Accounts from Advyzon may be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from Advyzon every time you restart Kwanti.
Note: Only the latest portfolio positions are transferred. The portfolio history (transactions) is not transferred. In the performance section, Kwanti will show results based on the hypothetical you choose in the Simulation drop down.
Activation
- Sign in to your Blueleaf account settings at: https://secure.blueleaf.com/advisor/settings
- At the bottom of the page, click on Enable API access, then Save
- An API token appears. Copy the API token.
- Paste the API token in Kwanti's Blueleaf activation interface
Usage
Select Import->Blueleaf from the application's main screen.
To link an account:
- Select the account from the list
- Click 'Import'
Grouping accounts
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.