Portfelj

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Built for Interactive Brokers clients in Slovenia

PortfeljPortfolio analysis tool and tax returns solution for eDavki

Know what's happening with your memefolio

Learn more
Get the app
portfelj ledger
📖

Ledger

View and search trades, splits, symbol changes in any single year or altogether

💶

Currency

View ledger in trade currency or in Euro

👥

Multi-account

Aggregate trade data by individual account or merge it together

🎯

Prepare tax returns

Export closing trades in XML dataset ready for upload to eDavki

🌱

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

🧠

Clarity

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

🚚

Coming from other brokerage?

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

🕵️‍♂️

Flex reports

View and search flex reports from Interactive Brokers

🛠

Power tools

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

How it works

From raw IBKR activity to forms ready for eDavki in four steps.

  1. 1

    Install

    Get the app 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. Available for Windows, macOS and Linux.

Get the appRead the docs

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