Taxes
FIFO lot matching
Sell simulations and annual tax views are built from the stored transaction history.
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Taxes
Voortly includes a country-aware tax surface instead of treating taxes as an export problem for later. Belgian investors can inspect yearly totals, 2026 capital-gains estimate logic, dividend withholding, and market-tax defaults directly against imported transactions and FIFO lots.
Belgium mode
The tax page keeps filing context, sell guidance, and annual totals inside the portfolio instead of pushing everything into a separate sheet.
Reference prices
4 tracked
31 Dec 2025 basis for pre-2026 lots
Dividend withholding
EUR 382
Imported from broker rows
Exemption room
EUR 6,240
Conservative sell room still available
Dividend declaration status
Based on broker defaults or your saved override.
Transfer-tax source
Falls back to a preset only when the import does not provide it.
Year-by-year taxes
Capital tax, market tax, and withholding totals stay grouped by year.
This matches the Belgian tax workspace, including reference-price handling and lot-based guidance.
Highlights
This is the capability-specific layer: enough detail to understand the workflow, without turning the page into another dense marketing wall.
Taxes
Sell simulations and annual tax views are built from the stored transaction history.
Taxes
Gross dividends, withheld amounts, and filing guidance are visible in the same tax surface.
Taxes
Tax settings, year summaries, and estimate-only guidance stay tied to each portfolio.
What you get
Why it matters
Investors rarely search for a generic "portfolio tracker" only once. They search for goal tracking, dividend income, broker sync, and app-like mobile access as separate needs. These feature pages explain how each workflow stays inside one tracker instead of breaking into another tool.
FAQ
The feature guide keeps the capability angle tight while the homepage and feature index cover the broader product story.
No. Belgium currently has the deepest automated estimator. Other tax-country views still surface imported withholding and tax-relevant activity.
No. The app provides workflow support and estimates, but it is not legal or tax advice.
Use it live
The public feature pages explain the angle. The live demo and free sign-up show the actual product in motion.