DeGiro export guide: one file holds your full history
How to export the DeGiro account statement, which date range to pick, what the columns mean, and why the transaction file alone is not enough.
Find broker export guides, information about how benchmarking works, dividend insights, and more.
27 articles Broker guides · benchmarking · dividends · portfolio math New guides monthly
How to export the DeGiro account statement, which date range to pick, what the columns mean, and why the transaction file alone is not enough.
IBKR has two export routes for portfolio tracking. When to use the Activity Statement, when to set up a Flex Query, and what to check in the file.
How to export your Trading 212 history as CSV, which three data types to tick, what the columns mean, and why Pies rebalancing lines look odd.
How to generate the Robinhood account activity report, what the Trans Code values mean, how to read amounts in parentheses, and what to check.
How to download the eToro account statement, what Open Position and Position closed rows mean, and why the USD base currency matters for your numbers.
Where Trade Republic keeps your statements and documents, why a PDF is not an export, and what to check in the file before you trust the numbers.
Scalable Capital keeps separate records for the brokerage and the managed portfolio. How to export both, and what to check before you trust the numbers.
Comdirect keeps your trades in the depot and your dividends in the settlement account. How to export both files, and how long old data stays online.
Where your BUX transaction history lives, what an app broker's export tends to leave out, and what to check before you trust the numbers.
Comparing your return with the S&P 500 goes wrong when deposits are ignored. How to replay your own cash flows into the index, with a worked example.
Your broker shows one return number. There are two, and they answer different questions. What each one measures, with a worked example.
Nobody checks a private portfolio against an index. What a 2% gap costs over twenty years, why it gives no warning, and how to benchmark your portfolio.
Benchmarking against the wrong index flatters you. How to choose between the S&P 500 and the Nasdaq 100 based on what you hold, with a worked example.
Morningstar puts the behavior gap at 1 to 1.5% per year. What the gap measures, where the money goes, and how to check whether your own portfolio has one.
Most portfolio-versus-index comparisons are wrong in the same direction. What an S&P 500 benchmark tool has to get right, and a ten-minute test.
getquin has a free tier and a community. BullBenchmark has one number: your time-weighted return next to a total-return index in your own currency.
Portfolio Performance is free, open source and runs on your own machine. Where it is the better answer, where a hosted tracker is, and how to decide.
Parqet syncs from brokers and reads statement documents. BullBenchmark reads a file you download yourself and shows whether you are beating the index.
Sharesight is built around tax reporting for a set of countries. BullBenchmark does one tax report and puts the benchmark at the centre of the product.
Snowball Analytics is built around dividend income and target weights. BullBenchmark is built around one benchmark number in your own currency.
Portfolio Dividend Tracker and BullBenchmark both read Dutch broker exports without a login. The difference is the benchmark, currencies and languages.
A spreadsheet is free, flexible and yours. Where it stays accurate, where splits, historical exchange rates and time-weighted return go wrong, and a test.
What a dividend spreadsheet does well, where it breaks on withholding tax, currency and history, and how it compares with a tool that reads broker files.
What the ex-dividend date is, how it relates to the declaration, record and payment dates, and why the share price drops by the dividend on that day.
Your DeGiro dividends sit in the account statement, not in the transaction export. How to turn them into a net figure, a calendar and a projection.
How average cost is calculated, how it differs from FIFO, and why fees, currency and splits change your profit figure more than the method does.
What €500 a month becomes over 20 years at 7%, year by year, and how time, contribution, return, fees and inflation each change the end result.
A return figure has four parts: unrealized gain, realized gain, dividends and fees. What each one is, with a worked example that turns +20% into +9.35%.
Simple return, annualized return, money-weighted and time-weighted return: what each one needs, how to calculate it, and where the arithmetic goes wrong.
What connecting a portfolio tracker to your broker account involves, what can go wrong, and why BullBenchmark works from an export file you upload.
Why a foreign stock has two returns, why the exchange rate on each transaction date matters, and how one base currency keeps your numbers comparable.
Two funds can hold the same companies. How to measure what that does to your weights, where the holdings lists are, and what a tracker can and cannot see.
How to connect BullBenchmark to Claude Desktop, Cursor or ChatGPT with a read-only token, what the connection can see, and what it cannot do.
Why a portfolio spread across two or three brokers has no overview, why a master spreadsheet fails, and what merging the exports into one view involves.