Investments

FIFO lots and average cost

Every purchase creates a lot, and every sale consumes the oldest lots first — the method most tax authorities require. That way your acquisition cost and realized gain come out right without a parallel spreadsheet.

• Purchases, sales, dividends, fees and transfers
• Realized and unrealized gains tracked separately
• Closed positions available whenever you need them

Market prices, always current

Prices update automatically, so your portfolio value and net worth reflect the market without you having to touch anything.

Returns that account for your contributions

IRR (a time- and money-weighted annualized return) is calculated per asset, per portfolio and for the total, so comparing two investments with different contribution patterns stops being misleading.

Year-end tax summary

The tax module groups realized gains, losses and dividends received by year, with the detail of every transaction behind them. Our Spain tax pack is available today, with more countries coming.