Parqet Companion
The missing toolkit for Parqet investors
Sync brokers, back up portfolios, simulate retirement, generate tax reports — all through a secure connection to your Parqet account.
Connect with Parqet
Connect with Parqet
Secure OAuth2 — we never see your Parqet password.
Features
Broker Sync
IB FlexQuery Sync Beta
Import trades & dividends from Interactive Brokers
Portfolio Performance Sync Alpha
Upload .portfolio files to sync transactions
AI Import Soon
Import broker statements with AI assistance
Daily Auto-Sync
Scheduled IB sync at 8:00 AM UTC (opt-in)
Smart Deduplication
Preview changes before pushing — never create duplicates
Planning & Tax
Retirement Planner
Monte Carlo simulation for withdrawal strategies
Tax Report
Anlage KAP and Vorabpauschale for German tax returns
Portfolio Tools
Backup & Restore
Export and reimport all portfolio activities as JSON
Consolidate
Merge multiple portfolios into one
How it works
Connect
Link your Parqet account
Preview
Review activities & dedup results
Sync
Confirm and push to Parqet
Connect
Link your Parqet account
Preview
Review activities & dedup results
Sync
Confirm and push to Parqet
Your data. Your rules.
Parqet OAuth tokens
Encrypted at rest. Required for the API connection you explicitly authorize.
Broker Report API keys
Read-only report tokens stored in your browser. Server-side storage is opt-in only (for scheduled sync).
Portfolio files & trading data
Parsed in memory, pushed to Parqet, never stored on our servers.
Start syncing in under a minute
Connect with ParqetSecure OAuth2 — we never see your Parqet password.
Built on the Parqet Connect API, which is still in early beta and feature-limited.