Updated November 7, 2026

What's new

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

BDRs now have their own class

BDRs like AMZO34 (Amazon) and AAPL34 (Apple) used to show up as "Other". Now they have their own class, color and group in the portfolio, the allocation and the filters, and you can pick them in manual entries too.

  • ImprovedTaxes don't change: BDRs still don't get the R$ 20k exemption that stocks have and are reported under code 04.04.

Units with fractions and exercises in the right class

When a bonus leaves a fraction in a unit (like Klabin's in December 2025), B3 splits that fraction into the shares that make up the unit. The portfolio now removes the fraction from the unit, and the quantity is whole again.

  • FixedOptions with the same code in different years no longer get mixed up, and an exercise delivers the shares in the class you held.

Fewer "missing purchases" in ETFs and Tesouro Direto

Treasury bonds and ETFs bought before B3's statement starts showed a negative quantity when you sold them. Now the app recognizes those positions, and their cost shows up for you to enter.

  • FixedRedeeming a Tesouro bond at maturity now shows up in your history, with the amount received.
  • FixedTwo identical Tesouro purchases on the same day (same quantity and price) now count as two.
  • FixedETFs that B3 writes with a different code in the activity statement (like FIXA11) are now recognized.

Reverse splits applied without you having to answer

B3 reports reverse splits without saying whether the number is the remaining balance or just a fraction adjustment, so the app used to ask. Now, when the statement itself proves the right reading, it applies it on its own. Securities like GOGL34, AMAR3 and VIVT3 no longer show shares that no longer exist.

  • FixedA reverse split and a split on the same day (like Vivo's in April 2025) now give the right quantity.
  • FixedThe incomplete-position warning no longer flags shares that came from a split or a bonus.

Copel and Eletrobras share conversions with the right cost

In the Copel (CPLE6 → CPLE3) and Eletrobras (ELET6 → AXIA3) reorganizations, B3 doesn't report the exchange in the trading statement. The app now recognizes the conversion and carries the average price of the old shares over to the new ones, including when the quantity changes (AXIA3 received at a 1.1 ratio).

  • FixedSelling the new shares is no longer taxed as if they had no cost. When the quantity changes, the carried-over cost shows up for you to confirm.
  • FixedShares redeemed for cash in the reorganization (CPLE7, AXIA11) no longer take your shares' cost and no longer show up as "missing purchases".
  • FixedOptions exercised after the code change deliver the shares under the current code.
  • FixedCosan's incorporation of Cosan Logística (RLOG3 → CSAN3, in 2021) now carries the cost over too.

Assets renamed more than once stay under the right name

When a security changes its code twice in a row (like ELET6, which became AXIA6 and then AXIA11), old purchases could switch between the two names on each sync. Now they always stay under the current code, and the portfolio no longer asks for purchases of the retired name.

  • FixedIf this already happened to you, your portfolio is fixed on the next sync, with nothing for you to do.

Fewer "missing purchases" for long B3 histories

B3's trading statement only starts on a certain date, and anyone who already held shares before that saw negative quantities, marked as "missing purchases", when selling them. Now, when B3 itself confirmed the position before the sale, the app recognizes those shares and the quantity is right again.

  • FixedThe quantity never exceeds what B3 confirmed. The cost of those shares is not in the statement, so it shows up for you to enter, as with the opening balance.
  • FixedShares received as a bonus in another class (for example, preferred shares for holders of common shares) now come into your portfolio.
  • FixedTreasury bonds sold in full no longer show up with a "0" quantity in your portfolio.

A merged fund leaves your portfolio, and the new fund's units come in with the cost

When a real estate fund is merged into another, such as PATL11 into HGLG11, the old fund stayed in your portfolio and the units received showed up without cost. Now the old fund leaves, the new fund's units come in at the right quantity, and the cost you had goes with them.

  • FixedThe swap is not treated as a sale: a merger does not trigger tax, and the old fund's cost moves to the new one, minus the amortization the fund paid in cash.
  • ImprovedThe cost shows up for you to confirm on the Income Tax screen, because the cash part of the swap is not detailed in the B3 statement.

Annual tax report with the current return codes

The report for your income tax return now uses the Assets and Rights code table in force since the change in fund rules, and includes the new classes: FI-Infra, FIP, FIP-IE and FIDC.

  • FixedETFs move to code 07.06 (or 07.08 for fixed-income ETFs), and BDRs to group 04, code 04. The code 07.09 shown before no longer exists in the return.
  • NewFiagros go under code 07.02, FIPs and FIDCs under 07.06, FIP-IEs under 07.07 and FI-Infra under 07.10.
  • NewIncome and sale gains from FI-Infra and FIP-IE show up under Exempt Income. Income from FIPs and FIDCs, already withheld at source, shows up under Exclusive Taxation.

FIPs, infrastructure FIPs and FIDCs get their own classes

Private equity funds (FIP), infrastructure FIPs (FIP-IE) and receivables funds (FIDC) traded on the exchange showed up as REITs. Each now has its own group in your portfolio and follows its own tax rule.

  • NewNew FIP, FIP-IE and FIDC classes in your portfolio, in the allocation targets and in the reports.
  • FixedSelling FIP-IE units no longer goes into your monthly tax: for individuals, the gain has a zero rate, as with FI-Infra. FIPs and FIDCs now pay 15%, without the R$ 20,000 exemption. Before, most were taxed as REITs, at 20%.