This application is a personal tool developed to simplify the analysis of my transactions made on the XTB platform. I decided to make it public, hoping that it will be useful to others like me who use the same platform.
Functionalities:
The application imports transaction files generated by XTB, eliminating the need for manual data entry.
It offers several reports, such as: profit and loss per financial instrument, per period or in total. Portfolio and transaction statistics.
Performance analysis based on different criteria (holding time, order type, etc.)
Graphical data visualization: Allows data to be viewed in an intuitive graphical format, facilitating the identification of trends and patterns.
Why did I create this application?
I felt the need for a tool that would help me better understand my performance and make more informed decisions. This application is the result of this need and the desire to share a useful tool with others.
I know the application can be improved in many ways. Therefore, I am open to any suggestions, constructive criticism or requests for additional functionality. Your feedback is essential for me to further develop this application and adapt it to the needs of a wider community.
Test the application: Provide feedback on ease of use, functionality, and any issues you encounter.
Suggest new features: If you have ideas on how the application could be improved, don't hesitate to share them.
free to use...:)
Steps:
1. download xtb account cash report .xlsx file
from xtb web app: Account History -> Cash operations -> Export
note: The platform must be set in the English language when you download the file, only then will the action nomenclature contain the verbs that are valid in the system: ['Stocks/ETF purchase', 'Stocks/ETF sale', 'Dividend', 'Withholding tax', 'RO tax', 'SEC fee', 'Tax IR', 'Tax IFTT']
2. upload cvs
3. just play
