Where Does Getquin Store Portfolio Data?
Getquin keeps portfolio holdings, transactions, and performance stats in your account with broker sync. Import history via CSV for full timelines.
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Getquin tracks investments in the account cloud. Holdings with transactions, dividends, performance stats, and community portfolios sync across apps. Broker connections refresh positions automatically.
That makes login plus broker links the setup. Exact behaviors may vary by version. CSV imports fill history gaps for old accounts; verify totals after importing. Community portfolios inspire allocations. Dividend calendars flag payouts. Savings plans automate monthly. Tax wrappers vary per country.
Where Getquin stores this, by platform
Getquin app > Portfolio (account cloud)
Holdings sync via account. Exact folder names may vary by version. Import CSV history for full timelines.
Getquin app > Portfolio (account cloud)
Same account model as Android. Broker sync refreshes positions. Reinstalls restore on login.
Frequently asked questions
Does the portfolio sync between devices?
Yes for holdings and history on login across web and mobile. Connected brokers refresh automatically. Reinstalls change nothing server-side. Link all brokers.
How do I import my portfolio?
Connect the broker in settings for automatic imports or upload CSV statements for manual history. Dividends import with transactions. Verify early years; gaps skew returns.
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