Parqet users who trade their securities via Swissquote can now import their portfolio using the Zero-Click Import.
The CSV file containing individual transactions is supported.
Here's how it works 👇
- Download your transactions as a CSV file from your Swissquote account
You can find the transaction files in the eTrading platform under the tab "Transactions".
In the Transactions tab, select the time period for which you want to download transactions. Then click on "Export CSV". - Drag the CSV file into your Parqet Portfolio The downloaded CSV file can be easily imported into Parqet via drag-and-drop. Personal data such as your name or account number will not be extracted.
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 extracted (security, price, shares, date, etc.) - no personal data is stored. The activities are thus 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 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 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 using this tool. There you can censor sensitive data beforehand and we can then extend the import.
If you have any further suggestions, questions or feedback, contact us in our community. Every message is read and we'll get back to you as quickly as possible if desired.