- Category
- Finance
- Developer
- Parqet Fintech GmbH
- Website
- (opens in a new window)
How it works
Use ChatGPT to understand your Parqet portfolios: current holdings, value, performance, dividends, and transaction history based on your own data.
What else can you do?
Review portfolio exposure
Parqet Summarize my current holdings and allocation. Identify the largest concentrations and explain which portfolio details are missing from the available data.
Explain portfolio gains
Parqet Review the available profit-and-loss information for my holdings. Highlight the main contributors and distinguish realized and unrealized results where available.
Review open orders
Parqet Review my open orders. Summarize each order's instrument, size, type, and status, and flag questions for me to check in the account.
What’s included
App
Parqet
Resources
Add the Parqet plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
