Keep an eye on your securities account - with getquin!
Thanks to the Open Banking connection, new transactions are automatically updated in the getquin dashboard.
If your broker does not offer this interface, no problem - we also support PDF import for almost all German brokers.
In this step-by-step guide you will learn how to import your portfolio via PDF into getquin:
1. download your securities statements from your broker as PDF file.
You don't know how to get your securities statements? No problem! Just search for them in the help center of your broker and you are ready to go.
Important: You have to download the PDFs for each transaction (purchase or sale) individually and then upload them to the app.
It is not possible to read quarterly statements or entire securities account statements!
Repeat the process until all securities statements (purchases and sales) are downloaded.
2. upload all your securities statements easily from your desktop
Log in to your getquin account
Click on "New portfolio" in the upper right corner
Select your broker
Upload up to 10 securities statements at once - simply drag & drop
DONE! That's it - short and painless.
You want to update your portfolio because a new transaction was made?
Then you have the following option:
Click on "Add transaction" and select "PDF import".
What happens with my data?
The PDF import is executed locally in your browser and the files are not stored with us.
Also your personal data will not be read out. Only transaction data (date, price, etc.) is read to create a performance dashboard for you - 100% anonymous!
The PDF import is not visible to me. What happened?
There are 2 answers for this. Firstly, the PDF import is only possible within Germany, Austria and Switzerland, as there is no support for brokers in other countries. In addition, we have decided that users who have registered after 16.05.2023 will no longer have access to this function, as we will discontinue support in the long term.