Skip to main content

WeltSparen (Raisin Pension) PDF import

How to download the brokerage account statements from WeltSparen (Raisin Pension) and import them into Parqet.

Written by Niklas Klamm

Parqet reads the PDF brokerage account statements from WeltSparen (Raisin Pension) and imports the transactions as activities.

How to download the documents

  1. Log in to WeltSparen (Raisin Pension).

  2. Under “Vorsorgen” (retirement provision), click “Raisin Pension”.

    Raisin “Meine Anlagen” (my investments) overview with the “Raisin Pension” entry under “Vorsorgen” highlighted

  3. Click “Dokumente” (documents) to open the list of documents.

    Raisin Pension menu with the “Dokumente” item on the left highlighted

  4. Download all brokerage account statements as PDFs. Raisin Pension provides a brokerage account statement every quarter.

    Raisin Pension document list with the brokerage account statement as of March 31, 2023 highlighted

How to import the documents

  1. Drag and drop the PDF files into your Parqet portfolio.

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

Which documents are supported?

Parqet reads Sutor Bank brokerage account statements with the section “Umsätze vom … bis …” (transactions from … to …). From the list of transactions, Parqet imports:

  • Buys (as a buy)

  • Sells (as a sell)

  • Distributions (as a dividend)

Not imported: deposits, withdrawals, transfers, rebookings, fees, and tax postings.

For buys and sells, Parqet doesn’t import fees or taxes.

If a document isn’t recognized, send us 1–2 anonymized PDFs via our contact form (topic “Data Import: PDF/CSV/Manual”).

Related Articles
Did this answer your question?