DEGIRO Transaction Dashboard
Upload your DEGIRO exports, review the detected instruments, fetch daily prices, and analyse your market value, account value, cash balance and profit/loss over time.
Workflow
Follow the steps from left to right. The statement is optional, but recommended for cash balance, deposits, withdrawals, dividends and ISIN replacements.
Upload transactions
Use the DEGIRO transactions export with the sheet Transacties. This is used for trades, quantities and holdings.
Upload account statement
Use the account overview with the sheet Rekeningoverzicht. This improves deposits, withdrawals, cash, dividends, interest and ISIN changes.
Resolve and fetch prices
First click Resolve tickers to map ISINs to Yahoo/yfinance symbols. Review, edit or skip instruments, then click Fetch daily prices.
Resolve instruments
Step 3: click Resolve tickers first. Review the matches below, edit wrong tickers or skip instruments, then fetch daily prices.
| Status | Product | ISIN | Exchange | Currency | Ticker | Candidate | Include | Reason |
|---|
Portfolio snapshot
Main values for the latest day. Click the graph to inspect a different day.
Portfolio over time
Account value, market value and net invested over time. Cash balance is included in account value, but is not shown as a separate line. Click a point to inspect that day.
Current holdings
Quantity is calculated by adding up all Aantal values per ISIN/product.
| Product | ISIN | Exchange | Quantity | Last price | Approx. value | Last date |
|---|
Stock performance
Every instrument you have owned, with open or closed status and estimated profit/loss.
| Status | Product | ISIN | First bought | Last sold | Quantity | Buy cost | Sell proceeds | Current value | Income / tax | Total P/L | Return |
|---|
Transactions
Use search, side filter, and clickable columns to inspect the file.
| Date | Product | ISIN | Side | Quantity | Price | Total EUR | Fees | Note |
|---|