Taxistent — Slovenian Investment Tax Reporting
A privacy-first web app that consolidates multi-broker portfolios and generates ready-to-file tax reports — with zero server-side data storage.
Product
Taxistent (MoneyHow)
Type
Own Product
Our Role
Design, Development & Operation
Tech Stack
Industry
FinTech / Tax Compliance
Project Overview
Slovenian retail investors who trade through international brokers face a fragmented, manual tax reporting process. Taxistent removes that friction entirely.
Users import transaction histories from brokers like Interactive Brokers, Trade Republic, Revolut, Trading 212, and eToro into a single portfolio view. The app then calculates capital gains, dividends, and other taxable events according to Slovenian tax rules and produces pre-filled reports ready for submission to the tax authority (eDavki). By design, all data lives exclusively in the user's browser — there is no backend, no database, and no server-side persistence. This architecture was a deliberate regulatory choice: by never storing user financial data, the app sidesteps data-handling obligations that would otherwise apply.
Taxistent on desktop — portfolio overview and tax report generation.
Key Challenges
Building a full financial tool with no server at all comes with its own set of problems.
Technical Challenge
Running Everything in the Browser
With no backend to lean on, every operation — importing broker exports, normalizing different file formats (XML, CSV, JSON, Excel), calculating tax obligations, and generating reports — runs entirely on the client. The app has to handle large transaction histories without locking up the browser.
How we solved it:
We built efficient client-side parsers for each broker's export format and a lightweight computation engine that processes thousands of transactions in-memory. State is persisted to local storage so users can pick up where they left off — without any data ever leaving their device.
Technical Challenge
Normalizing Five Different Broker Formats
Every broker exports data differently — different column names, date formats, currency handling, and transaction categorization. Merging them into one coherent portfolio requires format-specific parsing and a shared internal data model.
How we solved it:
Each supported broker has a dedicated import adapter that maps its export structure to a unified transaction schema. Users can import from multiple brokers simultaneously and see everything — trades, dividends, fees — in a single, sortable view.
The Results
What users get out of Taxistent.
Impact
Full Privacy by Architecture
No account, no database, no server-side storage. Financial data never leaves the user's browser — privacy isn't a policy, it's the architecture.
Impact
Hours Saved per Tax Season
What used to mean manually cross-referencing broker statements and filling government forms now takes a few clicks — import, review, generate, submit.
Impact
Multi-Broker, One View
Investors who spread holdings across five different platforms finally see their full portfolio and tax position in a single place.
Looking Forward
Taxistent proves that serious financial tooling can run entirely in the browser — no backend needed. If you're exploring privacy-first, client-only architectures for sensitive data, we've shipped one.