degiro_portfolio_analytics
DEGIRO is Europe's fastest growing online broker. DEGIRO distinguishes itself from its competitors by offering extremely low trading commissions.
However, the current Portfolio Management/Analytics tools currently available on DEGIRO's platform are extremely minimal and provide little insights into the user's portfolio.
This repository tries to bridge this gap by:
- Scraping, retrieving, organizing and storing data from your DEGIRO brokerage account(s) and a variety of publicly available
sources. The publicly available data is mainly used for portfolio benchmarking purposes.
- Providing a web-based dashboard that allows you to get better insights into your portfolio. The dashboard is based on your
DEGIRO Portfolio data in addition to a number of publicly available data.
Is this repository for you?
- You are a european investor, using a DEGIRO brokerage account. All of your holdings are in EUR.
- You mainly trade ETFs and ETCs and employ a buy and hold strategy.
- You are not satisfied by DEGIRO basic interface.
- You want to have better insights about your:
- Portfolio Composition
- Savings behaviour (e.g. how much are you actually saving and investing each month?)
- Capital Growth (e.g. to what extent your portfolio growth is driven by your contributions vs. investment results?)
- Portfolio performance (e.g. how well has your portfolio performed over time, compared to a given set of benchmarks?)
- Advanced Portfolio Analytics (e.g. what is the risk your portfolio is currently running at?)
- Systematic Factor Exposures (e.g. what are the main systematic risk drivers of your portfolio?)
Getting Started
- Clone the repository:
git clone https://github.com/lucalaringe/degiro_portfolio_analytics.git
- Install the requirements:
pip install -r requirements.txt
- Run the data update/download:
python src/run_update.py
- Run the dashboard:
python src/app.py
- Once the app is running, copy-paste the link where the app is running into your browser, so to display
the dashboard. In the example below, the link to copy-paste is: http://127.0.0.1:8050/
![](https://github.com/lucalaringe/degiro_portfolio_analytics/raw/main/dashboard_snapshots/TerminalMessage.PNG)
Note
The repository contains a folder named 'data_example'. If you wish to test the dashboard with sample data rather than
real data coming from your account, please rename the 'data_example' folder into 'data' and run the dashboard:
ren data_example data
python src/app.py
Dashboard Snapshots by Tab:
Overview:
![](https://github.com/lucalaringe/degiro_portfolio_analytics/raw/main/dashboard_snapshots/Overview.PNG)
Capital Growth:
![](https://github.com/lucalaringe/degiro_portfolio_analytics/raw/main/dashboard_snapshots/CapitalGrowth.PNG)
Performance:
![](https://github.com/lucalaringe/degiro_portfolio_analytics/raw/main/dashboard_snapshots/Performance.PNG)
Risk:
![](https://github.com/lucalaringe/degiro_portfolio_analytics/raw/main/dashboard_snapshots/Risk(2).PNG)
Factor Loadings:
![](https://github.com/lucalaringe/degiro_portfolio_analytics/raw/main/dashboard_snapshots/FactorLoadings.PNG)
Disclaimer
I have no affiliation with DEGIRO. This is an unofficial portfolio analytics tool which I personally build to enhance my user experience with the platform and have better control of my finances. I hope many others will find it useful too.