Tax workspace
Broker tax tools run locally on a dedicated subdomain
PureToolkit tools stay local-only, and TickerVal Tax now follows the same privacy boundary: broker CSV/XML files and pasted statement text are parsed inside your browser on tax.tickerval.com.
What it supports
TickerVal Tax supports Longbridge CSV or pasted statement text, IBKR Activity/Flex XML or CSV files, annual CNY FX-rate settings, Mainland China foreign-income review reports, and local CSV/Markdown exports.
What files you need
Prepare the full tax year: Longbridge CSV/table text, or IBKR statements with trades, dividends, interest, withholding tax, fees, and commissions. Longbridge PDF statements should be exported as CSV or copied as table text before use.
Privacy boundary
Statement contents are processed in the browser. Use Clear local data when finished on a shared device.