Parqet reads trade confirmations and distributions from finanzen.net ZERO PDF documents.
How to download the documents
Log in to finanzen.net ZERO.
Open the “Posteingang” (inbox) via the profile icon at the top right.
For each activity, download the matching trade confirmation from the inbox.
This is what a trade confirmation looks like:
How to import the documents
Drag and drop the PDF files into your Parqet portfolio.
Alternatively, click “Add activities” at the bottom right and select “File import (PDF/CSV)”.
Which documents are supported?
“Kauf” (buy) and “Verkauf” (sell) trade confirmations (as buys and sells).
Statements for buying and selling crypto assets (as buys and sells).
Distributions, fund distributions, and dividend statements (as dividends). Parqet books a canceled distribution as a dividend with a negative amount.
Periodic account statements for the EUR account: buys, sells, and distributions (as buys, sells, and dividends).
Account closing statements for the EUR account: credit interest (as interest in the cash holding).
Vorabpauschale statements with tax deducted (as taxes on the holding).
IMPORTANT: For the same period, import either the periodic account statements or the individual statements, not both. The individual statements also include fees and taxes.
Not imported: account closing statements without credit interest, Vorabpauschale statements without tax, and brokerage account transfers (incoming and outgoing deliveries). Enter brokerage account transfers manually as a transfer in or transfer out.
Fees and taxes from the periodic account statement aren’t imported.
If a document isn’t recognized, send us 1–2 anonymized PDFs via our contact form (topic “Data Import: PDF/CSV/Manual”).