Accounts from Goldman Sachs may be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from Folio 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
To activate, please email support@kwanti.com for instructions
Usage
Once activated, select Import->Goldman Sachs from the application's main screen. To link an account:
- Select the account from the list
- Click 'Import'
Data transferred
- Positions (refreshed every day at 8am EST with data from previous close)
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.