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Basic functions

Viewing, importing, matching - get to know the central functions of PSI Transaction Data here.

This log window offers a range of buttons featuring the basic functions of Portfolio Sync Interface.

Use the appropriate button to start the respective function. The commands and functions are also available from the FILE menu.

The following chapters cover all of the standard functions of your Portfolio Sync Interface.

See also:

Import files
Reconcile files
View
Retrieve files
Export files
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