The Fidelity/Kwanti integration was enhanced to take into account historical transactions. With the knowledge of transactions, Kwanti now calculates and displays the Fidelity accounts actual performance.

To view your Fidelity accounts and their history, select Import->Fidelity in the Kwanti application.

How much history is available?

Account history start from the date you activate the Fidelity/Kwanti link and accumulates onward.

How are returns calculated ?

Returns are calculated using TWR (Time-Weighted Return) method and are net of fees (this assumes that fees are transacted from the account – you can verify this is the case by selecting the Performance->Log tab in the application).