Search Results

Go to Marketplace Install module Expert OpinionsYou will receive Dashboard Layout Expert Portfolios

Go to Explorer workflows/com/finmars/expert-opinions/dashboard Open data_transformer.ipynb Run Execute Cell buttonScroll to Init method   Each expert calculated independently, because calculation time is too big, so, depends on how many experts you nee...

data_transformer.ipynb - main jupyter python script that works with Finmars REST API to calculate all metrics and export results as .json into same folderexperts.json - meta file with all information about expert and its portfolios and closing periods, it used...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Pricing Policy defines the methodology or rule set used to determine financial values, such as Fx Rates or instrument prices on a specific date. ...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Financial instruments are contracts that represent a financial asset for one party and a financial liability or equity instrument for another. Th...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Instrument Type it's standardized classification of the financial instrument used for system processing, grouping, and reporting. Platform abstr...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning FX Rate, or exchange rate, is the price of one currency (base currency) in terms of another currency (quote currency).  Platform abstraction FX...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Base transactions are the core financial actions that record what actually happens with your money or investments. They’re the most essential and...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning A register is a structured and organized record used in finance and accounting to track specific types of financial data over time. It acts like ...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning A counterparty is any party — individual or organization — that participates in a financial transaction from the opposite side. In capital market...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning A portfolio bundle is a logical grouping of multiple portfolios that are managed, monitored, or processed together. It allows combining different...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Prices represent the market value or quoted price of a financial instrument at a specific point in time. They are essential for valuation, perfor...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Transaction types ensure that every economic event is correctly classified, allowing accurate portfolio valuation, performance calculation, risk ...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Register Records represent individual transaction entries that record cash movements, share transactions, and valuation events within a portfolio...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Accounts represent storage locations for financial assets or cash. They define where securities, cash, or other financial holdings are kept, ensu...

Go to Profile page and press "Create New Space" in realm cardEnter Space Name and your Finmars License Key Wait until Space will be available When space will finish initial setup it will be come "Operational", click "Open" to enter your new Space

Go to Addons -> Marketplace in sidenav panelPress Install on Standard Configuration Wait until Standard Configuration finish its installation Well done!  

Go to DashboardOpen layout "STD Manual Import" (or its already a default layout)See Attachments of that guide, download them and import into your Space in Finmars When you press import, you will see that Background Task is in progress, when its done, you wi...

PrerequisitesWe assume you have all prerequisites you may need, including:If needed: the VPN is configured to access the Finmars resourcesIf needed: access to the Virtual Machine to work with the sensitive informationMust have: registered in Finmars in the nee...

Table of ContentsDescriptionExamplesCookbookF.A.Q.API DocumentationDescriptionFinancial meaningFinancial meaning behind the entity (incl. diagrams and other explanatory materials). Platform abstractionDescription of the entity in Platform (incl. diagrams, exce...