Parqet users who trade their securities via Vanguard Invest Direkt can now import their portfolio using Zero-Click Import.
Here's how to import your Vanguard Invest Direkt account into Parqet 👇
Download your transactions from Vanguard Invest Direkt
- Log in to Vanguard Invest Direkt.
- Click on your mailbox in the top right corner.
- Here you'll find all messages related to your account. Click on a message with the subject "Ihr Bericht ist da" (Your report is here).
- Select the document titled "Wertpapierabrechnung.pdf" (Securities statement.pdf).
Import your Vanguard Invest Direkt transactions into Parqet
- Drag the PDF file into your Parqet Portfolio The downloaded PDF file can simply be imported into Parqet via drag-and-drop. Personal data such as your name or account number will not be read.
Your transactions are now imported into Parqet 💪. Your Parqet Portfolio analysis updates immediately and you can track your performance, asset allocation, dividends, value development, and much more.
Frequently Asked Questions
What happens to my personal data? During import, only the activities are read (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 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, we need PDFs to expand 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 expand the import.
If you have any further suggestions, questions, or feedback, please reach out in our community. Every message is read and we'll get back to you as quickly as possible if desired.