ImprovementPro
Bring several Parqet portfolios into edgio
If you share several Parqet portfolios, you assign each one to its own edgio portfolio and pick the positions per portfolio. Before, only the first Parqet portfolio came through.
For whom: Pro
What is new
If you share several portfolios at Parqet, edgio shows the step "Assign portfolios". For each Parqet portfolio you set which edgio portfolio it is imported into, a new one or an existing one. Then you pick the positions that should come along. Existing data is never merged automatically. In the account, each Parqet portfolio has its own connection status and can be disconnected or reconnected on its own. Before, only the first of several shared portfolios was taken over.
What this means for you
Portfolios at different banks or accounts stay separate, the way they are kept in Parqet. How many edgio portfolios there is room for depends on the plan: Free has one portfolio, Pro several. That is why this entry is listed under Pro.
Where to find it
The assignment appears right after you grant access at Parqet. More Parqet portfolios can be added later in the account, in the Portfolios section, with "Add another Parqet portfolio".
This entry describes an edgio feature. It is not investment advice. Disclaimer