Can I import derivatives into my portfolio?
Another widely used financial instrument is derivatives, so they can also be imported with us.
Whether knockout, factor or discount certificates, warrants or other leverage products, many of the widely used derivatives can generally be imported into getquin.
For the import there are also different possibilities:
Via Open Banking:
If you connect a broker to getquin via Open Banking and trade derivatives with this broker that are also offered by our data service provider, they will automatically be displayed in our database.
Via file import:
Just like other investments, you can easily upload the PDF of the settlement to add the particular derivative to the portfolio.
Via manual transactions:
Since the names of certificates with shares and indices as the underlying in particular differ only slightly, it is recommended to always search for the ISIN when creating a purchase transaction. In this way, confusion between certificates can be avoided.
Derivatives are updated once a week, but of course the difference between buy and sell transaction can still be calculated more accurately.