Exante Broker Setup

Install Exante Broker

Go to Marketplace Again, lets install Exante Module

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Check if all Workflows are installed

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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

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For now you can see your AccountIds, you could add them into Account and Portfolio Entities in Finmars

You will see something like this

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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)

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Install Exante Data Transformer

Go to Marketplace and look for Exante Data Transformer
Install this module
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So after you install it you need to refresh your storage (Click on top right button to Refresh Storage)

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So after your Storage is refreshed you will see com.finmars.exante-broker:get-positions 

It means you installed Exante Data Transformer Successfully