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Portfolio Sync Interface
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Help Center Home (EN)
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Release Notes
Introduction
PSI – What is it and who is it for?
Install and configure PSI
User interface
Basic functions
Data entry tools
Settings
Bank-specific settings
"Retrieval" tab
"Reconciliation" tab
"Import" tab
"General" tab (import)
"Client master data" tab
"Securities master data" tab
"Transaction data" tab
"Position data" tab
"Price data" tab
"General" tab (price data)
"Price blacklist" tab
"MiFIR data" tab
"Error buffer" tab
"Notifications" tab
"Asset composition" tab
"Holder zone" tab
"Database" tab
"Cloud Services" tab
"Mass data processing" tab
Reset bank settings
Bank-specific supplements
General settings
Local settings
Run PSI tasks via Portfolio Manager Server
Time-controlled data retrieval
Features and add-ons
Cloud services for PSI Transaction Data
Error codes in PSI
Downloads
Breadcrumbs
Home
Portfolio Sync Interface
Settings
Bank-specific settings
"Import" tab
On this Page
"Price data" tab
See also:
"General" tab (price data)
"Price blacklist" tab
