Income 2017
Skip information indexStock Portfolio Service 2017
The online program "Stock Portfolio Service" allows you to obtain an informative summary of the operations carried out in 2017 related to shares listed on official Spanish secondary securities markets (Stock Exchanges) or those defined in Directive 2004/39/ EC , of the European Parliament and of the Council, of April 21, 2004.
To use this application it is necessary to indicate all the operations carried out from the moment of its acquisition, with the values homogeneous to those transmitted in the year.
You can access "Securities Portfolio Service" from the procedures page of form 100 (2017) in the Electronic Office.
To start using Stock Portfolio, you can import an XML file or click on the "New Portfolio" icon.
Assigns a name for identification purposes, which will be identical in each of the operations carried out with homogeneous values.
After "OK", the created portfolio will appear in the left menu and can be edited or deleted. Click on the "New operation" icon to start including the corresponding operations.
Fill in the description, type of operation, date, number of titles and amount. All fields must have content.
In the "Current situation" section, the calculation resulting from all the operations created will be reported. Click "Next" to register a new operation or "Accept" to return to the list of operations.
If the application detects inconsistencies in any of the included operations, it will return an error message and display the corresponding operation in red.
Press the "Edit operation" icon to correct existing errors.
Once the operations are correctly validated, the "Results" icon will be activated, through which you will obtain a summary of the capital gains or losses derived from the operations carried out during the year 2017.
Indicate the NIF of the owner, select the format in which you want to obtain the file and press "Download".
It is convenient to export your portfolio data to an XML file before leaving the session. This way, you can recover the data in a later session, without having to type it again.
Select the wallet you want to export, indicate the name and NIF of the holder and click "Next". Finally, press "Download" to save the exported file.
In the upper button panel you have the "Help" icon, which will open a guide for correctly completing the operations. You can also select the language Spanish, Catalan, Galician and Valencian.