FinFolio | Portfolio Management Software Blog

New Web Site Launched

We have just launched our new finfolio.com site. In addition to a nice new look and feel, we have updated the product descriptions with all the new portfolio management software features we have added recently. Did you know that FinFolio now has rebalancing and a mobile-ready client portal?

The layout is cleaner and better suited for tying to online marketing. Please bear with us while we move (6) years of blog posts over. 

FinFolio Has Moved

FinFolio has moved into some beautiful new offices in the heart of the Denver Technology Center (DTC). The DTC is one of two major business hubs in Denver and the new office is a 5 minute walk from 20+ restaurants and bars. It is close to the light rail, has a gym with showers, is bike friendly, has free parking and gives us ample space to grow.

Our new address is:

FinFolio
5299 DTC Blvd, Suite 720
Greenwood Village, CO 80111

Topics: Hiring

Multi-currency Portfolio Management Software

FinFolio has multicurrency built in at a core level. In Example #5 we create some currencies and FX rates and demonstrate valuing accounts in different currencies. With a real FinFolio database, the currencies would already exist and would be loaded into memory when the environment is initialized.

Initialize the environment, deleting the existing database and recreating it from scratch.

// Initialize the FinFolio enviroment
Console.WriteLine("Example05_MultiCurrency: Initializing...");
ContextAutomation.InitializeConfiguration(
"Standard", false, false);
Topics: Development

Portfolio Management Software Asset Types

As I mentioned before, the blog will get somewhat technical over the next week as we walk through some of the examples in the developer preview. I'll start with Example #4, which is a good introduction to the FinFolio objects.

The first line of every example is the InitializeConfiguration call that sets up the FinFolio environment. For now, we're creating the FinFolio database from scratch in every example, so it takes a few seconds. Initializing the environment does a few things. It establishes a connection to the database and loads all of the plug-in modules. Most of our functionality operates through the plug-in framework.

Topics: Development