Oitava

Track all your portfolios. Research your stocks.
Built for investors in Europe.

[Oitava @OitavaApp]

Portfolio tracking. Stock research. Tax calculations. All connected.
· Performance metrics and benchmark comparison
· Stock fundamentals, earnings calendar and transcripts and DCF Calculators
· Multiple brokerages
· Tax calculator for 10 European countries

[Oitava @OitavaApp]

New this week on Oitava

📊 Custom chart builder for any metric
🧮 Interest Tax + dividend tax by country
💹 Trade Analysis: see each buy behind a trade
🌍 More companies with full financials
📈 Watchlist table columns are now customizable

Full update → https://t.co/7Q19Ws9cOH

[Oitava @OitavaApp]

Earnings this week

🔨 $HD reports Tue, read on housing and DIY demand
🔧 $ADI reports Wed, consensus sees revenue up ~41% y/y as industrial destocking eases
🛒 $WMT reports Thu, gauge on consumer spending health

Track your holdings' earnings → https://t.co/Ia5hBXuCln

[Oitava @OitavaApp]

You can now track every position as a full aggregate but also down to the individual FIFO lot:

• Cost basis
• Holding period
• FX rate impact
• ROI
• Keep track of what was fully sold and bought again
• Customizable columns.

Try for free: https://t.co/Ia5hBXuCln

[Oitava @OitavaApp]

New this week
Dividends and holdings upgraded

💰 Dividends: New table with a breakdown by holding
📊 Holdings: custom columns and new yield charts
🔄 In-kind transfers: @IBKR, @Trading212, @DEGIRO
🌍 More companies with full financials

Full update → https://t.co/7Q19Ws9cOH

[Oitava @OitavaApp]

$AMAT Q3 earnings:
• EPS $3.50, up 41% y/y
• Revenue $9.12B, up 25% y/y
• China mix fell from 35% to 28% of sales

Shares fell 5% despite higher Q4 guidance of $10.25B revenue, $4.02 EPS. AMAT had rallied over 100% in 2026, leaving no room for anything short of flawless.

[Oitava @OitavaApp]

New this week

🇵🇹 PSI-20 stocks get full financials, starting with Navigator, Galp & EDP Renovaveis
📊 Transactions Analytics: deposits, fees, gains by year
📌 Default watchlists
🧭 Onboarding guide for Analysis mode

Full update → https://t.co/7Q19Ws9cOH

[Oitava @OitavaApp]

$MELI Q2 earnings:
• EPS $9.19, down 11% y/y
• Revenue $10.2B, up 50% y/y, first quarter over $10B
• Credit book $16.4B, up 75% y/y

30 consecutive quarters growing above 30%. Op margin fell to 6.7% due to continued strategic invesments to keep growing the business.

[Oitava @OitavaApp]

$BKNG Q2 earnings:
* EPS $2.54, up 15% y/y
* Revenue $7.35B, up 8% y/y
* Room nights up 5%, bookings up 9% to $51B

Middle East conflict slowed long haul travel, hitting room nights. Google's AI Overviews pressure organic search, but paid search still dominates. Up 6% afterhours

[Oitava @OitavaApp]

$AMD Q2 earnings:
* EPS $1.66, up 246% y/y
* Revenue $11.5B, up 50% y/y
* Data center $6.7B, up 107% y/y

Stock fell over 8% anyway. Q3 guide of $13B beat the $12.5B consensus, but some wanted $14B given the AI ramp. Expectations were high and solid growth just wasn't enough.

[Oitava @OitavaApp]

We shipped 35+ improvements in July:
• 12 currencies now supported
• Interactive Brokers API sync, no CSV needed
• Dividend Calendar added
• Intrinsic Value Calculator, next to Reverse DCF
• Referral Program reworked

https://t.co/eJeto1QBCc

More coming in August!

[Oitava @OitavaApp]

Three to watch this week

💻 $AMD Tue, est revenue seen up 47% y/y
✈️ $BKNG Tue, est revenue up 6% vs 16% last quarter
🛒 $MELI Wed, est revenue up 44% but EPS down 13%

MELI is the odd one out here: fastest growth of the three, and the only expected to earn less than a year ago.

[Oitava @OitavaApp]

$AMZN posted $77.67B in net income this year, its biggest profit ever. Free cash flow: just $7.70B. And the trend keeps inverting in 2026.

Not a red flag, it's capex. Amazon's profit vs cash gap has flipped direction three times in the past 14 years.

https://t.co/fx7s37Xs61

[Oitava @OitavaApp]

New this week

🏦 #IBKR API sync (Beta): automatically sync your transactions, no more manual CSV uploads.
🧾 Fixed IBKR dividend & withholding-tax import bugs
🇵🇱 Polish Zloty now supported, plus currency flags

Full update → https://t.co/7Q19Ws9cOH

[Oitava @OitavaApp]

$AMZN Q2 earnings:
• EPS $1.88, up 12% y/y
• Revenue $200.6B, up 20% y/y
• AWS $42.2B, up 37% y/y, fastest in 18 quarters!

AWS beat the 31% growth analysts expected as AI and chip demand accelerated. Capex is ramping to match with TTM spend up 64%. Stock rose 13%.

[Oitava @OitavaApp]

$MA Q2 earnings:
• EPS $5.04, up 21% y/y
• Revenue $9.28B, up 14% y/y
• Cross border volume up 12%, switched transactions up 9%

Online shopping abroad, excluding travel, grew 16 to 23%, faster than cross border volume overall. E-commerce is driving growth now, not travel.

[Oitava @OitavaApp]

MSFT Q4 earnings:
- EPS $4.74, up from $3.65 y/y
- Revenue $90B, up 18% y/y
- Azure crossed $100B annualized, up 41%

[Oitava @OitavaApp]

QCOM Q3 earnings:
- EPS $2.21, down 20% y/y
- Revenue $9.9B, down 4% y/y
- Automotive up 61% y/y

Memory chip price hikes squeezed Android handsets, and Apple cut Qualcomm's next iPhone share well below the planned 20%, a $1.50+ hit to annual EPS. Auto is offsetting it.

[Oitava @OitavaApp]

Big earnings this week

AMZN stands out: fastest revenue of the 3 (+17% YoY) but slowest EPS (+8%). AI capex has been the margin story all season, worth watching here.

AAPL EPS est $1.89, +21% YoY
MSFT EPS est $4.24, +16% YoY
AMZN EPS est $1.82, +8% YoY

https://t.co/AoBBJ8wMEa

[Oitava @OitavaApp]

5 stock checks that aren't the price:

📈 Revenue speeding up or slowing?
📊 Margins expanding or compressing?
🏦 Debt vs earnings
💵 FCF vs net income
🧮 Buybacks or dilution

Full example, Visa vs Carvana: https://t.co/K0r5A1hQSY