DEGIRO portfolio tracker

Your DEGIRO portfolio in one currency, with the return after FX, every dividend and a tax report for your country.

Connect DEGIRO read only, or upload your transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

NL Est. 2013 AFM BaFin DNB

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Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What DEGIRO does well

What people like about DEGIRO, and why they stay.

Low trading fees in Europe; US stocks from EUR 1, free ETF core selection.

Access to 50+ exchanges across 30 countries from a single account.

Regulated by multiple European authorities (AFM, BaFin, DNB).

Basic interface used by cost-conscious buy-and-hold investors.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

DEGIRO statements cover stocks, funds, bonds, options and futures. They do not rebuild the portfolio on an earlier date.

Choose a past date. The dashboard rebuilds the holdings, weights, balances and return from that day.

Individual and Custody statements list each trade. They do not compare FIFO, LIFO, HIFO and average cost.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

DEGIRO records trades in seven currencies. Its report does not split market return from currency movement.

Set the reporting currency. The dashboard shows market return and currency movement separately.

What you get

What AllInvestView does with your DEGIRO data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

See your return between two dates

Most DEGIRO customers are European investors buying ETFs and a few stocks in more than one currency.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

Trace dividend income from payment to forecast

A DEGIRO ETF portfolio can receive distributions from funds that pay on different schedules.

The report totals gross, withheld and net dividend income. It also shows payment history by company and a 12-month forecast.

Open the dividend report

Dividend report with payment history and a forward income forecast — Dividend income, payment history by company and the 12-month forecast.

See what sits inside your funds

Several DEGIRO ETFs may hold the same companies without making that overlap obvious.

Portfolio X-Ray opens each fund and combines repeated underlying holdings. It shows overlap and concentration across the portfolio.

Open Portfolio X-Ray

ETF look-through with underlying holdings, overlap and concentration — Fund holdings opened up to show overlap and concentration.

What DEGIRO gives you, and what is added here

Area	DEGIRO	With AllInvestView
Performance Analytics	The broker tools include basic portfolio overview.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	Dividend entries stay in the account history.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Multi-Currency Reporting	The broker tools include basic currency display per position.	The return separates market movement from currency movement.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.

Where you file

For investors filing in Europe

Three or four currencies in one portfolio is the normal case here.

Every position keeps its own currency and converts to the base you pick

Capital gains rules for Germany, Spain, France, Italy, Ireland, Switzerland, Sweden, Denmark and Finland

Withholding tax on foreign dividends tracked per country

The Spanish Modelo 720 declaration built from your holdings

Getting started

Getting your DEGIRO history in

Export from DEGIRO

Open Activity > Account Statement in DEGIRO. Choose the date range, export a CSV, then upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Connect DEGIROThe read only setup, step by step

Import from DEGIROWhere the export lives and what to upload

Create a free accountNo card. One portfolio and 10 stock holdings.

About DEGIRO

NL • Est. 2013 • Regulated by AFM, BaFin, DNB

Asset types StocksETFsBondsOptionsFuturesMutual Funds

Account types IndividualCustody

Currencies EURUSDGBPCHFSEKNOKDKK

Fees Ultra-low fees: US stocks from EUR 1, European stocks from EUR 2 + EUR 0.50 connectivity fee

Suits Cost-conscious European investors using DEGIRO • Global diversifiers using DEGIRO • ETF investors using DEGIRO

More than one account

DEGIRO and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

DEGIRO and AllInvestView, answered

Can I automatically sync my DEGIRO account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView handle DEGIRO's multi-currency transactions?

Choose a reporting currency. The dashboard converts every holding and shows currency movement separately from market return.

How do I track my DEGIRO portfolio performance?

Choose any start and end date to calculate the return. The dashboard also shows the benchmark and each holding's contribution.

Can I generate a Modelo 720 report for my DEGIRO account?

Use the imported year-end holdings in the Spanish Modelo 720 report. The report keeps the values tied to the portfolio record.

Is the DEGIRO connection read only, and is it an aggregator?

The connection to DEGIRO is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from DEGIRO and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your DEGIRO portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account