Parqet
Syncs your broker from your own phone, so the login never leaves it. Dividend forecasts and a free Basic plan.
Parqet's best idea is where the sync happens. Its Autosync connects 50+ brokers, including Trade Republic, Scalable Capital, ING and comdirect, but runs on your device, so your credentials never reach Parqet's servers. You can also import CSV and PDF statements. It tracks stocks, ETFs, crypto, cash and P2P loans, measures returns as TTWROR and IRR, and has a dividend dashboard and a community where you can look at other investors' portfolios. Basic is free. Dividend forecasts, benchmarks and the tax dashboard need a paid plan, and the tax view shows your exposure rather than a report you can file.
Features at a glance
| Feature | Parqet |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes |
| Tax reports | Partial |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| Goal & time-to-goal | Not supported |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Partial |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Partial |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Partial |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Yes |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Yes |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Investors with German brokers such as Trade Republic or Scalable Capital who want automatic updates without handing their login to a third party. If your broker is outside Germany, check the list first: the sync is built around German brokers.
Strengths
- Autosync with 50+ brokers that runs on your phone, plus CSV and PDF import
- TTWROR and IRR returns, with benchmarks such as the MSCI World on paid plans
- A dividend dashboard and forecast, native iOS and Android apps and a community
Trade-offs
- Forecasts, benchmarks and the tax dashboard need a paid plan
- Built mainly for German brokers and the German market
- No rebalancing, goals or AI
Parqet vs PortfolioGlance
Parqet syncs brokers and forecasts dividends, and we do neither. It also has native apps and a community. We stay out of your broker account altogether: you import a CSV or add holdings yourself. In return we show how far you've drifted from your target allocation and when you'll reach a goal, and an AI assistant answers questions about your holdings. For a German depot that should update itself, Parqet is the better fit.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.