Short Selling Support, Schwab Integration & New Labs Features
Since our last update, we've shipped support for Charles Schwab trade imports, short selling tax calculations, and additional improvements.
Charles Schwab CSV Imports
Swedish investors with accounts at Charles Schwab can now import their transaction data. Schwab's CSV format has some quirks, but our parser now handles them automatically. The parser also recognizes short sale transactions and stock borrow fees, tying into the short selling support below.
We've added a Charles Schwab K4 page with step-by-step instructions and a FAQ for how to get your trades onto your K4 in Skatteverket.
Check out the Schwab export guide for details on how to export your CSV from Charles Schwab.
Short Selling Tax Reporting, Fully Automated
If you've ever shorted a stock, you know the tax reporting can be a headache. Swedish tax law treats short positions very differently from regular long trades.
We've added end-to-end support for short selling (blankning). The calculation engine implements Swedish short selling rules with proper cost basis tracking. Please report any issues you encounter related to the short selling support.
We've also published a guide to short sales tax reporting in the help center.
New Skatteguru Labs Feature
Following the launch of Skatteguru Labs, we're adding to the program.
Salary Dashboard (Labs)
The latest Labs feature is a salary analysis dashboard that automatically processes your payslips (lönespecifikationer) and gives you a greater understanding of your income.
Available now for Platinum+ customers who have opted into Skatteguru Labs.
Also in This Release
Source File Order Preservation
When multiple transactions occur on the same day, we now preserve the original CSV row order as a proxy for execution time order. This ensures accurate cost basis tracking for high-frequency traders.
Learn More
Short, long, bonds, crypto(?)—we've got you covered.
- The Skatteguru Team