Boursefolio · Private investor

The gain that counts is the net gain.

Boursefolio applies your bank's fees and capital gains tax to your positions, to show what you would keep if you sold.

The situation.

The bank statement shows a gain, but not what would be left once selling fees and tax are paid. The sum is done by hand, or not at all.

How it works.

  1. 01

    Your bank chosen

    Its fees go into every calculation.

  2. 02

    A simulated sale

    On every stock, what you would keep, net.

  3. 03

    Gains by year

    Realised, with the tax due and the fees paid.

What you gain.

  • Net amounts

    The figures shown account for fees and tax.

  • A benchmark

    Your portfolio compared with the same money placed in the MASI index.

  • A clean history

    Trade journal exportable as CSV.

The features used.

  • Overview
  • Simulated sale
  • Realised gains
  • MASI comparison

Notice. Estimates for your personal tracking. Neither investment nor tax advice: your bank's contract notes and annual tax statement prevail. The ratings shown are BMCE Capital Bourse's, not ours. Boursefolio places no orders and never touches your money. Prices delayed by at least 15 minutes.

Your project starts with a conversation.

A free 30-minute demo, built around your own business.

contact@kaishin.net

Request a demo

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Your business

Your project

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