Parqet reads trade confirmations and income credit notes from onvista bank’s PDF documents.
How to download the documents
Log in to your brokerage account and open the Postbox.
In the Postbox, open the search and enter a start date.
As the document type, select “Wertpapierabrechnung” (trade confirmation) to show all buys and sells.
Select all documents on the current page and click “Mehr” (more) → “Als ZIP exportieren” (export as ZIP). Repeat this step up to the last page.
For dividends and income credit notes, select the document type “Erträgnisgutschriften” (income credit notes).
Unzip the downloaded ZIP files.
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?
Trade confirmations for buys and sells (as buys and sells).
Income credit notes, dividend credit notes, and capital repayments (as dividends).
For income credit notes, Parqet doesn’t import fees.
Not imported: cost statements, cancellations of income credit notes.
If a document isn’t recognized, send us 1–2 anonymized PDFs via our contact form (topic “Data Import: PDF/CSV/Manual”).