# Exante Broker Setup

# Install Exante Broker

Go to Marketplace Again, lets install Exante Module

[![Screenshot 2024-09-25 at 21.32.11.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-21-32-11.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-21-32-11.png)  
  
Check if all Workflows are installed

[![Screenshot 2024-09-25 at 21.32.56.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-21-32-56.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-21-32-56.png)

# Setup Portfolios & Accounts

Go to `explorer/workflows/com/finmars/exante-broker/get-accounts/test.ipynb?auth`  
  
Its small script that allows us to see Accounts from Exante API

[![Screenshot 2024-09-25 at 21.42.30.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-21-42-30.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-21-42-30.png)  
  
For now you can see your AccountIds, you could add them into Account and Portfolio Entities in Finmars  
  
You will see something like this

[![Screenshot 2024-09-25 at 21.48.51.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-21-48-51.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-21-48-51.png)  
  
Do not forget to add also portfolios with \_POS suffix, these portfolios hold data about position statements for each day  
  
Do not forget also to add Accounts (No need for POS)

[![Screenshot 2024-09-25 at 21.52.07.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-21-52-07.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-21-52-07.png)

# Install Exante Data Transformer

Go to Marketplace and look for **Exante Data Transformer**  
Install this module  
[![Screenshot 2024-09-26 at 00.55.45.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-26-at-00-55-45.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-26-at-00-55-45.png)  
  
So after you install it you need to refresh your storage (Click on top right button to Refresh Storage)

[![Screenshot 2024-09-26 at 00.56.30.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-26-at-00-56-30.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-26-at-00-56-30.png)  
  
So after your Storage is refreshed you will see `com.finmars.exante-broker:get-positions`   
  
It means you installed Exante Data Transformer Successfully