Import portfolio

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Guide on getting started

Guide on getting started TLDR; Install application, create and configure securities and accounts, reporting, taxonomies and general data. Installing the application Portfolio Performance is primarily targeted at a German speaking audience. Therefore, the application’s website is in German. If you aren’t fluent in German, you can use Google translate to understand what is written in the page. The image below shows where you need to click in order to download the application for your operati…