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265 total results found

How to Create an Instrument entity

Entities Instrument

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...

How to Create a Currency entity

Entities Currency

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...

How to Create a Counterparty Entity

Entities Counterparty

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...

How to Create a Portfolio Bundle Entity

Entities Bundle

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...

How to Create a Price Entity

Entities Price

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...

How to Create a Pricing Policy entity

Entities Pricing Policy

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...

Setting up AWS EC2 with Ubuntu, Docker, and a Public IP

Exante Installation Guide

Follow these steps to quickly set up a basic server environment on Amazon Cloud (AWS).Step 1: Log in to AWS ConsoleVisit https://console.aws.amazon.com Log in using your AWS account credentials.Step 2: Create an EC2 InstanceFrom the AWS console, search for an...

Prerequisites

APISIX Readonly Proxy

Before you start following your guide you need prepare this list in advanceVirtual Machine (VM) with Ubuntu InstalledSSH access and Public IP of that machineAssigned Domain Name on that Public Ip e.g. - client-exante-proxy.company.comPorts 22, 80, 443 should b...

Installing Docker

APISIX Readonly Proxy

Open TerminalFind the “Terminal” app and click it.Run the Easy Install CommandIn Terminal, type or paste this whole line and press Enter:wget -qO- https://get.docker.com/ | shThis downloads a small script and runs it. It will install Docker for you.Wait for It...

Installing APISIX

APISIX Readonly Proxy

Open a terminal on your VM.Make a folder for APISIX:sudo mkdir -p /opt/apisixCreate the file /opt/apisix/apisix.yaml:sudo nano /opt/apisix/apisix.yamlCopy and paste exactly this content into apisix.yaml. Replace YOUR_BASE64_DEMO_TOKEN and YOUR_BASE64_LIVE_TOKE...

Install Nginx Proxy

APISIX Readonly Proxy

5. Install and configure Nginx and Let’s Encrypt5.1. Install NginxUpdate package lists:sudo apt updateInstall Nginx:sudo apt install nginx -yStart and enable Nginx:sudo systemctl start nginx sudo systemctl enable nginx5.2. Install Certbot for Let’s EncryptAdd...

Final Tests

APISIX Readonly Proxy

8. Final testsTest HTTPS through Nginx:In a browser or terminal, go to:https://abeta-proxy.finmars.com/demo/md/3.0/accountsEnter Basic Auth user foo and password bar.If your Base64 tokens are correct, you see JSON from Exante.Test other routes:https://abeta-pr...

Complete Recap

APISIX Readonly Proxy

Complete RecapCreate folder /opt/apisix.Create and fill /opt/apisix/apisix.yaml (with role: data_plane, consumers, upstreams, plugin_configs, routes, and #END).Make restart_apisix.sh script that stops any old container and starts a new one, mounting /opt/apisi...

Getting Started

Installation Guide with AWS (Advanced)

Hello!Welcome to Finmars, below you will find guidance of how to Install Everything We also recommend you to obtain Finmars IDHere is summary of what we will achieve during this tutorialTo complete this guide you will need Mac or Linux, it will require to use ...

Register AWS Account

Installation Guide with AWS (Advanced)

Here is a simple, step-by-step guide to make an AWS account:Open your web browser(for example: Chrome, Firefox, or Edge).Go to the AWS websiteType aws.amazon.com in the address bar and press Enter.Start the sign-upClick the “Create an AWS Account” button at th...

Register Domain Name

Installation Guide with AWS (Advanced)

You can register a domain right inside AWS using Route 53. Here’s how, in simple steps:Sign in to AWS ConsoleGo to https://console.aws.amazon.com and log in.Open Route 53In the search bar at top, type “Route 53” and click the Route 53 service.Go to Registered ...

Create Virtual Machine

Installation Guide with AWS (Advanced)

Sure! Let’s make your EC2 and name it finmars-platform-vm. Follow these steps:Sign in to AWSOpen your browser and go to console.aws.amazon.com.Enter your AWS email and password.Open EC2At the top, click the search box and type EC2.Click EC2 under “Services.”La...

Install Finmars Platform

Installation Guide with AWS (Advanced)

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 ServerPrerequisite: You need to open your Terminal and navigate to th...

Updating Guide

How to Update Finmars

Here is short guide of how to update Finmars.Warning: Do backup before doing update!Connect to your VMGo to Finmars Directorycd /opt/finmarsStop your Finmars servermake downUpdate community repogit pullRun updatemake update-versionsApply changesmake upWell don...

Doing VM Backup in AWS

How to Backup Finmars

Here is guide to automate backups of your finmars-platform-vm, including both its EC2 settings (AMI) and its disk (EBS volumes), all in one place:Sign in to AWSOpen your browser and go to console.aws.amazon.com.Enter your AWS username and password.Open AWS Bac...