Accounts from Folio 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.
To activate, please email email@example.com with Attn: Data Feeds as the subject line. Folio will respond with instructions.
Once activated, select Import->Folio from the application's main screen. To link an account:
- Select the account from the list
- Click 'Import'
- Positions (refreshed every day at 8am EST with data from previous close)
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.