Sharpe: Portfolio Analytics for DEGIRO

Description

Upgrade DEGIRO with a secure, local dashboard offering advanced return tracking, risk grading, and deep insights. New in v1.7.4: • Simulated Performance (Pro): Explore historical scenarios for your current portfolio and recurring investments over 1–30 years. Set contribution amounts, frequency and allocations, then compare outcomes and ranges. Scenarios are not forecasts or guaranteed returns. • Portfolio Pulse (Pro): Follow changes since refresh with two-second readings—green for gains, red for losses—alongside the holdings driving your day. Updates depend on available DEGIRO data. • Improved Today charts: Explore movers through tables, waterfalls and clickable heatmaps, with cleaner layouts and fewer distracting animations. • Broader European benchmark: Compare against STOXX Europe 600 alongside the S&P 500 and Nasdaq 100. • Faster chart switching and fixes to benchmark loading, simulation tooltips and allocation controls. Core features: • True time-weighted returns that separate investment performance from deposits and withdrawals. • Benchmark overlays, interactive charts and drag-to-zoom. • Annualised return, Alpha, Beta, Max Drawdown and Sharpe Ratio. • Trading fees, FX costs and currency impact. • FIFO-based realised gains, including partially closed positions. • Expandable positions, allocation breakdowns and dividend tracking. • Privacy mode to blur sensitive figures. Sharpe Pro also includes: • Today dashboard and Simulated Performance. • Watchlist analysis, momentum signals and portfolio comparisons. • Portfolio grading, correlation analysis and stress tests. • Country-specific tax summaries for NL, FR, DE and BE. • Per-holding dividend breakdowns and price charts with trade markers. • CSV exports across supported charts and tables. Sharpe uses read-only access to your DEGIRO data and cannot place trades or modify your account. Market prices come from external data providers; Pro licence verification also requires a network connection. Portfolio analysis stays local. Not affiliated with DEGIRO or flatexDEGIRO Bank AG. Information is provided for educational purposes and does not constitute financial or tax advice.

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