DEGIRO Import Guide

Complete guide to import your DEGIRO transactions and display your portfolio in TrackinV

Quick Start

How to get your DEGIRO CSV

  1. Log into DEGIRO → Inbox → Account Overview
  2. Select start date (before your first transaction)
  3. Click Export → CSV to download Account.csv
  4. Upload the file below, follow instructions

What Gets Converted:

  • Converts: Buy/Sell, Dividends, Cash deposits/withdrawals to TrackinV format
  • 💡 Supports: Buy/Sell transactions, Dividends (with tax), Cash deposits/withdrawals
  • 🌍 Languages: Dutch (NL) and English (EN) CSV formats

Video Guide: Step-by-Step Tutorial

Watch our complete video tutorial showing every step of the DEGIRO import process:

💡 Follow Along

This video covers everything from downloading your DEGIRO CSV to seeing your portfolio in TrackinV. Perfect for first-time imports!

Import Process

Step 1: Upload DEGIRO CSV

  • • Navigate to Dashboard → Bulk Import → DG DEGIRO
  • • Upload your Account.csv file from DEGIRO
  • • Review the preview showing detected transactions

Step 2: Automatic Cash Processing

  • Cash deposits/withdrawals are automatically added to your portfolio
  • • These transactions appear immediately in your dashboard
  • • No additional action needed for cash transactions

Step 3: Investment Transactions

  • • Buy/Sell and Dividend transactions are converted to TrackinV format
  • • A CSV file is automatically downloaded
  • • This file contains only investment transactions (cash already processed)

Step 4: ISIN Conversion (if needed)

  • • Open the downloaded CSV file
  • • If your transactions use ISIN codes, use the ISIN Converter tool
  • • This converts ISINs to ticker symbols for better price accuracy
  • • Save the updated file

Step 5: Final Import

  • • Go to Portfolio → CSV Import
  • • Upload the converted CSV file
  • • Your investment transactions will be processed and added to your portfolio

Important Notes

💡 Smart Processing

The DEGIRO import automatically separates cash transactions (processed immediately) from investment transactions (require CSV upload). This prevents duplicate entries and ensures accurate portfolio tracking.

⚠️ File Format

Make sure to export the complete Account.csv from DEGIRO, not just individual transaction exports. The Account.csv contains all necessary transaction details and formatting.

✅ Supported Formats

Both Dutch and English DEGIRO CSV formats are fully supported. The system automatically detects your language and processes accordingly.

Your DEGIRO Portfolio in TrackinV

What you'll see after import

📊 Portfolio Overview

  • • Total portfolio value with latest closing prices
  • • Net cash invested from DEGIRO deposits
  • • Total gains/losses with percentage returns
  • • Portfolio allocation by holdings

📈 Individual Holdings

  • • Each stock/ETF with latest closing price
  • • Position size and average cost basis
  • • Unrealized gains/losses per holding
  • • Dividend income tracking

💰 Transaction History

  • • Complete chronological transaction list
  • • Buy/sell orders with dates and prices
  • • Dividend payments and tax details
  • • Cash deposits and withdrawals

🎯 Performance Analytics

  • • Time-weighted return calculations
  • • Portfolio performance charts
  • • Sector and geographic allocation
  • • Dividend yield and income tracking

Complete Portfolio Visualization

Once imported, your DEGIRO portfolio will be fully integrated into TrackinV's analytics engine, giving you professional-grade portfolio insights with daily closing price updates.

Interactive Charts
Performance Metrics
Allocation Analysis

After Import: Where to Find Your Data

🏠 Dashboard

Your main portfolio overview showing total value, gains/losses, and top holdings.

Go to Dashboard

💡 Pro Tip

After your first import, TrackinV will automatically track price changes using the last closing prices and update your portfolio value daily. You can add new transactions manually or import additional CSV files as needed.

Ready to import your DEGIRO portfolio?