Sammelbeitrag: Mehr Kennzahlen | Voters

Collective article: More key figures

in progress

Felix

The article was edited by the Parqet team to track the current status of key figures
✅ Annual returns (implemented within individual periods and heat map)
✅ Histogram of annual returns (under “Analysis” and then “Return” - as a heat map/history.)
✅ Histogram of monthly returns (under “Analysis” and then “Return” - as a heat map/history.)
✅ Drawdowns
Average holding period in the portfolio
volatility
Sharpe Ratio
Mark all time high in the chart
Earnings per share, portfolio - P/E, KBV, equity ratio
Alpha, Beta, Batting Average, Capture Ratio Up, Capture Ratio Down, Correlation to Benchmark, Information Ratio, Treynor Ratio (dividend trading)
etcetera

February 11, 2023

Mario

I'll just place this here, because it seems like the fitting place for it:
Feature Request: Option to annualize TTWROR
As shown in the screenshot, IZF is displayed as an annualized figure while TTWROR is cumulative. Side by side, this creates a visually misleading gap that looks much larger than it actually is.
A simple toggle (cumulative / annualized) for TTWROR would make it directly comparable to the IZF. This way you can immediately see how much return is actually lost or gained through cash flow timing, without having to calculate it yourself.
The math behind it is trivial, this is purely a display improvement. Small UX change, big clarity gain for anyone using both metrics together.

Björn Beier

Merged in a post:

I lack risk measures such as the beta of the portfolio or the Sharpe ratio. Should definitely be added under analysis. We all have integrated the simplest trackers.

Ole

Sharpe ratio = (return on investment — risk-free interest rate)/standard deviation of the return on the investment - can be simple and classic. If necessary, you can set the risk-free interest rate yourself.

March 30, 2026

Peter Goeser

Sharpe ratio, beta, and volatility would definitely be helpful.

Florian

In the dashboard, the dividend calculation is still incorrect and does not reflect the selected period.

The last 12 months are always evaluated.

Björn Beier

Merged in a post:

Key figures and income statement further presentation

Friedrich

It would be great if the views in the portfolio analysis could be supplemented with the following key figures and presented graphically as in the attached photos.
Key figures:
open positions, profit factor, longest winning streak, longest losing streak, best trade (3M), worst trade (3M), worst trade (1Y), volatility, max. drawdown, number of trades, Ø holding period (days). Hit rate, profit months, winning days, share of trade positions.
P&L:
see appendix.
LG Friedrich

January 5, 2026

Silberminer

I would find Sharpe Ratio and Calma Ratio very useful

Björn Beier

Merged in a post:

Beta values per share and portfolio

D-Dog

Could you somehow incorporate beta values of the stocks so that you can see your total beta value depending on the portfolio composition/weighting? It would be very handy for a safe haven depot. Or one that wants to be it.:)

November 13, 2025

Björn Beier

Merged in a post:

Portfolio metrics such as volatility & max drawdown

Lutz Enke

One really important feature of Parqet (the most important for me) is benchmarking, for example with the FTSE all world. 
However, other metrics would be possible than just Returns & TTWOR. 
Some of them would certainly be difficult to implement, such as Sharpe ratio, beta, etc
But others could be very simple, such as volatility and maximum drawdown (both capitalized as TTWOR).

November 13, 2025

Björn Beier

Merged in a post:

Presentation of the personal portfolio P/E ratio vs. market P/E ratio

Alexandra Aigner

As part of the analysis, it would be very good if you your personal portfolio P/E ratio with the market (z.B. S&P 500 or MSIC World). In addition to industry analysis, country analysis, you could such a pot. Detect over/undervaluation in the portfolio immediately

September 28, 2025

Björn Beier

Merged in a post:

Portfolio optimization “calculator”

Detlev Wohlers

I would like to be able to optimize my portfolio with the help of an evaluation/calculation, for example according to Markowitz's portfolio theory, if possible incl. Calculation of the current Sharp ratio and, accordingly, a calculation to optimize the portfolio towards the “Maximum Sharp Ratio”.

In my opinion, this would be a feature that would give your tool quite a unique selling point.

August 26, 2025

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