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Portfolio Wizard for Parqet

v1.5.0 – Tax Calculation and Portfolio Management

The free-to-use Portfolio Wizard helps you visualise and calculate the potential tax effects of securities sales. The tool connects directly to your Parqet portfolio and provides detailed analyses for your financial planning.

Note: The Portfolio Wizard only works with a valid Parqet login and a configured portfolio. More information about Parqet can be found at parqet.com – the integration uses the new Parqet API (developer.parqet.com).

Launch Portfolio Wizard

💹 I built this tool purely for fun and out of my passion for finance – free to use and available to everyone.

If you find it useful and would like to support my work, a coffee is always welcome:

Video Introduction

Features

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100 % Privacy

All calculations run entirely in your browser. No data is ever sent to external servers.

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German Tax Example Calculation (FIFO)

Estimate your expected tax liability on sales using the FIFO method – including your tax-free allowance and church tax.

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Portfolio Analysis

Full overview of your Parqet portfolio with profit/loss breakdown, average cost basis, and current market prices.

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Scenario Comparison

Compare different sale scenarios and their tax implications – before you execute any transaction.

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Parqet Import (Connect API)

Direct retrieval of your portfolio data via the official Parqet Connect API – no manual CSV export required.

How It Works

  1. Parqet Login: Sign in with your Parqet credentials.
  2. Load Portfolio: The Wizard automatically fetches your holdings via the Parqet API.
  3. Choose a Scenario: Select the securities and quantities you want to sell.
  4. View Tax Effects: The tool instantly shows your estimated tax liability and remaining allowance – calculated entirely in your browser.

Frequently Asked Questions

Is the Portfolio Wizard free?

Yes, the Portfolio Wizard is and will remain free. It is developed and maintained in my spare time.

Is my data stored anywhere?

No. All calculations happen exclusively in your browser. There is no server that processes or stores your data.

Is the tax calculation legally binding?

No. The Portfolio Wizard is intended solely for illustration and planning purposes. For binding tax advice, please consult a qualified tax advisor.

Which version of Parqet is supported?

The Wizard uses the new Parqet Connect API. An active Parqet account with at least one configured portfolio is required.

Does the tool work on mobile?

Yes, the Portfolio Wizard is fully responsive and works on desktop, tablet, and smartphone.

How up-to-date are the price data?

Price data is sourced directly from Parqet and reflects the state of your portfolio at the time of the API request.

Legal Notice: The Portfolio Wizard is intended solely for illustrating potential tax effects and does not constitute tax or investment advice. All information is provided without warranty. Please consult a qualified tax advisor or financial advisor for binding information.