With Autosync, you sync your entire transaction history with Parqet. Autosync doesn’t create a permanent connection to your broker. After you log in, we import all your transactions once and close the connection again. You can sync again at any time by logging in again.

You can use Autosync for Trade Republic on the web at app.parqet.com and in our mobile app (in German). You can download the app here.

Here’s how to sync your brokerage account with Autosync:

To make sure your portfolio in Parqet always matches the one at your broker exactly, we use an automatic holdings sync in addition to importing your transactions. With every sync, Parqet compares the number of your shares and their entry prices (your price per share, excluding fees) with your broker’s current data and automatically balances out any differences.

Here you can learn in detail how holdings sync works and why entry prices are sometimes adjusted. Autosync: Synchronize holdings

If your Autosync stops, go through this list:

With many transactions, the first Autosync can take a few minutes. Keep Parqet open even if the progress bar doesn’t move for a while. If an error code still appears after these steps, please reach out via our contact form (topic “Data Import: Autosync”). Describe which steps you’ve already tried and which error appears.

During Autosync, we show you either an input field for the TAN or a notice that you need to confirm the process in the Trade Republic app. If the push notification from Trade Republic doesn’t arrive, open the Trade Republic app manually – the confirmation dialog appears there right away.

If that doesn’t help, check in your smartphone’s system settings whether push notifications are enabled for Trade Republic.

If none of that helps, log in once with your account in the browser at app.traderepublic.com/login. You should get a confirmation from Trade Republic there. If nothing happens with the online login either, please contact Trade Republic. In that case, the error isn’t on Parqet’s side, because logging in on the Trade Republic website doesn’t work without a push confirmation either.

If Autosync shows the message “Too many requests”, read Trade Republic Autosync shows “Too many requests” (in German).

Securities and brokerage accounts: Autosync currently syncs all brokerage accounts linked to your login credentials. This includes all securities transactions, including dividends. In the filter at the top right, you can show or hide individual sub-accounts (in German) if you don’t want to view them all together.

Cash holdings: When you use the Trade Republic Autosync, Parqet creates a reference account (in German). It includes all transactions from Trade Republic. In addition, the cash holding is adjusted via the “Synchronize holdings” feature at the time of the Autosync.

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Trade Republic’s documents for securities transfers usually don’t include acquisition costs. If these values aren’t available, we book the securities at the closing price on the day of the transfer. Under app.parqet.com → “Activities”, a notice appears next to the affected “Transfer in” activity. You can adjust the entry price by clicking the three dots (...). If you can’t find the entry price yourself, please contact your bank. Via the “Synchronize holdings” feature, we also make historical adjustments and, in many cases, try to back-calculate the missing entry prices.

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If you notice discrepancies in your Parqet portfolio, first check the underlying transactions. To do this, go to app.parqet.com → “Activities” and compare Parqet’s transactions with your broker’s transactions. You can use the PDF documents in your mailbox for the comparison.

If you spot discrepancies, feel free to reach out with as precise a description as possible via our contact form (topic “Data Import: Autosync”). This way, we can fix any errors centrally for all users.

Ideally, also turn on sharing of failed documents. On the web, you’ll find it at app.parqet.com/profile in the section “Autosync settings” (“Share failed documents to improve import”). In the mobile app, it’s under the menu item “Autosync” in the settings (“Enable erroneous documents analysis”). This option is turned off by default, so you can freely decide whether to share these documents with us. The option doesn’t fix an error right away. It allows us to analyze the documents that failed during your import. This helps us improve the import, and in the best case, later syncs will then pick up such documents correctly. You get Autosync improvements automatically with every new sync. You don’t need to set up your portfolio again for this.

To sync without corrections from the “Synchronize holdings” feature, turn it off in the “Portfolio settings”.

If holdings, cash, or individual transactions are still wrong after syncing again, you can check whether your existing portfolio is the cause:

Important: Deleting a portfolio removes everything that happened in that portfolio: manually created or changed activities (e.g., adjusted entry prices for transfers in), imports, and notes on transactions. Your tags are kept because they belong to your account. Write down your manual changes beforehand so you can enter them again in the new portfolio.

If something still doesn’t match in the new portfolio, reach out via our contact form (topic “Data Import: Autosync”) with a specific example (security, date, amount).

Yes. However, we advise against it and recommend creating separate Parqet portfolios for each broker, because manual activities can otherwise interact with the activities of your Autosync portfolio in unwanted ways. With a Plus or Investor subscription, you can see several portfolios together in the Overview (in German).

Want to split portfolios to reflect different strategies? That’s what Views (in German) are for, also with a Plus or Investor subscription. A view filters your holdings, for example by tag or asset class.
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Check whether your bank already has the corresponding statement. Only then can Autosync process the activity. Creating these documents usually takes no longer than 1–3 days. So wait a bit and run Autosync again later.
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With Trade Republic’s Round up, you can turn spending into investments. Every time you pay with the Trade Republic credit card, the payment is rounded up to the next full euro using a multiplier and invested in a security of your choice.

With Trade Republic’s Saveback, you can invest 1% of what you spend with the credit card in a security.
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Example:

Let’s say you spent €2.10 on Amazon with the credit card on March 25.

You set Roundup to a multiplier of 1, so €2.10 is rounded up to €3.00.

€0.90 goes out as the Roundup amount. Saveback is also active; in this case, the Saveback amount is €0.03. In the Trade Republic overview, you only see the €2.10.

You only get more details when you expand the information on the purchases:

In this case, Parqet now books two things:

Trade Republic collects the Roundup amount and the Saveback amount and pays them out together, in this case on April 2. One minute before the savings plan is executed, we book the corresponding amount back into your account:

Shortly after, at around 9 a.m., you see two bookings. In this case, the Roundup amount (€0.90) was invested in a FRoSTA AG share:

The Saveback amount (€0.03) also goes toward buying a FRoSTA AG share:

This means Saveback and Roundup create many transactions, all of which Parqet processes. However, what we display may differ from the transaction overview at Trade Republic.