Guide
Why portfolio context matters (and how Parqet fits)
Generic AI answers ignore what you own. Portfolio context — including a Parqet sync — makes research personal and practical.
Updated 2026-07-16
Generic research vs your book
“Is $AAPL a quality business?” is useful. “How does $AAPL fit a portfolio that is already 30% mega-cap tech?” is more useful for you.
What portfolio context unlocks
- Concentration and overlap awareness
- Questions framed around holdings you actually have
- Less copy-paste of positions into every chat
Parqet + Stonks
Parqet tracks and visualizes your portfolio. Stonks is the research workspace. Connecting Parqet imports positions so the AI can relate answers to what you hold — without replacing Parqet as your portfolio home.
Good prompts
- “Which of my holdings has the weakest margin trend?”
- “Explain the latest news impact on my largest position.”
- “Where am I most concentrated by sector?”
Still not advice — context improves questions, not guarantees.