Tax Visibility — realized + unrealized + dividends
Rolls your transaction history through a FIFO lot-tracking engine to expose realized gains (short-term <1y vs long-term ≥1y buckets), unrealized gains on currently-held lots at live market prices, and cumulative dividend income for any fiscal year. Every calculation is informational — we do not file taxes or offer advice. Export to CSV and hand to your gestor / accountant.
About tax visibility
FIFO (First-In-First-Out) is the default method we assume — the most common in Spain and USA. Each sell consumes the oldest open lot first, and the holding period comes from that lot's acquisition date. Stocks, funds, crypto, and staking positions flow through the engine; cash, real estate, vehicles, and pensions are excluded (different tax treatment, handled elsewhere). NOT tax advice. Use with your gestor.
- FIFO lot tracking across your full transaction history
- Short-term (<1y) vs long-term (≥1y) holding buckets
- Unrealized gains at current market price
- Dividend income by fiscal year
- CSV export with formula-injection protection
- Clear 'NOT tax advice' disclaimer — bring to your gestor
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By Marco B. ·