DEGIRO import guide

Import DEGIRO Portfolio

DEGIRO exports often include market-specific identifiers. Portfolio Terminal helps normalize data while keeping review mandatory.

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Parse

Upload your DEGIRO file or paste statement text and let AI detect positions automatically.

Verify

Review symbols, quantities, prices, and dates before anything is written to your portfolio.

Apply

Choose snapshot replace or additive merge and confirm import with full control.

Supported inputs

  • DEGIRO CSV account export
  • Copied statement table as text
  • Excel report from broker history
  • JSON holdings data
  • Screenshot of open positions

Import notes

  • ISIN-heavy rows are matched to tradable symbols when possible.
  • Date parsing handles multiple EU date formats.
  • Import preview shows new vs updated positions before write.

Quick tutorial for DEGIRO

  1. Step 1

    Get DEGIRO export

    From Reports, export your account statement as CSV or copy the holdings table from the report.

  2. Step 2

    Upload and parse

    Open onboarding, upload the file, and wait for parse to detect symbols, prices, and dates.

  3. Step 3

    Validate mapped symbols

    Check ISIN to symbol mappings in review, then confirm import once rows are correct.

FAQ

Can I import DEGIRO positions if I only have ISIN codes?

Yes. The parser attempts symbol mapping from ISIN and you can validate mappings in the review table.

Should I use snapshot or additive mode for DEGIRO imports?

Use additive for incremental updates, and snapshot only when you want to replace the whole portfolio state.