eToro Account Statement Processor

A Python tool that processes eToro account statements and generates comprehensive financial summaries.

Overview

Extracts key financial metrics from eToro Excel-based account statements and presents them in a clean, organized table. Results are also saved to CSV for further analysis.

Metrics covered:

• Investment summary — deposits, withdrawals, net investment
• Realized performance — gains, dividends, other income, expenses and fees, net realized profit
• Unrealized performance — unrealized profit, current equity
• ROI — return on investment as a percentage of net realized profit over net investment (excludes timing of cash flows and unrealized gains)

Requirements

• Python 3.12
• pandas
• openpyxl
• rich

Install dependencies:

pip install pandas openpyxl rich

Usage

python etoro_summary.py path_to_statement.xlsx

Example

python etoro_summary.py etoro-account-statement-1-1-2023-5-15-2025.xlsx

The tool will:

1. Read the Account Summary and Financial Summary sheets from the Excel file
2. Display a formatted financial summary in the terminal
3. Save a CSV file with the complete metrics alongside the input file

Output

License

MIT