Currently Auto Renta is available for the following brokers:
DeGiro, IBKR, Trading 212, Revolut, eToro and MyInvestor. There is also a generic template that can be filled in for unsupported brokers.
New 2024/2025: Through the platform VUMIbank statements can be obtained from the banks. BANKINTER,BBVA, CAIXABANK, IBERCAJA, DEUTSCHE BANK, SANTANDER, METAGESTION, ANDBANK, , RENTA4 and INVERSIS.
Note: It is very important to attach the total movements (the entire history) since the opening of the account with your broker, otherwise the report will be incomplete.
Below are instructions on how to obtain the transaction and dividend history statement. If you want to generate the report for several brokers, it is possible by creating a single ZIP file with all statements.
- Andbank (from VUMI)
- Bankinter (from VUMI)
- BBVA (from VUMI)
- CaixaBank (from VUMI)
- ClickTrade (uses IBKR interface in derivatives, Saxo in Equities)
- DeGiro
- Deutsche Bank (from VUMI)
- eToro
- Fidelity
- Freedom24
- Ibercaja (from VUMI)
- IBKR
- iBroker (uses IBKR)
- ING (from VUMI)
- Inversis (from VUMI)
- Metagetsion (from VUMI)
- Mexem (uses IBKR)
- MyInvestor (from VUMI)
- Renta4 (from VUMI)
- Revolut
- Santander (from VUMI)
- Singular Bank (former SelfBank) (from VUMI)
- Scalable Capital
- Trading 212
- TradeRepublic
- Other Brokers not supported (Valid for HeyTrade, and other brokers not listed here,..)
Coming soon
- Quantfury
- Sabadell
VUMI
Who is VUMI? Vumi is a Spanish portfolio management software company that analyses your investments in a visual, clear and concise way. With Vumi you can connect as many brokers, banks or exchanges as you want.
This service from VUMI is free of charge.
You can find more information on his X. profile: https://x.com/vumi_io
From the platform VUMI you can obtain extracts from the following platforms:
- BBVA
- SANTANDER
- METAGESTION
- BANKINTER
- ANDABANK
- CAIXABANK
- RENTA4
- INVERSIS
- ING
- MYINVESTOR
- SINGULAR BANK (SELFBANK)
Coming soon:
- SABADELL
- SELFBANK
The instructions are:
Note: VUMI does not extract derivative information as OPTIONS from the platforms it integrates.
1/ Create an account on https://app.vumi.io/auth/register
2/ Adding assets/entities to connect all your entities
Note: Choose language “Spanish”, other languages are currently not supported
3/ Steps to download the CSV file that will later be used in Autodeclaro:
Note: Choose language “Spanish”, other languages are currently not supported
- Go to “My Heritage”->”Financial investments“
- Go to "Movements“
- Download excel of the table of movements.
- Select all available fields (Note: Mark incidents as well) :
Note: The downloaded extract is in the format XLSX, is valid for ordering on Autodeclaro.
Once you get the extracts of its full trading and dividend history you can make your purchase process at:
DeGiro
Note Model 720: Only transactions from the last year 2024 are required for the 720 model. Exclude dividends.
Auto Renta generates the profit and loss report from of the full transaction history since the account was opened and of the dividends. Below are instructions on how to obtain:
Note: If you are attaching both files (Transactions and Dividends), do not forget to attach both files (transactions and dividends) in a single ZIP file.
Once you get the extracts of its full trading and dividend history you can make your purchase process at:
Transactions
Note on AutoFx commission on DeGiro (Automatic currency exchange)
The automatic currency exchange (AutoFx), is a fee charged by DeGiro which is 0.1% for transactions before 20 December 2021 and 0.25% from that date onwards.
This information is not included in the CSV of transactions, so at Autodeclaro, we account for this commission in the Profit and Loss Report.
Note: If you have transferred positions to DeGiro or from DeGiro to another broker, they will be identified as purchases or sales in the statement.
We have been told that in the annual report DeGiro takes transfers to another broker as sales. These operations should be removed if you want them to be ignored.
Contact us if you need assistance in identifying these records.
