Activities & holdings
How to work with activities and holdings
By Niklas1 author10 articles
- How to add activities in Parqet
- Export activities as CSVHow to download your activities as a CSV file, and what the file contains.
- Brokerage account transfer: How to reflect a broker switch in ParqetHow to reflect a brokerage account transfer – with PDF, CSV or manual portfolios and with Autosync.
- Record interest on cash holdingsAdd interest and negative interest on cash holdings and how Parqet shows it in the metrics
- Record taxes & fees as a separate activityAdd custody fees, Vorabpauschale, refunds and other costs without a buy or sell
- How to add free shares in Parqet
- How do I delete a holding or all activities of a holding?
- Can I add a savings plan in Parqet?
- Canceled dividends
- Centrally managed security events