Accounts aggregated through Blueleaf can be linked into Portfolio Lab. With a linked account, the portfolio position data is transferred automatically from Blueleaf every time you restart Portfolio Lab.
Setup
- 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 Portfolio Lab 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.