lot tracker
Tax exemption countdown

Holding-Period Lot Tracker

By default nothing you upload is saved: your file is parsed, matched, and shown to you, then discarded — never written to a database.

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

"eToro (extension)" is a third-party scraper export with no acquisition dates — those positions import with a "date unknown" countdown. "eToro (Holdings)" reads the official Account Statement's Holdings sheet — upload the .xlsx directly, no need to open it in Excel first. That sheet only appears when the statement's date range ends today. Lynx accounts run on Interactive Brokers' own infrastructure, so use the same Flex Query export as IBKR. Revolut only offers its statement as .xlsx — upload that directly, no need to convert it to CSV first.

Czechia also exempts total annual sale proceeds under a threshold regardless of holding period — that's a whole-portfolio, whole-tax-year test noted per-lot on your results, not computed here. Slovenia's exemption is tiered rather than all-or-nothing: the countdown shows when a lot becomes fully tax-free, and the results table also shows your current tax rate and the date it next drops.

.xlsx is only accepted for "eToro (Holdings)" and Revolut — every other broker needs a .csv export. IBKR/Lynx: a Flex Query scoped to the Trades section, not the Activity Statement. DEGIRO: the Transactions export, not the Account Statement. XTB: Account History → Cash operations → Export CSV.

Nothing leaves your session until you submit.