Export from Degiro
FolioView reads a single file from Degiro: the Account Statement. It contains every cash movement on your account (trades, dividends, fees, FX conversions, deposits, withdrawals), which is everything needed to reconstruct your portfolio history end-to-end.
This page walks through the export in five steps. The whole thing takes under two minutes.
Step 1 — Sign in to Degiro WebTrader
Open the WebTrader in your browser and log in with your usual Degiro credentials.
Use the browser WebTrader, not the mobile app. The mobile app doesn't expose the Account Statement export.
Step 2 — Open the Account Statement
In the left sidebar, hover over the Inbox icon (the envelope) and choose Account Statement from the menu that appears.
You'll land on a page titled Account Statement with a date-range picker at the top.
Step 3 — Pick your date range
Set the From date to your earliest transaction (or just "from the start" — Degiro will clip to whatever history it has). Leave the To date at today.
Open with the full date range preset →
For the most accurate realized P/L and historical net-worth chart, include your entire trading history. A partial range will skip the cost basis of anything bought before the start date.
Step 4 — Export as CSV
On the right of the page, click Export and pick CSV from the dropdown. Degiro will download a file named something like Account_2020-01-01_2026-04-20.csv.
Don't open the file in Excel before uploading. Excel can silently convert Degiro's European number format (
1.234,56) into something FolioView can't parse. Just hand the file straight to FolioView.
Step 5 — Upload to FolioView
Sign in to FolioView, open Upload from the sidebar, and drop the CSV onto the upload area. The import runs locally in your browser, detects the Degiro format, parses every row, and redirects you to your portfolio dashboard.
What happens after upload
FolioView turns your CSV into:
- Holdings — every open position with cost basis, current value, and unrealized P/L.
- Realized P/L — every closed trade matched FIFO against your oldest buys, per-currency.
- Historical net worth — a daily time series reconstructed from your trade ledger plus end-of-day prices.
- Dividends, fees, FX — each broken out so income return, cost ratio, and price return stay separated.
- Broker fee comparison — the same trades re-priced under IBKR, Revolut, and Trading 212 schedules, so you can see what staying on Degiro actually costs.
Re-exporting later
There's no merge logic to fight with — when you re-upload a newer export, FolioView replaces the previous import with the new data. Just re-run the five steps above any time you want to refresh.
Troubleshooting
- "Unrecognized format" — you probably exported the Transactions report instead of the Account Statement. They have different columns. Go back to Inbox → Account Statement.
- Missing dividends or fees — double-check your date range starts before the payout dates you expect to see.
- Numbers look off — re-download the CSV without opening it in Excel first. See the tip in step 4.