Postbank customers can now also easily create activities via the Zero-Click Import. This makes portfolio maintenance child's play for Postbank customers. Thanks to our open-source community, PDFs for purchases, sales, and dividend payments from Postbank are now also supported. Here's how it works 👇
- Download your PDF statements from your Postbank account
You can find the PDF statements from Postbank in your message box. To do this, click on the profile picture and then on message box.
There you will find the statements. Purchase and sale documents are labeled as "Orderabrechnung" (order settlement); dividend documents are marked as "Ertragsabrechnung" (earnings statement). By clicking on one of the statements, you can download it. - Drag the PDF files into your Parqet Portfolio The downloaded PDFs can be imported into Parqet via drag-and-drop. The PDFs are not uploaded, only the necessary information is read out. Personal data such as your name or account number are not read out.
There's nothing more to do 💪. The anonymous transaction data is read out securely and without personal data and stored in your portfolio. 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 out (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 via this tool and send it to us so that we can improve the import 👍.
What happens when 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, we need PDFs to extend the import. Feel free to send us PDFs from an unsupported broker via 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 will get back to you as soon as possible if desired.