DonkyCapital

Fineco Portfolio Tracker: How to Import Your Fineco Portfolio to DonkyCapital

If you use Fineco to invest in ETFs, stocks, or mutual funds, you can now easily track all your operations with DonkyCapital. In this complete guide, I'll explain how to export your Fineco portfolio directly from the platform (no extensions needed) and how to import it into DonkyCapital, the portfolio tracker that lets you manage all your investments in a single advanced dashboard.

Fineco is one of Italy's most innovative banks, with a complete trading platform and competitive commissions.

Import Fineco to DonkyCapital

Why Export Your Portfolio from Fineco

Exporting data from Fineco is simple and straightforward: no extensions or third-party tools needed. Just access the Reports section and download the Excel file with all your transactions.

  • Easily export all operations in XLSX format directly from Fineco;
  • Keep all data on your device, without sharing login credentials;
  • Import files into DonkyCapital for advanced analysis;
  • Get detailed reports on asset allocation, performance, and risk.
With DonkyCapital, you transform Fineco's raw data into strategic insights to optimize your portfolio.

Learn more about Fineco features.

Why Use DonkyCapital Instead of Fineco's Platform

Fineco's platform provides transaction history and basic reporting. However, it doesn't offer advanced analysis such as:

  • Customizable dashboards with your preferred KPIs;
  • Detailed analysis of sector and geographic exposure;
  • Multi-portfolio comparison if you have investments across multiple platforms;
  • Automatic calculation of time-weighted and money-weighted performance;
  • Alerts and notifications on rebalancing and asset allocation.

With DonkyCapital, you centralize all your investments (Fineco, Degiro, Scalable Capital, Moneyfarm, etc.) in a single professional dashboard.

DonkyCapital gives you total control of your wealth, with analysis that Fineco doesn't provide natively.

Step 1 — Access Fineco and Go to the Reports Section

  1. Log in to the Fineco platform with your credentials;
  2. From the home page, go to the "Portfolio" section;
  3. Click on "Reports";
  4. Select "Orders and Accounting".

Tip: Export your entire transaction history for complete analysis in DonkyCapital.

Step 2 — Export the Excel File (XLSX)

  1. On the "Orders and Accounting" page, select the reference period (recommended: from inception to date);
  2. Click the "Export to Excel" or "Download" button;
  3. The .xlsx file will be downloaded to your computer;
  4. Save the file in an easily accessible folder.

The Excel file contains all information about your operations: date, instrument, quantity, price, fees, and total amount.

Fineco allows direct export without the need for browser extensions or third-party tools.

Step 3 — Import the File into DonkyCapital

  1. Log in to DonkyCapital.com and open your account;
  2. Select the portfolio to import data into;
  3. Click "Import Transactions";
  4. Upload the .xlsx file exported from Fineco;
  5. Confirm the import and wait for processing (a few seconds).

In a few seconds, all your Fineco transactions will be visible in the DonkyCapital dashboard, with detailed reports on:

  • Portfolio composition by asset class;
  • Time-weighted and money-weighted performance;
  • Sector and geographic exposure;
  • Balance and rebalancing analysis;
  • Comparison with benchmarks and other portfolios.

This level of analysis is not natively available on Fineco, which focuses primarily on trading rather than strategic asset allocation.

Visit Fineco official website for more information about their platform.

Frequently Asked Questions (FAQ)

Do I need to modify the Excel file before importing?

No. Upload the file exactly as you export it from Fineco. DonkyCapital automatically recognizes the format and imports all transactions.

Does DonkyCapital require Fineco login credentials?

Absolutely not. DonkyCapital never has access to your banking credentials. Import happens via Excel files that you export and upload manually.

Can I import multiple Fineco portfolios?

Yes, you can create separate portfolios in DonkyCapital and import data from each Fineco account separately, or merge them into a single consolidated portfolio.

How does DonkyCapital handle Fineco fees?

DonkyCapital automatically imports fees from the Fineco Excel file and includes them in the calculation of your portfolio's actual performance.

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