Your investment transactions (stocks, ETFs, dividends, CFDs) from every platform you use, with all your E1 codes calculated.
Works with the brokerage platforms Greek investors use
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.
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.
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.
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.
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
See the Privacy Policy and Terms of Use
One payment for each tax year, with no subscription.
| 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
If you later need a larger tier for that same year, you only pay the difference.
Start freeYep. 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.
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.
We convert everything to EUR using the official ECB rate for the day of each trade. That's what the tax office expects.
Nope. European UCITS ETFs? Tax-free on gains. US ones like SPY or QQQ? 15% on profits. The app sorts this out for you.
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.
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.
Free to use. No credit card. Takes two minutes.
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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.