Import your MyInvestor portfolio into Quantic
MyInvestor has a reader of its own in Quantic, built around the Spanish export conventions its statements actually use.
MyInvestor is a Spanish broker, and its exports read like one: day-first dates, comma decimals, and column headers in Spanish. Quantic has a parser for it, so its statements import without a mapping step.
Being a Spanish institution changes what Quantic is for here. MyInvestor withholds at source and reports what it withheld to the tax authority, so those figures usually reach your pre-filled tax data without you doing anything. Where Quantic earns its keep is everything MyInvestor cannot see: holdings at brokers that report to nobody, sitting in the same portfolio, in the same year, converted on the same basis.
How to import it
-
1
In MyInvestor, download your account statement as a file.
-
2
In Quantic, open Movements or Dividends and upload it.
-
3
Check the preview — nothing is written until you confirm what it found.
If MyInvestor is your only broker, Quantic's tax report will mostly tell you what the tax authority already knows — it withheld, it reported, and the figures are in your pre-filled data. Two things it still can't do: its export carries no withholding column at all, so Quantic marks those rows as unreported rather than reading the blank as a zero, and it says nothing about holdings you keep anywhere else. The report is a beta and its disposals section is Spanish-residence only.
Key terms
- Withholding tax
- When you own a foreign stock, the company's home country usually skims a percentage off each dividend before it reaches you — say 15% on US shares. Quantic estimates this from where each holding is based and your tax residence, so your income reflects what actually arrives. It's the tax withheld at source only — not any tax your own country adds, nor amounts you can often reclaim or credit back under a tax treaty.
- FIFO (first in, first out)
- When you sell part of a holding you bought in several goes, FIFO says you sold the oldest shares first. Most of Europe taxes securities this way, so it decides what those shares cost you and when you acquired them. Quantic carries your holdings at average cost — the better measure of how a position is doing — and uses FIFO only in the tax report, which is why the two can show different figures for the same sale.
- Two-month rule
- A Spanish rule: if you sell at a loss and buy the same security back within two months either side, that loss is not deductible this year. It is not lost — it attaches to the shares you bought back and comes due when you eventually sell those. The window is a year, not two months, for securities not listed in the EU. It exists to stop people booking a loss and immediately buying back in.
- Realized result
- What a sale actually came to: what you received for the shares, less the commission, less what those shares had cost you. It's called a result rather than a gain because it is just as often negative — selling below your average cost is an ordinary part of investing, not a mistake to hide. Until you sell, a position's rise or fall is unrealized: real on paper, but nothing has happened yet.
Quantic · Free
Import your statement and see the income
Free, no card, and no broker connection — you upload a file you exported yourself. Or explore a sample portfolio first.
Need more? Pro adds portfolios, options income tracking & more AI. See Pro →