Holding-Period Lot Tracker

Informational tool, not tax advice — verify results with a tax professional or your national tax authority before acting on them.

By default nothing you upload is saved: your file is parsed, matched, and the result is shown to you and discarded — it is never written to a database. Nothing leaves your session.

Broker

"eToro (extension)" is a third-party portfolio-scraper export, not an official eToro file — it has no acquisition dates, so those positions import with a countdown of "date unknown" rather than a real exempt date. "eToro (Holdings CSV)" is the official Account Statement's "Holdings" sheet, saved as CSV — it has real per-position open dates, so it gets a real countdown. That sheet only appears when the statement's date range ends today, not for an arbitrary past period — set the end date to today when you export from Portfolio History → Settings → Account Statement.

XTB account currency

Only used for XTB — its export doesn't carry a per-trade currency column, so tell us your account's currency.

Tax residency

Czechia also exempts total annual sale proceeds under a threshold regardless of holding period — that's a whole-portfolio, whole-tax-year test this tool doesn't compute; see it noted per-lot on your results.

Transaction CSV

Max 5 MB. For IBKR, export a Flex Query scoped to the Trades section (Client Portal → Reports → Flex Queries) — not the human-facing Activity Statement. For DEGIRO, use the Transactions export (Portfolio → Transactions), not the Account Statement. For XTB, use Account History → Cash operations → Export CSV.