CSV Import

To easily connect your own CSV with getquin, we have created a template for you here. Here you will learn everything you need to know in a step by step guide:

The CSV import does not exist as an option for me. What am I doing wrong?
​The CSV import is no longer available for users who have registered after 16.05.2023, regardless of the country.
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​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.

Download CSV template here

Delete sample data from line 2 and insert your own data according to the same pattern

Use the tab "File" > "Save as" to export your data as a CSV file

Here you can see the rough structure of the CSV

Note on formatting and which data belong in which columns.

The value in the "Value" column is calculated from "Number of shares bought" multiplied by the "Buy price per share".

-> Shares * Buy Price = Value

The date format consists of year-month-dayThour:minute:second+00:00.

The separation of the individual columns is done by a semicolon and not by a comma.
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Separators between thousands are not necessary.
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For sums, the European notation is always correct.

0,5 would be the correct version of 0.5.
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The WKN and Ticker column can be left empty.

To upload the CSV, go to your portfolio dashboard.