In addition to DKB, Trade Republic and comdirect, onvista bank customers can now also create activities in Parqet via PDF import, reducing regular portfolio maintenance to just a few minutes. With comprehensive, clear evaluations, Parqet serves as the perfect complement to your onvista bank portfolio. Grab your transaction PDFs and simply drag & drop them into Parqet. Here's how 👇
- Download PDF documents
To download your onvista bank PDF files, log into your portfolio and open your postbox.
Open the search in the postbox and enter a start date to download all statements in the specified time period.
To display all purchases and sales, additionally select "Securities Statement" as the document type. Then select all documents on the current page and download them with a click on "More" -> "Export as ZIP". Repeat this step until the last page.
For dividends and income credits, the document type "Income Credits" must be selected in the search.
Extract the downloaded .zip files and add the documents to Parqet as described in step 2.
- Drag the PDF files into your Parqet Portfolio
The PDF is not uploaded and your personal data is not read.
That's all 🎉 ✅. Easy import of activities, which will become even easier in the future. As an onvista bank customer, nothing stands in your way now to track your portfolio performance, weighting, dividends, value development and other metrics online, in the browser and even on mobile.
Frequently Asked Questions
What happens to my personal data? During import, only the activities are read out (security, price, shares, date, etc.) - no personal data is stored. The activities are therefore 100% anonymous.
My PDF doesn't work - what can I do?
The Parqet import has been tested with all available PDFs. It's always possible that your PDF contains a special case not yet covered. You can anonymize your PDF via this tool and send it to us so we can improve the import 👍.
What happens if I import PDFs from other banks?
Parqet will mark unsupported PDFs and ignore them during import. So you can't do anything wrong. PDFs from other supported banks will be imported normally 👍.
When will other banks be supported?
Parqet should support as many brokers and banks as possible. However, for this we need PDFs with which we can extend the import. Feel free to send us PDFs from an unsupported broker via this tool. There you can censor sensitive data beforehand and we can then extend the import.
If you have any other suggestions, questions or feedback, get in touch in our community. Every message is read and we'll get back to you as quickly as possible if desired.
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