Bolsarex: Portfolio & Tax

Work out your capital gains for your Spanish tax return, without spreadsheets. Upload your broker statement and Bolsarex applies FIFO, estimates what you'll owe in income tax (IRPF) and prepares a PDF report for your return or your accountant.

And your whole portfolio in one place along the way: shares, ETFs, funds and cryptocurrencies, with your real return. No linking your bank or broker accounts.

YOUR TAX RETURN, SORTED
• Capital gains and losses calculated using FIFO, as the Spanish tax authority requires.
• Estimated tax per year, with your savings income band.
• 2-month rule alert: if you sell at a loss, it tells you until which day not to buy back so you don't lose the loss.
• Tax report as PDF or CSV, ready for your return (or your accountant).

YOUR BROKER, IN TWO MINUTES
• Import your DEGIRO, MyInvestor, Bestinver or Inversis statement (CSV, Excel or PDF).
• Use another broker? Upload it anyway: an AI reads the file and pulls out your transactions.
• Spots duplicates and currencies before importing. You just confirm.

YOUR WHOLE PORTFOLIO
• Shares, ETFs, funds and cryptocurrencies from markets around the world.
• Multiple portfolios (real, simulated, the kids'…).
• Multi-currency, with automatic conversion to euros.
• Performance charts, breakdown by asset type and comparison with indices.

METRICS THAT MATTER
• Real return (XIRR), adjusted for what you pay in and take out.
• Unrealised gain, weighted average cost and analysis by period.
• Dividends received and a forecast of upcoming ones.
• FIRE projection: when you could reach financial independence.

STAY ON TOP OF WHAT MATTERS
• Price alerts when an asset reaches the price you set.
• Portfolio alerts and anomaly detection.
• News on the assets you hold and the ones you follow.

PRIVACY FIRST
• No linking banks or brokers: you upload 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
The tax report is included in the free plan, with up to 5 assets and 30 transactions. Bolsarex Pro gives you unlimited assets and transactions, anomaly detection, unlimited alerts and FIRE projection. Monthly or annual subscription, with a 7-day free trial; 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