Step 1 — Export from Degiro
- 1Sign in to Degiro on the web.
- 2Trades: Activity › Transactions, choose a period that starts before your first trade, then Export › CSV.
- 3Dividends and costs: Activity › Account statement, same period, then Export › CSV.
The transactions file is enough to rebuild positions; the account statement adds dividends and withholding tax. Menu names can differ slightly by language; Degiro’s help centre describes the current exports.
What InvestIQ reads
- Each trade with its ISIN, quantity, price and currency, in any language the file is exported in.
- Transaction fees, converted with the line’s exchange rate.
- From the account statement: dividends and the tax withheld on them.
Step 2 — Import the file into InvestIQ
- 1Create a free account, open Portfolios and choose “Import CSV / statement”.
- 2Drop the file. InvestIQ recognises the broker from the file’s columns and reads each line: buys, sells, dividends, fees.
- 3Review what it found. Each instrument is matched to its listing (by ISIN and market where the file gives them); anything ambiguous is shown for you to confirm before anything is written.
- 4Import. Re-importing the same file later skips the lines already imported, so you can add a newer export without creating duplicates.
Step 3 — Run the audit
Once the positions are in, run a portfolio audit: concentration, diversification, market risk, quality of the holdings, fit with the limits you set and liquidity, with the findings that deserve a look. What each part measures is described on the portfolio analyzer page.
Good to know
- Import the transactions file first, then the account statement.
- The ISIN and the exchange in the file let InvestIQ match each line to the right listing (the Paris line of a company, not its US one).