Sunrise offers two location funds that are now also available on Parqet. Thanks to Zero-Click Import, Sunrise transactions can now be easily entered into Parqet.
Retrieve Sunrise location funds in Parqet
As one of the first investment companies, we have created the opportunity with Sunrise Capital for fund providers to also add their data (prices, breakdown of all holdings, countries, and dividends) to Parqet.
This gives Parqet users the benefit of more accurate price data, as well as more detailed information on the asset and holding pages 👇
Enter Sunrise statements in Parqet via Zero-Click Import
In addition to the better data, we have extended our Zero-Click Import to include statements from Sunrise. This allows you to simply drag and drop the statements from Sunrise that you receive by email into Parqet.
Open your email inbox and save the statements from Sunrise
Sunrise sends a separate statement by email for each transaction with the subject "New document for you". Attached to this email is a PDF file that you need to save. Download all statements that you want to add to Parqet.
Import the PDF files into Parqet
Drag the PDF file into your Parqet Portfolio The downloaded files can be easily imported into Parqet via drag-and-drop. Personal data such as your name or account number are not read.
The transactions are now imported into Parqet. Your Parqet Portfolio analysis updates immediately and you can track your performance, asset allocation, dividends, value development, and so much more.
Frequently asked questions
What happens to my personal data? During import, only the activities are read (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 that hasn't been covered yet. You can anonymize your PDF using 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 aims to support as many brokers and banks as possible. However, we need PDFs to extend the import. Feel free to send us PDFs from an unsupported broker using this tool. There you can censor sensitive data beforehand and we can extend the import accordingly.
If you have further suggestions, questions, or feedback, contact us in our community. Every message is read and we will get back to you as soon as possible if desired.