Accounts held at TD Ameritrade Institutional can be linked into Portfolio Lab. For linked accounts, the portfolio data is refreshed nightly from TD Ameritrade to Kwanti.
Both positions and history are transferred, and Kwanti shows the actual performance of the portfolios, taking into account the transactions and cash flows.
Please follow these steps to activate the TD Ameritrade link.
Select Import->TD Ameritrade from Portfolio Lab main screen. To link an account:
- Select the account from the list
- Click 'Import'
- Historical balances and transactions
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.