# Space Setup

# Space Create

Create new Space

[![Screenshot 2024-09-25 at 18.26.04.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-18-26-04.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-18-26-04.png)  
Continue with Wizard

[![Screenshot 2024-09-25 at 18.26.34.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-18-26-34.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-18-26-34.png)  
  
Wait until your Space is ready to Login

# Standard Modules Installation

Great, your empty Space is ready, move to Marketplace

[![Screenshot 2024-09-25 at 18.28.10.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-18-28-10.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-18-28-10.png)  
  
We need to install following Modules:  
  
Standard - Instrument Types  
Standard - Tranaction Types  
Standard - Layouts  
Standard - Aliases  
Standard - Pricing  
Standard - Other  
Standard - Import From File  
Standard - Workflow  
Standard - Aliases  
  
  
That will be enough for now  
  
Also make **Standard - Aliases - is primary** in Manage Configurations Page

# Vault Setup

To access Exante REST API we need to configure Vault

[![Screenshot 2024-09-25 at 18.37.28.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-18-37-28.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-18-37-28.png)  
  
Proceed with all the steps

[![Screenshot 2024-09-25 at 18.40.00.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-18-40-00.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-18-40-00.png)  
  
In the end your Vault should be operational and you need to add there your credentials of Exante Account to their REST API

# Create Pricing Policy

Before we start Import we should create a Pricing Policy, for now we can use Standard Pricing Policy  
  
com.finmars.standard-pricing:standard

[![Screenshot 2024-09-25 at 18.44.58.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-18-44-58.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-18-44-58.png)  
  
You can have more then 1 pricing policy. For that we will have other Guide

# Create Provisional Account

In your empty Space add a Provisional account (it will be used later)  
  
Use Default Account Type from Standard Configuration  
  
[![Screenshot 2024-09-25 at 18.52.57.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-25-at-18-52-57.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-25-at-18-52-57.png)

# Setting up Space Defaults

Do not forget to set:  
  
Currency to **US Dollar**  
Pricing Policy to **Standard**

[![Screenshot 2024-09-29 at 19.09.27.png](https://docs.finmars.com/uploads/images/gallery/2024-09/scaled-1680-/screenshot-2024-09-29-at-19-09-27.png)](https://docs.finmars.com/uploads/images/gallery/2024-09/screenshot-2024-09-29-at-19-09-27.png)  
It will affect creation of Portfolio Registers and Portfolio Register Records