DEGIRO Portfolio Documentation

Welcome to DEGIRO Portfolio Tracker! This is a desktop application that helps you track and visualize your DEGIRO investment portfolio with beautiful charts and performance analytics.

User Guide

• Getting Started
  • Installation
  • Quick Start
  • What You’ll See First
  • Understanding Your Dashboard
  • What File Formats Are Supported?
  • Stock Prices
  • Alternative: Web Server Mode
  • Next Steps
  • Troubleshooting
• Features
  • Key Feature Highlights
  • Visual Overview
  • Managing Your Portfolio
  • Portfolio Overview
  • Portfolio Summary at a Glance
  • Stock Cards
  • Understanding the Charts
  • Tips for Using the Charts Effectively
  • Managing Your Data
  • Multi-Currency Support
  • What You Can Track
  • Additional Features
• Data Providers
  • What Are Data Providers?
  • Yahoo Finance (Default)
  • Ticker Resolution
  • Rate Limiting
  • Environment Variables
  • Troubleshooting
  • Notes
• Advanced Setup
  • Running the Server Continuously
  • Accessing from Other Devices
  • Changing the Port
  • Storing Data in a Different Location
  • Creating a Permanent Configuration
  • Backing Up Your Data
  • Windows Notes
  • Running Multiple Portfolios
  • Troubleshooting Advanced Setup
  • Need Help?

For Developers

• Developer Appendix
  • Table of Contents
  • API Reference
  • Development Guide
  • Testing Guide
  • Deployment Guide
  • Additional Resources
• Release Notes
  • [0.5.13] - 2026-05-12
  • [0.5.12] - 2026-05-12
  • [0.5.11] - 2026-05-12
  • [0.5.10] - 2026-05-12
  • [0.5.9] - 2026-05-12
  • [0.5.8] - 2026-05-12
  • [0.5.7] - 2026-05-12
  • [0.5.6] - 2026-05-10
  • [0.5.5] - 2026-04-14
  • [0.5.4] - 2026-04-10
  • [0.5.3] - 2026-04-10
  • [0.5.2] - 2026-04-10
  • [0.5.1] - 2026-04-10
  • [0.5.0] - 2026-04-10
  • [0.4.4] - 2026-04-10
  • [0.4.3] - 2026-04-10
  • [0.4.2] - 2026-04-10
  • [0.4.1] - 2026-04-10
  • [0.4.0] - 2026-04-09
  • [0.3.10] - 2026-04-08
  • [0.3.9] - 2026-04-08
  • [0.3.0] - 2026-01-15
  • [0.2.0] - 2026-01-12
  • [0.1.0] - 2025-01-XX

What Does This Application Do?

This application takes your DEGIRO transaction exports (the Excel files you download from DEGIRO) and creates an interactive dashboard where you can:

✅ See all your stocks in one place - View your current holdings with live prices ✅ Track your gains and losses - See how much money you’ve made or lost on each stock ✅ View beautiful charts - Interactive price charts showing your buy/sell transactions ✅ Compare against market indices - See how your stocks perform vs S&P 500 and Euro Stoxx 50 ✅ Monitor multiple currencies - Automatic conversion to EUR for stocks in USD, SEK, GBP ✅ Upload new transactions easily - Just drag and drop your Excel file into the web interface

Privacy First: All data is stored securely on your own computer - nothing is sent to external servers (except to download stock prices).

Quick Start

For most users, we recommend installing from PyPI:

pip install degiro_portfolio
degiro_portfolio start

Then open your browser to http://localhost:8000 and click “Upload Transactions” to get started!

See the Getting Started guide for detailed installation instructions.

Who Is This For?

• DEGIRO Investors who want to track their portfolio performance

• Anyone who wants beautiful, interactive charts of their investments

• People who prefer to keep their financial data on their own computer

• Users looking for more detailed analysis than DEGIRO’s built-in tools

No programming knowledge required - just download, install, and use the web interface!

Indices and Tables

• Index

• Module Index

• Search Page