Updated November 7, 2026

What's new

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

Fixed: ETFs showed up as real estate funds and BDRs as stocks

Monexa decided what kind of asset a ticker was from a fixed list, and the list fell behind the market: many ETFs came in as real estate funds and BDRs as stocks. The type now comes from the exchange's own register. This changes the tax for anyone holding these assets, because each type has its own rule.

  • FixedETFs that showed up as real estate funds go back to the right class in the portfolio, and the result of their sales moves from the real estate fund group (20%) to the common group (15%).
  • FixedBDRs that showed up as stocks no longer count toward the R$ 20,000 monthly sales exemption, which applies only to stocks. Months in which you sold BDRs may show a taxable result that used to appear as exempt.
  • FixedUnits (such as utility and bank units, which end in 11) that came in as real estate funds now come in as stocks.
  • ImprovedThe fix applies to the B3 sync and to brokerage notes. What was already in your portfolio is adjusted on the next sync, and the tax is recalculated automatically.
  • ImprovedIn Analyses, the real estate fund list no longer shows ETFs.

Fixed: brokerage notes saved the wrong fund ticker

Some brokers print the fund's name on the note instead of its ticker. Monexa built a ticker from the name, and it came out wrong: KNCR11 became KINC11, XPML11 became XPC11. Amounts and quantities were right; the ticker was not.

  • FixedThe ticker is now looked up by the asset's name instead of being built. This applies to real estate funds and to stocks as well, picking the right class (common, preferred or unit).
  • ImprovedWhen the ticker cannot be determined for sure, the transaction comes in flagged for review instead of looking correct.
  • ImprovedIf you imported a note and ended up with an odd fund ticker in your portfolio, fix the ticker with the pencil next to the transaction. Notes imported before this fix are not changed automatically.

You are told when what you reported gets fixed

If you report a problem through the Feedback tab, you now get an answer: when the fix is ready, a notice shows up on the bell.

  • NewWhen we resolve what you reported, you get a notification reminding you what it was about. From it you can open what's new and follow the WhatsApp channel.
  • FixedSuggestions, compliments and complaints sent through the Feedback tab failed and never reached us; only problem reports did. They are all sent now. If you tried to send something and saw an error, please send it again.

New: profit exits and structures in open options

Selling the option is half the job; the other half is knowing when to get out. Open options now show how much of the premium each sale has already captured, suggest a strike swap and treat spreads, condors and collars as a single trade.

  • New"Exit at a profit" card: how much of the premium each sale has captured against your target (70% by default), how much you keep if you buy back now and how far into the term you are. It only counts as hitting the target if there is an offer to buy back in the book.
  • NewStrike swap: when you exit, the app suggests what to sell instead on the same asset and expiry, with the new premium, the cash from the swap and the extra or lower collateral. "Open new sale" brings up the form already filled in.
  • New"Today's trade" highlights the best-paying exit among those that hit the target, and an in-session alert (every 30 minutes) lets you know when a position gets there.
  • NewStructures: spreads, condors, straddles, strangles and collars are recognized automatically, and you confirm, rename or group the legs by hand. Each structure shows maximum profit and loss, breakevens, return on risk and a payoff chart at expiry.
  • NewIn the planner, you pick the expiry: the next one or one of the following three, by the B3 calendar.
  • FixedThe History tab no longer shows a counter that included open positions; when it is empty, it tells you where your options are.

Fixed: extra units of some real estate funds in the sync

When B3 delivered the same trading day in two different versions, the portfolio added both, and some real estate funds showed more units than at the broker.

  • FixedThe version B3 itself settled in your custody now wins. The quantity adjusts on its own at the next sync, and so do the average price and the return.

Fixed: Nomad sale confirmations

Two things kept Nomad sale confirmations out: Portuguese confirmations, which title the section "Suas vendas", were not even recognized as Nomad; and older confirmations (from the DriveWealth era, up to the end of 2025) rejected every sale with a "principal does not match" warning. Both now come in, and the quantity in your portfolio matches the broker's again.

  • FixedPortuguese sale confirmations ("Suas vendas") showed "Broker not recognized". They are now recognized and imported. Just upload them again.
  • ImprovedA PDF identified as Nomad that Monexa cannot read now shows an explanation, instead of "0 imported" with no reason.
  • FixedIn these confirmations the sale amount is printed in parentheses, like "($25.00)". It was read as a negative number and the line was rejected. If this happened to you, just import the confirmation again: the sale comes in and nothing already imported is repeated.
  • FixedIf you had already entered that sale by hand, the confirmation takes over that entry instead of duplicating it.

Improved: assets sold without a recorded purchase no longer vanish from the portfolio

When you imported a sale confirmation without the buy confirmations for that asset, it disappeared from the Portfolio with no explanation. Now it stays there, marked "missing buys", and you get a notification telling you which confirmations are missing.

  • ImprovedThe asset shows the quantity still unaccounted for (negative) and a "missing buys" tag. It stays out of the portfolio total and the buy/sell suggestions until the confirmations arrive.
  • NewAfter importing a confirmation, you get a notification listing the assets left in this state. It goes out once per asset, without repeating on every import.
  • ImprovedTo fix it, import the earlier buy confirmations or, for Nomad, the tax report. As soon as the purchases come in, the asset goes back to normal.

Fixed: Pro shows up right away after subscribing

Right after subscribing, the menu still showed the Free plan's locks, the "See plans" button and the free-trial banner, next to the "Pro plan activated" message. Now everything switches to Pro as soon as you return from checkout.

  • FixedThe menu, banners and Pro features update on their own when you return from checkout, with no page reload.

New: 30 days of Pro free when you connect B3

Connect your B3 account and get 30 days of Pro, no card needed. The trial starts on the first successful sync, with your real portfolio already in the app.

  • NewNew accounts see the invitation on every screen for 3 days. After that it steps aside, but stays available in Settings.
  • NewNext to the B3 form there is a step-by-step guide for anyone who has never used the investor portal.
  • NewYou get reminders when 7, 3 and 1 day are left in the trial. If you subscribe mid-trial, you keep the remaining days: the first charge only comes after them.
  • NewThe trial is one per CPF.
  • FixedWhen the sync activates the trial, the invitation disappears and Pro features unlock right away, with no page reload.