The most comprehensive tool for Belgian individual investors.
Easily calculate your personal capital gains tax on stocks and other investments. Get a complete overview of all your realized transactions and unrealized gains/losses in just a few minutes, including scenario analysis for future transactions. All of this without ever having to share your positions online. Excel Tool: After purchase, you will receive an email with a download link for the tool. Both the Dutch and English versions are included.
Here is what you get:
- Accurately calculate your personal capital gains tax, fully compliant with legal regulations, including FIFO and snapshot calculations.
- Get a clear overview of your buy and sell transactions with a structured insight into your current situation.
- Get a clear dashboard with interactive charts of your realized transactions and unrealized gains and losses.
- Simulate and plan your optimal strategy: see how future transactions affect your tax position and make the most of your exemptions.
- A user guide to quickly and easily fill in the tool.
Ideal for:
- Opt-in and opt-out investors who want full control over their personal capital gains tax without overpaying the government.
- Investors who want to save hours of time when calculating their personal financial situation.
- Investors who want a little more than SimuVista ‘Capital Gains Tax Essentials’.
- Investors who want to strategically optimize their portfolio, taking tax exemptions into account.
Requirement: Microsoft 365 or Excel 365
Disclaimer:
- SimuVista Capital Gains Tax Pro is licensed for personal use only. For commercial use, please contact SimuVista. Use is limited to the original purchaser.
- The content is the intellectual property of SimuVista. Copying, distributing, or reselling is not allowed.
- The simulations do not constitute financial, legal, or tax advice. The user is responsible for verifying the results.
