Parqet

Parqet reads the PDF statements from <a href="https://www.sunrise.app/" rel="nofollow noopener noreferrer" target="_blank">Sunrise</a> and the buy confirmations from Own360.

Find the emails from Sunrise with the subject “Neues Dokument für dich” (new document for you). Sunrise sends a separate email for each statement.

Save the attached PDF file from each email you want to import.

1. Open your email inbox.
2. Find the emails from Sunrise with the subject “Neues Dokument für dich” (new document for you). Sunrise sends a separate email for each statement.
3. Save the attached PDF file from each email you want to import.

Drag and drop the PDF files into your <a href="https://app.parqet.com/" rel="nofollow noopener noreferrer" target="_blank">Parqet portfolio</a>.

Or click “Add activities” at the bottom right and select “File import (PDF/CSV)”.

1. Drag and drop the PDF files into your <a href="https://app.parqet.com/" rel="nofollow noopener noreferrer" target="_blank">Parqet portfolio</a>.
2. Or click “Add activities” at the bottom right and select “File import (PDF/CSV)”.

Sunrise: distribution notices (as a dividend)

- Sunrise: buy confirmations (as a buy)
- Sunrise: sell confirmations (as a sell)
- Sunrise: distribution notices (as a dividend)
- Own360: buy confirmations (as a buy)

For Sunrise, Parqet doesn’t import fees. For Own360, Parqet imports neither fees nor taxes.

If a document isn’t recognized, send us 1–2 anonymized PDFs via <a href="https://app.parqet.com/help/contact?category=data_import_manual" rel="nofollow noopener noreferrer" target="_blank">our contact form</a> (topic “Data Import: PDF/CSV/Manual”).

How to save the PDF statements from Sunrise and Own360 and import them into Parqet.

Sunrise / Own360 PDF import

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Sunrise / Own360 PDF import

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