Captools/net Documentation

Retail Interfaces

Retail Interfaces

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Retail Interfaces

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Many brokerage and mutual fund websites provide their retail customers the opportunity to download account data.  This data can be imported (and in some cases downloaded) into Captools/net through a Retail Interface:

 

RetailInterfaces

 

The retail interfaces will be added on a demand and feasibility basis.  Each retail interface will contain its own instructions regarding how to download and/or import data from the particular broker.