Transactions

If you connect your depot to our app via an API connection, your portfolio will be automatically updated in our app.

Your depot balances are updated up to four times a day. (Depends on the broker)

As soon as the deposit balance at your bank differs from your portfolio balance on getquin, we create an automated buy or sell transaction for you depending on your transaction history.

Caution!

Securities that are not part of your linked portfolio on getquin will be displayed as a sale transaction, as they’re not actually in your portfolio. To fix this problem, you need to create a second, empty portfolio and add the additional transactions there.

To do this, you can select "New portfolio" under the tab and create another portfolio.

You can skip the "Select bank" step and select "Add transactions manually ".

Under the "Aggregated" view you’ll still have an overview of everything.

Dividends

Dividend transactions are always displayed in the currency in which the respective company pays the dividend.

In the dividend overview and the calculation of the total return, the dividends are displayed in the user's preferred currency.

If the actual value of the dividend differs from that in getquin, the dividend can be updated manually.