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Try to get Prices from Exante

Itech Exante Setup Guide Importing Prices & FX Rates

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

Updated 10 months ago by Sergei Zhitenev

Transform Instruments to Standard Configuration

Itech Exante Setup Guide Importing Instruments

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

Updated 10 months ago by Sergei Zhitenev

Try to get Instruments from Exante

Itech Exante Setup Guide Importing Instruments

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

Updated 10 months ago by Sergei Zhitenev

Install Exante Data Transformer

Itech Exante Setup Guide Exante Broker Setup

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

Updated 10 months ago by Sergei Zhitenev

Try get Positions on a Date

Itech Exante Setup Guide Importing Positions Data

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

Updated 10 months ago by Sergei Zhitenev

Setup Portfolios & Accounts

Itech Exante Setup Guide Exante Broker Setup

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

Updated 10 months ago by Sergei Zhitenev

Install Exante Broker

Itech Exante Setup Guide Exante Broker Setup

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

Updated 10 months ago by Sergei Zhitenev

Create Provisional Account

Itech Exante Setup Guide Space Setup

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

Updated 10 months ago by Sergei Zhitenev

Create Pricing Policy

Itech Exante Setup Guide Space Setup

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

Updated 10 months ago by Sergei Zhitenev

Vault Setup

Itech Exante Setup Guide Space Setup

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

Updated 10 months ago by Sergei Zhitenev

Space Create

Itech Exante Setup Guide Space Setup

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

Updated 10 months ago by Sergei Zhitenev

Integration to 3rd party

Exante Configuration Dashboard Setup

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

Updated 11 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 11 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 11 months ago by Anton Petrushkaneki

Pipeline Setup for Data Import

DEPRECATED: Standard-workflow (One-click) Configuration instructions

Document the Data Import Pipeline:Outline the steps required to set up the data import pipeli...

Updated 11 months ago by Anton Petrushkaneki

Interface (Files Block)

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

Overview The FileTable component is a Vue component that provides a user interface for managing a...

Updated 11 months ago by Anton Petrushkaneki

Interface (States & Input blocks)

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

Overview This Vue component, named StateTable, provides a user interface for managing state files...

Updated 11 months ago by Anton Petrushkaneki

Input Files

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

Overview The input file is a JSON file that contains the configuration for generating the state f...

Updated 11 months ago by Anton Petrushkaneki

Generate State Workflow

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

Overview User Code: com.finmars.standard-workflow:generate-state This script is designed to gener...

Updated 11 months ago by Anton Petrushkaneki

Workflow Manager

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

Overview User Code: com.finmars.standard-workflow:workflow-manager Payload: Optional The Workflow...

Updated 11 months ago by Anton Petrushkaneki