Why ProInvestiQ?
Your tax return, family finances and the full financial picture all in one place - built around Czech rules. Not just a stock tracker.
Taxes ready for your return
FIFO matching, the 3-year holding test (§ 4 w), the CZK 100,000 value test (u/zk), official GFŘ exchange rates, dividends (§ 8) and crypto under Czech tax law (§ 4 zk from 2025). CSV ready for your accountant.
Your whole financial life, not just stocks
Monthly spending from your bank statements, automatic bank connection (Fio), net worth (property, pension, liabilities) and household contracts - one place instead of five apps.
Family finances
A portfolio for every family member under one account, shared and individual goals, and a household-wide overview - with full control over who counts toward it.
8 calculators in one place
FIRE, dividends, investment growth, rebalancing, DCA vs lump sum, mortgage, portfolio income and the impact of fees.
Built for the Czech Republic
In Czech, with the Czech tax and pension context - the DIP scheme and retirement deduction, plus ČNB and official GFŘ exchange rates.
Your data stays yours
We never sell your data or use it for anything but running the service. You can export or delete your account and all your data anytime.
Everything in one place
Investing
- Statement import from 7 brokers (CSV and XLSX)
- Dashboard with daily prices and portfolio value
- Dividends and a dividend calendar
- Performance: XIRR, TWR, max drawdown, Sharpe
- Geo map, sectors and position correlations
- Crypto holdings (including coins held off-exchange, added manually)
Taxes (CZ)
- FIFO and the 3-year holding test (§ 4 w)
- CZK 100,000 value test (u/zk)
- Official GFŘ rates and daily ČNB rates
- Dividends (§ 8) and crypto (§ 4 zk from 2025)
- DIP scheme and retirement deduction (§ 15a)
- Tax optimization and CSV for your accountant
Personal finance
- Monthly spending from bank statements
- Automatic bank connection (Fio)
- Net worth: property, pension, liabilities
- Household contracts (energy, phone and more)
- Family portfolios and per-member goals
- Spending vs investing ratio
Tools
- Calculators: FIRE, mortgage, income, DCA and more
- Rebalancing with suggested buys and sells
- Price and dividend alerts (by email)
- Watchlist of tickers you follow
- Monthly performance vs a benchmark (SPY)
- Badges and gamification
Try it for free
The Free plan covers a single-broker portfolio and tax export. Upgrade anytime.