You want to link your portfolio from Portfolio Performance with getquin? Here you will learn everything you need to know in a step by step guide:
- Open Portfolio Performance
- Select the tab "File" in the upper left corner
- Tap on "Export...".
4. Select "Deposit turnover" and click "Finish".
5. tap again on the "File" tab
6. Click on "Export..." again
7. Select "Account transactions" and then "Finish".
Now you have saved your portfolio turnover as well as your dividend payments as CSV files. You can now integrate them via our PDF Import in getquin by drag&drop. Done!
If you have any further questions or difficulties with the depot link, please feel free to contact us by email at info@getquin.