Parqet Companion

Your toolbox for Parqet.

Sync Interactive Brokers and Portfolio Performance, generate tax reports, and plan your retirement — all in one secure place.

Connect with Parqet

Secure OAuth2 — we never see your Parqet password.

Automatic Broker Sync

Connects to Interactive Brokers via FlexQuery and reads Portfolio Performance files. Trades and dividends sync automatically every day at 08:00 UTC — with smart deduplication so nothing gets doubled.

  • Interactive Brokers FlexQuery — trades and dividends
  • Portfolio Performance file upload with ISIN resolution
  • Scheduled daily sync — no manual intervention needed
Sync history screen

German Tax Report

Generates Anlage KAP figures, Vorabpauschale for ETFs, and withholding tax reclaim guidance — directly from your Parqet data. Export as PDF or CSV for your Steuerberater.

  • Realized gains, dividends, withholding tax
  • Vorabpauschale calculation for accumulating ETFs
  • Export as CSV or PDF
Tax report screen

Retirement Planner

Monte Carlo simulation over thousands of market scenarios. Enter your target withdrawal and see the probability your portfolio survives. Adjust assumptions and watch the outcome change in real time.

  • Monte Carlo simulation with configurable return and volatility
  • Safe withdrawal rate guidance
  • Charts and survival probability at a glance
Retirement planner screen

Portfolio Insights

Track top and bottom performers, dividend income, and sector breakdown — across all your portfolios in one view.

  • Sector and asset class breakdown
  • Top and bottom performers
  • Dividend income calendar
Portfolio insights screen

Your data, protected

Your portfolio is sensitive. Here's exactly what we do — and don't do — with your data.

Broker credentials stay in your browser

Your IB FlexQuery token stays in your browser by default. Server-side storage is strictly opt-in and encrypted when enabled.

Your financial data is never stored

Uploaded files and sync data are processed in memory and forwarded directly to Parqet. We don't keep copies.

Minimal Parqet permissions

We request only portfolio:read and portfolio:write — nothing beyond what the app needs.

EU hosted, zero tracking

Hosted in Germany (Hetzner). No analytics, no ad trackers, no telemetry.