Accounts from TradePMR may be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from TradePMR 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
- In Kwanti, select Import->TradePMR
- Follow the link and click 'Activate'
- Enter your TradePMR credentials
Usage
Select Import->TradePMR from Kwanti'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.