Best Swiss Portfolio Tracker

Agreed
I don’t see the value of such platform versus the potential risk they might pose

1 Like

I gave PortfolioPerformance again a try recently (in Ubuntu, where the code doesnt show any complains on virustotal.com), and I really love it now!

Especially the phone app (synchronized with the desktop app) makes it so much more convenient to have everything in one place. Crypto, IBKR, etc.
It makes me much more relaxed if I see the daily market changes in context of total liquid net worth, rather than the bigger swings in the IBKR account :smiley:

It works for me mostly, but for some reason the Finpension fund lag behind a few days on Yahoo Finance. Is that a common theme for such funds?

3 Likes

read the contract, it says Finary can place orders on your behalf. I stopped at that moment.

Hi, I am using www.parqet.com. This also after having tried Portfolio Performance, Getquin and Excel. Hower these three turned out too complicated did not fully support swiss needs or were too time-consuming. At he end I ended up with Parqet.

Parqet is a platform for portfolio analysis and asset management.
It enables investors to visualize, analyse and optimize their portfolios.
With Parqet, users can track their investments across different asset classes, plan their dividend strategy and identify cluster risks.
The platform offers numerous visualizations and tools to improve your own financial strategy.

I really like it as it covers my needs to a great extend. There are still some functionality which I am expecting to come but compared with others it definitely is leading edge.

See also this review: Bester Portfolio Tracker Schweiz - meine Parqet Erfahrungen

Do others have experience with Parqet? Curious to hear from you.

1 Like

Haven’t tried Parqet, but your description sounds like an ad that slipped my adblocker :smiley:
So far I’m still happy with Portfolio Performance (don’t wanna pay).

7 Likes

Can you disclose the relationship you might have with this product? It really sounds like astroturfing…

3 Likes

Have been using Parqet for about a year now. My two cents are:

  • Nicely designed platform with a active community and open team (regular ‘fireside chats’ on youtube
  • Pretty consistent tracking with only limited misses in terms of data availability (for me only some old discontinued Leonteq certificates) and ability to manage a CHF portfolio
  • Biggest issue for me is the lack of multi-currency reference accounts to manage the broker cash balance, e.g. having USD / EUR / CHF on IBKR in separate reference accounts. Currently you can only define one single reference account to balance purchases, sales, etc.

That’s ridiculous. Is that only a problem in the free version or also in the paid version?

Nope, have the Plus subscription and is a general limitation. There has been a ‘Feature Request’ a while back, but it is not really garnering a lot of votes. Ultimately Parqet is very much targeted for the German market and most brokers there simply have one EUR accounts (TR, Scalable, degiro).

I do like the analysis functions and design and accessibility, but the lack of multi-currency accounts distorts my overall cash balance by a couple thousand and is an annoyance.

Currently weighing what annoys me more, the manual Portfolio Performance tracking and only being able to do it at my laptop or the currency issue plus 90 EUR :wink:

Ouch…

With all the importers available, the manual effort for me is minimal on a monthly basis, maybe 5 min top.

There’s a mobile version available now since a few months, but haven’t tested it in depth as I anyway like to do that on a larger screen, but maybe that’s something for you.

I know and they mostly work (apart from currency conversions on IBKR), but I am very bad at restrospectively doing it once per month. The advantage of something like Parqet of course is, that you can update it anywhere.

I have that one installed, but unfortunately it is somewhat read-only. You cannot add transactions for example.

Same thought, sounds like a pre-written ad.

Saying that, I started using the free version and it is really good. You have to spend some time entering all your positions and trades, but then it works really well.

Only gripe I have is if you set account to CHF, it shows the position values in CHF. Bugs me for US positions to see them in CHF because you know the US value of the US position, not CHF.

But yea, for a quick overview it’s really good. I still use Excel for long-term tracking, but quickly checking performance, it’s really good.