FinFolio | Portfolio Management Software Blog

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);

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.