Accounts held at TradePMR can 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, so Kwanti can not be used to report the actual account performance.
Setup
- 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.