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Import Transactions
Example of how automate daily import of Transactions for Client Portfolioscom/finmars/client-dail...
Import Positions
Example of how automate daily import for Client Portfolioscom/finmars/client-daily-schedule/impor...
Setting up Space Defaults
Do not forget to set:Currency to US DollarPricing Policy to Standard It will affect creation ...
Download Transactions to Finmars
Go to Workflow Page Execute workflow com.finmars.exante-broker:get-transactions { "secre...
Download Instruments to Finmars
Go to Workflow Page Execute workflow com.finmars.exante-broker:get-instruments { "secret":...
Import Daily Positions to Finmars
Preconditions: You parsed instruments from positions file and Imported Instruments to FinmarsWarn...
Transform Positions to Standard Configuration
Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/positio...
Download Positions to Finmars
Go to Workflow PageRun following workflow: com.finmars.exante-broker:get-positionsPass payload li...
Standard Modules Installation
Great, your empty Space is ready, move to Marketplace We need to install following Modules:Stand...
Daily Import Introduction
What is Daily Import?Its a pipeline that covers all workflows and schedules that runs in backgrou...
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 ...