Interactive Brokers annual reports for Finnish taxation
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
FI
Pricing model
Freemium
Open source
Pricing
Free plan at $0.00/mo includes manual transaction input, bank account adding, up to 1 year history, transaction categorization, and Koody AI. Standard plan is $2.99/mo with up to 3 years history and exports. Plus plan is $4.99/mo with statement imports, auto-categorization, unlimited history, and bu
Not given
Key features
Automatic transaction categorization
Import PDF and CSV bank statements
Profit and loss reports
Cash flow tracking by week and category
Year-over-year profit comparison
Manual transaction entry
Receipt and invoice attachment
Export reports for accountant
Tax set-aside calculation
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
Works without bank login - import statements manually or use PDF/CSV files
Keeps personal and business transactions separate in the same account
Built-in business categories from tax forms
See cash flow patterns by week to make informed spending decisions
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
Koody