How to export your portfolio from XTB

One of the tidier European exports. The catch is vocabulary, and a report type that quietly omits every dividend.

· 5 min read

XTB’s export is one of the tidier ones in Europe. The catch is vocabulary: it does not write “Buy” and “Sell”, it writes Stocks purchase and Stocks sale, and a tool that only knows the short words treats every trade you have made as an unrecognised row.

Where the export is

In the account history or reports area of the xStation web platform, rather than the mobile app. Ask for the full account history as CSV over a date range that starts before your first deposit.

Some XTB report types separate cash operations from trades. If the report you picked has no dividends and no deposits in it, you have the trades-only view — go back and take the one that includes cash operations, or take both.

The words XTB uses

This is the part worth knowing before you import anywhere, because every one of these is a full phrase rather than a single word:

  • Stocks purchase and Stocks sale — a buy and a sell.
  • Dividend — the gross payment.
  • Withholding tax — the tax deducted from that dividend, on its own row.
  • Free-funds interest — interest on uninvested cash, which is income but not a dividend.
  • Deposit and Withdrawal — your own money moving in and out.

Why withholding tax needs its own treatment

XTB writes the gross dividend on one row and the tax on another. Add them both as income and you overstate what you were paid. Treat the tax row as a cost and it looks like a fee you were charged. It is neither — it is a reduction of the dividend beside it, and the useful number is what landed in the account.

The same applies to the deposit and withdrawal rows for a different reason: they are not returns. Money you add is not profit, and counting it as such is the most common way a tracker reports a return that looks far better than reality. That mechanism is worth understanding in general — see what your real return is when you keep adding money.

What to check once it is in

  • A position you know well, against xStation.
  • Dividends for a full past year. Zero means you took a trades-only report.
  • Interest, if you held meaningful cash. Free-funds interest is easy to drop silently.

HaboFi recognises XTB’s phrasing directly, including free-funds interest and the separate withholding-tax rows. CSV or Excel, no broker login and no API key — a file you downloaded yourself, and nothing that keeps reading your account afterwards.

Try HaboFi free

Common questions

Where do I export my XTB history?

In the account history or reports area of the xStation web platform rather than the mobile app. Ask for the full account history as CSV, over a date range that begins before your first deposit. Some XTB report types separate cash operations from trades, so if the file has no dividends or deposits in it you have taken the trades-only view.

What words does XTB use for buys and sells?

XTB writes full phrases rather than single words: Stocks purchase for a buy and Stocks sale for a sell. It also writes Dividend, Withholding tax, Deposit, Withdrawal and Free-funds interest. Any tool that only recognises the short words buy and sell will treat every trade in the file as an unrecognised row and skip it.

How should XTB withholding tax rows be treated?

XTB records the gross dividend on one row and the tax deducted on another. Counting both as income overstates what you actually received, and counting the tax row as a cost makes it look like a fee you were charged. It is neither: it is a reduction of the dividend beside it, and the meaningful figure is what reached the account.

What is free-funds interest in an XTB export?

Interest paid on uninvested cash sitting in the account. It is income, but it is not a dividend and it did not come from any holding, so grouping it with dividends overstates what your positions paid you. It is easy to drop entirely, which is worth checking if you have held meaningful cash balances.

This article is general information about how these calculations work. It is not financial, investment or tax advice, and nothing in it is a recommendation to buy or sell any security. See our terms.

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