Depotauszüge

Depotauszüge, also known as account statements or brokerage statements, are official documents issued by financial institutions to their clients. They provide a detailed summary of all transactions and holdings within a specific investment account over a defined period. These statements are crucial for investors to track their portfolio's performance, understand their asset allocation, and ensure accuracy of their financial records.

Depotauszüge typically include information such as the opening and closing balances for the reporting period, details of all purchases and sales of securities, dividend payments, interest earned, and any fees or charges incurred. They also list the current holdings, including the quantity and market value of each investment. The frequency of these statements can vary, with monthly or quarterly statements being the most common.

For tax purposes, Depotauszüge are essential documents. They provide the necessary data for calculating capital gains or losses and reporting investment income to tax authorities. Investors should carefully review each statement upon receipt to identify any discrepancies and report them to their financial institution promptly. Maintaining a secure and organized record of all past Depotauszüge is a fundamental practice for sound financial management and tax compliance.