Interactive Brokers annual reports for Finnish taxation
Stage
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Founded
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Based in
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FI
Pricing model
Paid
Open source
Pricing
Free tier with up to 5 clients and core features. Pro: $49 one-time payment, unlimited clients and invoices, includes all 11 templates, recurring invoices, credit memos, reports, and bulk PDF export.
Not given
Key features
Quote to invoice conversion in one tap
Works completely offline on Mac
Automatic tax calculation
Recurring invoices
Client management and organization
Payment tracking and recording
Multiple invoice templates
PDF export and generation
Multi-currency support
Revenue and tax reports
Processes Interactive Brokers Activity Statements in CSV and PDF format
Combines multiple reports from the same account and period
Generates accounting records and balance sheets for corporations
Calculates capital gains, dividends and interest for individuals
Local processing with no data transmission
Configurable asset classification for tax purposes
Supports ETF and fund symbols classification
Exports year-end figures in JSON format for following year
What makes it different
No subscription, pay once and own forever
Completely offline with no server dependency
All data stored locally, nothing uploaded anywhere
No account or login required
Privacy-focused: all calculations performed locally without transmitting financial data
Open source code available on GitHub under MIT license
Specialized for Finnish tax requirements and reporting standards
Supports both corporate and individual tax scenarios
Chargd