How It Works

  2. How It Works

Your journey with Total Value, in 4 steps

From sign-up to tax calculation: see how to bring your investment portfolio to Total Value and track everything in one place.

Total Value account creation screen
1

Create your account

Sign up for free with email and password or your Google account. No credit card required to get started.

Create free account
B3/Bovespa trade import screen
2

Import your portfolio from B3 / Bovespa

Export the trading statement from B3's investor area and upload the Excel file. Total Value processes your buy and sell trades automatically.

Import from B3
Dashboard with portfolio evolution and asset-type breakdown
3

See your portfolio

Track your net worth, returns and portfolio composition in a single dashboard: evolution over time, breakdown by asset class and consolidated results.

View my investments
Tax calculation screen by asset type
4

Calculate your taxes

With your trades already imported, Total Value calculates gains, losses and tax due by month and asset type — including offsetting prior losses.

Calculate my taxes

Educational content. Tax calculations are a reference based on imported data and do not replace professional accounting guidance.

AI Investment Advisor

Welcome!

I'm your assistant specialized in investments.

I can help you with stock analysis, portfolio recommendations and investment strategies.

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