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Standard Workflow Transaction Autoimport

Setup Guide Importing Transactions

So far we have:Exante Instruments Exante PositionsExante TransactionsWe assume that there is no e...

Updated 8 months ago by Sergei Zhitenev

Transform Transactions to Standard Configuration

Setup Guide Importing Transactions

Precondition: You downloaded some Transactions from Exante (Check your /explorer/data/exante/tran...

Updated 8 months ago by Sergei Zhitenev

Try to get Transactions from Exante

Setup Guide Importing Transactions

Go to /explorer/workflows/com/finmars/exante-broker/get-transactions/test.ipynbAnd configure your...

Updated 8 months ago by Sergei Zhitenev

Standard Workflow Simple Autoimport

Setup Guide Importing Instruments

So far we have:Exante Instruments Exante PositionsWe assume that there is no exotic currencies (t...

Updated 8 months ago by Sergei Zhitenev

FX Rate Situation from Exante

Setup Guide Importing Prices & FX Rates

Currently there is no way to get Historical End Of Day FX Rates from ExanteYou could refer to htt...

Updated 8 months ago by Sergei Zhitenev

Try to get Prices from Exante

Setup Guide Importing Prices & FX Rates

Go to /explorer/workflows/com/finmars/exante-broker/get-prices/test.ipynbConfigure your Test Scri...

Updated 8 months ago by Sergei Zhitenev

Transform Instruments to Standard Configuration

Setup Guide Importing Instruments

Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/instrum...

Updated 8 months ago by Sergei Zhitenev

Try to get Instruments from Exante

Setup Guide Importing Instruments

Go to /explorer/workflows/com/finmars/exante-broker/get-instruments/test.ipynbAnd configure your ...

Updated 8 months ago by Sergei Zhitenev

Install Exante Data Transformer

Setup Guide Exante Broker Setup

Go to Marketplace and look for Exante Data TransformerInstall this moduleSo after you install it ...

Updated 8 months ago by Sergei Zhitenev

Try get Positions on a Date

Setup Guide Importing Positions Data

Go to /explorer/workflows/com/finmars/exante-broker/get-positions/test.ipynbIts a test Jupyter py...

Updated 8 months ago by Sergei Zhitenev

Setup Portfolios & Accounts

Setup Guide Exante Broker Setup

Go to explorer/workflows/com/finmars/exante-broker/get-accounts/test.ipynb?authIts small script t...

Updated 8 months ago by Sergei Zhitenev

Install Exante Broker

Setup Guide Exante Broker Setup

Go to Marketplace Again, lets install Exante Module Check if all Workflows are installed

Updated 8 months ago by Sergei Zhitenev

Create Provisional Account

Setup Guide Space Setup

In your empty Space add a Provisional account (it will be used later)Use Default Account Type fro...

Updated 8 months ago by Sergei Zhitenev

Create Pricing Policy

Setup Guide Space Setup

Before we start Import we should create a Pricing Policy, for now we can use Standard Pricing Pol...

Updated 8 months ago by Sergei Zhitenev

Vault Setup

Setup Guide Space Setup

To access Exante REST API we need to configure Vault Proceed with all the steps In the end your...

Updated 8 months ago by Sergei Zhitenev

Space Create

Setup Guide Space Setup

Create new Space Continue with Wizard Wait until your Space is ready to Login

Updated 8 months ago by Sergei Zhitenev

Single Pipeline Approach

STD Integration Framework

Workflow - Single Pipeline Approach Single Pipeline Approach is the procedural scripting. Eve...

Updated 9 months ago by Sergei Osipov

Integration to 3rd party

Exante Configuration Dashboard Setup

Go to the Settings -> Configuration -> Marketplace Click checkbox Show Modules Install Itech ...

Updated 9 months ago by Sergei Zhitenev

Overview

DEPRECATED: Standard-workflow (One-click) System overview

The workflow is designed according to the following principles: Manager - a workflow that handl...

Updated 9 months ago by Anton Petrushkaneki

Interface Authorization

DEPRECATED: Standard-workflow (One-click) System overview

Overview This project uses token-based authentication with Keycloak integration. The authenticati...

Updated 9 months ago by Anton Petrushkaneki