Platform API
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All information related about how to use Finmars API
- Calculating Reports
- Imports
- Calculating Analytics (Portfolio History, etc)
- Reconciliation
Reports
One of most valuable features of Finmars Platform, consist of:- Balance Report- P&L Report- Transaction Report- Performance Report
Entities
For understanding core platform components and their role. For users who need to know the structure, examples, and purposes ...
Default Settings
Workflows
Everything related Workflows, Pipelines, Modules, Schedules, Data Connections etc
White Label Documentation
This documentation provides a comprehensive guide to our White Label capabilities. It covers an overview of our projects, in-de...
Permissions
IAM & PermissionsConfigure member access to certain objects/actions in Finmars Platform