Accounts from Capitect may be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from Capitect every time you restart Kwanti.
- Sign in to your Capitect account
- Select Integrations -> API Key
- Select Add
- Select Create API Key for Kwanti
- In a separate window, sign in to Kwanti and click Integrations -> Capitect, then Activate
- Copy/paste the ID and Key from step (4) into the Kwanti window
Select Import->Capitect from the application's main screen.
To link an account:
- Select the account from the list
- Click 'Import'
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.