The easiest way to keep track of your portfolio with getquin is to connect via Open Banking—an encrypted direct connection with your bank. This way you can have new transactions (new purchases and sales) automatically and regularly added to the transaction dashboard.

How to connect your portfolio to getquin via Open Banking is explained here step by step. It works the same way in the web app and in the mobile app:

DONE! That's it. Within a short time you can link your depot with the getquin app.

It is important that you save your PIN to ensure continuous data transmission via the Open Banking connection. This is the only way we can update the holdings of your portfolio via the Open Banking interface on a daily basis.

In addition, banks are required to re-authenticate your login every 90 days. Just click on "Update", enter your details and your transactions will get updated automatically.

Automatic transactions always sell shares in my portfolio

Shares or cryptocurrencies that are not part of your portfolio linked on getquin are displayed as sales due to the Open Banking connection. To fix this issue, you need to create a second portfolio. To do so, click or tap "+Import", choose to create a new portfolio and add the remaining positions there.

I have deleted my connection and when I want to add it again, the message "Such connection already exists" appears. What can I do?

For security reasons, after deleting a connection, it is not possible to re-establish the same connection until 24 hours later.

I have imported my portfolio and do not see any history.
Due to lack of access to the data, the initial import is in most cases in the form of holdings at the time of connection. However, you can adjust the purchase date through the transactions to create a history. For the same reason, dividends are only counted from this date. But don't worry: This isn't always the case. Before each automatic connection, we'll let you know whether we'll be retrieving only your current holdings or your full history. In addition, we'll clearly show you whether we're retrieving only investments, cash, or liabilities—or a mix of these data points.

My broker does not show me an Open Banking connection (anymore). Why does this happen?

There can be several reasons for this. For regulatory reasons, we are not allowed to offer Open Banking in every state, even if the broker operates locally.
Therefore, you may not have an Open Banking connection visible, even if the broker is basically compatible with Open Banking.

It is also possible that our connection provider has stopped supporting this specific broker/bank. Then we are no longer able to offer it either.

Please keep in mind that we also expand our connection universe with updates. To see the newest connection options, you need to update your getquin app regularly. On our web app, the updates happen automatically.