transactions, portfolios, etc.) #58

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opened 2026-03-03 11:58:38 +03:00 by kerem · 4 comments

kerem commented

2026-03-03 11:58:38 +03:00

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Originally created by @underwater on GitHub (Oct 23, 2025).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/121

Question/Suggestion

Is there currently a script or built-in way to prepopulate the application with sample data (such as instruments, trades/transactions, portfolios, etc.) for demo or testing purposes?

If not, it would be very helpful for onboarding and demos to have a script or documented method to seed the initial state with realistic sample entities and data. This would let users quickly see the functionality in action without having to manually create every entity and transaction.

If this already exists, could you please point to the relevant docs or script?

Thank you!

Originally created by @underwater on GitHub (Oct 23, 2025). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/121 **Question/Suggestion** Is there currently a script or built-in way to prepopulate the application with sample data (such as instruments, trades/transactions, portfolios, etc.) for demo or testing purposes? If not, it would be very helpful for onboarding and demos to have a script or documented method to seed the initial state with realistic sample entities and data. This would let users quickly see the functionality in action without having to manually create every entity and transaction. If this already exists, could you please point to the relevant docs or script? Thank you!

kerem closed this issue

2026-03-03 11:58:38 +03:00

kerem commented

2026-03-03 11:58:39 +03:00

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@sergeiosipov commented on GitHub (Oct 29, 2025):

@underwater hi! You can use Demo data excel files which are in PMS Core, just follow the guide here https://docs.finmars.com/books/user-quick-start/page/import-files-in-pms-core-and-pms-plus

@sergeiosipov commented on GitHub (Oct 29, 2025): @underwater hi! You can use Demo data excel files which are in PMS Core, just follow the guide here https://docs.finmars.com/books/user-quick-start/page/import-files-in-pms-core-and-pms-plus

kerem commented

2026-03-03 11:58:39 +03:00

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@underwater commented on GitHub (Oct 29, 2025):

Thank you so much

@underwater commented on GitHub (Oct 29, 2025): Thank you so much

kerem commented

2026-03-03 11:58:39 +03:00

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@sergeiosipov commented on GitHub (Oct 29, 2025):

@underwater don't hesitate to reach out if something is not clear, I will try to answer to the best of my abilities

@sergeiosipov commented on GitHub (Oct 29, 2025): @underwater don't hesitate to reach out if something is not clear, I will try to answer to the best of my abilities

kerem commented

2026-03-03 11:58:40 +03:00

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@sergeiosipov commented on GitHub (Feb 24, 2026):

@underwater update on your request, currently @HenkKalkwater is working on https://github.com/finmars-platform/finmars-core/issues/185 that will help you to get demo data on installation. Subscribe if you are still interested.

@sergeiosipov commented on GitHub (Feb 24, 2026): @underwater update on your request, currently @HenkKalkwater is working on https://github.com/finmars-platform/finmars-core/issues/185 that will help you to get demo data on installation. Subscribe if you are still interested.