Pension funds (Estonia)

Manually Adding a Transaction to the Portfolio

1. Go to the desired portfolio view and click “Add New”.
2. In the opened menu, select “Transaction / Investment”.
3. Type the name of the pension fund in the search box.
4. Pension funds can be identified by the “C:EEPK” tag.
5. Click on the appropriate fund.
6. In the opened form, specify:
   • Transaction date
   • Transaction type (Buy or Initial Balance)
   • Quantity
   • Price
   • Select an account if the transaction was made via a cash account in your portfolio and you want to reflect the transfer there as well.
   • Optional: Add a comment
7. Click “Add to Portfolio”.

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Importing Data from the Pension Center Website

1. Log in to the Pension Center website.
2. From the menu, select Reports > Account Statement.

• On the opened page:
  • Select the desired period.
  • Choose the simplified format.
  • Select either Pillar II or Pillar III.
  • Click “Search”.
  • On the next page, scroll to the bottom and click “Save CSV”.
• Use Portfellow’s CSV import function to upload the file.