Parqet users who trade their securities via Swissquote can add their portfolio with the CSV import. The supported file is the CSV file with the individual transactions. From it, Parqet imports buys, sells, dividends and incoming transfers (“Transfer in”), also for crypto. Parqet doesn’t import other rows, for example deposits and withdrawals, currency exchanges or subscription rights. If needed, you enter these manually.
Here’s how 👇
Download your transactions as a CSV file from your Swissquote brokerage account
You’ll find the transaction files on the eTrading platform in the “Transaktionen” (transactions) tab under Portfolio.
Under “Periode” (period), select the period for which you want to download the transactions, and click “Anwenden” (apply). Then click the download icon at the top right and select “CSV-Bericht” (CSV report).
Drag the CSV file into your Parqet portfolio
Import the downloaded CSV file into Parqet via drag and drop. Parqet only reads the details of your activities from it, for example the date, security, number of shares, price and costs. Parqet imports the costs as fees. The file doesn’t show taxes separately, so Parqet doesn’t enter any taxes. You can find more on our privacy page.
Your transactions are now imported into Parqet 💪. Your Parqet portfolio analysis updates right away, and you can track your performance, asset allocation, dividends, value development, and so much more.