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To install moduleGo to Settings -> MarketplaceType PDF Builder in search input  Then press InstallWait until installation is finishedThen go to Explorer -> workflows -> com -> finmars -> pdf-builder Here you could see an Example folder, which contains all ne...

You finished your installation and ready to create new PDF Report Template So you need to open your report_builder.html in New Tab Another thing to consider: if you use com.finmars.pdf-builder/example_builder.html you must pass query parameters to run itExa...

Okay, we discover how to add static content, what about dynamic content? Lets find outAs I previously mention you have python/* folder with your .ipynb scripts, lets create a simple python script python/example.ipynbAnd lets output some content nav = 1000000 ...

In this article you will learn how to add various charts to your PDF Report. Lets start!So, you have your canvas, lets drop new block there Python Plot Chart Logic absolutely the same as with Python HTML Block, the only difference that we expect from Python P...

Here, we found out how to add Export Button that generates PDF and saves it locally on User Device when pressed.Here is result, on right corner we have block with Export Button To achieve that, lets edit Dashboard Layout. Proceed to Edit Dashboard Layout So ...

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

Great, your empty Space is ready, move to Marketplace We need to install following Modules:Standard - Instrument TypesStandard - Tranaction TypesStandard - LayoutsStandard - AliasesStandard - PricingStandard - OtherStandard - Import From FileStandard - Workfl...

To access Exante REST API we need to configure Vault Proceed with all the steps In the end your Vault should be operational and you need to add there your credentials of Exante Account to their REST API

Before we start Import we should create a Pricing Policy, for now we can use Standard Pricing Policycom.finmars.standard-pricing:standard You can have more then 1 pricing policy. For that we will have other Guide

In your empty Space add a Provisional account (it will be used later)Use Default Account Type from Standard Configuration

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

Go to explorer/workflows/com/finmars/exante-broker/get-accounts/test.ipynb?authIts small script that allows us to see Accounts from Exante API For now you can see your AccountIds, you could add them into Account and Portfolio Entities in FinmarsYou will see s...

Go to /explorer/workflows/com/finmars/exante-broker/get-positions/test.ipynbIts a test Jupyter python script that allows you to check if you able to fetch Positions So you need to change your accounts variable on line 47, add your accountId e.g. ABC1234.001 i...

Go to Workflow PageRun following workflow: com.finmars.exante-broker:get-positionsPass payload like: {     "secret": "finmars/exante",     "date_from": "2024-09-01",     "date_to": "2024-09-24",     "currencies": ["USD"],     "portfolios": ["ABCD123.001"...

Go to /explorer/workflows/com/finmars/exante-broker/get-prices/test.ipynbConfigure your Test Script So you need to have Instrument Reference and date period (date_from and date_to)Try to execute it!   This is how you could get prices from Exante, probably...

Currently there is no way to get Historical End Of Day FX Rates from ExanteYou could refer to https://api-live.exante.eu/api-docs/#tag/Crossrates-APIBut Its some rate during the day of the request

Go to Marketplace and look for Exante Data TransformerInstall this moduleSo after you install it you need to refresh your storage (Click on top right button to Refresh Storage) So after your Storage is refreshed you will see com.finmars.exante-broker:get-posi...

Precondition: You downloaded some Positions from Exante (Check your /explorer/data/exante/positions folder)Go to Worfklow Page Run Task  com.finmars.exante-data-transformer:transform-positions {     "date_from": "2024-09-01",     "date_to": "2024-09-27", ...

Go to /explorer/workflows/com/finmars/exante-broker/get-instruments/test.ipynbAnd configure your script Modify path to your credentials (Line 72) and modify ids of your accounts. Optionally you can change datesPress Execute Great, now you see output of Exa...

Go to Workflow Page Execute workflow com.finmars.exante-broker:get-instruments {     "secret": "finmars/exante",     "date_from": "2024-09-01",     "date_to": "2024-09-27",     "currencies": ["USD"],     "portfolios": ["ABCD1234.001"] } Go to see st...