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IntegrationsIntegrationsExante integration (Beta)

Exante integration (Beta)

Connect your Exante brokerage account and sync positions automatically.

Rather than typing positions one by one, link your Exante brokerage account once and let MyInvestments pull your holdings on a schedule.

What you get

  • Current positions imported into your portfolio
  • Instrument details mapped to our supported-assets database (so prices stay fresh)
  • Updates refresh periodically — you see the current state without manual entry

How to start

  1. Go to Settings → Integrations → Exante
  2. Paste your Exante API credentials (read-only scope recommended)
  3. Click Connect and sync

Credentials are stored encrypted server-side. Revoke anytime from the same page.

Beta status

This integration is still in beta. Core sync works, but some edge cases — exotic instruments, complex account structures — may not map perfectly. If something looks off, write to us and we'll fix it.