Parqet

Finance

Parqet tracks your investment portfolios, and connecting it to Neotask means you can ask about your holdings the way you'd ask a person, not a dashboard. Current holdings, valuation, performance over time, dividend income, and transaction history are all fair game — the agent reads directly from your Parqet portfolios and gives you the number or the trend, not a link to go dig it up yourself.

• Pulls current holdings and live valuation from your Parqet portfolios
• Reports performance over time without you building a chart
• Tracks dividend income across positions
• Looks up transaction history when you need to confirm what happened and when

What you can automate

• Parqet - Review investment portfolios in Parqet, including current holdings, valuation, performance over time, dividend income, and transaction history.

Real workflows

Performance check-in

Ask how a portfolio has performed over the last quarter and the agent pulls the Parqet performance data and summarizes it.

Dividend recap

Ask for total dividend income received this year and the agent totals it up from your Parqet transaction history.

Frequently asked questions

Does Neotask place trades through Parqet?

No — the connection is for reviewing your existing portfolios: holdings, valuation, performance, dividends, and transactions, not executing trades.

Can I ask about a specific holding instead of the whole portfolio?

Yes, ask about a specific position and the agent will pull just that holding's valuation and history from Parqet.

Plans

More Finance Integrations

• Aiwyn Tax (formerly Column Tax) - Aiwyn Tax, formerly known as Column Tax, takes uploaded tax documents such as W-2s and calculates federal and state tax estimates before…
• Square - Neotask connects to Square so your commerce operations run autonomously - manage customers, orders, catalog, payments, and staff through conversation.
• GoCardless - GoCardless connects less like an app you operate and more like a reference desk for building payments — it knows its own API inside and…
• Shopify - Neotask connects your Shopify storefront and customer-account MCP flows through one AI-powered Shopify app - search products, answer policy questions, manage carts, and unlock customer-specific actions when authenticated.
• Kindora Funder Discovery - Prospect research for nonprofit fundraising means digging through giving patterns and IRS 990 filings across a huge field of foundations —…
• Chargebee - Neotask manages your Chargebee billing operations - look up customers, subscriptions, and invoices, and configure your product catalog through conversation.

Explore: Skills · Glossary · Solutions · Use cases · Examples · Comparisons · Templates · Blog · Docs