You want to link your portfolio from Portfolio Performance with getquin? Here’s everything you need to know in a step-by-step guide:
Open Portfolio Performance
Select the tab "File" in the upper left corner
Tap on "Export...".
4. Select "Deposit turnover" and click "Finish".
5. Tap again on the "File" tab
6. Click on "Export..." again
7. Select "Account transactions" and then "Finish".
Now you’ve saved your portfolio turnover as well as your dividend payments as a CSV file. You can now upload these files via our PDF Import function in getquin by drag&drop.
If you have any questions or difficulties with the depot upload, feel free to contact us via email at [email protected]