The most important analytics tools from the web app are now available in the mobile app. Return details, capital flow, trades, taxes, and fees - right on your smartphone.

Return Details

How did your portfolio perform in January? And over the entire last quarter? The return details break down your gains by month, quarter, and year - split into unrealized capital gains, realized gains, and dividends.

Capital Flow Analysis

The capital flow analysis shows when and how much capital you invested or withdrew. Month by month, you can track the inflows and outflows from buys and sells - including yearly totals.

Trades

Which trade paid off the most, and which one cost you? The trades overview lists your top and loss trades with realized gains, losses, and achieved performance.

Tax Dashboard

All taxes paid at a glance, broken down by year and activity type. If you invest in foreign dividend stocks, you'll also find a detailed withholding tax overview by country.

Fee Analysis

What do your ETFs and funds actually cost? The fee analysis lists the ongoing costs of all held positions - so your total expense ratio doesn't come as a surprise.

Requirements

The analytics features are available to all Plus and Investor subscribers in the mobile app from version 1.22.0.

New to Parqet?

At Parqet, we work every day to remove barriers to wealth building. We build tools that allow you to keep track of your portfolio effortlessly, whether at home or on the go.

See how Parqet can simplify your wealth planning, or create your free portfolio in seconds.