Tax Buddy
Demo downloaded:
26
Published:
10 November 2020
Current version:
1.70
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Version 1.70
2026.04.15
- Fixed: Dividend payments (and other MT5-specific deal types like franked dividends and interest) were not showing up in the report
- Improved: Compatibility with latest MetaTrader 4 build
- Improved: Compatibility with latest MetaTrader 4 build
Version 1.60
2025.06.12
This update adds Dutch as a report language to Tax Buddy. Thank you very much for this user contribution!
Version 1.50
2025.03.13
This update adds Polish, Croatian and Serbian as a report language to Tax Buddy. Thank you very much for this user contribution!
Version 1.40
2023.12.01
This version of Tax Buddy adds support for Cent accounts through a new parameter "Amount Divider". This is set to "1" by default and can be set to e.g. "100" to divide all amounts by this factor.
Version 1.30
2023.09.04
New features:
- Added ability to filter trades by Magic Numbers. If you trade multiple strategies/EAs on the same account, this may provide a better overview over the most and least profitable ones.
- The Positions table in the HTML report can now be sorted dynamically, while the position closing time (ascending) remains the default sort order.
- Added ability to filter trades by Magic Numbers. If you trade multiple strategies/EAs on the same account, this may provide a better overview over the most and least profitable ones.
- The Positions table in the HTML report can now be sorted dynamically, while the position closing time (ascending) remains the default sort order.
Version 1.20
2022.04.10
This release adds improved support for non-Forex assets such as Indices, Commodities, Stocks and Cryptocurrencies.
Other improvements:
- New column "Contract Size" was added.
- Column "Profit (calculated)" now includes the profit currency as well.
- Account base currency was added to the short summary on the first page.
- Reports generated through the tester are now prefixed accordingly so that they do not overwrite their real counterparts anymore.
Other improvements:
- New column "Contract Size" was added.
- Column "Profit (calculated)" now includes the profit currency as well.
- Account base currency was added to the short summary on the first page.
- Reports generated through the tester are now prefixed accordingly so that they do not overwrite their real counterparts anymore.
Version 1.10
2022.04.03
It's been a while since the last update. Here are the latest improvements & fixes for Tax Buddy:
Improvements:
- A custom filter for tax-relevant balance operations like rebates and interests can now be applied to the report.
- The first page of the report now includes a short summary of all calculations. When printing it (e.g. as a PDF), it appears as a separate page.
- When printing the report (e.g. as a PDF), the default orientation has been changed to landscape.
- Report Start and End Date now include the whole day (00:00 - 23:59) by default.
- Date + Date Range are now displayed in a shorter format, omitting the time part.
- New default placeholders %START_DATE% + %END_DATE% for the report filename have been introduced.
Bug Fixes:
- Positions that match the report date range are now determined using their close time instead of open time.
Improvements:
- A custom filter for tax-relevant balance operations like rebates and interests can now be applied to the report.
- The first page of the report now includes a short summary of all calculations. When printing it (e.g. as a PDF), it appears as a separate page.
- When printing the report (e.g. as a PDF), the default orientation has been changed to landscape.
- Report Start and End Date now include the whole day (00:00 - 23:59) by default.
- Date + Date Range are now displayed in a shorter format, omitting the time part.
- New default placeholders %START_DATE% + %END_DATE% for the report filename have been introduced.
Bug Fixes:
- Positions that match the report date range are now determined using their close time instead of open time.
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