Portfolio analysis and eDavki tax returns for Interactive Brokers.
English · Slovenščina
Website · Install · Releases · Changelog
Portfelj turns your Interactive Brokers flex reports into a clear picture of your portfolio and ready-to-file eDavki forms. Use it from the terminal today, or from the desktop app once it ships.
A native app for macOS, Windows and Linux built on the same engine as the CLI. Download flex reports, review your positions and export eDavki forms without opening a terminal.
Tip
Watch this repository (Watch → Custom → Releases) to get notified when the app is released.
Available now for Windows, macOS and Linux (x64 and ARM64).
# Download flex reports straight from IBKR
portfelj flex web-service download 2026
# View closing trades in 2026
portfelj ledger --tax-year 2026
# Generate eDavki forms
portfelj edavki --tax-year 2026- eDavki forms generated from IBKR flex reports
- Direct flex download from IBKR, no manual exports
- Corporate actions: splits, reverse splits, mergers, spin-offs, issue changes, T-bill maturities
- Account transfers between IB accounts, including IB branch migrations
- Migrating from another broker: import transferred positions manually
- Flex explorer for searching securities and transactions in your reports
| Platform | Command |
|---|---|
| macOS | brew install codebydre/portfelj/portfelj |
| Windows | Download the .msi from Releases |
| Ubuntu / Debian | Download the .deb from Releases, then sudo dpkg -i portfelj_*.deb |
See portfelj.net/get-the-app for step-by-step instructions and how to verify installer signatures.
Portfelj is proprietary software and requires activation. It's provided as is. Read the liability disclaimer shown on first run before relying on its output for your tax returns.