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Install Exante Data Transformer
Go to Marketplace and look for Exante Data TransformerInstall this moduleSo after you install it ...
Try get Positions on a Date
Go to /explorer/workflows/com/finmars/exante-broker/get-positions/test.ipynbIts a test Jupyter py...
Setup Portfolios & Accounts
Go to explorer/workflows/com/finmars/exante-broker/get-accounts/test.ipynb?authIts small script t...
Install Exante Broker
Go to Marketplace Again, lets install Exante Module Check if all Workflows are installed
Create Provisional Account
In your empty Space add a Provisional account (it will be used later)Use Default Account Type fro...
Create Pricing Policy
Before we start Import we should create a Pricing Policy, for now we can use Standard Pricing Pol...
Vault Setup
To access Exante REST API we need to configure Vault Proceed with all the steps In the end your...
Space Create
Create new Space Continue with Wizard Wait until your Space is ready to Login
Integration to 3rd party
Go to the Settings -> Configuration -> Marketplace Click checkbox Show Modules Install Itech ...
Overview
The workflow is designed according to the following principles: Manager - a workflow that handl...
Interface Authorization
Overview This project uses token-based authentication with Keycloak integration. The authenticati...
Pipeline Setup for Data Import
Document the Data Import Pipeline:Outline the steps required to set up the data import pipeli...
Interface (Files Block)
Overview The FileTable component is a Vue component that provides a user interface for managing a...
Interface (States & Input blocks)
Overview This Vue component, named StateTable, provides a user interface for managing state files...
Input Files
Overview The input file is a JSON file that contains the configuration for generating the state f...
Generate State Workflow
Overview User Code: com.finmars.standard-workflow:generate-state This script is designed to gener...
Workflow Manager
Overview User Code: com.finmars.standard-workflow:workflow-manager Payload: Optional The Workflow...
Add Export Button to your Dashboard
Here, we found out how to add Export Button that generates PDF and saves it locally on User Devic...
Add Pie Chart to Your PDF Report
In this article you will learn how to add various charts to your PDF Report. Lets start!So, you h...
Add Dynamic Content to your PDF Report
Okay, we discover how to add static content, what about dynamic content? Lets find outAs I previo...