Evaluation by asset class
in progress
Niklas
In the area of analysis, that doesn't help me much, I want to be able to differentiate/compare the
performance
of my portfolio between ETFs, stocks and warrants...:) But great that you're working on it!
Björn Beier
Niklas: Will you be able
Niklas
I like Björn Beier UI! It just seems like the filter isn't working completely.
Z.B. When I filter for “knock-out,” DE000TT2AGL5 stays in but DE000FC3LWB3 is out. There is still a very small part of my sold assets; strangely enough, the majority do not (yet) count under knock-out, although the category “Leverage Bull Certificate” is everywhere on the detail page.
Edit: Or is the “warrant” category simply still missing?
w
wilckle
Nice development! If sectors and industries were to make it from the analysis area of weightings to the dashboard, that would be great. In other words, the option to make data that is available in the dashboard for holding companies available in aggregate per sector or industry in the future.
Björn Beier
Tonight, there is a feature on the web app for beta users, where evaluation according to “real asset classes” will be possible.
P
Patrick
Björn Beier Hi Björn, how do I get back to the beta community to give feedback? Some features no longer work for me as a beta user.
R
Raphael Oldfox
I'm not entirely sure if this fits in here, but I'll give it a try:
While we're already at evaluation options by asset class, it would be great if we could immediately differentiate between the other assets/see which type it is.
I think it would make more sense here in this category to display the type in the reports than just “Other assets.”
Photo Viewer
View photos in a modal
Björn Beier
Merged in a post:
Make asset allocation visible (equities, bonds, money market)
J
Jürgen Lambrich
The important key figure for ETF investors is missing:
How is my portfolio strategically divided between stocks and bonds?
Request: Automatic asset class analysis (including ETF classification) with percentage presentation.
G
Gerry
Would make sense
Björn Beier
updated the status to
in progress
P
Parqet Nutzer
Hello dear Parqet team. Is there already a specific date regarding this feature. I have bonds, ETF bonds, open real estate funds, money market securities, fixed deposits, gold ETCs, silver ETCs in my portfolio. Now I wanted to properly allocate my share of shares. Had to pack everything into a separate depot because the evaluation is a complete mess. Know that you're working on the topic. However, I see competing providers who already offer all of this. I would like to stay, but without any change I will be leaving Parqet soon. Best regards Timbaland.
S
Stefan
I would also like to be able to filter by warrants/options in order to see in the dashboard how the shares/ETF/option certificates have developed - will the option also be available as part of the asset classes?
P
Parqet Nutzer
I am pleased if unlisted assets (e.g. funds) are also available as a category for which dividends can then also be recognized.
Would be good with a free category (where do I record cash bonds? (Currently only under cash, although the money is tied up for a longer period of time).
Including tied up savings from the so-called 3rd pillar (Swiss retirement provision).
Thank you so much
Björn Beier
Merged in a post:
Show “Your Asset Classes” as a total value in Webapp
S
Sven
The overall dashboard overview in the app is great. What I'm missing on the web is the item “Your Assets” in the overall view. On the web, I don't immediately see what sums are invested in the individual assets.
Are you planning to adjust this?
Load More
→