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In the sender space, navigate to Add-ons → Marketplace. Locate the Finmars-to-Finars module and install it. Go to Workflow → Schedules: URL format: https://{domain_name}/{realm_code}/{space_code}/w/schedule Create a new schedule and...

Obtaining a JWT Token You can retrieve a JWT token via an API POST request using the following URL pattern: https://{domain_name}/{realm_code}/{space_code}/api/v1/auth-tokens/personal-access-token/create-token/ Sending Data for a Single Portfolio In the...

Here is a example of contributing Finmars repositoriesCreate forkClone this forkExample:git clone https://github.com/<your-account>/<repo>.git cd <repo>Create new branchExample:git checkout -b <feat>Make changesFix changeExample:git add . git commit -m "<com...

Here is short guide of install Finmars community edition on your Mac. Make sure you have git and make installed. (https://developer.apple.com/documentation/xcode/installing-the-command-line-tools)Make sure you have docker desktop installed. (https://docs.dock...

Here is short guide of install Finmars community edition on your Linux. Make sure you have git (https://git-scm.com/install/linux)Make sure you have make installed. (https://www.gnu.org/software/make/)Make sure you have docker installed. (https://docs.docker....

Here is short guide of install Finmars community edition on your Windows. Install WSL on your PC (https://learn.microsoft.com/en-us/windows/wsl/install)Make sure you have docker desktop installed. (https://docs.docker.com/desktop/setup/install/windows-install...

Generate access tokenGo to the URL:https://<domain_name>/<realm_code>/<space_code>/api/v1/auth-tokens/personal-access-token/create-token/Fill out the form and click POST.Copy the "access_token" field from the response.Use examples curl -H "Authorization: Bear...

Creating new userThere are two ways to create a new user:CLIby command:make add-user USERNAME=<user-name> PASSWORD=<password>Setup web pageAdding accessChoose certain access policies or select "administrator".

Open Finmars Setup web interface in your Web BrowserGo to http://Your_Public_IP:8888 (for example http://127.0.0.1:8888 for local instalation)Open "Backup & Restore" pageCreate Backup

Open Finmars Setup web interface in your Web BrowserGo to http://Your_Public_IP:8888 (for example http://127.0.0.1:8888 for local instalation)Open "Backup & Restore" pageRestore certain Backup

Open Finmars Setup web interface in your Web BrowserGo to http://Your_Public_IP:8888 (for example http://127.0.0.1:8888 for local instalation)Open "Backup & Restore" pageChoose File for backup and Restore