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Reports
One of most valuable features of Finmars Platform, consist of:- Balance Report- P&L Report- Transaction Report- Performance Report
PDF Builder
Powerful tool that helps create custom PDF Reports of all sorts
Itech Exante Setup Guide
Permissions
IAMĀ & PermissionsConfigure member access to certain objects/actions in Finmars Platform
Experts Opinions
APISIX Readonly Proxy
Installation Guide with AWS (Advanced)
Step by step journey using AWS EC2 Ubuntu 24.04For this guide you need basic knowledge with Linux, SSH, Bash
How to Update Finmars
How to Backup Finmars
What is Finmars
What included in Community Edition and why to use it?
How to prepare Amazon AMI Finmars CE
Guide how to prepare web-form only installation Ubuntu 24.04 for Amazon AMI
Installation guide with AWS (Simple)
Installation Finmars CE on AWS with prepared AMI
Installation Guide with Azure (Advanced)
Step by step journey using Azure Virtual Machines Ubuntu 24.04For this guide you need basic knowledge with Linux, SSH, Bash