hedger and other tools for investors

How hedger differs from the tools people compare it with – and when those fit better.

• hedger vs Taxomat: Taxomat is an established Czech tool for investment taxes. hedger computes the same return for free and keeps your portfolio every day too. How they differ and when each fits.
• hedger vs Brycht: Brycht is a new Czech financial terminal with a strong community around its Ranní komentář. hedger is a portfolio tracker with the tax return and a markets portal. Two tools you can use together.

hedger

• Free, no paid tiers.
• Statements from IBKR, Degiro, Fio e-Broker, Trading 212 and XTB, anything else in our CSV; IBKR (Flex Query) and Trading 212 (API) are fetched every day by themselves.
• The tax return: sales (§10) options included, foreign dividends (§8) with the tax credit up to the treaty rate, the 3-year test, the 100,000 CZK limit; CNB daily rates and the GFŘ uniform rate both computed, XML for EPO.
• FIFO pairing, or you pick the buys for a sale yourself.
• Every number opens down to the statement line it came from.
• The portfolio every day: value in CZK, EUR or USD, performance (time-weighted return), dividends, allocation, a watchlist, a weekly summary by e-mail.
• And a portal for everyone: markets and the economy today, stock baskets, superinvestors, insiders, a community with guessing games.