{"id":3352,"date":"2022-07-11T07:26:45","date_gmt":"2022-07-11T14:26:45","guid":{"rendered":"https:\/\/kwanti.com\/?p=3352"},"modified":"2023-02-20T02:01:50","modified_gmt":"2023-02-20T10:01:50","slug":"fidelity-kwanti-integration-update","status":"publish","type":"post","link":"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/","title":{"rendered":"Fidelity\/Kwanti integration update"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>To view your Fidelity accounts and their history, select Import-&gt;Fidelity in the Kwanti application.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2013\" height=\"1055\" src=\"https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/fidelity.png\" alt=\"\" class=\"wp-image-3359\" srcset=\"https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/fidelity.png 2013w, https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/fidelity-1280x671.png 1280w, https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/fidelity-980x514.png 980w, https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/fidelity-480x252.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 2013px, 100vw\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">How much history is available?<\/h2>\n\n\n\n<p>Account history start from the date you activate the Fidelity\/Kwanti link and accumulates onward.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How are returns calculated ?<\/h2>\n\n\n\n<p>Returns are calculated using TWR (Time-Weighted Return) method and are net of fees (this assumes that fees are transacted from the account \u2013 you can verify this is the case by selecting the Performance-&gt;Log tab in the application).<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><\/h2>\n","protected":false},"excerpt":{"rendered":"<p>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-&gt;Fidelity in the Kwanti application. How much history is available? Account history start from the date you activate the Fidelity\/Kwanti [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":3355,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"<!-- wp:paragraph -->\n<p>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.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>To view your Fidelity accounts and their history, select Import->Fidelity in the Kwanti application.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":3359,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<figure class=\"wp-block-image size-full\"><img src=\"https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/fidelity.png\" alt=\"\" class=\"wp-image-3359\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:heading -->\n<h2>How much history is available?<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Account history start from the date you activate the Fidelity\/Kwanti link and accumulates onward.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2>How are returns calculated ?<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Returns are calculated using TWR (Time-Weighted Return) method and are net of fees (this assumes that fees are transacted from the account \u2013 you can verify this is the case by selecting the Performance-&gt;Log tab in the application).<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2><\/h2>\n<!-- \/wp:heading -->","_et_gb_content_width":"","footnotes":""},"categories":[17],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Fidelity\/Kwanti integration update - Kwanti - kwanti.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fidelity\/Kwanti integration update - Kwanti - kwanti.com\" \/>\n<meta property=\"og:description\" content=\"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-&gt;Fidelity in the Kwanti application. How much history is available? Account history start from the date you activate the Fidelity\/Kwanti [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/\" \/>\n<meta property=\"og:site_name\" content=\"Kwanti\" \/>\n<meta property=\"article:published_time\" content=\"2022-07-11T14:26:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-02-20T10:01:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/Kwanti-Fidelity.png\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Josh Schwaber\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Josh Schwaber\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/\",\"url\":\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/\",\"name\":\"Fidelity\/Kwanti integration update - Kwanti - kwanti.com\",\"isPartOf\":{\"@id\":\"https:\/\/kwanti.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/Kwanti-Fidelity.png\",\"datePublished\":\"2022-07-11T14:26:45+00:00\",\"dateModified\":\"2023-02-20T10:01:50+00:00\",\"author\":{\"@id\":\"https:\/\/kwanti.com\/#\/schema\/person\/f52ef792fba1bd9a0e8a75416fa454da\"},\"breadcrumb\":{\"@id\":\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/#primaryimage\",\"url\":\"https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/Kwanti-Fidelity.png\",\"contentUrl\":\"https:\/\/kwanti.com\/wp-content\/uploads\/2022\/07\/Kwanti-Fidelity.png\",\"width\":800,\"height\":500},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/kwanti.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Fidelity\/Kwanti integration update\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/kwanti.com\/#website\",\"url\":\"https:\/\/kwanti.com\/\",\"name\":\"Kwanti\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/kwanti.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/kwanti.com\/#\/schema\/person\/f52ef792fba1bd9a0e8a75416fa454da\",\"name\":\"Josh Schwaber\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/kwanti.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/69df0335754d4612f3d2b16961ca5399?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/69df0335754d4612f3d2b16961ca5399?s=96&d=mm&r=g\",\"caption\":\"Josh Schwaber\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Fidelity\/Kwanti integration update - Kwanti - kwanti.com","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/kwanti.com\/fidelity-kwanti-integration-update\/","og_locale":"en_US","og_type":"article","og_title":"Fidelity\/Kwanti integration update - Kwanti - kwanti.com","og_description":"The Fidelity\/Kwanti integration was enhanced to take into account historical transactions. 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