With the latest Parqet update, we have implemented the most requested feature from the community: The Portfolio Overview.

The Portfolio Overview combines all portfolios in a shared view. Key figures, performance calculations, and charts are displayed together, providing a comprehensive overview across all portfolios.

The overview works similarly to a regular portfolio. In the individual dashboards (Analysis, Activities, Dividends), the selected portfolios are displayed together, creating cross-portfolio insights.

How to Access the Overview 👇

In the web app, the portfolio overview can be activated in the portfolio selection in the navigation on the left side. Alternatively, it can also be accessed via this link.

In the mobile apps (Android, iOS), the overview is not yet available but will follow in the coming weeks.

Full Control: Choose Which Portfolios Appear in the Overview

For maximum flexibility, we have built a portfolio filter into the overview. With the filter, any portfolios can be selected or deselected, allowing the overview to be customized individually.

Display Holdings Grouped or Separately

If the same asset is present in different portfolios, you can choose how the holding should be displayed in the overview. Same assets in the holdings table can be displayed either grouped or separately.

When selecting the grouped display, multiple holdings can be expanded to see the key figures broken down by portfolio.

Compare the Performance of Individual Portfolios

As part of the development of the overview, we have also developed a performance comparison for individual portfolios. In the Performance tab on the Dashboard, in addition to assets, other portfolios can now also be included in the comparison.

The performance comparison works both in the overview and when viewing individual portfolios.

Tabular Listing of All Portfolios

As another new view, we have added a tabular display of individual portfolios. There you can see all portfolios in one overview and sort the portfolios by portfolio value, performance, and IRR.

We always appreciate your feedback – it's best placed in the corresponding community announcement.

New to Parqet?

At Parqet, we work every day to remove barriers to wealth building. To do this, we build tools that make it easy for you to keep track of your portfolio, whether at home or on the go, without much effort.

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