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Lite Version

Waltio's Lite plan

📝 Description

Waltio's Lite plan allows you to analyse your transactions and get an overview of your tax return, provided you do not exceed 50 annual transactions.

📂 What Does the Lite Version Include?

  • Full analysis of your transactions

  • Overview of estimated capital gains

  • Real-time portfolio tracking

⚠️ Warnings

  • The Lite version is limited to 50 transactions maximum per fiscal year.

  • Beyond this limit, a switch to another subscription is required to access the full tax report.

💡 Additional Information

  • Price: €39 / fiscal year.

  • For an accurate capital gains calculation, it is essential to add all your transactions from the very first one to your Waltio account.

  • To compare plans, see the article Pricing and plans.

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