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Portfolio
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...
Portfolio Type
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...
Portfolio Reconcile Group
Entity Doc Template
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...
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 ...
Quick Overview of Finmars Platform
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...
Onboarding Common
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...
How to Modify Dashboards
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 ...
Import Files in PMS Core and PMS Plus
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 Files in PMS Core and PMS Plus In this guide we will demonstrate how to import excel fil...
Calculate Performance (Modified Dietz)
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 How to Import Files in PMS Core and PMS Plus When to use It's expected that all calculations a...
Calculate data for Mobile/Dashboards
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 How to Import Files in PMS Core and PMS Plus How to Do Calculations for YTM and Modified Duration...
Check Balance Report
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 How to Import Files in PMS Core and PMS Plus How to Do Calculations for YTM and Modified Duration...
Check Profit and Loss Report
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 Files in PMS Core and PMS Plus How to Do Calculations for YTM and Modified Duration (if yo...
Check Performance Report
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 How to Import Files in PMS Core and PMS Plus How to Do Calculations for YTM and Modified Duration...
Check Standard Dashboards
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 How to Import Files in PMS Core and PMS Plus How to Do Calculations for YTM and Modified Duration...