1/ Go to DeGiro WebTrader
2/ Click on the "Mailboxin the menu on the left and click on " " in the menu on the right.Transactions".
3/ On the transactions page, select the date range containing all your operations.
Note AUTO-RENTA: To ensure that all transactions are obtained from the opening of the account start date must be indicated. ’01/01/1900′ and end date ‘1/03/2025’ (ensure compliance two months beyond the end of the year 2024)
Note AUTO-720: Year 2024 only. start date ’01/01/2024′ and end date ’31/12/2024′
4/ Click on the button "Export". on the right-hand side of the screen.
5/ Select "CSV" "CSV" "CSV" "CSV" "CSV" "CSV" to export your operations as a CSV file and save it.
Note: Continue with the extract from Dividends (Statement of account) as it is necessary to determine the AutoFX (automatic currency exchange) commission when it was active on your account.
Note Language of extracts: If your statements are in a language other than English, adjustments must be made to the statement.
In this example, the header of the CSV extract of transactions is in Dutch:
You would have to open the CSV with Notepad or Notepad++ and remove the header by this one below that you can copy and paste.
Date,Time,Product,ISIN,Exchange,Execution Venue,Number,Price,,Local Value,,Value,,Exchange Rate,,Transaction Costs,,Total,,Order ID
Dividends
Note AUTO-720: Dividends do not have to be provided for the 720 model.
Note: Yes has no Dividends and all its transactions are in EUR. (i.e. there are no trades in non-EUR currency), it is most likely that when you place the order, it will indicate an error that it is empty or there are no relevant positions. In this case, you can skip this dividend CSV file and do not include it.
1/ Go to DeGiro WebTrader
2/ Click on the "Mailboxin the menu on the left and click on " " in the menu on the right.Statement of account".
3/ On the 'Statement of account', select records from the ’01/01/1900′' al ’01/03/2025′. The report will show the history of Dividends collected up to the date you specify.
4/ Click on the button "Export". on the right-hand side of the screen.
5/ Select "CSV" "CSV" "CSV" "CSV" "CSV" "CSV" to export your operations as a CSV file and save it.
Note Language of extracts: If your statements are in a different language (English, Italian, Dutch, etc.), you have to make adjustments to the statement by modifying the header by the English texts and also the Dividend and currency exchange concepts.
Dutch:
In this example, the CSV header of the bank statement CSV is in Dutch:
You should open the CSV with Notepad or Notepad++ and remove the header by the English name. You can then copy and paste the following.
Date,Time,Value date,Product,ISIN,Description,Type,Variation,,Balance,,Order ID
In addition, the following texts in the Dutch a English:
- Dividend by Dividend
- Dividendbelastng by Dividend withholding
- Valuta Creditering by Income Foreign Exchange
- Valuta Debitering by Withdrawal Currency Exchange
It would look like this:
English:
In this example, the CSV header of the bank statement CSV is in English:
You should open the CSV with Notepad or Notepad++ and remove the header by the English name. You can then copy and paste the following.
Date,Time,Value date,Product,ISIN,Description,Type,Variation,,Balance,,Order ID
In addition, the following texts in the English a English:
- Dividend Tax by Dividend withholding
- Dividend by Dividend
- FX Credit by Income Foreign Exchange
- FX Debit by Withdrawal Currency Exchange
Interactive Brokers
Note: The platforms Mexem and iBroker use the same statements as IBKR, they can use them to obtain their P&L report for income.
Note Model 720: Only transactions from the last year 2024 are required for the 720 model. Exclude dividends.
Auto Renta generates the profit and loss report from the complete transaction history. All transactions for all years since the account was opened must be provided..
For dividends this would not be necessary unless you want your dividend history to be displayed as well.
Below are instructions on how to obtain:
All CSVs shall be grouped in one file. .ZIP which will be used for the purchase process.
Note: It only allows you to export a maximum of one year, i.e. 365 days. If you opened the account before 2021, you will have to export separately several times since you opened the account until today with the option (Customise data range).
Once you have obtained the extracts you can make your purchase process in:
Attention:
Was your account migrated at the end of 2020 and 2021 due to the UK's exit from the European Union? or
Have you transferred shares between IBKR accounts?
