Parqet Companion

Sync, backup, and manage your Parqet portfolios — all in one place.

Built on the Parqet Connect API, which is still in early beta and feature-limited.

Connect with Parqet

Secure OAuth2 — we never see your Parqet password.

Features

✓

IB FlexQuery Sync Beta

Import trades & dividends from Interactive Brokers

✓

Portfolio Performance Sync Alpha

Upload .portfolio files to sync transactions

✓

Daily Auto-Sync

Scheduled IB sync at 8:00 AM UTC (opt-in)

✓

Smart Deduplication

Preview changes before pushing — never create duplicates

✓

Basic Management Tools

Backup, restore, duplicate, and consolidate portfolios

✓

Retirement Planner

Monte Carlo simulation for withdrawal strategies

Data transparency

Server

Parqet OAuth tokens

Encrypted at rest. Required for the API connection you explicitly authorize.

Browser

Broker Report API keys

Read-only report tokens stored in your browser. Server-side storage is opt-in only (for scheduled sync).

Memory

Portfolio files & trading data

Parsed in memory, pushed to Parqet, never stored on our servers.