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Transform Prices to Standard Configuration
Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/prices ...
Download Prices to Finmars
Go to Workflow PageExecute workflow com.finmars.exante-broker:get-prices Go to see status of you...
Standard Workflow Transaction Autoimport
So far we have:Exante Instruments Exante PositionsExante TransactionsWe assume that there is no e...
Transform Transactions to Standard Configuration
Precondition: You downloaded some Transactions from Exante (Check your /explorer/data/exante/tran...
Try to get Transactions from Exante
Go to /explorer/workflows/com/finmars/exante-broker/get-transactions/test.ipynbAnd configure your...
Standard Workflow Simple Autoimport
So far we have:Exante Instruments Exante PositionsWe assume that there is no exotic currencies (t...
FX Rate Situation from Exante
Currently there is no way to get Historical End Of Day FX Rates from ExanteYou could refer to htt...
Try to get Prices from Exante
Go to /explorer/workflows/com/finmars/exante-broker/get-prices/test.ipynbConfigure your Test Scri...
Transform Instruments to Standard Configuration
Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/instrum...
Try to get Instruments from Exante
Go to /explorer/workflows/com/finmars/exante-broker/get-instruments/test.ipynbAnd configure your ...
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...