In that case, it is likely that you will not be able to select dates prior to migration or transfer.
To make the migrated account information visible, it must be activated as follows.
1/ Go to your IBKR identifier
2/ This will open the window on the right and go to the "Filter
3/ Activate or tick the option "Migrated". and then go to "Apply"..
Transactions
1/ Enter to Client Portal.
2/ Go to the tab "Performance & Statements (Yields and Statements) -> "Flex Queries.
Click on the "Flex Queries" tab.
3/ In the section "Flex activity consultation".Click on the "+" sign to create a new query.
4/ Fill in the 'Query name' field with whatever you want, for example. "Self-declared operations. Then select the following three sections:
- "Operations
- "Corporate actions
- "Transfers (Note: Select ONLY if you want position transfers to/from another broker to be taken as sales/purchases)
5/ Let's start with "Operations. Click on the "Operations in the section "Sections".
Brand "Select all". and then you unmark the field "Account ID and "Account Aliases and save the options in the "Save". at the bottom of all fields in the table.
6/ Then we continue with "Corporate actions. Click on the "Corporate actions in the section "Sections".
As we did before, mark "Select all". and then you unmark the field "Account ID and "Account Aliases and save the options in the "Save". at the bottom of all fields in the table.
7/ Finally go to "Transfers. Click on the "Transfers in the section "Sections". (Note: Select ONLY if you want position transfers to/from another broker to be taken as sales/purchases)
As we did before, mark "Select all". and then you unmark the field "Account ID and "Account Aliases and save the options in the "Save". at the bottom of all fields in the table.
8/ We leave the default settings and click on the button of "Continue" at the bottom of the page.
Note: Specify CSV format and activate the option to include column headers.
9/ In the next screen, click on the button "Create". button on the next page and then "Accept"..
10/ Now, click on the right arrow to run the query and export it in "CSV" "CSV" "CSV" "CSV" "CSV" "CSV".
11/ Select the period you want, e.g. last 365 calendar days, and click on "Execute". to export transactions.
Note AUTO-720: Select operations from the 1 January to 31 December 2024.
Note AUTO-RENTA: Select operations (remember that it only allows 365 calendar days) from the start of account opening until 1 March 2025 to ensure correct calculation of the two-month rule.
To make it easy you can indicate in each download: del:
- 2025-01-01 to 2025-03-01
- 2024-01-01 to 2024-12-31
- 2023-01-01 to 2023-12-31
- 2022-01-01 to 2022-12-31
- 2021-01-01 to 2021-12-31
- 2020-01-01 to 2020-12-31…
- and so on.
Notes: Note that date ranges (Start date and To date) must be entered starting with the end date (field To date) instead of the start (Start date), by mistake, does not warn you and creates a file with only one date.
Note: the dates of the catches are not up to date.
Dividends
Note AUTO-720: Dividends do not have to be downloaded for the Form 720.
Note 17 May 2024: As some clients have reported to us that the dividend "Flex Queries" query is not getting all dividends (Unilever, Iberdrola for now), we will use the "Dividend report which we detail below how to obtain it.
However, CSVs from the flex query that was used until now will also be valid, but not both types will be attached.
DIVIDEND REPORT - Use this report, new from 17 May 2024
1/ Enter to Client Portal.
2/ Go to the tab "Performance & Statements (Performance and Reporting) -> "Tax Documents (Tax documents).
3/ In the section "Taxesselect the year you want to download the "Dividend report in format CSV.
4/ Once downloaded it will have the name: UXXXXXXXXX.2023.dividends.csv . Remove the identifier code and VERY IMPORTANT put the year at the end of the file.
It would remain: “nameany_2023.csv".
Note: If you wish, you can download previous years to get the dividend report for previous years together with the dividend list once you place your order.
5/ You can also remove personal data from the CSV file for privacy but it will not be used by Autodeclaro for any purpose.
Open with file editors such as "Notepad" or "Notepad++" on Windows or "TexEdit" on Mac (DO NOT OPEN WITH EXCEL) and go to line 2.
