Parqet reads PDF statements from Gratisbroker, Oskar, and 1822direkt.
How to download the documents
Download your broker’s PDF statements.
How to import the documents
Drag and drop the file into your portfolio.
Or click “Add activities” at the bottom right and select “File import (PDF/CSV)”.
Which documents are supported?
Gratisbroker and Oskar:
“Kauf” (buy) trade confirmations, including from savings plans (as buys)
“Verkauf” (sell) trade confirmations (as sells)
Distributions and dividend statements (as dividends)
Statements for buying or selling crypto assets (as buys or sells)
Periodic account statements for the EUR account: the buys, sells, and dividends they contain (as buys, sells, or dividends)
Account closing statements for the EUR account: credit interest (as interest in the cash holding)
Vorabpauschale with tax deducted (Parqet books the tax as costs on the holding)
English-language documents (“Transaction Statement”, “Distribution”, “Periodic Account Statement”), handled like the German documents
1822direkt:
“Kauf” (buy) and “Ausgabe Investmentfonds” (investment fund subscription) trade confirmations (as buys)
“Verkauf” (sell) and “Rücknahme Investmentfonds” (investment fund redemption) trade confirmations (as sells)
Dividend credit notes, investment fund distributions, and income credit notes (as dividends)
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, and Vorabpauschale documents without tax deducted.
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”).