Tax-Wizard features for Revolut, Degiro, eToro, XTB, Trading212, Interactive Brokers, and Lightyear

  • Calculation of capital gains in USD or in the local currency using the daily exchange rate provided by Revolut, Degiro, eToro, XTB, Trading212, Interactive Brokers, and Lightyear.
  • Calculation of total acquisition and realization value in BGN, CAD, CHF, CZK, DKN, EUR, GBP, HKD, HUF, NOK, SEK, USD, JPY, KRW, CNH, HRK,RON, or BRL using the daily exchange rate provided by the broker or the Bank of Portugal.

Export Example

 

 

  • Generation of a CSV file with the compiled information of all transactions executed, including acquisition and realization information processed according to the selected method for calculation: FIFO or Average Cost Basis.

 

Dashboard Example

 

  • Informative graphics
  • Export Transactions in a format that can be imported into Yahoo Finance
  • Value of dividends received per year USD or your account currency

 

 

Features in Development

 

  • Statistics: Average purchase price per share
  • Statistics: Average purchase price per share - including open transactions
  • Statistics: Average price per share
  • Statistics: Average holding-time per share
  • Statistics: Average holding-time per share - including open transactions
  • Statistics: Valuation Percentage per share