The result would be to leave line 2 (important to leave commas): Account,Data,,,,EUR,
FLEX CONSULTATION - See note of 17 March 2024 above
1/ Enter to Client Portal.
2/ Go to the tab "Performance & Statements (Yields and Statements) -> "Flex Queries.
Click on the "Flex Queries" tab.
3/ In the section "Flex activity consultation".Click on the "+" sign to create a new query.
4/ Fill in the 'Query name' field with whatever you want, for example. "Self-declared Dividends". and click on the “Change in accrued dividends”.” in the section "Sections".
5/ Brand "Select all". and then you unmark the field "Account ID and "Account Aliases and save the options in the "Save". at the bottom of all fields in the table.
6/ We leave the default settings and click on the button of "Continue" at the bottom of the page.
7/ In the next screen, click on the button "Create". button on the next page and then "Accept"..
8/ Now, click on the right arrow to run the query and export it in "CSV" "CSV" "CSV" "CSV" "CSV" "CSV".
9/ Select the period of the 2 January 2023 (first school day) at 31 December 2023and click on "Execute". to export dividend information.
Note: If you add dividend information from previous years, there is no problem; the report will be broken down by year. In this case you would have to export in IB for each year as it does not allow more than 365 days per CSV extract.
Trading 212
Auto Renta generates the profit and loss report from the complete transaction history since the account was opened together with the dividends.
Below are the instructions on how to obtain trades and dividends from the Trading 212 broker (all in one file):
Note: Trading 212 only allows you to export 365 days, if your account is more than one year old download all years and compress all files into a single ZIP file.
Once you have obtained the extracts you can make your purchase process in:
Trade Republic
For the broker Trade Republic, we will use the annual tax report sent by the broker in PDF format, we will explain how to prepare the statements, you will have to copy the PDF and transfer it to a text file such as Notepad or TexEdit on Mac.
We will take the 2023 report as a reference.
Note 1: If you use Mac, use the programme “Text-edit”.
Note: As of today, 19 May, the tax report for the year 2024 has not been published for the tax return. Only an annual report for 2024 for the completion of forms 720 and 721. We must wait for the 2024 tax report.
Example:
1/ Transactions:
For transactions, copy the section “III. Capital gains and losses”.” from the PDF and bring it into Notepad.
Note: copy all pages. It is recommended to open with Chrome browser, select the text and scroll down with the “wheel” of the mouse.
Paste the copied information into Notepad:
Once we have this file ready, we save it.
2/ Dividends
For the dividends, create a new file and copy the section “I. Income from movable capital”.” from the PDF and bring it into Notepad.
Note: Only copy the dividend lines, as interest payments are not supported.
Note: copy all pages. It is recommended to open with Chrome browser, select the text and scroll down with the “wheel” of the mouse.
Once you have obtained the extracts you can make your purchase process in:
Fidelity
1/ Transactions, you have to go to:
"Documents -> “Tax Forms” -> Choosing the “year” and click on “CVS Format” of the rightmost column
2/ Dividends
a. Click on the “desired account”.” -> “More” -> “Tax Info YTD”
b. Choose the year and click on the desired section; in this case “...".“Ordinary Dividends and Distributions"
c. Click on “Ordinary Dividends"
d. Finally, by clicking on the “download arrow”, you will download a .CSV file with the details of the desired information.
Once you have obtained the extracts you can make your purchase process in:
Freedom24
We are working to automate Freedom24's tax reporting.
For now you can use the template of broker not supported. The information from the Freedom24 operations excel should be transferred to this template.
You can download operations in two ways:
OPTION 1: BROKER REPORTS
1/ Go to your Freedom24 profile and follow the steps of going to “Customer account” -> “Broker reports”.” -> “Choose period”
Note: choose from the date the account was opened to download the complete history
2/ Once you have chosen the period, download the Excel format.
3/ Once you have the excel, you can transfer the information to the unsupported brokers template.
OPTION 2: TRANSACTION REPORTING FOR TAX RETURNS
1/ Go to your Freedom24 profile and follow the steps of going to “Customer account” -> “Broker reports”.” -> “Transaction reporting for tax purposes”.”
