Space Setup

Space Create
Create new Space 

 Continue with Wizard 

 Wait until your Space is ready to Login

Standard Modules Installation
Great, your empty Space is ready, move to Marketplace 

 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 

 Proceed with all the steps 

 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 

 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

Setting up Space Defaults
  

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

 It will affect creation of Portfolio Registers and Portfolio Register Records