Parqet reads trade confirmations and income statements from S Broker’s PDF documents.
How to download the documents
Log in to S Broker.
Open the S Broker Postbox, for example via the unread messages indicator in the brokerage account overview. You’ll find instructions in the S Broker FAQ under the “Postbox” tab.
Filter by document type or period and download the documents you want to import.
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, including limit orders (as buys and sells).
Investment fund subscriptions (as buys).
Dividend credit notes and income credit notes for securities (as dividends).
Investment fund distributions (as dividends).
For some trade confirmations, Parqet doesn’t import taxes. After importing, check the taxes on your sells.
If a document isn’t recognized, send us 1–2 anonymized PDFs via our contact form (topic “Data Import: PDF/CSV/Manual”).