Connect XTB to Freenance: Track Your Investments

XTB is Poland's largest online broker and a popular choice for ETF and stock investing. Importing your XTB portfolio data into Freenance lets you track investments alongside bank accounts, savings, and other assets for a complete net worth picture.

Export from xStation

Step 1: Log in to xStation 5

Open xStation 5 via the desktop app, web browser, or mobile app.

Step 2: Navigate to account history

Go to "Account History" or "Historia rachunku" in the xStation menu. This shows all executed trades, dividends, fees, and transfers.

Step 3: Set the date range

Select the period covering all your XTB activity. For a first-time import, choose "All history" or the earliest available date.

Step 4: Export

Click the export/download button and select CSV format. The export includes trade date, instrument, direction (buy/sell), quantity, price, commission, and profit/loss.

Step 5: Import into Freenance

1. Sign in to Freenance and open Configuration → Integrations
2. Enable the XTB integration
3. Upload the CSV file when prompted
4. Freenance parses the trade history and reconstructs your current portfolio positions

Note: Freenance imports CSV exports — XLS/Excel is not supported. If xStation gives you only Excel for some report, save it as CSV (UTF-8) before uploading.

What XTB data shows in Freenance

After import, Freenance provides:

• Current portfolio value with real-time or daily price updates for all holdings
• Asset allocation view showing your split between stocks, ETFs, bonds, and cash
• Performance tracking showing total return, annualised return, and comparison to benchmarks
• Dividend tracking with historical dividend payments logged
• Cost basis for each position, useful for tax reporting (PIT-38)
• Net worth integration combining XTB holdings with bank accounts, property, and other assets

IKE account data

If you hold an IKE account at XTB, the same export process applies. Freenance tracks your IKE separately, showing tax-free growth and progress toward contribution limits.

Tips

• Export after each significant trade or at least monthly to keep data current
• Include dividends and fees in your export for accurate return calculations
• Combine with bank data from mBank, ING, or Revolut for the complete financial picture

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FAQ

What XTB export format does Freenance accept?

Freenance accepts CSV exports from xStation 5. If a specific xStation report is only available as XLS or Excel, save it as CSV (UTF-8) before uploading — XLS and Excel files are not supported directly.

Do I need to share my XTB login or API key with Freenance?

No. Freenance works only on the CSV file you download yourself from xStation. Your XTB login, password, and any 2FA codes stay with you — Freenance never has access to your brokerage account.

Can Freenance track my IKE account at XTB?

Yes. The same CSV export process applies to an IKE held at XTB. Freenance tracks the IKE separately so you can see tax-advantaged growth and progress toward annual contribution limits alongside your other holdings.

Will dividends and broker fees show up correctly in Freenance?

Yes, provided your xStation export covers the period in which dividends and fees were posted. Freenance reads dividend payments and commission entries from the CSV and uses them in total return and cost basis calculations.

How often should I re-export from XTB?

Re-export at least monthly, or after any significant trade. Frequent exports keep your portfolio valuation, dividend history, and cost basis accurate, and help Freenance reconstruct PIT-38-ready figures at year end.