Parqet

In this article we give you a rough overview of the features Parqet offers and where to find them

The Parqet web app at a glance

Niklas Klamm

How do I set up my account and import transactions?

Getting started & import

Which brokers does Autosync support?

comdirect Autosync (Parqet)

Consorsbank Autosync (Parqet)

ING Autosync (Parqet)

Scalable Capital Autosync (Parqet)

Trade Republic Autosync (Parqet)

Autosync: Synchronize holdings

Autosync

Cryptocurrencies

Other assets in Parqet

Cash holdings in Parqet

Parqet lets you track different asset classes. Here's everything you need to know about them

Asset classes

Which brokers & tools does the file import support? (PDF, CSV)

Bitpanda CSV import

comdirect PDF import

ING PDF import

Interactive Brokers/CapTrader/Lynx CSV import

maxblue (Deutsche Bank) PDF & CSV import

Portfolio Performance import

Scalable Capital PDF & CSV import

Trade Republic CSV import

Guides for brokers without Autosync that support file import

File import

Blog

Mobile App

Web App

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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