Portfelj

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Slovenščina

English

Slovenščina

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PortfeljTrack your Interactive Brokers portfolio and prepare tax returns

Know what's happening with your memefolio

Learn more
Install the CLI
Coming soon

Portfelj for desktop

Review positions, dividends and corporate actions, and export tax returns for eDavki in a desktop app for macOS, Windows and Linux.

PositionsPositions

The screenshots show sample data. Swipe sideways to see the whole window.

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Ledger

View and search trades, splits and symbol changes for a single year or all years, in the trade currency or in euros

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Multi-account

Aggregate trade data by individual account or merge it together

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Prepare tax returns

Export closing trades in XML dataset ready for upload to eDavki

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Hassle-free dividends

Automatically fill in EIN and other business data for dividends received. Comes with business directory with 12,000+ companies trading on the US exchanges

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Clarity

Provides insights into trade data, warns on inconsistencies, explains corporate actions, provides various tips and hints for clarity

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Coming from other brokerage?

No problem! Manually enter trades to combine them together with flex reports from Interactive Brokers

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Flex reports

Download, view and search flex reports from Interactive Brokers

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Private by design

Flex reports and trades stay on your computer and are never uploaded. Going online is limited to license checks, public reference data and optional flex report downloads from Interactive Brokers

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Power tools

Look up company metadata, search company EIN on EDGAR, and many more useful utilities to come

Available now

Prefer the terminal?

The portfelj command line tool builds the ledger, searches flex reports and prepares tax returns today.

Command line documentation →
portfelj ledger

How it works

Portfelj can prepare tax returns for eDavki, the Slovenian tax portal. From raw IBKR activity to forms ready for upload in four steps.

  1. 1

    Install

    Install the command line tool for Windows, macOS or Linux and activate it.

  2. 2

    Export flex reports

    Set up a Flex Query in the IBKR portal and export a report for each year.

  3. 3

    Generate forms

    Run portfelj edavki to produce Doh-KDVP, Doh-Div and D-IFI.

  4. 4

    Upload to eDavki

    Import the XML files in eDavki, review and submit.

Ready for the next tax season?

Free to use. The command line tool is available for Windows, macOS and Linux.

Install the CLIRead the docs