This is a demo example. No Excel file is generated in demo mode.
| ISIN | Ticker | Buy date | Sell date | Qty | Cost, UAH | Proceeds, UAH | P/L, UAH |
|---|---|---|---|---|---|---|---|
| US0378331005 | AAPL | 15.03.2024 | 10.06.2025 | 10 | 72 000,00 | 89 500,00 | 17 500,00 |
| US5949181045 | MSFT | 04.04.2025 | 21.09.2025 | 3 | 36 800,00 | 37 720,00 | 920,00 |
1. Open IBKR account → Performance & Reports
2. Go to Flex Queries
3. Create or run a Flex Query
4. Select XML format
5. Include Trades and Cash Transactions sections
6. Upload the XML file in the IBKR section
The file is processed automatically and is not stored on the server. Data is not shared with third parties.
The service is under development.
The calculation is a technical data preparation tool and is not tax, legal, or financial advice.
Please verify the result yourself or consult a qualified specialist before filing your tax declaration.
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