Feature Voting (Portfolio Tracker)

Original message: It might be possible to present the daily performance (1d) in more detail. It is best to choose the time period - from 1 minute to 1 hour, for example? Of course, a live update, such as Scalable in the broker, would be best. Note from the Parqet team (07.06.24): We already receive real-time prices from Lang & Schwarz and Gettex for many assets. Other prices may be delayed by 15 minutes (e.g. certain foreign exchanges). This ticket is now particularly about intraday charts. This means a presentation of the daily performance in the “1 day” period, including a live update in the portfolio, if applicable.

Would it be great to display the watchlist - if necessary without chart windows (as they require a certain width - or to display it in Landscape? - currently secondary) - also available via app to see which shares are stored in it, etc.

There is currently a great visualization in the dividend dashboard with annual income, average monthly income, etc. 🔎📈 If there was the same for interest rate investments/P2P income, it would be super cool to see how rising interest rates also affect personal income. 👍😊 In response to my request, Sumit already answered this on Friday Fireside on 31/03 and he liked the idea. Anyone who wants to receive beautiful visualizations for their interest income is welcome to vote! 👆📈

If you move the mouse over a percentage value (e.g. dashboard: “Return” area), it is explained how it is calculated/what it relates to.

Hello, it would be nice if the country allocation would also be shown as a world map. It's just a gimmick, but it would be really great for the overview.

Hiding the portfolio value. It would be good if there was a button in the left bar that could be used to hide or blur the total value of the portfolio. The reason is that you can check your portfolio at any time, even without providing unwanted insights.

Edit from the Parqet team: As a Parqet team, we are planning a general overhaul of the watch lists. Accordingly, all feature requests are bundled into watch lists in this article. We will not make any changes to the watchlists until the general revision, but will then present an improved, new version. Sorting option: It would be great if you could change the sorting in the watchlist via drag & drop in order to be able to display (and change) a ranking within the watchlist Notes: In addition, one free text field per element to record bullet points individually Long term: Possibility for price alerts/alerts

Example transfer of key figures ETF 110 to ETF 018 as part of a merger or transfer. ETF 018 has replaced ETF 110 1:1 in terms of shares and share value; as of reporting date x, ETF 018 began to cease to exist. The profit history was transferred to Comdirect or ING, for example, i.e. ETF 018 is an image of ETF 110 under a different name. Parqet cannot map this according to the retailer - workarounds are necessary which, depending on the choice, falsify the IZF, for example.

Fees should be included in the purchase price. Or should it be possible to switch between gross and net. Many brokers, for example, include the fee in the purchase price and reduce performance accordingly.