Sources
Understanding AssetView data sources including connectors, CSV imports, and manual entry for bringing account and transaction data into your portfolio.
Introduction to Sources
- Sources are used to bring data into AssetView.
- The most common type of Source is a Connector that adds Account, Asset, and Transaction data to AssetView.
Reset or Delete a Source
| Behavior | Reset a Source | Delete a Source |
|---|---|---|
| Source Configuration | Resets to the initial configuration | Deletes the configuration |
| Source Transactional Data | Removes all the Source generated transactional data | You may elect whether your Source generated transactional data is deleted or retained. If retained, your transactional data will be converted from the Source being deleted to a Manual Source. |
| Example of Typical Use | An example of when to use this process is when you are initially tuning the way you bring in data from a Source (e.g. changing from Balance to Holdings in the setup) | An example of when to use this process is if a Source (e.g. exchange) closes |
Viewing Data by Source
- You may see all transactions from a Source in the Sources view
- You may also filter by Source when viewing transactions in Account and Asset views