Analytics
The Analytics tab offers helpful analyses to better understand your portfolio
By Niklas1 author8 articles
- Parqet X-Ray: breaking down ETFs and funds into individual stocksWhat X-Ray shows, how to turn it on and which funds X-Ray can’t break down
- Dividend calendar: see upcoming dividends and sync them with your calendarAnnounced and expected dividends, filters, differences by plan and calendar sync via URL or ICS file
- Allocation analysis: breakdown by asset class, sector, industry, region and countryHow Parqet breaks down your portfolio by asset class, product type, sector, industry, region and country and what the percentages refer to
- Performance map: winners and losers at a glanceThe performance map (treemap) for the market and for your portfolio: size, color, groups and period
- Capital flow: how much money did you put into buys?
- Trades: realized gains, top trades and loss trades
- Analysis by company size
- Currency analysis: which currencies is your portfolio in?What the “Currency” analysis shows and how Parqet determines the currency of your securities.