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finvesto PDF import

Written by Niklas Klamm
Parqet and finvesto logos

You import PDF statements the same way as for all other brokers:

Download your PDFs from finvesto: You’ll find the statements in your finvesto brokerage account. After logging in, click the three dots to the right of “Bestand” (holdings), then “Umsätze” (transactions).

finvesto brokerage account overview; the three-dot menu next to “Bestand” (holdings) and the “Umsätze” (transactions) entry are circled

At the bottom of the page, you’ll now find the “Umsatzliste als PDF” (transaction list as PDF) option. Download the transaction list (PDF file).

finvesto transaction view; an arrow points to the “Umsatzliste als PDF” (transaction list as PDF) link at the bottom

Drag the PDF file into your Parqet portfolio.

Visualize your finvesto brokerage account with Parqet

With the file import, you can import your existing finvesto portfolio into Parqet in just a few clicks. This makes it even easier to visualize your brokerage account’s performance, allocation, dividends and value development.

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