Portfolio Performance to Parqet: How to Import Your Data

If you have decided to move from Portfolio Performance to Parqet, you have probably already hit the wall: there is no “import from Portfolio Performance” button anywhere in Parqet. You search for Portfolio Performance to Parqet, Portfolio Performance nach Parqet importieren, or migrate from Portfolio Performance to Parqet — and find very little beyond people asking the same question. This post is about how to actually do it without re-typing years of transactions by hand.

Portfolio Performance is an excellent, free desktop tool — it is a favourite in the German-speaking investing community for good reason. But it is desktop-only. A lot of people reach a point where they want what Parqet adds on top: a web app, a phone app, broker sync, Lock Screen and Apple Watch widgets, sharing. The tracking history you have built up in Portfolio Performance is the one thing you do not want to leave behind when you switch.

Why moving the data by hand is the wrong job for a human

Your Portfolio Performance file is not just a list of current holdings. It is the full record: every buy and sell, every dividend, every deposit and withdrawal, the cash accounts, the transfers. Re-entering all of that into a fresh Parqet account is exactly the kind of slow, error-prone work that puts people off switching at all — and a single fat-fingered share count or wrong date quietly distorts every performance figure afterwards.

So the realistic options have been: type it all in again, or give up some history and start Parqet from “today”. Neither is good. This is the gap ParqSafe was extended to fill.

How ParqSafe moves a Portfolio Performance portfolio into Parqet

ParqSafe is a small desktop tool whose normal job is to back up and restore Parqet portfolios — it takes timestamped local snapshots and restores them into brand-new Parqet portfolios. Importing from Portfolio Performance reuses that same machinery, which is what makes it safe:

1. Point ParqSafe at your Portfolio Performance file. It reads the file and lists every portfolio inside it. You do not have to export or pre-process anything in Portfolio Performance first.
2. Pick the portfolios you want. A Portfolio Performance file often holds several portfolios and accounts; you choose which ones to bring across rather than getting an all-or-nothing dump.
3. Each one becomes a snapshot. ParqSafe turns each selected portfolio into a snapshot — the same kind of snapshot it makes when backing up Parqet — carrying the holdings, trades, dividends, and cash history with it.
4. Restore the snapshot into Parqet. From there you restore each snapshot into a new Parqet portfolio, and your history lands in Parqet ready to use.

That is the whole loop. Read the file, choose the portfolios, restore them into Parqet — your years of records arrive intact instead of being retyped.

It restores into a new portfolio — by design

The single most important thing to understand is that ParqSafe never overwrites or edits an existing Parqet portfolio. A restore always creates a brand-new portfolio and rebuilds the data there. For a Portfolio Performance migration this is exactly the behaviour you want:

• You cannot accidentally clobber a Parqet portfolio you have already started.
• You can restore, look at the result next to your originals, and decide.
• If the first attempt is not arranged the way you like, you simply restore again into another new portfolio — the source snapshot is untouched and reusable.

Because the import produces a snapshot first, you also get ParqSafe’s preview before anything is written to Parqet: you can see a summary of the snapshot’s holdings and activity and confirm you picked the right portfolio before you commit.

Your file stays on your computer

A migration like this means handing a tool your complete financial history, so where that data goes matters. ParqSafe is local-first. Your Portfolio Performance file is read locally on your own machine and never leaves it — there is no ParqSafe server and no cloud upload of the file or its contents. The snapshots it produces are stored in a local database on your computer, exactly the same as ParqSafe’s normal Parqet backups. The only thing that ever talks to the network is the final restore step, which writes into your own Parqet account through Parqet’s official Connect API — a secure sign-in you authorize and can revoke at any time.

What to check after the import

Portfolio Performance and Parqet are different applications with different data models, so it is worth treating the restored portfolio as a draft to review rather than assuming a pixel-perfect copy. After restoring, open the new Parqet portfolio and sanity-check the things that matter to you — position counts, cash balances, and a few historical transactions. Because the original snapshot is never consumed or altered, you can restore it again into another fresh portfolio if you want to compare or retry. And if you would like a permanent record of the state you migrated from, ParqSafe keeps every snapshot indefinitely.

Try the workflow before you commit

If you want to see how snapshots and restore behave before pointing the tool at your real data, ParqSafe includes a demo mode with a sample portfolio — no Parqet account and no sign-in required. It is a low-risk way to get familiar with the preview-then-restore flow you will use for the real import.

Where this fits with your other Parqet tools

Importing your history is step one of living in Parqet. From there:

• ParqSafe keeps doing its day job — versioned local backups and safe restore-into-new for your Parqet portfolios, so the history you just migrated is never one bad change away from being gone.
• For deeper, offline number-crunching — country breakdowns, search across hundreds of positions, Excel export — see analyzing your Parqet portfolio offline and the Parqet X-Ray CSV walkthrough.
• For glanceable, day-to-day viewing, you can put Parqet on your Apple Watch or your iPhone Lock Screen.

Availability

ParqSafe is a desktop app, available now on both the Mac App Store and the Microsoft Store. It reads your Portfolio Performance file locally, connects to Parqet only through Parqet’s official Connect API, and never overwrites your existing portfolios.

A final note: this article is about moving data between tools, not about what to invest in. Nothing here is investment advice. ParqSafe is an independent tool — it is not affiliated with, sponsored by, or endorsed by Parqet, nor by Portfolio Performance. It simply makes the move from Portfolio Performance to Parqet something you can do in a few clicks instead of an afternoon of manual data entry.