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

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.