Importing data

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Kwanti accepts data from a variety of sources:<ul><li><b>Excel</b>: for individual assets and portfolios. Kwanti can read generic Excel files produced by most systems.</li><li><b>Data link</b>: automatic portfolio synchronization with our integration partners. Portfolios are synchronized every time you start Kwanti, eliminating manual transfer operations.</li><li><b>Model portfolios</b>: follow model portfolios from reputable asset managers. Models are automatically updated in Kwanti when the asset manager makes reallocations.</li></ul><br><br>The import function is accessible from the <span style="font-weight: bold;">portfolio list</span> view:<br><br><img alt="" src="https://kwanti.com/images/man/snapImportButton.png" border="0px" align="">

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