Can I see everything in a single currency?
Yes. Pick a display currency on the dashboard and every aggregate — market value, realized P/L, net worth over time — is converted into it using a live exchange-rate feed. Positions keep their native booking currency under the hood (EUR for EUR-booked names, USD for USD-booked names, and so on), so the per-currency breakdown is still available where it is useful.
Exchange rates are fetched from our backend on demand, cached for a few minutes per pair, and refreshed automatically as your holdings change. If a rate cannot be fetched (offline, rate limit, unsupported pair), the converted value is simply omitted rather than silently wrong — the raw per-currency number is still shown.
Where do the current prices come from?
Live quotes are fetched by ISIN from our backend and cached in your browser for a few minutes. You no longer need to type prices in by hand — open the dashboard and every position is marked to market automatically.
If you only care about cost basis and realized P/L, prices do not matter — those numbers come straight from your CSV and are the same whether or not a quote is available. Live prices only affect the unrealized column and the latest point of the net-worth chart; when a quote cannot be fetched the tool falls back to your last buy price for that ISIN.
Is this a replacement for a broker statement or tax advice?
No. FolioInsights is a personal analysis tool, not an official record. For taxes, rely on DeGiro's own reports or a qualified accountant. We just help you see what is in your account more clearly.
Can I use it on a phone?
Yes, the site works on mobile. The one step that is easier on a laptop is exporting the account.csv from DeGiro and uploading it, because DeGiro's web UI is built for desktop.
What happens to my data if I clear my browser?
Your transactions are gone — they live in your browser's IndexedDB, not on our servers, so clearing the browser wipes them. The practical answer: keep your account.csv saved somewhere and reimport if you ever reset the browser. Only your email (for unlock) is stored server-side.