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Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Portfolio refers to a collection of financial assets. Portfolios are held directly by investors and/or managed by financial professionals. Effect...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Portfolio Type has no specific financial meaning, it's a logical configure-defined classification of the portfolios, help to differentiate manual...

Table of Contents Description Examples Cookbook F.A.Q. API Documentation Description Financial meaning Financial meaning behind the entity (incl. diagrams and other explanatory materials).  Platform abstraction Description of the entity in Platfo...

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...

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...

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 ...

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* *** *** ***

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 ...

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 ...

What is Finmars Wealth Aggregation Platform: aggregate financial information from different sources (incl. manual input). Report Engine: online reports, performance, dashboards, PDF reports etc. Extensible Multipurpose Accounting Tool: different modules a...

Welcome to Finmars!  You've joined a vibrant team that prioritizes innovation, personalization, and quality in all we do. We believe in providing our users with adaptable, smart tools that appeal to all levels of financial knowledge. Important: Each step i...

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 ...

Prerequisites We assume you have all prerequisites you may need, including: Get Access to Finmars Link with Finmars ID Install PMS Core or PMS Plus add-on Import File in PMS Core and PMS Plus In this guide we will demonstrate how to import excel file...

Prerequisites We assume you have all the 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 Finm...

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 ...

Type Not Applicable User Attributes None Currency Entities "-" (-) - System default entity, indicating absence of relation to an entity USD (USD) - System default entity USD EUR (EUR) - System default entity EUR CHF (CHF) - System default entity CHF ...

Type Portfolio (com.finmars.standard-instrument-type:portfolio) Other (com.finmars.standard-instrument-type:other) Bond (com.finmars.standard-instrument-type:bond) T-Bill (com.finmars.standard-instrument-type:t_bill) Stock (com.finmars.standard-instrume...

Type "-" (dash) - System default entity, indicating absence of relation to an entity Default Account Type (com.finmars.standard-other:accounts.accounttype:default) - One and only multipurpose account type which is provided by default for every accounts. ...

Type General Portfolio (com.finmars.standard-other:portfolios.portfoliotype:general) - General Purpose Portfolio type. Manual Managed Portfolio (com.finmars.standard-other:portfolios.portfoliotype:manual) - Portfolios indicated as manually managed, meaning...