Updated November 7, 2026

What's new

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

Analysis: the most solid stocks on the exchange

The Analysis screen has a new "Most solid" tab: stocks ordered by a 0–100 score drawn from each company's last 10 years, covering steady profit, balance sheet, stock risk, cash quality and growth. Today's price is not part of the score. It shows alongside, as P/E against the company's own history and the fair-price margin, and the "Solid and well priced" order lists the strong companies from cheapest to priciest. There is also a Solidity × Price map. Each score opens the criteria behind it, and companies that fail the floor are shown with the reason. On the stock page, net debt/EBITDA for companies with debentures was showing higher than the real figure and has been fixed.

  • New"Most solid" tab in Analysis, with the 10-year solidity score.
  • New"Solid and well priced" order and a Solidity × Price map.
  • FixedNet debt/EBITDA on the stock page no longer counts debentures twice.

B3 sync without doubled trades

Connecting to B3 a CPF that is already linked to another of your portfolios is now refused, naming the portfolio where it is. The same login in two portfolios brought the same trades twice and inflated the position and the month's contribution. The sync also now saves each login's statement one at a time, so two back-to-back updates don't get mixed.

  • FixedThe same B3 CPF can no longer be connected to two portfolios.
  • FixedBack-to-back B3 updates no longer duplicate trades.

Tax summary: Treasury coupons, net interest on equity and code 99

The annual tax summary now matches the return more closely. Semiannual Treasury coupons and regular debenture interest now show under Income Subject to Exclusive Taxation, code 06, already net of withheld tax. Interest on equity, code 10, now shows the amount received (net), as in the companies' statements. And REIT income and incentivized debenture interest moved to code 99 (Others), the one used by the 2026 tax program.

  • NewTreasury coupons and regular debenture interest under code 06.
  • FixedInterest on equity in the summary at the net amount received.
  • FixedREITs and incentivized debentures under code 99.

Income by type and Treasury coupons

The Income chart has a new "By income" view that splits each month into Dividends, Interest on equity, Distributions and Fixed income. Semiannual Treasury coupons (IPCA+ and Fixed-rate with semiannual interest) now come from the B3 sync and show up in Income, net of the income tax withheld at source, by the regressive table according to how long each purchase was held. The same applies to regular debenture interest.

  • New"By income" view in Income.
  • NewSemiannual Treasury coupons from B3.
  • FixedTreasury and regular debenture interest net of withheld tax.

Wealth evolution by asset type

The Wealth Evolution chart, on the Dashboard and in the Portfolio, has a new "By type" view. The area shows what each class (stocks, REITs, ETFs, fixed income…) is worth month by month. The bars show how much each one gained or lost in the month, net of buys and sells — that's where fixed-income yield shows up, including bonds with no coupon such as Tesouro Selic. Foreign assets are now converted to reais at each month's official dollar rate (PTAX), which fixes the curve and the return for those who invest abroad.

  • New"By type" view in Wealth Evolution.
  • NewIn the "By type" view, click a class in the legend to show or hide it (to see only fixed income, for example).
  • FixedForeign assets converted at each month's dollar rate in the curve and returns.

Edited B3 trades stay edited

When you edited a buy or sell that came from the B3 sync — the price, for instance, to include brokerage fees — the edit was undone by the next sync, without warning. Now the edited trade becomes your own entry: B3 no longer overwrites it, nor brings it back as a duplicate.

  • FixedEditing a B3 trade is no longer undone by the sync.

Edit an asset's average price

In the Portfolio, open the asset and tap the pencil next to the average price to enter your own. Useful when your real cost includes brokerage fees and charges that the B3 statement doesn't carry, or a purchase before the history. The entered price applies from the day of the adjustment, in the Portfolio and in the Tax report; later buys are averaged on top of it, and it stays after syncing with B3. The asset gets an "adjusted" tag, the adjustment shows in Transactions → Events, and you can go back to the automatic price at any time.

  • NewEdit average price in the Portfolio, with effect on taxes.

Fixed-income ETFs recognized from B3's list in the tax report

The Tax report now knows, from B3's official list, which ETFs are fixed income — such as NCDI11, NB0211, LFTB11 and HGBR11. Their tax is withheld at source by the broker, so selling them no longer goes into the monthly DARF or asks for review. Equity, crypto and real-estate ETFs stay in the 15% DARF. An ETF that no B3 list carries is still taxed and flagged for you to confirm its type.

  • FixedFixed-income ETFs out of the monthly DARF, from B3's list.

Stock lending in Dividends and a clickable chart legend

The fee you receive for lending shares now comes from B3 on sync and counts in Dividends, in the received total and in returns, with its own bar and color in the chart. The amount is gross, as B3 shows it: the broker may deduct fees and tax, and the net is on the lending note. Like auction leftovers, lending is not a company payout and stays out of the yield and the dividend tax report. In the chart legend, click each item to show or hide that series — for example, to see only lending. And fractional auction leftovers now count with the right amount in each asset's return in the Portfolio.

  • NewStock lending (lender fee) in Dividends and returns.
  • ImprovedDividends chart legend toggles each series on and off.
  • FixedFractional auction leftovers with the right amount in the asset's return in the Portfolio.

Fractional auction leftovers visible in the Dividends chart

The amount B3 pays when it auctions the leftover share fraction from an event (merger, bonus, reverse split) was already in the received total, but mixed with dividends — so a month could look higher than B3's, which doesn't count leftovers as dividends. They now show separately in the bars, with their own color and legend, and the month tooltip shows how much of the received total was leftovers. And a payment on the 1st now shows in its own month on the chart, as in the month card.

  • ImprovedLeftovers (fractional auction) shown separately in the Dividends bars.
  • FixedPayments on the 1st in the right month of the chart.