Investment analytics • Local yfinance backend

DEGIRO Transaction Dashboard

Upload your DEGIRO exports, review the detected instruments, fetch daily prices from your local yfinance backend, and analyse your market value, cash balance, account value and profit/loss over time.

Excel upload Account statement ISIN resolver Daily market prices Sortable tables

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.

Choose transactions file

No transaction file loaded yet.

Upload account statement

Use the account overview with the sheet Rekeningoverzicht. This improves deposits, withdrawals, cash, dividends, interest and ISIN changes.

Choose statement file

No account statement loaded yet.

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.

Go to resolver

For local testing, open this page from your local Unraid/nginx URL instead of the public HTTPS domain.

Upload your DEGIRO transactions export to load the dashboard.

Note:

Resolve instruments

Step 3: click Resolve tickers first. Review the matches below, edit wrong tickers or skip instruments, then fetch daily prices.

Upload a file first, then resolve the tickers.

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.

Profit / loss

n/a

Account value minus net invested

Net money invested

€0

Uses statement deposits/withdrawals · cashflow v5

Account value

n/a

Market value + cash balance

Market value

€0

Uses last transaction price until daily prices are fetched

Statement insights

Secondary details from the account statement. These are useful context, but the main dashboard values are shown above.

Cash balance

n/a

Upload statement for cash

Gross dividends

€0

Statement rows up to selected day

Dividend tax

€0

Signed amount

Interest & other costs

€0

Interest, ADR/GDR and other fees

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.

PastNow

Upload a file to select a time window.

Click a point in the graph to inspect holdings and values for that exact 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

Transactions

Use search, side filter, and clickable columns to inspect the file.

Date	Product	ISIN	Side	Quantity	Price	Total EUR	Fees	Note