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 Scalable Capital on the web at app.parqet.com and in our mobile app. You can download the app here.

Here’s how to sync your Scalable Capital 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

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: For Scalable Capital, we sync the transactions of your cash holdings, i.e., your reference account and your instant-access savings account, including transfers between the two and interest with taxes. If the balance still differs afterwards, holdings sync adjusts it. This also applies to the instant-access savings accounts of junior accounts. They appear in the sub-account “Other Positions”. For existing portfolios, a normal sync is enough; you don’t need a new portfolio for this.

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.
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Try logging in to the Scalable Capital web app (not the mobile app) at https://de.scalable.capital/login. Use the device you want to run Autosync on.
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Scalable Capital’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”.
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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).

In the past, there were cases where Scalable Capital didn’t have complete dividend documents. If these documents aren’t available, the corresponding distribution can’t be synced. Add the dividend payment manually or contact Scalable Capital for a correction.
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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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If you’ve switched smartphones and no longer get push notifications from Scalable Capital when you start Autosync (even though the app otherwise works fine), this is usually because the device isn’t linked. The system doesn’t yet recognize the new device as the primary, linked device.