We want to support you in keeping track of your portfolio performance. Of course, it is important to know how often your portfolio is actually updated at getquin.
First of all, you will always see the real-time performance of your portfolio in the getquin app. However, if you make new purchases/sales and change the components of your portfolio, the update will be different depending on how you have integrated your portfolio in getquin.
If you have connected your portfolio to getquin via the Open Banking connection, your dashboard will be updated once a day - automatically. This means that if you make a transaction, it will be visible in the getquin app after one day at the latest.
If you have integrated your portfolio into getquin with the help of the PDF import, you currently have to do a little work yourself to keep your portfolio up-to-date - but it's easy, I promise!
Once you have made a transaction, you simply have to import the corresponding statement into getquin, there are two ways to do this:
1. Drag and drop (the same way you have already connected your portfolio)
2. Or click on Add Manual Transactions and select "PDF Import".
You can find out exactly how the PDF import works here.
Adding transactions manually
In this case it is quite self-explanatory, you simply add a new transaction or edit an existing one - just like you did it before.
Feel free to contact us at any time with further questions and suggestions by sending an email to firstname.lastname@example.org.
We are happy to help you!