Tax Assistant: Automating Investment Reporting
Tax season is often the most stressful time of the year for investors. At Efikon, we believe data processing should not be manual labor. That is why we developed a tool that analyzes broker statements in seconds and prepares clear reports for tax filing.
End the Statement Chaos
Every broker sends statements in a different format. Some in PDF, some in CSV, currencies vary, and calculating real profit or loss using the FIFO method in Excel takes hours. To streamline our internal processes, we created an intelligent assistant that unifies this chaos.
The tool works simply:
Upload an export from your broker (we support Trading 212, XTB, Interactive Brokers, Coinbase, and others).
If you do not have your own data, you can generate demo data to see what the report looks like.
The application automatically calculates income, expenses, total profit/loss, and estimated tax liability.
What Can the Tool Do?
This helper serves for quick orientation in your finances.
Data Consolidation: Unifies transactions from various sources into one overview.
Transaction History: Generates a readable list of all trades.
Tax Estimate: Based on the input data, it preliminarily calculates what your tax liability might look like.
Continuous Development
We are constantly expanding the list of supported brokers using the Vibe Coding method. We are currently working on integrating more platforms. It is an example of how custom solutions can save hours of administration.
Try It (With Caution)
We are making the tool available to the public. Upload your data or try the demo mode.
⚠️ Important Notice: This application serves only as a technical helper for data processing. It is not certified accounting software or tax advice. Always consult the resulting figures with your tax advisor.