AGORA direct

AGORA direct and German taxes

AGORA direct is the brand of Berlin-based First Quant GmbH (HRB 260701, AG Charlottenburg) and a German investment firm authorised under § 15 WpIG, supervised by BaFin (BaFin ID 10123328). AGORA direct operates as an Introducing Broker for Interactive Brokers Ireland Limited (IBIE) and gives German investors access to over 150 exchanges in more than 33 countries – including stocks, ETFs, options, futures, CFDs, bonds, warrants and physical gold and silver.

As with all IBKR-based brokers: AGORA direct does not withhold German capital gains tax and does not provide an annual tax certificate under German law. German investors must calculate their own capital gains and report them in their tax return.

BubbleTax as official AGORA direct partner

BubbleTax is an official partner of AGORA direct and is recommended as a tax solution for German customers. Since AGORA direct uses the Interactive Brokers platform (IBIE), you export the same FlexQuery XML file as direct IBKR clients. BubbleTax processes this data automatically and produces a complete tax report with the figures required for Anlage KAP, KAP-INV and SO.

Discount for AGORA direct customers

AGORA direct customers receive an individualised coupon code through their broker, which can be redeemed during the checkout process on the BubbleTax platform. The code is personalised, single-use, and applied against the purchase price. Codes are distributed through AGORA direct's regular customer channels (e.g. the "Mein Agora" customer area, newsletter or direct customer communication).

How it works

1. Export FlexQuery – Create an account statement in your AGORA direct/IBKR account (XML format)
2. Upload to BubbleTax – Upload the XML file
3. Redeem code – Enter the AGORA direct coupon during checkout (if you have one)
4. Get your report – Download your PDF tax report for your German tax return