Annual performance as an overview (PDF report, CSV, Excel)
C
Corville
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
Björn Beier
Merged in a post:
printable portfolio overview
J
JK
I miss the opportunity to create a portfolio overview with previously selected portfolios and/or assets.
Björn Beier
Merged in a post:
Excel-/csv-Export des Dashboards
Roland Wittmann
Excel/CSV export of the dashboard in order to have the current values (prices, entry price, dividend, etc.) available in Excel. e.g. for ChatGPT portfolio reviews, etc.
H
Hermann
It would be even better if you could link the dashboard data directly to Excel via Excel Power Query and always have the latest data. To do this, the data would probably have to be available in the background as a table. It would also require a URL that is not blocked by a password.
Björn Beier
Merged in a post:
Easy export to Excel and a configurable print version
G
Gacinonyx
CSV export Since I don't manage everything via Parqet, it would be helpful for me to export the ASSET data via Excel csv. This is already available for the analysis data, which is not so important to me.
Printing the dashboard: Online is good and important, but sometimes you want to talk about the assets (or just parts of them) with third parties without always having to disclose everything. A report with a selection would be helpful for this!
l
looseleaf
There's a lot here anyway, it would be exciting for me to see the progress of the weightings in my portfolio, so a print version of the analysis page in particular would be great.
D
DrValue
Yes, a standard banking performance presentation p.a. both in an overview and on a reporting basis would be an important improvement of parqet. This is currently not a good solution for performance measurement.
Christoph Stief
Average TTWROR (equal to average IZF) Annual and monthly TTWROR for each calendar year is the only thing I'm missing as a former financial flow and PP user
Björn Beier
Merged in a post:
Exporting the current inventory (.csv)
A
Alex
In addition to exporting the transaction history, I would like the current inventory in the portfolio (title, number, price) to be exported directly at the current date. Without this export, you currently have to calculate the current portfolio yourself based on the transaction history. This export makes it easier to analyze the portfolio, z.B in Excel or with AI.
Björn Beier
Merged in a post:
Export entire portfolio
P
Parqet Nutzer
It would be great if you could export all holdings (based on the reporting date). For example, you could feed your own dashboard in Excel, which, in addition to assets that you keep in Parqet, also lists others
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