Money Analytics

Acompanhamento e Análise Profissional de Portfólio de Investimentos para Interactive Brokers

Automatically track your trades, calculate accurate profit/loss with FIFO cost basis, and generate tax reports for Brazilian investors.

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Recursos Poderosos para Investidores Sérios

Importação de Extrato CSV

Upload Interactive Brokers activity statements and automatically parse transactions, dividends, fees, and more.

IBKR Flex API Integration

Automatically sync your portfolio data using Interactive Brokers Flex Query API. No manual uploads needed.

Premium
Cálculo de Custo Médio FIFO

Accurate profit/loss calculations using First-In-First-Out methodology with support for stocks and options.

Ações Corporativas

Automatically handle stock splits, mergers, symbol changes, and adjust cost basis accordingly.

Real-time Portfolio Tracking

Monitor open positions, track realized and unrealized gains/losses, and view comprehensive portfolio performance.

Brazilian Tax Reports

Generate detailed tax reports with PTAX exchange rates for accurate BRL/USD conversions.

How It Works

1
Upload Statements

Import your IBKR activity statements (CSV) or connect via Flex API

2
Auto-Parse Data

System automatically extracts transactions, dividends, fees, and other activities

3
Calculate P/L

FIFO cost basis calculations with corporate action adjustments

4
Generate Reports

View detailed performance reports and tax documentation

Comprehensive Data Tracking

  • Stock & Option Transactions
  • Dividend Payments
  • Posições Abertas
  • Cash Reports by Currency
  • Depósitos e Retiradas
  • Corporate Actions (Splits, Mergers)
  • Position Transfers
  • Broker Fees & Commissions
  • Withholding Taxes
  • Interest Income & Charges
  • Stock Grant Activity
  • Instrument Metadata (ISIN, FIGI)

Ready to Take Control of Your Portfolio?

Start tracking your investments with professional-grade tools.

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