# Importing Instruments

# Try to get Instruments from Exante

Go to `/explorer/workflows/com/finmars/exante-broker/get-instruments/test.ipynb`  
  
And configure your script

[![Screenshot 2024-09-27 at 00.47.17.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-00-47-17.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-00-47-17.png)  
  
Modify path to your credentials (Line 72) and modify ids of your accounts. Optionally you can change dates  
  
Press Execute

[![Screenshot 2024-09-27 at 00.48.18.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-00-48-18.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-00-48-18.png)

  
Great, now you see output of Exante Provider for Instrument

# Download Instruments to Finmars

Go to Workflow Page

[![Screenshot 2024-09-27 at 01.05.07.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-05-07.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-05-07.png)  
  
Execute workflow `com.finmars.exante-broker:get-instruments`

```json
{
    "secret": "finmars/exante",
    "date_from": "2024-09-01",
    "date_to": "2024-09-27",
    "currencies": ["USD"],
    "portfolios": ["ABCD1234.001"]
}
```

[![Screenshot 2024-09-27 at 01.06.13.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-06-13.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-06-13.png)

Go to see status of your workflow

[![Screenshot 2024-09-27 at 01.06.47.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-06-47.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-06-47.png)  
  
Great success! You can find your downloaded instrument in `/explorer/data/exante/instruments`

[![Screenshot 2024-09-27 at 01.07.28.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-07-28.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-07-28.png)  
Example of content:

```json
{
    "optionData": null,
    "name": "Utilities Select Sector SPDR Fund",
    "symbolId": "XLU.ARCA",
    "description": "Utilities Select Sector SPDR Fund",
    "icon": "https://circles-all.s3.eu-central-1.amazonaws.com/STOCK/z0pQgH2BLJJBB08lr52o4n6OFTe98UlaK.svg",
    "symbolType": "STOCK",
    "currency": "USD",
    "minPriceIncrement": "0.01",
    "ticker": "XLU",
    "expiration": null,
    "group": null,
    "underlyingSymbolId": null,
    "country": "US",
    "identifiers": {
        "CFI": "CEOJLS",
        "FIGI": "BBG000BJ7G75",
        "ISIN": "US81369Y8865",
        "RIC": "1",
        "SEDOL": "2371812",
        "assetClass": "EQ"
    },
    "exchange": "ARCA"
}
```

Now see `com.finmars.exante-data-transformer`, it should have Instrument transformer to Finmars Standard Configuration

# Transform Instruments to Standard Configuration

Precondition: You downloaded some Positions from Exante (Check your `/explorer/data/exante/instruments` folder)  
  
Go to Worfklow Page

[![Screenshot 2024-09-27 at 01.40.31.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-40-31.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-40-31.png)  
  
Execute `com.finmars.exante-data-transformer:transform-instruments` No Payload needed  
  
Check you Task status

[![Screenshot 2024-09-27 at 01.41.20.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-41-20.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-41-20.png)  
  
Great work! Now you can see your converted instruments in `/explorer/data/general/instruments`

[![Screenshot 2024-09-27 at 01.42.10.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-42-10.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-42-10.png)  
  
Content Example:

```json
{
    "instrument": "US9229085538",
    "instrument_name": "Vanguard Real Estate ETF",
    "short_name": "VNQ.ARCA",
    "public_name": "Vanguard Real Estate ETF",
    "instrument_description": "Vanguard Real Estate ETF",
    "instrument_type": "com.finmars.initial-instrument-type:stock",
    "pricing_currency": "USD",
    "accrued_currency": "USD",
    "country": "US",
    "id_isin": "US9229085538",
    "id_figi": "BBG000Q89PB6",
    "id_sedol": "B031NY4"
}
```

Well done! This file will go to STD - Instruments (com.finmars.standard-import-from-file:instruments.instrument:instruments)  
  
You can try manually import that data in Finmars (do not forget wrap Dictionary into List - Square Brackets \[\] )

[![Screenshot 2024-09-27 at 01.56.51.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-56-51.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-56-51.png)  
Well done!

[![Screenshot 2024-09-27 at 01.57.41.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-57-41.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-57-41.png)  
  
Now go to /data/instrument page (Entity Viewer)

[![Screenshot 2024-09-27 at 01.58.33.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-01-58-33.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-01-58-33.png)  
  
Instrument is successfully imported into Finmars!

# Standard Workflow Simple Autoimport

So far we have:  
  
Exante Instruments   
Exante Positions  
  
We assume that there is no exotic currencies (then you need Exante Currencies)  
  
All these data converted to Standard Configuration. So we should be able to Import them!  
  
Before creating an automation, lets try to do it manually  
  
So, for that we will use `/explorer/workflows/com/finmars/standard-workflow/simple-autoimport/tasks.py`  
  
its a relatively simple workflow that could import either data or transactions. Its payload structure is:

So you add any number of steps (Depends of your situation). Order is matter! Here for example we import Instruments and then only Positions  
  
  
`directory` - optional: path to directory in explorer with files to import, trailing slash is important (/ on end)  
`file_path` - optional: path to some file in explorer with data to import  
`import_type` - required:"data" for Simple Import, "transaction" for Transaction Import  
`schema` - required: user\_code of schema to execute  
  
Nota bene: Both `directory` and `file_path` are optional, but one must be present<s>  
  
</s>If you pass `directory` it will tries to join all files in that directory into one file (List of Dictionaries)

So, lets try it out!  
  
Go to Workflows Page and lets find `com.finmars.standard-workflow:simple-autoimport`

```json
{
    "actions": [
        {
            "directory": "/data/general/instruments/",
            "import_type": "data",
            "schema": "com.finmars.standard-import-from-file:instruments.instrument:instruments"
        },
        {
            "file": "/data/general/positions/exante_abcd123_001_2024-09-01_2024-09-24.json",
            "import_type": "transaction",
            "schema": "com.finmars.standard-import-from-file:pos_daily"
        }
    ]
}   
```

[![Screenshot 2024-09-27 at 09.26.04.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-09-26-04.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-09-26-04.png)  
  
Lets execute it!

[![Screenshot 2024-09-27 at 09.28.06.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-09-28-06.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-09-28-06.png)  
Go to see your Task Status

[![Screenshot 2024-09-27 at 09.29.47.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-09-29-47.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-09-29-47.png)

Okay, so far we Imported only Instruments, let see (Go to Data / Instruments)

[![Screenshot 2024-09-27 at 09.30.26.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-27-at-09-30-26.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-27-at-09-30-26.png)  
  
Great success! We imported all the instruments from files that we previously downloaded from Exante