How to Export Your DEGIRO Portfolio to CSV (Step-by-Step)

How to Export Your DEGIRO Portfolio to CSV (and Why It Matters)

If you want accurate performance tracking, tax prep, or fee analysis, you need to export your DEGIRO portfolio to CSV on a regular basis. The platform dashboard is useful for quick checks, but serious analysis needs transaction-level data in a spreadsheet-ready format.

In this guide, you will export two files: your Account Statement and your Transaction History. Together, these files let you reconstruct cash flows, dividends, fees, and realized/unrealized outcomes with much higher precision than the app overview.

• Time required: 8 to 12 minutes
• Files you will export: Account Statement CSV + Transactions CSV
• Best practice: run this export once per month

Before You Export Your DEGIRO Portfolio to CSV

Do a quick setup before downloading files: pick a date range, choose your base currency, and decide whether you need all accounts or one custody profile. This avoids re-exporting later.

For most investors, a rolling 12-month export plus a year-to-date export is enough for monthly reviews and quarterly deep dives.

• Date range: from Jan 1 to today (for YTD monitoring)
• Second range: trailing 12 months (for seasonality and dividend checks)
• Currency: keep DEGIRO base currency unchanged to avoid conversion confusion

Step-by-Step: Export Account Statement CSV in DEGIRO

Log into DEGIRO on desktop, open the Activity/Reports area, and choose the Account Statement export. Select your date range and export as CSV.

This file is the backbone for cash movements: deposits, withdrawals, dividends, taxes, and many broker-level charges appear here.

• Step 1: Sign in to DEGIRO web platform
• Step 2: Go to Activity (or Reports, depending on locale)
• Step 3: Select Account Statement
• Step 4: Set date range
• Step 5: Click Export / Download CSV

Step-by-Step: Export Transaction History CSV in DEGIRO

Next, export your Transactions report for the same period. This file contains buy/sell operations, product identifiers, quantity, and execution price details.

When you combine this with Account Statement data, you can calculate net returns and isolate where costs are leaking performance.

• Step 1: Open Transactions in Activity/Reports
• Step 2: Use the exact same date range as Account Statement
• Step 3: Export CSV
• Step 4: Store both files in one monthly folder (example: 2026-03-degiro)
• Step 5: Do a quick row-count check to confirm non-empty exports

Data Fields to Verify Immediately (Most Investors Skip This)

A clean export is not enough. You should validate key fields before analysis, because one missing column can distort CAGR/IRR outputs.

Focus on timestamps, instrument identifiers, gross and net amounts, and fee/tax fields.

• Transaction date and booking date are populated
• ISIN or product identifiers are present for all trades
• Dividend lines show gross amount and withholding tax where applicable
• Fee and FX-related entries are present in Account Statement
• No accidental duplicate rows after manual spreadsheet import

Unique Insight: Build a Monthly Cost Drag Metric from Your DEGIRO CSV

Actionable workflow: sum all explicit costs (commissions, connectivity, FX fees where visible) each month and divide by your average monthly portfolio value. This gives you a monthly cost drag percentage you can trend over time.

Example: if monthly costs are 38 EUR and average portfolio value is 24,500 EUR, monthly drag is 0.155%. Annualized, that is roughly 1.86% if persistent. This one metric helps you detect when execution behavior starts eroding returns.

• Formula: monthly_cost_drag = total_month_costs / average_month_portfolio_value
• Track for at least 6 months before changing broker behavior
• Set a personal alert threshold (example: >0.20% monthly drag)

Reference Sources (EEAT): Where These Steps and Assumptions Come From

DEGIRO official support center and platform help pages explain report exports and statement availability by account and region: degiro.com

DEGIRO fees overview for commissions, connectivity and related pricing context: degiro.com/uk/fees

EU investor disclosure framework (MiFID II costs and charges context) from ESMA: esma.europa.eu

• Use official broker pages for current fee schedules
• Re-check fee tables every quarter; brokers can change terms
• Keep a dated archive of your monthly CSV exports for auditability

What to Do After Export: Turn CSV Files into Portfolio Intelligence

Once both CSVs are exported and validated, the next job is not storing the files. It is combining them with your other broker data so you can see one portfolio-level view of holdings, cash flows, dividends, and fees. If you do not yet have one clean portfolio-wide workflow, use our multi-broker consolidation guide as the practical next step.

That matters most if DEGIRO is only one part of your setup. A CSV export solves the extraction problem, but it does not solve the investor problem of tracking one portfolio across multiple brokers. The consolidation guide picks up exactly where this export workflow ends.

If you are using the export to quantify broker costs rather than just measure returns, run your own commission, FX, connectivity, and tax inputs through the hidden investment fees calculator. That turns the CSV workflow into a personal annual fee-drag estimate instead of a generic broker opinion.

Once you have that number, use compare broker fees to see whether your current setup is still cost-efficient relative to the alternatives you are considering.

You can track all of this automatically with trackyourportfolio, including consolidated portfolio tracking across brokers, dividend tracking, and fee visibility without manual spreadsheet maintenance.

• Repeat export monthly on the same day
• Use consistent date windows across all brokers
• Move from file export to a single consolidated portfolio view
• Review cost drag and dividend net yield each quarter