Accounts held at Folio Institutional can be linked into Kwanti. For linked accounts, the portfolio data is refreshed nightly from from Folio to Kwanti.
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.
Activation
To activate, please email support@folioinstitutional.com with Attn: Data Feeds as the subject line. Folio will respond with instructions.
Usage
Once activated, select Import->Folio 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.