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

Screenshot 2024-09-25 at 21.42.30.png

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

You will see something like this

Screenshot 2024-09-25 at 21.48.51.png

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)

Screenshot 2024-09-25 at 21.52.07.png

Revision #4
Created 25 September 2024 19:36:23 by Sergei Zhitenev
Updated 27 September 2024 22:56:10 by Sergei Zhitenev