Investments · Real estate · Insurance

Your entire net worth in one place.

Broker portfolios, real estate, expenses and Czech taxes - clear, without spreadsheets or chaos.

Portfolio overview - value, unrealized gain and allocation at a glance.

Everything you need to manage your wealth

From importing statements to seeing your whole net worth. One overview instead of ten spreadsheets.

All your wealth in one place

Investments, accounts, real estate, mortgages, pension and crypto in one view. See what you really have - not just your account balance.

Import from your bank and broker

Upload a statement (CSV or XLSX) and the app recognizes the format, currencies and duplicates automatically. No manual retyping.

Real estate and mortgages

Property value, mortgage, rent and running costs in one place. See whether your flat pays for itself or costs you - and when rent pays off the mortgage.

Monthly spending

Upload a bank statement and your spending sorts itself out. See where your money goes and how much of your income you set aside.

Portfolio performance

See how your portfolio is really doing - how much it's earned and how it's growing over time. No formulas, no manual math.

Export for your accountant

A ready-made CSV with trades and dividends, prepared for your tax return. Just hand the file to your accountant.

Connect these brokers directly eToro · Trading 212 · Patria · DEGIRO · IBKR · XTB · Revolut

  • Data in the EU (Frankfurt)
  • 2FA and encryption
  • No tracking
  • Export or delete anytime

See it in action

Real screens from the app - portfolio, wealth and real estate in one place.

Portfolio across brokers - live prices, gains and a tax test per position.
Portfolio across brokers - live prices, gains and a tax test per position.
Real estate & mortgages - value, payments and monthly cashflow.
Real estate & mortgages - value, payments and monthly cashflow.

How it works

Three steps. No manual retyping of numbers.

01

Upload a statement

From a broker or bank - CSV or XLSX. Just drag and drop the file.

02

It processes automatically

The system recognizes formats and removes duplicates.

03

Track your wealth

Returns, net worth, real estate and the export for your accountant - all up to date in one place.

The cost of doing nothing

How much is a lack of overview costing you?

Tracking investments by hand isn't free - it costs you time, stress and often wasted money.

§

Overpaid tax

Sell a position a few days before the three-year mark and you pay 15% tax on the whole gain - instead of nothing. On a €4,000 gain that's up to €600 you didn't have to pay.*

A lost weekend

Matching buys and sells, exchange rates for every trade, dividends scattered across brokers. By hand in Excel that's a whole weekend gone - year after year.

Missed deadlines

The end of your fixed mortgage rate, contract renewals or even a car inspection - miss a date and it can cost you thousands. ProInvestiQ reminds you in time.

No overview

Without an overview you don't know your real net worth - or whether you're actually getting richer or just spending.

See everything in one place

The basic plan is free. Advanced features start at €0.30 a day - less than a coffee. It sorts out your finances, saves you hours and brings your wealth together in one place.

* Illustrative example, your actual tax depends on your situation. ProInvestiQ is a tool for your overview, not tax or investment advice.

Your money deserves better

Import your first statement in minutes and see all your wealth in one place.

Start for free

ProInvestiQ is not tax or investment advice.
It's simply a tool for your own overview.