Want to create a new portfolio?
Then read on!
Creating a new portfolio works the same way in the web app and in the mobile app:
Click or tap "+Import".
Choose that you want to create a new portfolio.
Select what you want to add, for example "Investments", "Cash" or "Liabilities".
Select your broker or bank.
Choose how you want to import your data: via an automatic connection, via the file import or manually.
Good to know: If you are new to getquin, you will be taken directly to creating your first portfolio during onboarding.
Want to add transactions to an existing portfolio instead? Also use "+Import" and choose the existing portfolio in the second step.