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Automated securities booking

 

Booking securities manually is expensive and time-consuming. We automate securities booking and offer DATEV-compliant records that are verified by our partner tax consultants. It is part of our Admin-Service as well as usable for any tax consultant office. 

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My investments-Wepa

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Transactions booked per second

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Billion € transaction volume in Q4 2021

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Portfolios connected

Advantages at a glance

 

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Easily connect your brokerage account

Connect your brokerage account to your RIDE account or give your broker the authority to send the data to us. Once connected, everything is done automatically.

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We create the bookings

Our software automatically books each transaction and creates DATEV compatible records for the necessary financial accounting and tax statements. SKR03 and SKR04 possible.

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Partner tax advisor

Our partner tax advisors check and verify the bookings. They then use it to do the annual accounting and tax statements for you. 

The automatic securities booking software works with the following brokers

 

CapTrader BANX_Logo1 (1) logo lynx FXFlat Logo whselfinvest-logo GBE-brokers-logo-for-website-11-07-2018-V3 jfd-brokers_logo_pos_horisontal_800px Interactive Brokers Logo
Frank_Konewka
The automated securities booking is the perfect solution for traders who are affected by the change in the law and now want to continue trading via a GmbH!
Frank Konewka

Steuerberater und Trader

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Automated securities booking makes accounting and preparing financial statements and tax returns easier than ever.
Stephanie Müller

Steuerberaterin und Familiy Officer

Stephanie Müller

How it works

For details please see below.

Contact us now and benefit from our automatic securities booking

 

You trade securities in your GmbH and already have a tax advisor who looks after your GmbH? Send us your contact data, and we will reach out to your tax advisor.