What it covers

What I do for you

Reviewing the data

Analysis of your existing statements or transaction data from agreed sources.

Structuring & matching

Trades, quantities, costs, profits and losses assigned cleanly.

Evaluating rule discipline

Selected analyses of how well you kept to your own rules, after a feasibility check.

Bringing in market data

Depending on the data available, price data, timeframes or indicators can be included.

Setting it up

Setup based on the agreed requirements.

Documented handover

A documented handover so you can carry on working with it yourself.

Price: individual quote

There is no flat rate. Effort and feasibility depend heavily on your broker, the data format and the result you want. So I review your requirements first and then make you a concrete offer. Data sourcing, maintenance and later change requests are explicitly delimited in it.

What this service is not

  • No tax certificate and no tax advice
  • No error-free full automation
  • No guaranteed improvement of your returns
  • No universal support for every broker, market, timeframe or strategy
  • Not an off-the-shelf software product – this is an individual service
Enquiry

Discuss your requirements

Write to me with these five details – from them I can assess feasibility and effort:

  1. Broker – which provider do you trade with?
  2. Instruments – stocks, ETFs, derivatives, something else?
  3. Timeframe – what time horizon do you trade on?
  4. Data format – what can you export (CSV, PDF, other)?
  5. Desired result – what do you want to see in the end?

Important: please do not attach any files at this stage. I never ask for banking logins, brokerage credentials or passwords. Anonymised sample data is only discussed once we have agreed the scope.

Send an e-mail enquiry →

Information on how your data is processed is in the privacy policy.

This is an individual analysis and setup service. It does not constitute investment, tax or legal advice and does not replace tax documentation towards authorities. Scope, data sources, handover and later changes are defined in the individual quote.