You want to link your portfolio from Portfolio Performance with getquin? Here’s everything you need to know in a step-by-step guide:
FAQ
The CSV import or Import via Portfolio Performance does not exist as an option for me. What am I doing wrong?
Currently we offer the CSV Import only in Germany, Austria and Switzerland.
In addition, it is no longer available for users who have registered after 16.05.2023, regardless of the country.
Do I need to include dividend payments in the CSV?
No! Dividends are automatically created by us based on the purchase date and the ex-date.
Do I have to enter (reverse) splits in the CSV?
No! Again, our system does the splits automatically.
Is it possible to export my portfolio from getquin as CSV?
No, we do not offer such a function.
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 CSV Import function in getquin by drag&drop.