New
Parqet portfolios link directly to edgio
If you use Parqet, you can link your portfolio to edgio by signing in at Parqet. Purchases, sales and dividends arrive automatically and are synced daily, with no file export.
For whom: Everyone
What is new
You sign in at Parqet and give edgio access to your portfolios. The connection is read-only and runs in one direction, from Parqet to edgio. Purchases, sales and dividends arrive as bookings, together with their fees and taxes. After that edgio syncs automatically once a day. A manual sync is possible too. With a very large history the first import can take several days.
What this means for you
If you keep your positions at Parqet, there is no file export and nothing to enter by hand. Not everything comes along: deposits and withdrawals, interest, bonds, certificates, classic investment funds and crypto are not imported. Exchange-traded ETFs and ETCs with price data are possible. How many positions a portfolio takes depends on the plan: Free has room for a few, Pro for many more. Nothing is cut silently. If a portfolio is larger, you make the selection yourself.
Where to find it
In the account, the Portfolios section holds the Parqet card with the button "Connect with Parqet". The portfolio import on the Holdings page offers the connection too.
This entry describes an edgio feature. It is not investment advice. Disclaimer