Feature Voting (Portfolio Tracker)

Now that Autosync is live for Trade Republic, Scalable Capital, ING, ComDirect and Consorsbank, this is now the feature voting contribution for all remaining brokers. Currently in progress: Finanzen.net Zero, DKB Next broker (forecast): Finanzen.net Zero Support list brokers (order is roughly equal to priority, but may change dynamically): Finanzen.net Zero (Currently in BETA) DKB (currently in BETA) Interactive Brokers (currently in BETA) Flatex (currently in BETA) Smartbroker + Degiro Trading212 Bison Deutsche Bank Commerzbank Swissquote FNZ Traders Place JustTrade Bitvavo Savings banks Volksbanken DADAT Saxo bench First bench N26 (probably no autosync and PDF import possible, as files are not machine-readable) Your broker isn't there yet? Just write a comment and we'll add it.

At the moment, there is only the monthly income of the last 12 months. It would be cool if you could also get an estimate of the next 12. Similar to the projected dividends.

The forecast function for dividends (now 2025 & 2026) is not that bad. Looks good for now. Just compare apples with oranges. Div. paid out so far in the chart is net. Euro forecast is gross. If you guys can figure it out, I'd be completely impressed. Is it not possible to enter your place of residence (e.g. DE) and he automatically calculates the taxes due (e.g. USA or similar)? So that gross becomes net and that fits in with the rest in the other charts? Plus indication/field of available allowance (due to tax exemption)?

Everyone has defined personal milestones for themselves, it would be better if they could also adopt a few suggestions from the community. For example: First dividend: This is an important step for any investor who wants to build up their wealth through passive income streams. The first dividend shows that you are able to select high-quality companies that regularly distribute profits to their shareholders. Dividends of €10 each month: This is another milestone that demonstrates the goal of generating steady and growing income from dividends. With €10 per month, you can afford small amenities or reinvest the money to take advantage of the compound interest effect. €100 in dividends every year: This is an ambitious milestone that requires a high level of discipline and patience. To receive €100 in dividends every year, you either have to invest a large amount or save and invest consistently for many years. This milestone shows that you are a long-term investor who is not influenced by short-term fluctuations. 500€ dividends every quarter: This is an impressive milestone that can have a significant impact on personal financial management. With 500€ per quarter, you can cover part of your running costs or fulfill larger wishes. This milestone shows that you are an experienced investor who is pursuing a diversified and profitable dividend strategy. 1000€ in dividends every month: This is an exceptional milestone that enables you to become financially independent. With 1000€ per month, you can live off your dividends or use them for other purposes. This milestone shows that you are a successful investor who has mastered the art of passive income.

I would be pleased to receive a graphical presentation of the historic IZF. Preferably for entire calendar years and compared to the inflation rate of the year.

Dear Parqet team, I would be very pleased if you would expand the dividend forecast function. As a user of the dividend forecast, I would find it very motivating if I could enter my savings plan rate and frequency so that they are included in the forecast. Maybe you could add this function =) Greetings

In the dividend calendar, it would be very helpful, especially for many individual stocks, to mark paid dividends z.B with a traffic light system - green for dividends paid out, yellow for announced dividends, etc., which would be clearer and comprehensible at a glance.

The new tags should also be able to be used as weighting in analysis. This allows me to assign my holdings to a “category” and see how my portfolio is weighted in relation to these categories. Keyword: allocation.

I would like it if there was a separate page (including downloadable PDF/Excel Report/CSV) that shows the historical KPIs and annual performance of the portfolio, so that you can also see and save the historical process per calendar year (or freely editable cycle). Individual periods of time are also required for this

Original message: It might be possible to present the daily performance (1d) in more detail. It is best to choose the time period - from 1 minute to 1 hour, for example? Of course, a live update, such as Scalable in the broker, would be best. Note from the Parqet team (07.06.24): We already receive real-time prices from Lang & Schwarz and Gettex for many assets. Other prices may be delayed by 15 minutes (e.g. certain foreign exchanges). This ticket is now particularly about intraday charts. This means a presentation of the daily performance in the “1 day” period, including a live update in the portfolio, if applicable.