If you like to keep a close eye on your investments, getquin is the perfect app.
With our easy open banking connection, your transactions will get updated automatically in your getquin dashboard. If you prefer to add them manually, we also offer that option.
Here’s a step-by-step guide:
Desktop app
Log in to your account
Go to your portfolio dashboard and click on "New Portfolio" in the upper right corner
Skip the broker selection and tap on "Manually Add Transactions"
Fill out the given sections
Click on "Add Transaction"
Mobile app
Log in to your account, go to your portfolio dashboard and select the Portfolio via the menu bar at the bottom
Tap on the blue button in the bottom right corner and select "Transaction"
Select "Transaction" again
Fill out the given sections
Click on "Add Transaction"
DONE! That’s it – quick and painless. Easily add transactions and track them in our app regardless of your broker.
You want to update your transaction because you entered wrong numbers or you want to add additional information like taxes or fees?
Then you can do this in the following way:
Desktop app
Scroll down in your dashboard until you see the "Transaction" section
Search your Transaction in the search bar
On the right,tap on "Edit"
Make the necessary corrections and save them by tapping on "Save"
Mobile app
Scroll down in your dashboard until you see the "Transaction" section
Search your Transaction in the search bar
swipe this Transaction left
Save your new input by tapping on "Save"