Position import

With the "Position import" add-on (subject to licensing), you can import positions. This is particularly useful for securities account reconciliation or initial data population.

This functionality is available as an add-on (subject to licensing) in your PSI Transaction Data for all interfaces. The only system requirement is an installed Porttfolio Manager Server.

In the position import, you can delete existing transaction histories (depending on your settings). Therefore, carefully check positions and configuration settings and read the messages that appear.