How-to

• Automatic Connection

Navigate to the Aqua app, tap on the '+' icon, and select 'Trade Republic' from the list of supported brokers. Choose the 'Automatic Connection' option.

• Sign In

Easily sign in to your Trade Republic account using your Trade Republic credential. This process is the same as logging into your Trade Republic mobile app and web portal.

• Verify with Code

Enter the 4-digit code sent to your mobile phone to complete the verification process. Aqua will connect to your Trade Republic account and retrieve your portfolio data.

• Review and Refine

Aqua will automatically identify your assets. If any are unrecognized, you can manually search for them in the asset catalog. If the specific asset remains elusive, use the 'Skip' button to move on. You can also report any missing assets using the feedback function.

That’s it! Once the verification and validation process is complete, your Trade Republic data will be seamlessly imported into Aqua.

• Web Connection

Navigate to the Aqua app and tap on the '+' icon. Select 'Scalable Capital' from the list of supported brokers. Choose the 'Web Connection' option.

• Sign In

Sign in to your Scalable Capital account using your Scalable Capital credentials in the browser. This process is the same as logging in to the Scalable Capital website.

• Sit Back and Relax

Aqua will automatically retrieve all necessary information from your Scalable Capital account. No need to manually copy and paste dataThat’s it! Once the verification and validation process is complete, your Scalable Capital data will be seamlessly imported into Aqua.

• Review and Refine

Aqua will automatically identify your assets. If any are unrecognized, you can manually search for them in the asset catalog. If the specific asset remains elusive, use the 'Skip' button to move on. You can also report any missing assets using the feedback function.

That’s it! Once the verification and validation process is complete, your Scalable Capital data will be seamlessly imported into Aqua.

• Read Transactions File

Navigate to Aqua and tap on the '+' icon. Select 'Trading 212' from the list of supported brokers. Choose the 'Read Transactions File' option to import your transaction data.

• Prepare .csv File

Download your Trading 212 transaction history in a .csv format from your Trading 212 account. Double-check the file format and content for accuracy.

• Select Downloaded File

Locate and select the downloaded .csv file from your device. Aqua will automatically analyze the file and begin importing your transaction data.

• Review and Refine

Aqua will automatically identify your assets. If any are unrecognized, you can manually search for them in the asset catalog. If the specific asset remains elusive, use the 'Skip' button to move on. You can also report any missing assets using the feedback function.

That’s it! Once the verification and validation process is complete, your Trading 212 data will be seamlessly imported into Aqua.

• Read Transactions File

Navigate to Aqua and tap on the '+' icon. Select 'Binance' from the list of supported brokers. Choose the 'Read Transactions File' option to import your transaction data.

• Prepare .csv File

Download your Binance transaction history in a .csv format from your Binance account. Double-check the file format and content for accuracy.

• Select Downloaded File

Locate and select the downloaded .csv file from your device. Aqua will automatically analyze the file and begin importing your transaction data.

• Review and Refine

Aqua will automatically identify your assets. If any are unrecognized, you can manually search for them in the asset catalog. If the specific asset remains elusive, use the 'Skip' button to move on. You can also report any missing assets using the feedback function.

That’s it! Once the verification and validation process is complete, your Binance data will be seamlessly imported into Aqua.

• Read Transactions File

Navigate to Aqua and tap on the '+' icon. Select 'Coinbase' from the list of supported brokers. Choose the 'Read Transactions File' option to import your transaction data.

• Prepare .csv File

Download your Coinbase transaction history in a .csv format from your Binance account. Double-check the file format and content for accuracy.

• Select Downloaded File

Locate and select the downloaded .csv file from your device. Aqua will automatically analyze the file and begin importing your transaction data.

• Review and Refine

Aqua will automatically identify your assets. If any are unrecognized, you can manually search for them in the asset catalog. If the specific asset remains elusive, use the 'Skip' button to move on. You can also report any missing assets using the feedback function.

That’s it! Once the verification and validation process is complete, your Coinbase data will be seamlessly imported into Aqua.

• Read Transactions File

Navigate to Aqua and tap on the '+' icon. Select 'Kraken' from the list of supported brokers. Choose the 'Read Transactions File' option to import your transaction data.

• Prepare .csv File

Download your Kraken transaction history in a .csv format from your Binance account. Double-check the file format and content for accuracy.

• Select Downloaded File

Locate and select the downloaded .csv file from your device. Aqua will automatically analyze the file and begin importing your transaction data.

• Review and Refine

Aqua will automatically identify your assets. If any are unrecognized, you can manually search for them in the asset catalog. If the specific asset remains elusive, use the 'Skip' button to move on. You can also report any missing assets using the feedback function.

That’s it! Once the verification and validation process is complete, your Kraken data will be seamlessly imported into Aqua.

• Enter Manually

Navigate to the Aqua app and tap on the '+' icon. Select a broker from the list. Choose the 'Enter Manually' option.

• Required Information

  • Transaction Type: Select whether the transaction is a buy, sell, or dividend.

  • Action: Specify whether it's a regular purchase, a trade, or a reinvested dividend.

  • Transaction Date: Enter the date on which the transaction occurred.

  • Asset: Choose the asset that's the subject of the transaction.

  • Quantity: Indicate the number of shares involved in the transaction.

  • Total Amount: Specify the total money involved in the transaction.

• Dynamically Updated Form

Based on the selected transaction type, the form will automatically populate with relevant fields.

• Asset Search

Efficiently locate the asset by searching using its symbol or full name. Aqua's comprehensive asset database will ensure quick and accurate identification.

That’s it! Once you've filled in all the necessary details, tap the "Confirm" button to save the transaction. Your investment history will be accurately reflected in your portfolio.

• Enter Manually

Open the Aqua app and tap the '+' icon. Select the bank associated with your savings account from the "Savings" category. Then, choose the 'Enter Manually' option to begin entering the transaction details.

• Select the Date Your Balance Reflects

Select the date on which the balance was recorded. The default date is today. Aqua will store one final balance for each date

• Record Your Account Balance

Enter the balance of your savings account on the selected date. This information is crucial for tracking your savings progress and ensuring accurate financial management.

• Establish a Savings Goal (Optional)

Set a specific savings target to stay motivated and measure your progress towards your financial objectives. This optional step helps you visualize your financial goals and stay on track.

That’s it! Once all the necessary details are entered, tap the 'Confirm' button to save the transaction. This action completes the manual savings transaction entry process and ensures your savings are accurately reflected in your overall financial picture.