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IBKR-yhteenveto vs Firmary

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

IBKR-yhteenveto compared with Firmary
Detail IBKR-yhteenvetoFirmary logo Firmary
What it doesInteractive Brokers annual reports for Finnish taxation Command line interface for firm staff, scripts and AI agents to access practice data
StageNot given Not given
FoundedNot given Not given
Based inFI US
Pricing modelOpen source Not given
PricingNot given Not given
Key features
  • 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
  • Cross-platform installation for macOS, Linux and Windows
  • Full-screen terminal application with home, work, clients and billing screens
  • Commands for clients, contacts, tasks, invoices, engagements, requests and messages
  • Operation search and execution with customizable fields
  • Agent sign-in with JSON output and approval workflows
  • MCP server integration with Claude, Codex, Cursor and VS Code
  • Approval system with exit codes and approval wait functionality
  • Service token support for CI environments
  • Tab completion for commands, fields and client names
What makes it different
  • 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
  • Unified interface applying the same permissions and approvals across CLI, app, API and MCP
  • AI agents can access firm data while subject to approval workflows and firm policies
  • Integration with major AI coding platforms through MCP server support
Community votes00
DR (Domain Rating by Ahrefs)18 no change since last check25 no change since last check
Trust Flow (Majestic)00
Citation Flow (Majestic)024
Referring domains (Majestic)010

4 details filled in for both companies.

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