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:
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.
Separators between thousands are not necessary.
For sums, the European notation is always correct.
0,5 would be the correct version of 0.5.
The WKN and Ticker column can be left empty.
To upload the CSV, go to your portfolio dashboard.
Webapp:
"Portfolio" and then "New Portfolio."
Instead of choosing a broker, go to "Individual Portfolio".
Select "Bulk Import
Upload your CSV file
Mobile App:
Tap on the blue "plus" in the portfolio
"Select "New Portfolio
"Open "Custom Portfolio
Select bulk import to upload the CSV file
FAQ:
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.
Can cryptocurrencies also be imported via CSV?
No, at the moment this is not possible.
Is it possible to export my portfolio from getquin as CSV?
No, we do not offer such a function.
The CSV import does not exist as an option for me. What am I doing wrong?
Currently we offer the CSV import only in Germany, Austria and Switzerland.
Done! 🎉
If you need help with the depot linking, just get in touch with us. We are here for you and will be happy to help you at any time! Just write us an email to [email protected] .