Feature Voting

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.

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.

I would like you to be able to access your Partec portfolio via an MCP server (Model Context Protocol) — i.e. a standardized interface so that you can directly access and work with your own portfolio data with models of your choice (e.g. various LLMS/agents). Why that makes sense: Especially when it comes to portfolios with a large number of individual stocks, the same question constantly arises: Should I buy back position X? Rebalances? Reduce risk? Thesis A vs. Thesis B? This can be played through extremely well with a structured model — but only if the model can “see” the portfolio clearly (allocation, entry prices, performance, sectors, countries, profits/losses, cash, watchlist, etc.). What the interface should provide (examples): • Read-only access (at least): Holdings, Weights, Income, Current Value, P&L, Asset Classes, Cash, Transactions • Optional: watchlist/ goals/ own notes per position • Optionally later: Prepare actions (e.g. “order suggestions” as a draft, not execute directly) MCP added value: MCP makes the whole thing compatible with many tools/clients and allows users to use their preferred model without Partec having to build “the one AI” themselves. Result: better decisions, faster portfolio reviews, less manual copy/paste.

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.