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Investment Tracking

Your entire stock portfolio in one dashboard

Manage positions across multiple brokers — Degiro, Interactive Brokers, XTB, Fio, Portu and others. Live prices from IEX Cloud, FIFO gain/loss calculation, dividend tracking, trade import wizard, and Czech 3-year tax test countdown.

01

Complete Portfolio Overview

See total portfolio value, invested amount, and unrealized P/L at a glance. Manage multiple broker accounts — Portu, Interactive Brokers, Degiro, XTB and others. Each account shows its value, invested capital, free cash, gain/loss percentage, total fees, and last price update. Switch between grid, list, and compact views.

Overview Tax overview Trade history Dividends

Total value

849 762 Kč

Total invested

717 221 Kč

Unrealized P/L

132 541 Kč (+18.48%)

Broker accounts

Refresh prices Import trades + Add broker
P

Portu Ondra Jr.

Portu

Value119 431 Kč
Invested100 868 Kč
Free cash2 342 Kč
P/L16 221 Kč (+16.08%)
Total fees291 Kč
Fees this year64 Kč
Last update1 day ago
P

Portu - rezerva

Portu

Value15 143 Kč
Invested15 321 Kč
Free cash297 Kč
P/L-475 Kč (-3.10%)
Total fees9 Kč
Fees this year9 Kč
Last update1 day ago
02

Czech 3-Year Tax Test Tracker

In the Czech Republic, capital gains from securities held longer than 3 years are exempt from income tax. This overview tracks each position's progress toward exemption, showing nearest exemption date, portfolio value split between exempt and taxable, and estimated tax liability at 15%.

⚠️

This is an informational overview only, not tax advice. Please consult a tax advisor for precise tax planning.

Nearest 6 months 12 months

Nearest exemption

AMEA.DE - AMEA GY

January 2027

in 8 months

Value

81 Kč

Portfolio value

963 840 Kč

Exempt value

0 Kč

0% exempt

Taxable value

963 840 Kč

100% taxable

Potential tax (15%)

23 849 Kč

Individual position progress

AME

AMEA.DE

AMEA GY

taxable

7 024 Kč

Est. tax: 277 Kč

Progress to exemption 2.3 of 3 years
AMEA.DE · Portu DIP Exempt from: 7. 1. 2027
CSP

CSPX.UK

CSPX LN

taxable

58 262 Kč

Est. tax: 1 582 Kč

Progress to exemption 2.3 of 3 years
CSPX.UK · Portu DIP Exempt from: 7. 1. 2027
IS3

IS3N.DE

IS3N GY

taxable

6 881 Kč

Est. tax: 245 Kč

Progress to exemption 2.3 of 3 years
IS3N.DE · Portu DIP Exempt from: 7. 1. 2027
ℹ️

In the Czech Republic, capital gains from securities held longer than 3 years are exempt from income tax. This overview helps you track your positions and plan tax-efficient sales.

03

Complete Trade History

View all your buy and sell trades across all broker accounts. Filter by type (buys, sells, dividends), specific account, and date range. Each trade shows date, broker, symbol, type, quantity, price per unit, total amount, and fees. Add trades manually or import in bulk.

Trade history

All your buys and sells

+ Add trade
All trades Buys Sells Dividends
Account:All accounts
From: 01.05.2026
To: 01.05.2026
DateAccountSymbolTypeQuantityPriceTotalFee
4. 3. 2026 Portu Jr. ZPRS.DE Buy 0.2116 118 € 25 € 0 €
4. 3. 2026 Portu Jr. IS3N.DE Buy 0.2278 41 € 9 € 0 €
4. 3. 2026 Portu Jr. CSPX.UK Buy 0.0712 $730 $52 $0
4. 3. 2026 Portu Jr. XMK9.DE Buy 0.4315 54 € 23 € 0 €
04

Smart Trade Import Wizard

Import trades from your broker in 3 simple steps. Select your broker account (XTB, Degiro, Interactive Brokers...), upload CSV or Excel file, preview parsed trades with auto-detected format, and import. Advanced column mapping lets you handle any custom format.

Import trades

1

File

2

Preview

3

Import

Select broker account

XTB
XTB

Select file or drag & drop

Supported formats for XTB: Excel (.xlsx, .xls)

Manual mapping — Set columns manually

Import trades — Preview

File

2

Preview

3

Import

Preview trades

TypeSymbolQuantityTotal
Buy IUSN.DE 2 €12
Buy EUNL.DE 1 €74
Buy IUSN.DE 2 €12
XT
XTB Format verified

🔒 Your data stays in your account

Ready to import

108 trades found

Period

15.2.23 → 9.12.25

Total value

€27 858

108

trades

76

buys

32

sells

0

duplicates

How it works

Three steps to complete portfolio tracking

1

Add Broker Accounts

Create accounts for each broker (Degiro, IB, XTB, Fio, Portu...). Set currency and track free cash per account.

2

Log or Import Trades

Enter buy/sell trades manually, or use the 3-step import wizard to bulk-import from your broker's CSV/Excel export.

3

Track, Analyze & Plan

Refresh live prices, review FIFO P/L breakdown, track dividends, and monitor your 3-year tax test countdown for each position.

Ready to track your portfolio like a pro?

See all your brokers, positions, and performance in one place.

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