Portfolio Performance Import
Christian Peter avatar
Written by Christian Peter
Updated over a week ago

You want to link your portfolio from Portfolio Performance with getquin? Here’s everything you need to know in a step-by-step guide:

  1. Open Portfolio Performance

  2. Select the tab "File" in the upper left corner

  3. 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.

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