Lite
39 €/ year
If you only trade stocks — up to 200 trades, 1 account.
- Max. Transactions per Year
- up to 200
- Max. IBKR Accounts / Depots
- 1
- ETF Advance Payment Automatic
- —
- ETF Classification
- —
Recommended byMEXEM·WH SelfInvest·ProRealTime
Pricing
You don't choose. We match.
Upload your IBKR Flex Query — we detect what you need, you pay exactly that. Four tiers from €39 to €199.
Four tiers
An algorithm decides — based on your real data
These four tiers cover all common IBKR portfolios. Which one fits you is determined automatically at upload — based on your asset types, trade count and number of accounts.
Basic
69 €/ year
If you have stocks & ETFs — up to 500 trades, automatic advance lump-sum.
- Max. Transactions per Year
- up to 500
- Max. IBKR Accounts / Depots
- 1
- ETF Advance Payment Automatic
- ETF Classification
Most common match
Pro
99 €/ year
If you trade options — up to 2,000 trades, up to 2 accounts.
- Max. Transactions per Year
- up to 2,000
- Max. IBKR Accounts / Depots
- up to 2
- ETF Advance Payment Automatic
- ETF Classification
Ultimate
199 €/ year
If you trade futures or CFDs — unlimited trades, unlimited accounts.
- Max. Transactions per Year
- Unlimited
- Max. IBKR Accounts / Depots
- Unlimited
- ETF Advance Payment Automatic
- ETF Classification
incl. VAT · One-time payment per tax year • Unlimited recalculations
For context: a tax advisor typically charges €500–1,500 to process IBKR data — every year.
How it works
Three steps to your tier
No quiz, no self-assessment. We read your real data — you don't have to estimate anything.
You upload
Your Interactive Brokers Flex Query as XML. Maximum 100 MB. No account credentials, no IBKR login — just the file.
We analyze
BubbleTax detects your asset types (stocks, ETFs, options, futures), counts transactions, and identifies your IBKR accounts — all from the data, automatically.
Algorithm picks
You get the minimum required tier — not the most expensive. If your portfolio fits Lite, you won't be pushed to Basic. If you trade options, you get Pro — but not Ultimate.
Always included
What sets the tiers apart?
Only the features that actually differ between tiers. Everything else is included in every tier.
| Feature | Lite39 € | Basic69 € | Pro99 € | Ultimate199 € |
|---|---|---|---|---|
| Supported Security Types | Stocks only | Stocks & ETFs | Stocks, ETFs & Options | All incl. Futures |
| ETF Advance Payment Automatic | ||||
| Max. Transactions per Year | up to 200 | up to 500 | up to 2,000 | Unlimited |
| Max. IBKR Accounts / Depots | 1 | 1 | up to 2 | Unlimited |
| ETF Classification |
In every tier
- FIFO calculation per § 20 (4) sentence 7 EStG
- Foreign currency conversion at ECB daily rate
- Withholding tax credit
- PDF report for the tax authority
- Unlimited recalculations
- Email support in German
FAQ
Pricing FAQs
You don't have to decide that yourself. Upload your Flex Query, BubbleTax detects the right tier from your data. You pay exactly what your portfolio requires — not a cent more.
You see the calculation before you buy. The free preview contains your complete report — only a few numbers are partially redacted and the detail section is shortened. What you get in the paid report is exactly what you saw in the preview, just complete. Got questions? Send us an email, we're happy to help.
Nothing automatically. Each tax year is a separate single transaction — no subscription, no auto-renewal. You decide every year whether to use BubbleTax.
Just send us a quick email — upgrading is easy at any time, also long after purchase. You just pay the difference to the higher tier, nothing else.
Yes, automatically by email after payment. With proper German VAT itemization. Works for individuals as well as for company accounts.
Yes, as often as you want. Once purchased, you can re-upload and recalculate the respective tax year unlimited times — for example when supplementary data arrives. No extra cost.
Ready?
Upload, see the price
Free preview without payment details. You see your tier and an excerpt of your calculation before you decide.
Upload file