Portfolio Sync Interface

"Position data" tab

If you activated the "Position import" add-on (subject to licensing), then a corresponding tab appears in which you can configure the following position import settings:

Element

Description

Consider positions

Select this checkbox to consider positions in the import.

If this checkbox is selected, the positions are also shown if you use the "View" button. If you also want to import the positions, you also must activate the "Position import" feature as described in Enable position import import. In addition, you need to select the "Import positions" checkbox.

Import positions

To import positions with the "Position import" add-on, select this checkbox.

Exchange positions (instead of deleting)

This checkbox is selected by default.

Clear this checkbox if you want to delete the positions during the import instead of exchanging them. Please note that the cleared checkbox means that affected transaction histories will be permanently deleted when importing positions.

Price import mandatory

Select this checkbox if you want to always import prices during the position import.


On the

"Import", "General" tab

, you can also determine to which level the position separation should be carried out by selecting the corresponding entry in the drop-down list.