Your investments, their tax return, and a link for your accountant

Your investment transactions (stocks, ETFs, dividends, CFDs) from every platform you use, with all your E1 codes calculated.

Designed exclusively for Greek retail investors

Works with the brokerage platforms Greek investors use

Why

Filing taxes on your investments can take just 3 steps

  1. You bring in your history

    You upload the files your platforms export, because the calculation needs your entire investment history. The cost basis of a share you sell this year may have been set by a purchase back in 2019.

  2. Forofolio does the calculating

    AADE requires specific E1 codes for declaring investments. Forofolio consolidates your transactions (average cost basis, converting every transaction to €), applies the corresponding rules, and shows each E1 code with its amount.

  3. You hand it to your accountant

    With Forofolio you don't have to work out which PDF or Excel files to send your accountant. From a single link that you control, your accountant gets the full picture and can browse the history of your investment transactions, so they can look everything up themselves.

One portfolio

Your portfolio as the tax office sees it

Bought AAPL on IBKR and sold it from Revolut? For tax it is the same position. Forofolio pools your transactions per security at moving-average cost, so you see your portfolio exactly as it comes out for tax: what you hold, how many units, at what average price.

The platform stays recorded on every transaction — it just doesn't change a single calculation.

An illustrative example — not investment advice.

Security & privacy

We only ask for an email

Your investment history is about as personal as data gets. So all we ask for is an email — for signing in, and for the occasional notice.

  • No tax number, name, address or phone

  • No password

  • No access to your investment accounts

  • In your browser, with nothing to install

  • Full GDPR compliance

Pricing

You only pay for the E1 codes

One payment for each tax year, with no subscription.

E1 codes, per tax year
Tax year Up to 15 transactions Up to 200 transactions Unlimited transactions
filed in Free 29,99 € 79,99 €
Filing now filed in Free 29,99 € 79,99 €
and earlier Free, no transaction limit

Free features in every tax year

  • Unlimited transaction entry
  • File import from brokerage platforms
  • A share link for your accountant
  • Portfolio & charts
  • Automatic EUR conversion (ECB rates)

If you later need a larger tier for that same year, you only pay the difference.

Start free
Questions

Things people ask

Wait, I have to report my trades to the tax office?

Yep. In Greece, brokers don't withhold anything for you. If you bought or sold stocks, ETFs, crypto, or got dividends, you need to put that on your E1 yourself. That's where this helps.

Which platforms can I import from?

Right now you can upload CSVs from Trading 212. IBKR and Revolut are next. You can also just type trades in manually from any broker.

How do you handle USD and GBP trades?

We convert everything to EUR using the official ECB rate for the day of each trade. That's what the tax office expects.

Are all ETFs taxed the same?

Nope. European UCITS ETFs? Tax-free on gains. US ones like SPY or QQQ? 15% on profits. The app sorts this out for you.

Do you need my ΑΦΜ or personal info?

No. You sign up with just an email — not even a password. We don't ask for your real name, tax number, or address. Your data stays yours.

Can I show this to my accountant?

Absolutely. It shows estimated E1 values that your accountant can use as a starting point. Share your screen or export the data. Always have your accountant verify the final numbers before filing.

Get started

Ready to organize your investments?

Free to use. No credit card. Takes two minutes.

Create your free account

200+ retail investors have already signed up

Forofolio is an informational tool that helps investors organize transactions and estimate potential tax obligations. It does not constitute tax, accounting, or legal advice. Tax estimates are based on publicly available rules and may contain errors. Always verify with a certified accountant (λογιστής-φοροτεχνικός) before filing any tax return.