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Ledger
View and search trades, splits, symbol changes in any single year or altogether
PortfeljPortfolio analysis tool and tax returns solution for eDavki
Know what's happening with your memefolio
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Currency
View ledger in trade currency or in Euro
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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
View and search flex reports 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