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🧠 Broker AI Export

Export one broker, with its holdings, cash, costs and lots, to ask an AI for a review, an explanation of its performance, or ideas about your tax losses. The options and how to paste are in the AI Export overview.

📍 Where to Find It

On a broker's detail page, select AI Export in the toolbar, next to Refresh: it works from any tab. It first opens on Broker Review.

The export covers that broker only, in the currency the page shows, with the last day of the page's date range as the export date. You can export any broker you can open, including one shared with you.

📤 Export Data

Choice What you get
Broker Overview & History Holdings, cash, concentration, performance, flows, costs, an economic FIFO summary, a compact market context per asset, and drawdown
Broker Asset History Detailed prices, returns, indicators, states and events for the assets held at this broker, with coverage

🎯 Analyses

Analysis What the AI does
Broker Review Reviews holdings, cash, concentration, performance, costs and the economic FIFO summary, with market context
Broker Performance & Market Drivers Explains the broker's result and researches dated market drivers for every asset it holds: use an AI that can search the web
Capital-Loss Offset Strategies Explores how available or expiring tax losses might offset gains, using this broker's FIFO lots
🧾 Capital-Loss Offset Strategies — have your tax facts at hand

FIFO lots are LibreFolio's economic calculation, not your legal tax position. Before comparing paths, the AI asks for your tax residence and regime, the account type, your official tax-loss inventory with amounts and expiry dates, and whether balances held at other brokers can be combined. It never suggests a trade just for tax reasons.