Feature Voting

Stock split (z.B currently from Booking) is not automatically transferred. But I also can't find an easy way to manually insert it later on.

I'm new to Parqet Plus and the first thing I noticed was that stocks and bonds, including associated ETFs, are treated as an “securities” asset class. As a result, they are considered together in evaluations z.B for regions or countries. You can certainly see logic in this. But I think that investments in stocks and bonds are so fundamentally different that they should be able to be considered separately. My specific wish is therefore to divide the “securities” asset class into the asset classes equities and bonds. This is probably not that easy to automate (Scalable Capital z.B has the same problem with its “Insights”, getquin can't either), but that's why m.E is also a point with which you could set yourself apart from the competition.

New WKN/ISIN are often used as part of share (reverse) splits, among other things. Currently, only manual methods are available for recording such “raiders to Twix” events. If you do not want to lose your history (FIFO, IZF, etc.), you must re-register all activities of the holding company in case of doubt. With a long history or savings plans, this may involve a lot of manual work. (Plus/Investor accounts make things a bit easier by exporting CVS, editing the file, and re-importing to Parqet.) It would therefore be nice to have an input mask that makes it possible to carry out such a WKN/ISIN change. This would require, for example, the following: Date of execution old WKN/ISIN new WKN/ISIN Exchange factor OLD to NEW In this way, all activities could be carried out cleanly. Only at the execution date would it be necessary to take into account what happens with fragments. Since normally only integer quantities of shares are actually posted under new WKN/ISIN. Example: if 123 shares are converted to 12.3 shares at the end, 12 normally end up back in the portfolio under new WKN/ISIN, the rest remains under old WKN/ISIN, or are sold (which then also gives you a statement) or transferred to a remaining WKN (which in turn can also be posted simply through an activity in Parqet). As an example, we will take the TUI 10-to-1 reverse split from 2023: Step 1: on: 24.02.2023/from: TUAG000/to: TUAG1T/Ratio: 10 to 1 Step 2: on: 27.02.2023/from: TUAG1T/to: TUAG50/Ratio: (1 to 1)/Version: without decimal point. Hope the idea is understandable. I'm looking forward to your feedback. Greetings, Mario

Note: The original post was edited by the Parqet team, here is the roadmap: The Parqet team is working on an automatic sync with various banks and deposit providers. We focus new banks and brokers exclusively on the basis of our user numbers and go down the list from below. We currently support the following brokers in Autosync (the contribution is constantly being expanded): Trade Republic ✅ (live for everyone) Scalable Capital ✅ (live for everyone) ING ✅ (live for everyone) comDirect ✅ (live for everyone) Consorsbank ✅ (live for everyone) Your broker isn't there yet? Please give an upvote here: https://app.parqet.com/feedback/p/autosync-mit-mehr-brokern-banken If the broker is not yet on the list -> please write a comment there

It would be nice if amn could also enter interest income on bonds - and this would appear in the dividends

Hi, Perhaps you could also include Finanzen.net zero support. Thank you and best regards

It would be great if the internet site could be in English like the App, Danke

In addition to the indices and individual stocks with which you can already compare the performance of one of your portfolios, I would find it useful to also make it possible to compare your own portfolios.

User Story: We would like the investment of other assets, z.B. P2P, real estate & untraded collectibles and the like is possible. Gold and other precious metals are now live. ✅ Note from the Parqet team: Would you like to invest an asset that an ISIN or WKN owns, regardless of whether it is still being traded or not? Send us the title of the product including ISIN - we'll be happy to add it for you if it doesn't already exist in Parqet. P2P, life insurance & z.B. Loans can currently be realized with cash accounts We are also planning a separate “extended” support for real estate, which goes into more detail. (planned for 2025) For all other assets (z.B. non-exchange-traded products, collectibles, NFTs, etc.), we are planning an input in which the current price and transaction prices can be entered. (planned for 2025) ❗ There is no longer an asset limit for Parqet subscribers (Plus, Investor, etc.). This means that you can create as many “other assets” as you want.

It seems to me that the personal dividend yield is calculated on the basis of the sum of my “invested”. However, you may have holdings or stocks that do not pay out a dividend, z.B, a gold holding or a Netflix share. It would be great if the personal dividend yield (either as an option or simply in general) was only offset against payout positions. It is currently virtually a personal dividend yield on the entire portfolio. I tested this once by moving my gold holding company to another portfolio. Schwupp I had a higher return:). Interestingly, only the paying positions are shown in the “Dividend Securities” section. It would therefore be sufficient to use them as input. Best regards