Media
3 items
Description
Imports downloaded broker reports and computes Romanian portfolio taxes entirely in the browser. Portfolio Tax Dashboard is a local-first portfolio and Romanian tax-estimation tool for investors who use multiple brokers. Import account-history reports from XTB and Tradeville directly after you request an export, or add previously downloaded XTB, Tradeville, Interactive Brokers and ANAF SPV/Tezaur files by drag and drop. Imported reports are validated, deduplicated and kept in the browser. The All Holdings view consolidates supported XTB, Tradeville and Tezaur positions. It shows equities, government bonds, broker accounts, acquisition lots, Order IDs, cost basis, available cash, maturity dates, expected coupons and estimated current values. Current prices, official BNR exchange rates and public BVB bond information are loaded from their respective data sources. The sale simulator keeps brokers separate and estimates the result of a potential XTB or Tradeville sale before it is placed. It shows the reconstructed acquisition history, holding-period tax buckets, estimated gain, tax and net proceeds without modifying the imported report. The interface is available in English and Romanian. Privacy mode can blur monetary amounts during screen sharing, while an individual amount can be revealed with a double click. The extension does not request broker passwords, payment-card details or authentication codes. Broker statement files and calculated portfolio data remain locally in the browser and can be deleted from the Imports page. Tax values are estimates and should be verified before filing or making investment decisions.