Sharpe: Portfolio Analytics for DEGIRO

Description

Upgrade DEGIRO with a secure, local dashboard offering advanced return tracking, risk grading, and deep insights. Sharpe transforms your DEGIRO brokerage into a professional-grade analytics platform. Every calculation runs locally in your browser — your portfolio data never leaves your device. Whether you're a passive investor or an active trader optimising your strategy, Sharpe gives you the tools to understand your portfolio at a deeper level than DEGIRO's built-in interface allows. — WHAT'S NEW IN v1.6 — Portfolio Pulse: A plain-language read on your portfolio. Sharpe highlights what actually matters — creeping concentration, what currency moves cost you, whether your risk-adjusted returns are improving, how your fees compare — each with a link to the chart that proves it. No jargon, no interpretation required. Redesigned Positions Table: See position weight as a bar, a 30-day sparkline per holding, and P&L at a glance. Click any row to expand its details in place — average cost, daily P&L, return contribution, volatility and price chart — instead of hunting for a chart below the table. Filter instantly by name, ISIN or currency (press "/"). Allocation Drill-Down: Replaces the pie chart with a ranked breakdown that shows every holding, no clipped legend. Click any region, currency or asset class to see the holdings inside it. A concentration warning appears when your top 3 holdings dominate the portfolio. Dividends Tab: Track your income over time with a 12-month monthly chart, total received, and yield on cost. Includes estimated upcoming payments projected from each holding's own payment cadence (estimates based on your history, not issuer announcements). Smarter Syncing: Refreshing no longer blanks the screen — your data stays on screen while fresh figures load. Clearer messaging when data is stale, with a single button to fix it. Fixes & Polish: Fixed the S&P 500 comparison silently disappearing after a failed data fetch. Fixed inconsistent number formatting in chart tooltips. Fixed the empty state for brand-new accounts. Faster loads (first sync no longer fetches twice), unified tooltips that no longer clip at card edges, and a lighter, tidier codebase throughout. SHARPE PRO — NEW IN v1.6 Per-Holding Dividend Breakdown: Payments, total received, trailing-12-month income and yield on cost for every holding, with CSV export. — CORE FEATURES — True Time-Weighted Returns (TWR): Performance that strips out the distorting effect of your deposits and withdrawals, so you're measuring your decisions rather than your cash flow. Benchmark Overlays: Compare your portfolio against the S&P 500, Euro Stoxx 50 and Nasdaq 100 directly on the Performance chart — plus a day-by-day "vs S&P 500" comparison on recent activity. Drag-to-Zoom: Click and drag on the main chart to zoom into any custom date range. Professional Metrics: Annualised return, Alpha, Beta, Max Drawdown and Sharpe Ratio, all computed from your own daily portfolio values. Full Cost Transparency: Total fees paid, split between trading commissions and FX conversion fees, plus the exact impact of exchange-rate movements on your non-EUR holdings. Realized P&L: Historical profit and loss from sold positions using FIFO cost-basis matching, including partially closed positions. Privacy Mode: One click blurs every figure on screen — safe for screenshots and shoulder-surfing. SHARPE PRO — FULL LIST Today Tab: Live trading-day dashboard with intraday P&L timeline, today's movers, contribution waterfall, and a portfolio heatmap grouped by asset class or geography. Watchlist: Track your DEGIRO favourites with a composite return chart, correlation to your portfolio per stock, SMA crossover momentum signals and side-by-side comparison stats. Tax Reporting: Country-specific tax summaries (NL, FR, DE, BE) with FIFO-matched realized gains per year. Export as CSV. Rate My Portfolio: A graded assessment of your portfolio against your own stated risk tolerance, goals and time horizon. Correlation Matrix: See which of your holdings actually move together, with weighted average correlation and principal-component analysis. Risk Analysis: Value at Risk plus historical and hypothetical stress-test scenarios. Stock Price Charts: Per-holding price history with your own buy and sell points marked. CSV Export: Available on every chart and table. — PRIVACY & SECURITY — 100% local: no servers, no accounts, no data collection. Sharpe only makes read-only requests to DEGIRO's own reporting endpoints — it cannot place trades or modify your account. Built on Manifest V3 with pure vanilla JavaScript: no frameworks, no third-party dependencies, no remote code. The source is fully auditable. Not affiliated with, endorsed by, or connected to DEGIRO or flatexDEGIRO Bank AG. All metrics are for informational purposes only and do not constitute financial advice.

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