Advanced Setup

This guide covers advanced topics for users who want more control over their installation.

Note: Most users don’t need this. The basic installation from Getting Started works great!

Running the Server Continuously

By default, the server stops when you close your terminal window. If you want it to run continuously:

Option 1: Keep Terminal Open (Easiest)

Simply keep the terminal window open while the server is running. Don’t close it!

Option 2: Run in Background (Mac/Linux)

# Start server in background
nohup degiro_portfolio start > server.log 2>&1 &

# Check if it's running
degiro_portfolio status

# Stop it later
degiro_portfolio stop

Option 3: Windows Service

On Windows, you can create a scheduled task to start the server automatically when your computer boots:

  1. Open Task Scheduler

  2. Create a new task

  3. Set trigger: “At startup”

  4. Set action: Run python -m degiro_portfolio start

  5. Set to run whether user is logged in or not

Accessing from Other Devices

By default, the dashboard only works on the computer running it. To access from other devices on your network:

Step 1: Find Your Computer’s IP Address

On Mac:

ifconfig | grep "inet " | grep -v 127.0.0.1

On Windows:

ipconfig

Look for something like 192.168.1.100

Step 2: Allow External Access

When starting the server, use:

# Linux/Mac
HOST=0.0.0.0 degiro_portfolio start

# Windows
set HOST=0.0.0.0 && degiro_portfolio start

Step 3: Access from Other Devices

On another device (phone, tablet, another computer) on the same network:

http://192.168.1.100:8000

(Replace with your computer’s IP address)

Security Note: Only do this on your home network! This makes your portfolio accessible to anyone on the same network.

Changing the Port

If port 8000 is already in use, you can change it:

Linux/Mac:

PORT=8080 degiro_portfolio start

Windows:

set PORT=8080 && degiro_portfolio start

Then access at: http://localhost:8080

Storing Data in a Different Location

By default, the database file is created in your current directory. To use a different location:

Linux/Mac:

DATABASE_URL=sqlite:////path/to/my/data/portfolio.db degiro_portfolio start

Windows:

set DATABASE_URL=sqlite:///C:/Users/YourName/Documents/portfolio.db && degiro_portfolio start

Creating a Permanent Configuration

Instead of setting environment variables each time, create a configuration file:

Step 1: Create .env File

In the folder where you installed the application, create a file named .env (yes, it starts with a dot):

# Server Configuration
HOST=0.0.0.0
PORT=8000

# Database Location
DATABASE_URL=sqlite:///degiro_portfolio.db

# Data Provider (optional)
PRICE_DATA_PROVIDER=yahoo

Step 2: Save and Restart

Save the file and restart the server. It will automatically use these settings.

Backing Up Your Data

Your portfolio data is stored in a single file: degiro_portfolio.db

Simple Backup

Just copy this file to a safe location:

Mac/Linux:

cp degiro_portfolio.db ~/Backups/portfolio-backup-$(date +%Y%m%d).db

Windows:

copy degiro_portfolio.db C:\Backups\portfolio-backup.db

Automatic Daily Backup (Mac/Linux)

Create a scheduled task to back up daily:

  1. Open terminal

  2. Run: crontab -e

  3. Add this line:

    0 2 * * * cp /path/to/degiro_portfolio.db /path/to/backups/portfolio-$(date +\%Y\%m\%d).db

This backs up your database every day at 2 AM.

Automatic Daily Backup (Windows)

  1. Open Task Scheduler

  2. Create a new task

  3. Set trigger: Daily at 2:00 AM

  4. Set action: Run a batch script that copies the file

  5. Save the task

Windows Notes

On Windows, use python -m degiro_portfolio instead of the bare degiro_portfolio command:

# Command Prompt
python -m degiro_portfolio start
python -m degiro_portfolio stop
python -m degiro_portfolio status

Setting Environment Variables

Command Prompt (cmd.exe):

set PRICE_DATA_PROVIDER=yahoo
set DATABASE_URL=sqlite:///C:/Users/YourName/Documents/portfolio.db
python -m degiro_portfolio start

PowerShell:

$env:PRICE_DATA_PROVIDER = "yahoo"
$env:DATABASE_URL = "sqlite:///C:/Users/YourName/Documents/portfolio.db"
python -m degiro_portfolio start

Running in the Background

Use Start-Process in PowerShell to run the server detached:

Start-Process python -ArgumentList "-m", "degiro_portfolio", "start" -WindowStyle Hidden

Or use Task Scheduler for automatic startup (see Option 3 above).

Running Multiple Portfolios

You can run multiple instances for different portfolios:

# Portfolio 1 on port 8000
DATABASE_URL=sqlite:///portfolio1.db PORT=8000 degiro_portfolio start

# Portfolio 2 on port 8001 (in another terminal)
DATABASE_URL=sqlite:///portfolio2.db PORT=8001 degiro_portfolio start

Access them at:

  • Portfolio 1: http://localhost:8000

  • Portfolio 2: http://localhost:8001

Troubleshooting Advanced Setup

Server Won’t Start with Custom Port

  • Make sure the port isn’t already in use

  • Try a different port number (8080, 8888, 9000)

  • Restart your computer and try again

Can’t Access from Other Devices

  • Make sure both devices are on the same network

  • Check your computer’s firewall settings

  • Verify the server is running with HOST=0.0.0.0

  • Try turning off your firewall temporarily to test

Database File Not Found

  • Check the path in DATABASE_URL is correct

  • Make sure the directory exists (create it if needed)

  • Use absolute paths, not relative paths

Configuration File Not Working

  • Make sure the file is named exactly .env (with the dot)

  • Check there are no spaces around the = signs

  • Restart the server after changing the file

  • Make sure the file is in the same directory where you run the server

Need Help?

If you’re stuck with advanced setup:

  1. Try the basic setup first to make sure everything works

  2. Check the Troubleshooting section in Getting Started

  3. Look at server logs: degiro_portfolio logs

  4. Ask for help on GitHub Issues

Note for Programmers: Technical documentation including API reference, development guide, testing, and deployment is available in the Developer Appendix.