The easiest way to keep an eye on your portfolio with getquin is to connect via Open-Banking - an encrypted direct connection with your bank. This way you can monitor the performance of your portfolio in real time and new transactions (new purchases & sales) are automatically added to the getquin dashboard on a daily basis.
How to connect your portfolio to getquin via Open Banking is explained here step by step:
· Log in to your account
· Click on "Connect / create portfolio" in the upper right corner of your screen.
· Select the option "Open-Banking
Search for your bank
· Enter the name of your bank or simply BIC or BLZ
· Click on "Connect
Retrieve bank data
· Log in with your access number and your PIN of your bank
· Your data will be protected by "finAPI”
DONE! That's it. You can link your portfolio to the getquin app within 60 seconds.
It is important that you save your PIN so that a continuous data transfer via the open banking connection can be guaranteed. This is the only way we can update the holdings in your portfolio via the Open Banking interface on a daily basis.
What happens to my data?
We never have access to your login data at your bank. Data is encrypted and transmitted exclusively according to the need-to-know principle via certified financial service providers and is not stored. For the secure connection and to guarantee you maximum security, we work with the leading German provider "finAPI". The data required for functional purposes is stored in encrypted form in German data centers.