single endpoint. :realm_code:/:space_code:/graphql/ This endpoint supports: QueriesMutationsSchema introspection How to Access the Endpoint Authentication GraphQL uses the same authentication as the REST ...

This query returns a list of accounts with basic fields and account type. GraphQL Query query GetAccountList { account( pagination: { limit: 20 offset: 0 } ) { id user_code name type { id ...

This query returns a list of portfolios with basic fields. GraphQL Query query GetPortfolioList { portfolio( pagination: { limit: 20 offset: 0 } ) { id user_code name, portfolio_type { pk } ...

This query returns a list of currencies. GraphQL Query query GetCurrencyList { currency( pagination: { limit: 20 offset: 0 } ) { id user_code name, country { id, name, user_code ...

This query returns currency rates for a specific date and specific currency. GraphQL Query query GetCurrencyHistoryList { currency_history( pagination: { limit: 20 offset: 0 } filters: { date: { exact: ...

This query returns a list of instruments with basic fields and instrument type. GraphQL Query query GetInstrumentList { instrument( pagination: { limit: 20 offset: 0 } ) { id user_code name maturity_date ...

This query returns price history rows for one instrument (by user_code). GraphQL Query query GetPriceHistoryList { price_history( pagination: { limit: 20 offset: 0 } filters: { instrument: { user_code: { ...

This query returns transactions for one portfolio and an accounting date range. GraphQL Query query GetTransactionList { transaction( pagination: { limit: 20 offset: 0 } filters: { portfolio: { user_cod...