14H·

New experiment?

Just created my IBKR account, invested a little bit on some hyper-speculative items... we will see.

$IOT

$SYM

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3G·

The earnings season begins again!

As the earnings season starts again, here is a summary of the most important figures next week.

$JPM (-0,44%)
$C (-0,88%)
$WFC (+2,42%)
$BLK (+3,27%)
$JNJ (+5,69%)
$GS (+0,47%)
$BAC (-0,65%)
$AA (+1,71%)
$ASML (-7,95%)
$PLD (+1,38%)
$UAL (+0,61%)
$KMI (-0,17%)
$PEP (+0,98%)
$ABT (+0,15%)
$Netflix
$TSM (+0%)
$USB (-1,18%)
$IBKR (-0,12%)
$AXP (-0,04%)
$MMM (+0,3%)

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2 Commenti

Global Finance@Global_Finance

3G

thanks for the info!

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Mo

@BigMo

5Mes·

Interactive Brokers Taxes

Does anyone here have experience with the taxation of interest payments and dividends at Interactive Brokers?

I opened an account with IBKR last year to park part of my cash reserve in USD.

The idea was:

Diversification
Take high interest rates with you
To invest the money in a stronger market decline in $SPY (-0,04%) to invest

I am aware that IBKR is not tax-simple for Germans and that you have to be active yourself.

Is it now possible to export complete annual reports there, which I can put on my tax advisor's desk?

Thank you!

$IBKR (-0,12%)

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Markus@_xempex_

5Mes

If you use IB via Cap Trader, there is probably now a tax report adapted to German requirements.

I myself use IB via estably, formerly Banx. It comes down to getting the transaction report and my own Excel tables into the tax return. It usually takes 2-3 hours. I always write a note with explanations and hand in the transaction report and my Excel spreadsheets on request. The time before last, I had to go to the tax office and explained the report to the lady in a personal meeting. Last time, I submitted everything and it went straight through.

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The W.

@thewolfofallstreetz

5Mes·

New 52-week highs for these 12 high-flyers

The following shares reached a new 52-week high in the course of yesterday:

Meta $META (-1,27%)

Netflix $NFLX (-0,91%)

Costco $COST (-2%)

Walmart $WMT (-0,56%)

Crowdstrike $CRWD (-0,78%) (forgot what happened in the summer)

Spotify $SPOT (-0,31%)

Hims & Hers $HIMS (+2,02%) (now the best stock YTD)

Duolingo $DUOL

Hilton $HLT (-0,44%)

Interactive Brokers $IBKR (-0,12%)

Moody's $MCO (+0%)

Sharkninja $SN

Congratulations to all investors and Happy Weekend!

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1 Commento

EiBuffet@EiBuffet

5Mes

+ $RMS

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L

@detailinvest

5Mes·

Everyone wants a piece of the pie

I continue to expect stable trading activity and participate indirectly through the platform.

29.01

Interactive Brokers

Acquistato x3 a 199,75 €

599,25 €

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7 Commenti

Memo0606@Memo0606

5Mes

but not at the insane ATH

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Homer

@Simpson

5Mes·

Interactive Brokers a high performer in the Ultimate Homer

In one year the share has risen by 150%, in my savings plan portfolio where I have been building up the position monthly since May 2024 at around 60%.

Currently the 2nd best position after Broadcom when it comes to cash returns.

Earnings 4Q2024

Earnings per share for the current quarter amounted to 1.99 $ (1.48$)

Customer accounts increased by 30 % to 3.34 million.

Source

https://investors.interactivebrokers.com/en/general/about/press-releases-nav.php#

16.01

Interactive Brokers

Acquistato x0,138 a 181,45 €

25,00 €

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Alexxela@Alexxela

5Mes

I am also considering adding the share to my portfolio. I am a user of IBKR myself and am very happy with it and also use the margin for my investments (which will also be a growth driver in my opinion).

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