BUX portfolio tracker

Your BUX holdings with the return worked out, dividends on a calendar and a tax report for the Netherlands.

Connect BUX read only, or upload your transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

NL Est. 2014 AFM DNB

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What BUX does well

What people like about BUX, and why they stay.

Commission-free investing in stocks, ETFs, and crypto.

Fractional shares starting from EUR 1.

Social features to share portfolios and follow other investors.

Mobile app for newer investors.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The BUX account shows holdings, but not the tax figure or return across your other accounts.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

BUX statements cover Stocks, ETFs and Crypto in EUR for Individual. They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

BUX keeps Individual with Stocks and Crypto among 3 asset types in EUR. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your BUX data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

See your return between two dates

BUX investors often make small recurring purchases of shares, ETFs or crypto.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

See how each sale changes your tax

Those small BUX purchases become separate tax lots when part of a holding is sold.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

Choose the tax rules for your country

BUX customers invest from Europe and report gains under the rules where they live.

The tax rules page lists country presets, rates and local rules. Pick the jurisdiction that applies to the portfolio.

See tax rules by country

Country tax presets with rates and local capital gains rules — Country presets with their rates and local tax rules.

What BUX gives you, and what is added here

Area	BUX	With AllInvestView
Performance Analytics	The broker tools include basic percentage gain per position.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	Dividend entries stay in the account history.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.

Where you file

For investors filing in Europe

Three or four currencies in one portfolio is the normal case here.

Every position keeps its own currency and converts to the base you pick

Capital gains rules for Germany, Spain, France, Italy, Ireland, Switzerland, Sweden, Denmark and Finland

Withholding tax on foreign dividends tracked per country

The Spanish Modelo 720 declaration built from your holdings

Getting started

Getting your BUX history in

Export from BUX

Open Profile > Export Data in BUX. Download the transaction history and upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

About BUX

NL • Est. 2014 • Regulated by AFM, DNB

Asset types StocksETFsCrypto

Account types Individual

Currencies EUR

Fees Commission free Commission-free stock and ETF trading. Crypto with competitive spreads. No account minimums.

Suits European beginners using BUX • Social investors using BUX • Mobile-first investors using BUX • Commission-free seekers in Europe using BUX

More than one account

BUX and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

BUX and AllInvestView, answered

Can I sync my BUX account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView track BUX crypto alongside stocks?

Imported assets remain separate holdings in one portfolio. The dashboard reports allocation and return for each position.

Is the BUX connection read only, and is it an aggregator?

The connection to BUX is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

BUX does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from BUX and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your BUX portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account