Importing data


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>PDF statements</b>: automatic extraction of positions from account statements.</li></ul>You can also import data from our <a href='/hc/en-us/sections/22774051078423'>integration partners</a><br><br>The import function is accessible from the <span style="font-weight: bold;">portfolio list</span> view:<br><br><img alt="" src="" border="0px" align="">

In this section: