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Helvestora is a Swiss investment app offered for macOS and iOS that helps users track their securities portfolios. It calculates performance metrics such as TTWROR and XIRR from transaction histories and produces a tax report based on the official ESTV (ICTax) price list, covering all 26 Swiss cantons. The app also shows dividends, withholding tax amounts and includes a simple budget planner. Imported transaction data is accepted from Parqet, DEGIRO and Coinbase exports, while user data is stored locally on the device with optional syncing through a private iCloud account. The service is presented as a portfolio and tax-preparation tool and explicitly disclaims being an official tax statement or tax advice.
- Website
- helvestora.app