Accounts held at Schwab Institutional can be linked into Portfolio Lab. For linked accounts, the portfolio data is refreshed every night from from Schwab to Kwanti.
Only the positions are transferred. The portfolio history (transactions) is not transferred, so Portfolio Lab will not show the actual performance of the Schwab portfolios.
Activation
Please follow these steps to activate the Schwab/Kwanti link.
Usage
Once activated, select Import->Schwab from Portfolio Lab main screen. To link an account:
- Select the account from the list
- Click 'Import'
Data transferred
- Positions
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.