Active Trading Accounting Services
Specialized accounting services for investors and securities traders. Proper transaction accounting, reporting and consulting in compliance with Czech accounting and tax standards.
Specialized accounting services for investors and securities traders. Proper transaction accounting, reporting and consulting in compliance with Czech accounting and tax standards.
Active trading, or active and dynamic trading, is an approach to investing in financial markets that focuses on frequent buying and selling of various financial instruments with the aim of achieving profit from short-term price movements.
Depending on the investment strategy, an investor has their portfolio worth tens of millions of crowns in a mix of various types of financial instruments, often using loans (so-called financial leverage). They also often use services of foreign banks - for example from Switzerland or Liechtenstein.
Unlike passive investing, where investors hold assets long-term and rely on value growth over time, active traders try to use market dynamics, volatility and current trends to maximize their returns.
Active trading is popular not only among professional traders, but thanks to modern technologies and easy accessibility of online platforms, it has also become the domain of independent individuals and small groups of investors. Although it offers potentially higher profits, it is also associated with higher risk and demands for knowledge and discipline.
Those who decide to engage in active trading should proceed cautiously, carefully manage risks and comply with legal obligations. Strict regulation, technological development and market globalization bring new opportunities and challenges – and also the constant need to be prepared to respond to rapid changes that the world of finance brings.
Accounting for transactions in the capital market is a complex area that requires knowledge not only of accounting standards but also current market and tax regulations. Proper accounting ensures transparency, credibility and enables investors and regulatory authorities to properly evaluate the economic situation of the accounting entity and the entire market.
Emphasis is always placed on accuracy, timeliness of information and consistent documentation of all facts related to investment activities.
Trading on capital markets has become a "modern" affair in recent years, but accountants are "afraid" of this specific area, they don't know the area and don't want to account for trading transactions.
Accounting for these transactions is subject to rules established especially by the Accounting Act, regulations and Czech accounting standards. When accounting, it is important to follow the principle of faithful and honest representation of the state of assets and liabilities of the accounting entity.
Pohoda SQL Complete with cloud services for data security
Built infrastructure for management reporting in Power BI environment
Trained and experienced accounting team and cooperating tax advisors
Verified by audits and tax inspections
Securities trader with CNB authorization – Progressive investment boutique
I can provide more details at a personal meeting. I would be happy to meet with you and discuss cooperation possibilities.
We account for all types of capital market transactions including purchases and sales of stocks, bonds, funds, financial derivatives, repo operations, dividends and interest. We also ensure proper accounting of all fees.
Standard bank statement processing takes 2-5 business days depending on transaction volume. For urgent cases, we offer express processing within 24 hours.
Yes, we prepare VAT materials, personal income tax returns according to § 8 and § 10, maintain records for time test exemption and prepare Annex 4 to tax returns.
Prices depend on transaction volume and portfolio complexity. We offer transparent pricing structure and free consultation to determine exact pricing. Contact us for individual pricing.
Yes, we have experience with accounting for Slovak investors and know the specifics of the Slovak tax system. We provide services throughout the Czech Republic and Slovakia.
We use encrypted connections, regular data backups and comply with all GDPR requirements. Our Pohoda SQL accounting system is operated using cloud services for maximum security.
Senovážné náměstí 23, 110 00 Prague, Czech Republic