Bolsarex: Cartera de bolsa

Bolsarex is the app for keeping track of your whole investment portfolio and getting to your tax return with the homework already done. Shares, ETFs, index funds and cryptocurrencies in a single place, with your real return calculated and your capital gains ready for Spanish income tax (IRPF). And without linking your bank or broker accounts: your data is yours alone.

ALL YOUR WEALTH IN ONE PLACE
• Import your transactions from your DEGIRO, Bestinver, MyInvestor or Inversis statement in seconds — and if you use another broker, upload it anyway: an AI reads it for you.
• Shares, ETFs, funds and cryptocurrencies from markets around the world (over 100,000 assets).
• Multiple portfolios (real, simulated, the kids'…) with real-time prices.
• Multi-currency, with automatic conversion to euros.
• Performance charts, breakdown by asset type and comparison with indices.

YOUR TAX RETURN, SORTED
• Capital gains and losses calculated using FIFO, as the Spanish tax authority requires.
• 2-month rule alert when buying back a holding puts your ability to offset a loss at risk.
• Dividends with their withholding tax, year by year.
• Export the tax report as a PDF and take it to your tax return (or to your accountant).

METRICS THAT MATTER
• Real return (XIRR) adjusted for your deposits and withdrawals.
• Unrealised gain, weighted average cost and analysis by period.
• Dividends received and a calendar of upcoming ones.
• FIRE projection: when you could reach financial independence.

STAY ON TOP OF WHAT MATTERS
• Price alerts: we let you know when an asset reaches the price you set.
• Portfolio alerts and statistical anomaly detection.
• News filtered by the assets you hold and the ones you follow. No noise.

PRIVACY FIRST
• No linking banks or brokers: you record your transactions and the app does the rest.
• Encrypted data hosted in the European Union (GDPR).
• Face ID or Touch ID lock and a privacy mode to hide amounts with one tap.
• Delete your account and your data whenever you like, from within the app.

FREE AND PRO
Start for free and upgrade to Bolsarex Pro when you need it: unlimited assets and transactions, full tax report as a PDF, anomaly detection, unlimited alerts and FIRE projection. Monthly or annual subscription, cancel any time.

Still not sure? Try demo mode without signing up and explore the app with a sample portfolio.

Bolsarex is not a broker or an advisory service: it does not access your accounts or place orders. The information it shows does not constitute investment advice, and the tax report is an aid for your tax return, not tax advice.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://bolsarex.app/en/privacy