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Use case

DEGIRO portfolio tracker without spreadsheets.

Start with a one-time DEGIRO history import, then keep holdings, allocation, and performance updated automatically from new confirmation emails.

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How setup works from day one

To get accurate portfolio analytics, you start with a one-time historical import. Then you enable auto-forwarding so every new DEGIRO confirmation keeps your dashboard up to date.

Phase 1 · One-time backfill

Import your past DEGIRO trades first

  1. 1

    Log in to your DEGIRO account

    Go to trader.degiro.nl and open your account.

  2. 2

    Open Inbox → Transactions

    In DEGIRO, navigate to your transactions export area.

    DEGIRO Inbox Transactions view
  3. 3

    Select the full date range

    Choose the earliest available date through today so your full portfolio history is imported.

  4. 4

    Export the file as CSV

    Download the transactions report in CSV format.

  5. 5

    Upload the CSV in Azimute

    Upload once to initialize your holdings, performance, and allocation history.

If you skip this initial backfill, analytics only start from future trade confirmations.

Phase 2 · Ongoing updates

Enable auto-forwarding for new DEGIRO confirmations

  1. 1

    Keep DEGIRO trade confirmations enabled

    Order and trade confirmation emails must stay active in your broker settings.

  2. 2

    Set one forwarding rule in your inbox

    Forward every DEGIRO confirmation to your personal Azimute sync address.

  3. 3

    Each new confirmation updates your dashboard

    New trades flow into holdings, returns, allocation, and risk views automatically.

What if a confirmation email is missing?

Forward or resend the missing confirmation email, then refresh your dashboard to reconcile the trade.

Do I need my DEGIRO password for sync?

No. This is a read-only email workflow based on confirmation parsing.

What you get

  • Automatic trade import from DEGIRO confirmations
  • Portfolio holdings and allocation snapshots
  • Performance and trade timeline in one workflow

Best for

  • Investors moving away from spreadsheet tracking
  • Single-portfolio DEGIRO workflows
  • Faster monthly portfolio reviews

Why use Azimute if you already have DEGIRO?

DEGIRO is your execution broker. Azimute is your analytics layer for clearer, repeatable portfolio reviews.

NeedDEGIRO account viewAzimute layer
Trade executionNative broker workflowNot a broker
Historical portfolio backfillManual export and reviewOne-time CSV import into analytics workflow
Ongoing updates after backfillCheck reports manuallyAuto-forwarded confirmations keep data current
Net portfolio context (fees + FX)Available across account recordsUnified portfolio view
Allocation and risk reviewBasic account monitoringDedicated dashboard flow
Monthly review cadenceManual checksRepeatable tracker workflow
Need deeper returns analysis? Open the performance dashboard page. Need allocation and drawdown monitoring? Open the risk page.

FAQ

Do I need my DEGIRO password?

No. Azimute does not request broker credentials. It uses read-only trade confirmation emails.

Do I need to import past trades first?

Yes. Start with one CSV import of historical transactions so your portfolio history is complete from day one.

What keeps the portfolio up to date after that?

Forwarding new DEGIRO confirmations to your Azimute sync address keeps future trades updated automatically.

Where can I learn the full sync setup?

Visit How it works for the three-step setup flow and troubleshooting guidance.