Haven’t tried Parqet, but your description sounds like an ad that slipped my adblocker 
So far I’m still happy with Portfolio Performance (don’t wanna pay).
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Can you disclose the relationship you might have with this product? It really sounds like astroturfing…
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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 
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.
I’m thinking now with AI, it is pretty cheap to write your own custom tracker. The one thing I struggle with is what to use for a reliable source of information. So far, I can think of:
- Scraping free resources like yahoo, googlefinance, etc.
- Somehow trying to scrape IBKR (though I suspect they will have some kind of bot detection
- Find a cheap subscription
- Give up on ‘live’ data and update data from a free source periodically (which ones?) I can get this to work with IBKR with 1 day old data
Anyone else thinking along these lines or done something like this?
Maybe you can use some open source for that, like
GitHub - OpenBB-finance/OpenBB: Financial data platform for analysts, quants and AI agents. and build upon…
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Only thing I would wish PortfolioPerformance could do, is to (safely) link it to broker/bank info, so I don’t have to export trading activity manually. All the rest (scraping stock data etc) is included, hence I don’t see a need to rebuilt this myself.
This automatic integration of accounts can not be solved by vibe coding, no matter how cheap the AI gets, but would require a higher level solution (and intention) to make this accessible.
In Germany, this is the case, which is why e.g. the Finanzfluss Copilot can directly import many accounts. But in CH it is not, and also the recent “Open Banking” announcement didn’t change much (yet).
Perhaps let AI also hallucinate the price? Joking aside, I bookmarked eulerpool but never tested it. According to their pricing, you supposedly get 10,000 calls per month for free.
What is a lot when you do this as a batch request:
Batch requests count as one call (up to 100 symbols per request).
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I already do this. With IBKR you can set up a flex report and then download reports via API.
I do this to avoid logging in, my script grabs current portfolio, transforms it and then I upload to trackmydividends (i guess i could also automate this part too but it probably takes longer to implement than the time saved).
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10k calls per month would be more than enough for me.
Ah true good point, never used the IBKR API, but for this purpose it would work.
But then what do you miss in the existing tools that you would need to build the same thing again? (apart from the fun/challenge in building sth of course)
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At the moment, I’m not using any tool to track.
Indeed.
Eulerpool somehow don’t work, the generated api keys are always the same and invalid.
{
"error": "Your token is not authorized to access this resource."
}
Just tested it, you’re right. The generated API token doesn’t work for me either.
Thanks for your confirmation. It would have been cool if it had worked. The offer is probably too good to be true. 
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