An international investment portfolio spans multiple jurisdictions. Maintaining a brokerage account in the Netherlands while residing in Spain, or holding US equities from Brazil, significantly increases your tax reporting requirements. You must accurately calculate your cost basis in the local tax currency, apply the correct accounting methods, and identify the precise moment a transaction becomes taxable. International investors must manage exposure to regional Wealth Taxes, mandatory foreign asset reporting, and Exit Taxes on unrealized gains. Proper legal structuring is required to defer or reduce these liabilities and protect your portfolio.
Tax authorities strictly enforce the First-In, First-Out (FIFO) accounting method. If you purchased assets at different times and prices, the tax office legally assumes you sold the oldest units first, which can trigger significant taxable gains. We track your asset lots meticulously to ensure strict FIFO compliance while utilizing legal frameworks to minimize the tax impact.
Calculating your capital gains and optimizing your portfolio is handled entirely through our asynchronous platform. • Step 1: Digital Data Import: You securely upload your trade history (CSV/PDF) from your brokers or exchanges. We provide a fixed price upfront based on your trading volume. • Step 2: Expert Calculation & Conversion: Our system and tax experts process your data. We convert every transaction into your local tax currency (EUR or BRL) utilizing the official daily exchange rate required for the exact date of execution. • Step 3: Optimized Tax Report: You receive a comprehensive, audit-ready report detailing Total Capital Gains, Dividends, and Interest, formatted precisely for your annual tax return.
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