Space Setup


Space Create

Create new Space

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Continue with Wizard

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Wait until your Space is ready to Login

Standard Modules Installation

Great, your empty Space is ready, move to Marketplace

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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

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Proceed with all the steps

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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

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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

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Setting up Space Defaults

 

Do not forget to set:

Currency to US Dollar
Pricing Policy to Standard

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It will affect creation of Portfolio Registers and Portfolio Register Records