Portfolio Sync Interface

"Database" tab


This tab only has Portfolio Sync interfaces that also import data from databases.

PSI_settings_tab_database_EN.png

The "Database" tab is divided into subtabs: Connection, options and various (database) tables.
To configure the connection of your Portfolio Sync Interface to the database, follow these steps:

  1. In the "Bank" area on the left of the "Settings" window, click the corresponding bank.

  2. Then switch to the "Database" tab.

  3. Select or clear the checkboxes and select the required settings on the subordinate tabs.

  4. Confirm your details with "Apply".