degiro-portfolio 0.3.8
DEGIRO portfolio tracking and visualization application
Requires Python: >=3.10

# DEGIRO Portfolio Tracker

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

![Portfolio Dashboard](https://raw.githubusercontent.com/jdrumgoole/degiro_portfolio/main/screenshots/portfolio-overview.png)
*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
![Portfolio Dashboard](https://raw.githubusercontent.com/jdrumgoole/degiro_portfolio/main/screenshots/dashboard-with-buttons.png)
*Main dashboard showing portfolio summary, action buttons, and stock holdings*

### Individual Stock View
![Stock Detail - NVIDIA](https://raw.githubusercontent.com/jdrumgoole/degiro_portfolio/main/screenshots/stock-detail-nvidia.png)
*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](https://www.python.org/downloads/) if you don't have it.

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

### Step 2: Install the Application

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

```bash
pip install degiro_portfolio
```

That's it! The application is now installed.

### Step 3: Start the Application

Run this command:

```bash
degiro_portfolio start
```

**On Windows**, if that doesn't work, try:
```bash
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

```bash
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](https://github.com/jdrumgoole/degiro_portfolio/issues) page

## License

See LICENSE file for details.