The dashboard is Parqet’s standard portfolio view. It gives you an overview of your portfolio(s). In the sidebar on the left you’ll find other sections of the Parqet app, which are all explained in more detail below.

A quick explanation of what you see right at the top:

In the left column you’ll find the returns table, an overview of your portfolio’s key figures for the selected period. It shows all figures for your entire portfolio, meaning all your holdings and sold positions combined.

The middle column gives you an overview of your latest activities. It shows the last 6 transactions in your portfolio.

The right column shows your top movers. Here you can view your biggest winners or biggest losers in percent.

Further down you’ll find your holdings tables, grouped by asset class. Using the gear icon at the top right of each table, you can show or hide additional columns to see more or less information about your holdings.

Here you see all your securities: stocks, ETFs, derivatives, etc. Roughly speaking, everything that has an ISIN/WKN.

Using the three dots to the right of a holding, you can manually add new activities to it or use “Manage” to delete the holding (in German). This isn’t possible in Autosync portfolios.

Below the securities, other asset classes are shown, for example cryptocurrencies, precious metals (in German), real estate (in German) or other assets. You’ll find more information on these asset classes in the linked articles.

Further down you’ll find your cash holdings:

Here, too, you can use the 3 dots to the right of each cash holding to choose which asset classes this account should be the reference account (in German) for.

At the very bottom you’ll find a section with your sold holdings. Once you’ve sold all shares of a holding, it ends up here:

You can expand each section to get a holdings table like the one you already know from above.

In the “Analysis” tab on the left, you can view many in-depth analyses at portfolio level. There are 6 sections:

In the allocation analysis, you see a pie chart of your holdings right at the top. You’ll find them again in the table on the right, each with its weighting. If you like, you can also break your ETFs down into their underlying holdings using Parqet X-Ray (in German).

You can view your portfolio breakdown not only by holding but also by factors such as asset class, sector, industry, region, country or type:

This gives you a more detailed overview of your portfolio allocation and helps you spot possible concentrations quickly.

The “Returns” section gives you an overview of your monthly or quarterly returns. We explain how the values are calculated in the article Performance heatmap: understanding monthly, quarterly and annual returns (in German).

You can view the returns either in the table or as a bar chart. In both, you can switch between a monthly and a quarterly view.

Below the heatmap you’ll find the performance map (with a Plus or Investor subscription). Each holding is a tile: the larger the tile, the more weight the holding has in the portfolio. The color shows the return in the selected period, green for a gain and red for a loss. More on this: Performance map: winners and losers at a glance (in German).

The “Capital” tab gives you an overview of your capital flows. Here you can see how much capital flowed into your portfolio or was withdrawn from positions in each month:
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The “Fees” section shows how much your ETFs cost you in annual fees (in German). These aren’t charged separately to the reference account but are deducted automatically from the value of your shares:

The “Trades” section gives you an overview of your trades, meaning how much gain or loss you realized on which sales:

At the top as a bar chart by month, and below it as a clear table where you can see all months at once.

Below this you’ll find another overview, sorted into winners and losers. You can sort it by time period and by absolute vs. relative return:

The last tab contains a tax dashboard:

Here you can see how much tax you paid in each year, grouped by transaction type. Below that is an overview of the dividends you received by country, the taxes paid on those dividends and potential withholding tax refunds.

The “Activities” tab shows all your transactions:

At the top left you can also filter the activities. For example, you can show only sells, hide dividends or show only the activities of a specific holding.

The “Dividends” tab has detailed statistics on your received and upcoming dividends:

Here, too, you’ll find various filters at the top right to show your dividends only for certain sub-accounts or time periods.

Interest you record as an activity of type “Interest” doesn’t appear here. Distributions of type “Distribution”, for example P2P interest or rental income, do appear here.

The bar chart at the top shows your monthly dividends, with all months in sequence.

The second tab shows your received dividends grouped by month. Here you can see, for example, how your dividends in individual months developed over several years.

