Feature Voting

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.

Although both are securities, I would prefer if they were separated in the overall overview. Cash and crypto are also separate. ETFs are equity conglomerates, stocks are stocks.

It would be cool if you could also see the type classification of the companies and thus be shown your own investment style. This is about the two criteria: size and style. Large cap Mid cap Small cap Value Blend Growth For example, you could include something like this in the “Analysis” under “Further Weighting” and/or, if necessary, be selected as an additional column in the dashboard for “Securities” as an optional option.

I would like to have a more detailed evaluation option by asset class: stocks, bonds, real estate, precious metals, cash, commodities & currencies, especially with regard to what is in individual funds with the option of aggregating this.

I want to diversify my currency risk. That's why it would be handy to see how my portfolio is distributed across the different currencies.

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

At Analysis > Industry/Sector, you are shown the existing titles by industry/sector and how big/weights each existing branch/sector and the titles in them are. 1) But I would also like to be able to see in which industry/sector I have no titles at all: z.B. If I don't have any stocks (ETFs u.a) in the chemical sector, “chemistry” doesn't even appear. But if I knew that there was “chemistry,” I'd better come up with the idea of diversifying there as well. So a list of all industries/sectors in which I have no titles at all... 2) It would also be helpful and interesting what other titles other users (anonymized) in individual branches/sectors have that I don't have. Possibly sorted in descending order by Parquet user volume and limited to the top XX. It would give you new impetus for further diversification.

It would be cool if you could indicate when it comes to cash flow whether you see the positive, negative or added up. The mouse over from the diagram view would also be very nice in the block view