2/ Download all annual reports since opening the account, in Excel format, to have a complete history of operations.
DIVIDEND
In the downloaded excel there is a tab with the dividends that can be transferred to the dividend template.
Transferring operations to the staff of broker not supported from the Freedom24 operations excel to that template.
Once you have obtained the extracts you can make your purchase process in:
ClickTrade
ClickTrade is owned by iBroker. We have confirmed that:
- Derivatives: Use the Interactive Brokers interface. You can obtain the statements by following IBKR's instructions.
- Actions: Use Saxo broker. We do not support this broker.
Scalable Capital
Auto Renta generates the profit and loss report from the complete transaction history since the account was opened together with the dividends.
Below are instructions on how to obtain Scalable Capital transactions and dividends (all in one file):
1/ From the Broker's account select TRANSACTIONS
2/ In TRANSACTIONS: Click on the ORDER TYPE and select all (or select none until now automatically selects all).
3/ Click on DATE and choose the CUSTOM INTERVAL of interest, in our case, the complete history.
4/ Leave ALL SELECTED activated (IMPORTANT) and finally "EXPORT TO CSV" and the file is downloaded.
Once you have obtained the extracts you can make your purchase process in:
Revolut
Auto Renta generates the profit and loss report from the complete transaction history since the account was opened together with the dividends.
Below are the instructions on how to obtain the transactions and dividends from the Revolut broker (all in one file):
1/ Login to the Revolut website: https://app.revolut.com or directly download the extracts at https://app.revolut.com/wealth/stocks/statements (Note: 18 June 2024The web option no longer shows the investments, you have to go directly to the app).
Note: If you could not on the desktop web version, open the Revolut app of the mobile phone.
2/ Go to the section on "Invest.
3/ go to Invest", "... More", "... More" and choose "Documents.
4/ Go to "Account statement
5/ Select "Excel" You can set the start date since you opened your account and the end date of your choice, at the latest February of the following year of the year you are making the income tax return. And click on "Get Statement.
You will need to obtain a file in CSV format.
Note: The phone will suggest you to open it with an application. You can use “Google Sheets” and then in the application menu go to “Make a copy”.” and save it on the device, where it will generate a file with CSV format and extension. You can send it by email to open it on your computer.
Do not open the file with excel, or save it in that format, you could make a copy of it if you want to open and view the contents with excel.
If you open it with Notepad, you can see that it will have a similar structure to this one:
Once you get the extract "Account statement Revolut in CSV format, as indicated in the steps above, you can continue with your Revolut purchase process. Auto-Renta en:
eToro
Auto Renta generates the profit and loss report from the statement with the transaction history together with the dividends.
Note: We have detected that the profit indicated by eToro on the "Closed positions". is not the same (it is less) than that calculated by Autodeclaro. We understand that there is some hidden commission, but it is not detailed either. With the "Dividends"no problem.
Below are instructions on how to obtain trades and dividends from the eToro broker. Everything comes in a single Excel file which you download from the eToro platform, which is used on the platform Self-declared:
1/ To get the extract in Excel format, you have to go to "https://etoro.com/porfolio"and then go to the section on "Settings".
2/ Then go to "Account
3/ And on the next screen you can go to "Account Statement
4/ Indicate below the “Personalised“ (Choose date of etoro account opening and end date today's date can be). And click on "Create:
With the downloaded excel it could be used on the Autodeclaro platform. Create a ZIP with all the statements if you have other brokers and you can make your Auto-Renta purchase process at:
MyInvestor
MyInvestor has been integrated into Autodeclaro since 29 May 2024.
Note: If the instructions below to extract the movements and dividends do not work for you, you can use the option to extract the information through the platform. VUMI.
Note 2: 4 June 2025.
- NO FOLLOWING THESE INSTRUCTIONS, EXTRACT THE MYINVESTOR INFORMATION FROM VUMI.
OBSOLETE INSTRUCTIONS:
To obtain the list of Transactions and dividends, please follow the steps below:
Step 1: Extract the list of inversis movements
1/ Visit the website of Inversis (www.inversis.com/cbmyinvestor).
