degiro-portfolio 0.5.0

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

Quick Start

1. Install

pip install degiro_portfolio

You need Python 3.10 or newer (download here).

2. Launch

python -m degiro_portfolio --desktop

The application opens in a native window. No browser needed - the server starts and stops automatically with the window.

3. Upload Your Transactions

1. Export your transactions from DEGIRO (Activity -> Transactions -> Export as Excel)
2. Click Upload Transactions in the app
3. Select your Excel file

The app automatically downloads stock prices and displays your portfolio.

Alternative: Web Server Mode

If you prefer to use a browser, you can run the application as a web server:

pip install degiro_portfolio
python -m degiro_portfolio

Then open http://localhost:8000 in your browser.

Mac/Linux also supports the CLI:

degiro_portfolio start    # Start the server
degiro_portfolio stop     # Stop the server
degiro_portfolio status   # Check if running

Windows: Use python -m degiro_portfolio for all commands.

Using the Application

Uploading Transactions

1. Export from DEGIRO:

   • Log in to your DEGIRO account
   • Go to Activity -> Transactions
   • Export as Excel (.xlsx)
   • Both English and Dutch exports are supported

2. Upload to the Application:

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

Updating Stock Prices

Click the Update Market Data button to refresh all stock prices. Prices are fetched from Yahoo Finance (free, no API key needed).

Clearing All Data

Click Purge All Data to start fresh. This permanently deletes all stored data.

Understanding Your Portfolio

Stock Cards

Each stock shows:

• Company name - Click to search for investor relations info
• Number of shares you own
• Current price with daily change
• Position 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

• Native desktop app with embedded web view (Mac, Windows, Linux)
• Import DEGIRO transaction exports (English and Dutch)
• Automatic historical price downloads via Yahoo Finance
• 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 app won't start

• Make sure Python 3.10+ is installed: python --version
• On Windows: use python -m degiro_portfolio --desktop
• If port 8000 is busy: python -m degiro_portfolio --desktop --port 8001

My stocks don't show prices

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

The upload fails

• Make sure you're uploading a DEGIRO transaction export (.xlsx)
• Both English and Dutch exports are supported

Getting Help

If you encounter issues:

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

License

See LICENSE file for details.