MYPROFIT
MYPROFIT is a Brazilian SaaS platform that automates investment tax calculation, DARF generation, and portfolio tracking for individual investors, aggregating data from Brazilian, US, and crypto brokerages, and also serves accountants via a credits-based B2B plan.
- Company typePrivate
- Founded2020
- HeadquartersJundiaí, Brazil
- Headcount1–10
- GTM typeB2B and B2C
- OfferingSoftware
What MYPROFIT does
MYPROFIT (legal entity MyProfit Crossborder Technologies S.A.) is a Brazilian SaaS fintech that automates investment tax calculation and reporting for individual investors. The platform consolidates transaction data from Brazilian brokerages via direct B3 integration, multiple US brokerages (Avenue, InteractiveBrokers, Charles Schwab, TastyTrade, TD AmeriTrade, Vest, Nomad, Sproutfi), and crypto exchanges (Mercado Bitcoin, Foxbit, Bitybank, Ripio), and produces ready-to-file income tax declarations compatible with the Receita Federal program — including automatic DARF generation, the headline product feature. Underlying architecture is a cloud-based system with direct brokerage/exchange API integrations, PDF brokerage-note import, and Excel/PDF reporting outputs; the company reports 150,000+ active users, 9.2M+ imported brokerage notes, and R$46B+ in registered assets.
The business operates a freemium-plus-subscription model with three individual tiers: Plano Básico (free portfolio tracking), Plano Premium at R$19.90/month billed annually, and Plano PRO at R$29.90/month billed annually. A separate Plano de Créditos extends the model to accountants and investment consultants via volume-based credits (1 credit = 1 monthly subscription, no expiration). Distribution is a hybrid product-led, community-led, and B2B2C motion: self-serve web and mobile onboarding, paid search/social, and an influencer/educator channel built on partnerships with Fundamentei, Suno, Viver de Renda, and Grupo Primo. Customers served include Brazilian individual investors, US-exposed Brazilian investors with international brokerage accounts, cryptocurrency investors, and — via the Credits Plan — accountants and investment advisors managing multiple client portfolios. Founded in 2020, founder-led by Rodrigo Poveron, and operating with a lean team of 1–10 employees.
MYPROFIT firmographics
Firmographics- Name
- MYPROFIT
- Legal name
- MyProfit Crossborder Technologies S.A.
- Website
- https://myprofitweb.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- MYPROFIT is a Brazilian SaaS platform that automates investment tax calculation, DARF generation, and portfolio tracking for individual investors, aggregating data from Brazilian, US, and crypto brokerages, and also serves accountants via a credits-based B2B plan.
- Ownership category
- akta.pro rank
MYPROFIT industry classification
Industry- Product category
- Investment Tax Management Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Currency Accounts, Wallets & FX Management (Consumer/SME) (FSAGAKAF)
Keywords
Where MYPROFIT is headquartered
LocationHeadquarters
- HQ city
- Jundiaí
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
MYPROFIT business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Individual Subscription - Premium: Monthly subscription at R$19.90/month (billed annually at 12x) providing Brazilian tax calculation, DARF generation, B3 integration, and comprehensive reports in Excel/PDF
- Individual Subscription - PRO: Full-service monthly subscription at R$29.90/month (billed annually at 12x) including all Premium features plus international brokerage tax calculation, cryptocurrency tax, and cross-border portfolio management
- Basic Tier: Free tier providing portfolio tracking, dividend statements, and PDF brokerage note import for variable income, fixed income, Tesouro Direto, and cryptocurrencies
- Credits Plan for Professionals: Volume-based credit purchasing system for accountants and investment consultants where each credit equals one monthly subscription. Credits have no expiration date and can be activated as needed for client management
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free tier for portfolio tracking and basic features |
| Subscription | Annual | Brazil-focused tax calculation and reporting |
| Subscription | Annual | Complete solution including international and crypto |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
MYPROFIT product offering
Product offeringCore offering
MYPROFIT operates a cloud-based SaaS platform that consolidates investment portfolio management and Brazilian income tax (IR) calculation for individual and professional investors. The platform integrates directly with B3 (Brazilian stock exchange), international brokerages (Avenue, InteractiveBrokers, TastyTrade, Charles Schwab, etc.), and cryptocurrency exchanges (Mercado Bitcoin, Foxbit, Bitybank, Ripio) to automatically import trading data, calculate monthly IR with ready-to-pay DARF generation, produce annual Receita Federal-compatible declaration files, and track portfolios in BRL and USD.
Product overview
myProfit is a unified investment portfolio management and tax compliance platform designed for Brazilian investors. The core myProfit Platform serves as the central system, offering three subscription tiers: Plano Básico (free) for portfolio tracking, Plano Premium (R$19.90/month) adding Brazilian tax calculation with B3 integration and DARF generation, and Plano PRO (R$29.90/month) providing complete functionality including international tax calculations and cryptocurrency support. The platform also offers a separate Plano de Créditos for accountants and consultants. Key integrated features include the Gerador de IR Automático for automated tax filing, Informe Personalizado de IR for annual declarations, cryptocurrency tracking with exchange integrations, and mobile apps for iOS and Android. The platform connects directly with B3 for Brazilian investments, multiple international brokers (Avenue, TastyTrade, InteractiveBrokers, etc.), and cryptocurrency exchanges (Mercado Bitcoin, Foxbit, Bitybank, Ripio).
Differentiator
Problem solved
Functional benefit
Products and services
- myProfit Platform Cloud-based SaaS platform for Brazilian individual investors and professionals that aggregates investment data from B3, international brokerages, and cryptocurrency exchanges; calculates monthly IR with ready-to-pay DARF; produces annual Receita Federal-compatible declaration files; and tracks portfolios in BRL and USD.
- myProfit Mobile App Native mobile application for iOS (App Store) and Android (Google Play) providing full access to myProfit platform features for on-the-go portfolio tracking, dividend statements, brokerage note PDF import, and price alerts.
Quantifiable outcome
- Declaration time reduced to under 10 minutes with automatic IR generator
- +1 more outcomes
Companies that use MYPROFIT
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles5 records
MYPROFIT technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
Feature6 records
MYPROFIT partnerships and signals
Strategic signalPartnerships
20 partnerships are on record, tiered core and supporting.
- B3 (Brasil, Bolsa, Balcão)coreDirect integration with B3 stock exchange for automatic synchronization of variable income and Tesouro Direto operations across all Brazilian brokerages
- Avenue (Avenue Securities)coreDirect connection with Avenue for seamless import of US investment data and automatic tax calculation for US-domiciled accounts
- TastyTradecoreDirect brokerage connection for US options and derivatives trading data synchronization and tax calculation
- InteractiveBrokerssupportingIntegration for US multi-asset trading data including stocks, options, futures, and forex
- Charles SchwabsupportingUS brokerage integration for investment data import and tax calculation
- TDAmeriTradesupportingUS brokerage platform integration for trading data synchronization
- Mercado BitcoinsupportingCryptocurrency exchange integration for automatic trading data import and tax calculation
- FoxbitsupportingBrazilian cryptocurrency exchange integration for BTC and altcoin trading data
- BitybanksupportingCryptocurrency exchange platform integration for trading operations
- RipiosupportingLatin American cryptocurrency exchange integration for trading data synchronization
- XP Investimentos (International)supportingInternational arm of XP brokerage for cross-border investment data
- BTG Pactual (International)supportingInternational operations of BTG Pactual for investment data import
- Inter USAsupportingUS account integration for Brazilian digital bank Inter's international services
- NomadsupportingDigital bank account integration for US investment tracking
- VestsupportingUS digital bank integration for investment account data
- SproutfisupportingUS financial platform integration for investment data synchronization
- FundamenteisupportingCo-founder Eduardo Cavalcanti actively recommends myProfit to his students and followers
- Suno ConsultoriasupportingBrazilian financial education platform with mutual referral relationship
- Google (AdWords)supportingPaid advertising partnership through Google Ads platform
- Facebook/MetasupportingSocial media advertising and cookie-based marketing through Meta platforms
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
MYPROFIT competitors and assessment
Company assessmentEmerging players
- CoinTracker: Crypto-focused portfolio and tax tracker supporting many integrations. Overlaps with myProfit's cryptocurrency tax calculation feature, though narrowly focused on crypto whereas myProfit covers equities and US brokerages too.
- Sharesight: International (non-US/BR) portfolio-tracking SaaS offering tax-report outputs across multiple jurisdictions. Comparable as a cross-border retail-investor tax tool, but does not natively target Brazilian/DARF workflows.
Direct peers
- Status Invest: Brazil's largest independent retail-investor dashboard for portfolio tracking, dividend analysis, fixed-income analytics and IR declaration support. Closest direct competitor to myProfit because it serves the same Brazilian individual-investor segment with similar tax-reporting and brokerage-integration functionality.
- Investidor10: Brazilian equity-investor analytics platform offering fundamentals, dividends and portfolio tools. Adjacent to myProfit but with stronger fundamentals/analysis emphasis versus myProfit's tax-automation emphasis.
- TradeMap: Brazilian stock-tracking site providing brokerage-note import, profitability tracking and tax-related reports for B3 investors. Directly comparable product surface to myProfit's variable-income tracking module.
- Kinvo: Brazilian investment aggregator focused on portfolio consolidation, goal tracking and IR reporting. Overlaps with myProfit on the B3-import and tax-statement layer for retail investors managing multiple brokerages.
- Gorila Invest: Brazilian portfolio-tracking platform offering detailed asset-by-asset performance, dividend reporting and IR-oriented exports. Competes head-to-head with myProfit for Brazilian variable-income investors who want consolidated portfolio views and tax-prep output.
- Mais Retorno: Brazilian investor portal combining fund/asset comparison with portfolio tracking and IR exports. Comparable to myProfit on the retail investor-tracking and tax-reporting axis.
Broad incumbents
- XP Inc. Brazil's largest retail investment broker, operating its own portfolio analytics and IR report flows. Functions as a broad incumbent that could build myProfit-style features in-house, and is listed as a supported integration ("XP Internacional") on myProfit's platform.
- Empower (Personal Capital): US-anchored personal wealth dashboard aggregating bank, brokerage and retirement accounts with portfolio analytics. Comparable as a retail wealth-tracking platform with aggregation breadth, though it does not focus on variable-income IR/DARF as myProfit does.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
MYPROFIT social profiles
Digital presenceMYPROFIT financial estimates
Financial estimateRevenue estimate
Valuation estimate
MYPROFIT leadership team
Management profileNumber of profiles
Profiles1 record
MYPROFIT funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MYPROFIT M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MYPROFIT
What does MYPROFIT do?
MYPROFIT operates a cloud-based SaaS platform that consolidates investment portfolio management and Brazilian income tax (IR) calculation for individual and professional investors. The platform integrates directly with B3 (Brazilian stock exchange), international brokerages (Avenue, InteractiveBrokers, TastyTrade, Charles Schwab, etc.), and cryptocurrency exchanges (Mercado Bitcoin, Foxbit, Bitybank, Ripio) to automatically import trading data, calculate monthly IR with ready-to-pay DARF generation, produce annual Receita Federal-compatible declaration files, and track portfolios in BRL and USD.
Is MYPROFIT a public or private company?
MYPROFIT is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was MYPROFIT founded?
MYPROFIT was founded in 2020. It employs 1 to 10 people.
Where is MYPROFIT based?
MYPROFIT is headquartered in Jundiaí, Brazil, in the Latin America region.
How does MYPROFIT make money?
Four revenue lines are on record. Individual Subscription - Premium is the primary driver. The others are individual Subscription - PRO, basic Tier and credits Plan for Professionals.
Who are MYPROFIT's main competitors?
Emerging players on record are CoinTracker and Sharesight. Direct peers are Status Invest, Investidor10, TradeMap, Kinvo, Gorila Invest and Mais Retorno. Broad incumbents are XP Inc. and Empower (Personal Capital).
Does MYPROFIT have an API?
No public API is recorded for MYPROFIT.
What industry is MYPROFIT in?
MYPROFIT's product category is Investment Tax Management Software. Its primary akta.pro industry code is FSAGAKAF, Multi-Currency Accounts, Wallets & FX Management (Consumer/SME). Its NAICS code is 523940 and its SIC code is 6282.