2/ Go to Client Access to log in with your MyInvestor username/ID and password.
Note: If it doesn't work with the DNI, use your username.
3/ Once inside. Pull down the menu of "INVESTMENTS -> "Funds" -> "Operations and consultations -> "Consultation of operations"..
Note: By choosing Funds, then in the next filter you will have to indicate Product Type" -> "All" -> "AllThis way you will get Dividends, Buy/Sell shares, Funds, etc.
4/ In the operations filter, indicate the fields "Date From" and "Date To"and, in addition, the "Product Type" indicate the value All. In this way we ensure that all transaction history, dividends, funds, etc. come to us.
An Excel file will be downloaded with all movements of shares, funds and dividends.
Note: Do not make any modifications to this excel, just leave it as downloaded.
The downloaded Excel can be used to make the auto-income request to generate the profit and loss report from the statement of transactions and dividends.
Step 2: Copy the dividend table from Myinvestor's tax report
Note: Open PDF with browser Chrome.
Note 1: If you use Mac, use the programme “Text-edit”.
Note2: If the instructions below to extract the dividends do not work for you, you can use the option to extract the information through the platform VUMI.
1/ Open the “tax report”.” -> go to section “Dividends and income from shareholdings in entities”.”
2/ Copy the table with the list of dividends.
Note: Copy from browser Chrome.
3/ Transfer the information to a text file in Notepad or Notepad ++.
Don't forget to ZIP all the statements you may have from all the brokers when you make your Auto-Income purchase process:
Other brokers not supported
Auto Renta generates the profit and loss report from the statement with the complete transaction history since the broker account was opened.
Dividends from brokers not previously supported can also be attached.
However, in order to support other brokers, a template is provided in Google Spreadsheets (Google excel) for the client to fill in if their broker is not supported.
Transactions
The instructions for completing the transactions are shown below.
1/ The excel template is available at "Excel Template"and then make a copy of it in your Google Drive space.
2/ Once copied, you can modify the template in your Google Drive space.
3/ An example may be helpful in completing your transactions.
4/ Fill in the template (do not forget to indicate the full transaction history):
- Follow the same format in the fields Date DD/MM/YYYYY and Time HH:MM:SS (Columns A and B).
- The shopping have the number of shares (Field I) positive y Total Quantity (Field K) in negative.
- The sales have the number of shares (Field I) in negative y Total Quantity (Field K) positive.
- The exchange rate is not compulsory (Column N), if not indicated, the European Central Bank exchange rate shall be taken.
- If you do not know the ISIN (Field F), complete only the Ticker field (Field H).
Note: Try filling in a few lines and continue to the next point to test the Demo version of Auto-Renta. So you can check that it works.
5/ Once you have completed your template, download it in CSV format.
7/ Once you have downloaded the CSV you can proceed with your Auto-Renta purchase process at:
Dividends
The instructions for completing the dividends are shown below.
1/ The excel template is available at "Excel Template"and then make a copy of it in your Google Drive space.
2/ Please fill in the appropriate fields.
- ISIN: If you do not know it, you can use the ticker.
- Country: If indicated, it is taken into account, otherwise Autodeclaro calculates the country from the ISIN.
- Gross Dividend: Gross dividend in the currency indicated
- Tax/withholding tax: Indicate the tax or withholding tax applied in the currency you indicate
- Destination tax/withholding tax: Indicate the tax or withholding tax at destination (This only applies to brokers based in Spain, ING, Myinvestor, HeyTrade, CaixaBank, Bankinter, clicktrade, etc.).
3/ Once you have finished filling in your template, you can download the CSV at "Archive -> "Download". -> "Comma separated values (.csv)"..
Once you have downloaded the CSV of dividends you can make your Auto-Renta purchase process at:
DO YOU USE MAC?
In those brokers where it is necessary to copy information from the PDF, it is recommended to do the following in the “Text Edit” programme.
1/ Choose format “Convert to plain text”.”
2/ The display format will change
3/ Once you have pasted the content, save the file in UTF-8 format with the extension “.csv”.”
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