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Transform Transactions to Standard Configuration
Precondition: You downloaded some Transactions from Exante (Check your /explorer/data/exante/transactions folder)Go to Worfklow Page Run Task com.finmars.exante-data-transformer:transform-transactions Go to see you Task Status So all your downloaded T...
Standard Workflow Transaction Autoimport
So far we have:Exante Instruments Exante PositionsExante TransactionsWe assume that there is no exotic currencies (then you need Exante Currencies)All these data converted to Standard Configuration. So we should be able to Import them!Before creating an automa...
Download Prices to Finmars
Go to Workflow PageExecute workflow com.finmars.exante-broker:get-prices Go to see status of your workflow Great success! You can find your downloaded instrument in /explorer/data/exante/pricesSee content of month folder, it should has list of .json files wi...
Transform Prices to Standard Configuration
Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/prices folder)Go to Worfklow Page Execute com.finmars.exante-data-transformer:transform-prices Example Payload { "date_from": "2024-09-01", "date_to": "2024-...
Daily Import Introduction
What is Daily Import?Its a pipeline that covers all workflows and schedules that runs in background to import all the data into your Space in FinmarsDaily Import could be different from client to client, from provider to provider, but as core concept it should...
Setting up Space Defaults
Do not forget to set:Currency to US DollarPricing Policy to Standard It will affect creation of Portfolio Registers and Portfolio Register Records
Import Positions
Example of how automate daily import for Client Portfolioscom/finmars/client-daily-schedule/import-positions/workflow.json { "workflow": { "user_code":"com.finmars.client-daily-schedule:import-positions", "is_manager": true, ...
Import Transactions
Example of how automate daily import of Transactions for Client Portfolioscom/finmars/client-daily-schedule/import-transactions/workflow.json { "workflow": { "user_code":"com.finmars.client-daily-schedule:import-transactions", "is...
Import Prices
Example of how automate daily import of Prices for Client Portfolios com/finmars/client-daily-schedule/import-prices/workflow.json { "workflow": { "user_code":"com.finmars.client-daily-schedule:import-prices", "is_manager": tru...
Import FX Rates
Just make sure you have installed com.finmars.finmars-database-fx-rates Finmars Database FX RatesYou can change Schedule in workflow.json crontabcom/finmars/finmars-database-fx-rates/import-fx-rates/workflow.json { "workflow": { "user_code...
Keywords
IAM - Identity and Access Management (IAM) User - user itself, when you sign up in FInmars, your User will be createdSpace - Finmars Installation, like a workspaceMember - its a User inside a Space, like a membership, so one User can be a Member in different S...
How to Register in Finmars
To register at finmars.com you need to click to "SIGN UP" button It will direct you to the "CONTACT US" section You should fill in your information and click "Submit" Then you will get a confirmation message that your form was submitted succe...
How to Get an Access to the Workspace
Prerequisites Already registered in Finmars (see How to Register in Finmars) Received the credentials to use in the Finmars platform. Getting an Access to the Workspace Go to your allocated Finmars URL (environment) which was as the part of your cre...
How to Create a New Workspace
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 ...
Platform Guide Template
Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finmars Link with Finmars ID You have the internet access *Guide Action* *** *** ***
How to Invite a User into a Workspace
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 Navigate in a Profile page
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 ...
Preconditions
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...
Create Resource Groups
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
Assign Portfolio to Resource Group
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...