degiro-portfolio 0.3.7

DEGIRO portfolio tracking and visualization application

DEGIRO Portfolio Tracker

A desktop application that helps you track and visualize your DEGIRO investment portfolio with beautiful charts and performance metrics.

Your portfolio at a glance with live prices and performance charts

What Does This 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 click and upload your Excel file

All data is stored securely on your own computer - nothing is sent to external servers.

Screenshots

Portfolio Dashboard

Main dashboard showing portfolio summary, action buttons, and stock holdings

Individual Stock View

Detailed charts showing NVIDIA price history, buy transactions, position value %, and market comparison

Installation

Step 1: Install Python

You need Python 3.11 or newer. Download Python here if you don't have it.

To check if you have Python, open Terminal (Mac/Linux) or Command Prompt (Windows) and type:

python --version

Step 2: Install the Application

Open Terminal (Mac/Linux) or Command Prompt (Windows) and run:

pip install degiro_portfolio

That's it! The application is now installed.

Step 3: Start the Application

Run this command:

degiro_portfolio start

On Windows, if that doesn't work, try:

python -m degiro_portfolio start

You should see a message like "Server started on port 8000".

Step 4: Open the Dashboard

Open your web browser and go to:

http://localhost:8000

You should now see your portfolio dashboard!

Using the Application

Uploading Your Transactions

1. Export from DEGIRO:

   • Log in to your DEGIRO account
   • Go to Activity → Transactions
   • Export your transactions as an Excel file

2. Upload to the Application:

   • Click the 📤 Upload Transactions button
   • Select your DEGIRO Excel file
   • Wait for the upload to complete

The app will automatically download prices and display your portfolio!

Updating Stock Prices

Click the 📈 Update Market Data button to refresh all stock prices.

Managing the Server

degiro_portfolio start    # Start the server
degiro_portfolio stop     # Stop the server
degiro_portfolio restart  # Restart the server
degiro_portfolio status   # Check if it's running

On Windows, replace degiro_portfolio with python -m degiro_portfolio in the commands above.

Clearing All Data

To start fresh:

1. Click the red 🗑️ Purge All Data button
2. Confirm the deletion

Warning: This permanently deletes all your data.

Understanding Your Portfolio

Portfolio Summary

Shows your total investment value and whether you're up or down overall.

Stock Cards

Each stock shows:

• Company name - Click to search for investor relations info
• Number of shares - How many shares you own
• Current price - Latest price with today's change (▲ up, ▼ down)
• Position value - Total value in EUR
• Ticker symbol - Click to view on Google Finance

Charts

Click any stock card to see:

1. Price Chart - Historical prices with your buy/sell transactions marked
2. Position Value % - Shows if you're profitable (above 100% = profit)
3. Investment Tranches - Performance of each individual purchase
4. Market Comparison - How your stock compares to S&P 500 and Euro Stoxx 50

Features

• Import DEGIRO transaction exports (Excel files)
• Upload new transactions via web interface
• Automatic historical price downloads
• Live exchange rate conversion (EUR, USD, SEK, GBP)
• Interactive candlestick charts with transaction markers
• Portfolio performance tracking
• Market index comparison (S&P 500, Euro Stoxx 50)
• Multi-currency support with automatic conversion
• One-click market data updates

Data Privacy

All your financial data stays on your computer:

• ✅ Data stored locally in degiro_portfolio.db
• ✅ Only connects to internet for stock prices
• ❌ Does NOT send your transaction data anywhere
• ❌ Does NOT require creating an account

Troubleshooting

The server won't start

• Make sure port 8000 isn't already in use
• Check if it's running: degiro_portfolio status
• Try restarting: degiro_portfolio restart

My stocks don't show prices

• Click the "Update Market Data" button
• Check your internet connection

The upload fails

• Make sure you're uploading a DEGIRO transaction export (Excel format)
• Verify the file isn't corrupted

I see a "Connection refused" error

• The server isn't running - start it with: degiro_portfolio start

Getting Help

If you encounter issues:

1. Check the Troubleshooting section above
2. Visit the GitHub Issues page

License

See LICENSE file for details.