Investboard …
Choosing your software
Parqet offers tracking, ETF X-Ray and native apps. Investboard connects portfolio analysis with a written investment policy. Compare features, costs and data migration.
Sources reviewed:
Published by Investboard. This compares publicly documented features; it is not an independent product test. The right choice depends on your portfolio and workflow.
Parqet is a good fit for portfolio tracking, dividends and ETF look-through with native apps. Consider Investboard if you want to regularly check your whole portfolio against written goals, limits and behavioral rules. Switching makes sense only if that additional workflow helps you.
The data you need, how you work and where the limits lie. The linked sources explain each provider’s features.
Autosync for supported brokers, plus PDF and CSV imports. Check your specific broker and the available transaction history.
Feature sourceBroker connections and file imports. Support and imported transaction types depend on the provider and format; the import preview shows the result.
Money-weighted returns, with time-weighted returns also available in Plus and Investor. Benchmarks help with comparisons.
Feature sourcePortfolio performance and reference comparisons alongside your own investment policy. Meaningful results still require complete transactions and cash flows.
Parqet X-Ray breaks down ETFs into underlying holdings and shows indirect exposures.
Feature sourceFund look-through and overlaps across your portfolio. The usefulness of the results depends on the availability and freshness of fund data.
The tax dashboard summarizes recorded taxes on sales, dividends and withholding taxes.
Feature sourceGerman tax rules and scenarios complement portfolio analysis. Estimates depend on recorded data and assumptions, and do not replace tax advice. They are not tax calculations for other jurisdictions.
A web application and native iOS and Android apps. Mobile access does not require desktop software.
Feature sourceA responsive web application. A native app is still in development; try the browser workflow on your smartphone before switching.
For Investboard: Product and features and Data processing and security. No investment or tax advice; Investboard does not execute trades.
The Investor plan costs €29.99 per month. These are the monthly prices shown on the provider’s German pricing page; annual billing and plan limits differ. X-Ray, dividend forecasts and further analysis are listed among paid features. Check the plan for your number of portfolios and the features you need. Prices here are in euros.
Pricing and plan sourceFree: €0.00. Premium: €19.00 per month or €179.00 per year.
You start for free. Free covers one account with up to 50 positions; larger portfolios need Premium, which you can try free for 14 days. The pricing page has the current prices and limits for your accounts, imports and analysis.
Investboard pricing and featuresCheck three things before choosing: Is your broker supported? Does your plan include the analysis you need? Can you export your data in a usable format? A low price alone does not answer these questions.
Export your activities as CSV and keep an untouched backup. Parqet documents CSV exports for Plus and Investor; check availability in your plan. An export is a snapshot, not an ongoing connection between the applications.
Upload the file to Investboard. Check the detected format, preview and every import notice before confirming.
Reconcile quantities, purchases, sales, fees and currencies with your broker statements. Check dividends and cost bases separately.
Compare both applications for the same date. Avoid duplicate transactions if you also connect a broker. Then decide which tool to keep using.
Both provide a portfolio overview, but their focus differs. Investboard records a written investment policy and checks whether your portfolio follows it each day. Parqet also offers ETF X-Ray, benchmarks and dividend analysis. Compare your actual workflow, required features and broker support before choosing.
Parqet’s tax dashboard summarizes recorded taxes on sales, dividends and withholding taxes. Investboard adds German tax rules and scenarios, such as the advance lump-sum tax on funds (Vorabpauschale) and portfolio changes. Results depend on complete data and your assumptions. They do not replace broker statements or individual tax advice, and these German rules should not be treated as tax guidance for other countries.
Investboard recognizes Parqet CSV exports. Check the import preview: not every transaction type is supported, and dividend history from this export is currently not fully imported. Settings and ongoing synchronization with Parqet are not part of the CSV import.
No. Investboard describes your portfolio and investment policy without providing investment advice, buy or sell signals, or product recommendations. Connections are read-only; you decide what to do.
We reviewed the linked provider pages on September 19, 2026, and checked migration claims against Investboard’s supported imports. We did not run identical test portfolios in every application. The assessment is our own; prices and features can change. Some source documents are in German.
Draft your strategy first. Then decide whether combining a written policy with portfolio analysis works for you.