Tax Buddy creates a simple trading report which you can send to your local tax authorities alongside your annual declaration.

I’ve been using this kind of report for the German Finanzamt in order to declare my investment income (“Kapitalerträge”) in a readily comprehensible manner.

For testing purposes, the Demo version places random trades in the Strategy Tester on the symbol of your choice and creates a demo report for them.
Conveniently, all reports are stored in the common path for all terminals installed on a computer. So even if you’re using both MT4 and MT5, you will find your tax reports in one single location.

Windows default location of the common files path for all terminals:

Tax Buddy was primarily made for Forex. If you trade other assets such as Indizes or Stock CFDs and Tax Buddy does not perform proper calculations, please contact me and I’ll be happy to add support for them as well.

• Report Start Date
• Report End Date
• Report Filename: The placeholder COUNT% will be replaced automatically by the account number.
• Report Language: Currently supports “English” and “German”. If you want to contribute with a translation, please contact me.
• Overwrite Account Holder