The next tab shows your dividends accumulated over the entire selected period, and the tab next to it shows your received dividends accumulated per year.

In the last tab, “Breakdown”, you can take a closer look at your dividends and see the dividends you received over the entire period in more detail.

Below that is a table that shows the dividends you received clearly at a glance:

You’ll also find a returns table like the one you know from the dashboard. It clearly shows all data on the dividends you received.

The middle column shows announced dividends, meaning dividends the company has already officially announced. Estimates based on past dividends are only shown in the dividend calendar.

The right column shows the dividends you received most recently.

Below these tables you’ll see another list of holdings like on the dashboard. It includes all your holdings that received at least one dividend in the selected period:

You can sort your holdings here by various criteria: the CAGR (compound annual growth rate) of the dividends over 3 or 5 years, your average dividend amount per month, the dividend yield and your personal dividend yield (yield on cost, YoC).

The “Portfolios & views” tab shows all your portfolios at a glance:

Here you can add activities to a portfolio manually or go to its dashboard. You also see an overview of the values of the different asset classes in each portfolio, and you can create a new portfolio (in German) at the top right. At the top left you open the Overview (in German). Under “Portfolios & views” you see all portfolios and views with their value and return.

In Parqet you can create several watchlists and add stocks, ETFs and other securities to them:

You can make watchlists public, share them via link and follow other people’s watchlists. More on this: Watchlists: track, share and follow securities (in German)

The news feed shows you interesting news on various stocks at a glance:
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You can also filter the news feed, for example to see only news about companies in your portfolio.

The dividend calendar shows all your payouts at a glance. You can view payouts of stocks from well-known indices such as the DAX or S&P 500, but also filter by assets in your portfolio:
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This way you see in a calendar, either by year or by month, which companies pay dividends when:

If you like, you can also show the payouts as a table:

This view only shows the months/days in which you actually received payouts.

You can now install additional integrations in Parqet:

There are many options. For example, you can use the Portfolio Rebalancer (in German) to adjust your allocations in Parqet. Or you can connect your portfolio to Claude, ChatGPT or Perplexity to talk about your portfolio with the AI chatbot of your choice. New integrations are added regularly, so feel free to try them out at app.parqet.com/integrations!

Parqet offers several financial calculators (in German) that let you calculate, for example, your ETF savings plan (in German) or compound interest:

You’ll find detailed information on each calculator here (in German).

Click your profile picture at the top right to open the Account settings, where you have many options.

In the profile settings you can change your display name and your email address. At the bottom right you can also change your password.

Please note that these functions are only available if you created your account with email and password. If you sign in with a social login (Google, Apple or Facebook), you can’t change this data manually. If you have questions, feel free to contact our support via our contact form (topic “Account & Subscription”).

In the subscription settings you can manage your current Parqet subscription, renew/cancel it, download your invoices or change your payment method (in German):

Click “Manage subscription” (in German) to switch your subscription between monthly and yearly and to change your payment method. Here you can also cancel your subscription and view and download your past invoices:

Under “Current offers” you’ll find, for example, the “Refer friends” (in German) program. If we offer further promotions, they’ll be shown here too.

Directly below, you can adjust Parqet’s “Appearance” (dark mode): light, dark or following your system setting, depending on your preference:

In the notification settings you can, for example, turn your weekly portfolio summary (in German) on or off. You can also decide whether you want us to inform you about new updates and features:

Here you can enable MFA (in German) for your sign-in, so that a second factor such as an authenticator app is required to sign in to your Parqet account:
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Below that you’ll find the Autosync settings, where you can enable the options “Share failed documents to improve import” and “Enable analysis mode for Autosync”. If you have problems with Autosync, these two settings help us find the problem faster.

At the very bottom of the profile settings you’ll find your account settings. Here you can sign out of Parqet or delete your account. Please note that deleting your account can’t be undone, as all your data and portfolios are deleted permanently right away: