Updated November 6, 2026

What's new

What changed in Monexa Hub: new features, improvements and fixes.

Earnings agenda on the Dashboard

The Dashboard shows when the companies in your portfolio release their next results over the next 30 days, with the time when the company provides it. And on the eve of a result whose date the company confirmed, you get a notice: "PETR4 releases its Q3 results tomorrow".

  • New"Upcoming results" card on the Dashboard.
  • NewNotice on the eve of the results (only with a date confirmed by the company), with its own switch in Settings → Notifications.

ETF premium and discount

The ETFs tab in Analyses now has a "Premium" column: how far the market price is above (or below) the fund's net asset value, on the same day. On each B3 ETF's page, a chart shows that gap session by session over the last 3 months, with the price and the NAV in the tooltip. Large ETFs stay within tenths of a percent; above 1% it is highlighted.

  • NewPremium/discount column in the ETFs tab (B3).
  • NewPrice × NAV chart on the ETF page.

Past dividends at the amount actually paid

When a stock went through a split or a bonus issue, earlier dividends appeared reduced in the Portfolio, Dividends and the tax report: Banco do Brasil 2023 at half, Engie 2025 29% lower, Itaúsa 2% to 5% below. Now the amount paid on the date counts, multiplied by the shares you held that day. The stock page and the calculator still compare years at today's share basis.

  • FixedDividends before a split or bonus issue at the amount paid, in the Portfolio, Dividends and tax report.
  • FixedBDRs: the source's amounts match the B3 credit again, including for those who don't sync.

BDR dividends in the annual tax report

The annual report added BDR dividends to exempt dividends, but they are not exempt: they are foreign income. They now leave the exempt section and get their own, month by month, with the amount credited and, when the math checks out, the gross amount and the tax withheld abroad. Since how to tax them is debated (monthly carnê-leão or 15% in the annual adjustment), the app shows the figures and does not calculate this tax: check with your accountant.

  • FixedBDR dividends no longer count as exempt "Lucros e dividendos".
  • New"BDR dividends (taxable)" section in the report, with estimated gross and foreign tax.

Debentures with their indenture

Debentures imported from B3 arrived without a rate and always as "regular". The app now looks up each one's indenture: incentivized debentures (Law 12,431) are recognized automatically and their interest no longer has tax deducted, the maturity and index are filled in, and the security starts accruing at its issue rate. Since anyone who bought on the secondary market paid a different rate, the Portfolio shows an "issue rate" badge: save your own rate on the purchase to confirm.

  • NewIncentivized debentures recognized from the indenture, with tax-exempt interest.
  • NewIssue rate, maturity and index filled in, with a badge to confirm the rate.

Daily B3 sync finishes earlier

The automatic update of your portfolio from B3, which starts at 9 a.m., now finishes much earlier. Before, your portfolio could wait until late morning; now portfolios are updated one after another, a few minutes apart.

  • ImprovedPortfolios updated from B3 a few minutes after 9 a.m., instead of throughout the morning.

BDR dividends

If you hold BDRs (AAPL34, MSFT34…), their dividends now show on the Dividends screen, at the amount credited to your account. Hover over the amount to see where it came from: the gross per share abroad, the BDR ratio, the FX rate, the tax withheld abroad, the depositary fee and the IOF. When the FX rate is not fixed yet, the payment shows as "estimated FX" until it is paid.

  • NewBDR dividends on the Dividends screen, at the net amount credited.
  • NewGross abroad, FX and taxes in the tooltip, plus an estimated-FX badge.

Competitors in the company profile

The stock, BDR and REIT profile has a new "Competitors" block: the largest companies in the same activity, by the revenue each one had in it in its latest annual report, with the year's growth. You see where the company ranks (PRIO is the 2nd largest in oil production on B3) and open any competitor's profile with a tap. Companies in more than one activity, like Petrobras, let you pick which one to compare, and BDRs in the same field are listed separately.

  • New"Competitors" block in the stock, BDR and REIT profile, linking to each one's profile.

Portfolio by economic activity

With PRO, portfolio allocation has a new "Activity" view: instead of "40% in stocks", you see what the companies behind them live on, like banking, oil, mining and real estate. Each stock, BDR and REIT is split by the revenue in its latest financial statements (Petrobras counts in refining and in production, a mortgage REIT in real estate credit), and each activity opens its detail and shows the holdings that weigh the most in it.

  • New"Activity" view in the portfolio allocation card (PRO).

Where each company's revenue comes from

Stock, BDR and REIT pages now show how much revenue comes from each activity (refining and production at Petrobras, iPhone and services at Apple, real estate credit at MXRF11) and how much each grew over the previous year. You can open the segments with the names the company itself uses, and the link goes to the page in the financial statements. For concessions, construction revenue, which is only an accounting entry, is left out.

  • New"Where revenue comes from" section on stock, BDR and REIT pages.