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MoneyViz

MoneyViz calculates Italian tax reporting for cryptocurrency and online trading investments, producing prefilled forms such as Redditi PF schedules RW, RM, R…

Place
#12 of 21
Score
6.8
MoneyViz's website

What MoneyViz is

MoneyViz calculates Italian tax reporting for cryptocurrency and online trading investments, producing prefilled forms such as Redditi PF schedules RW, RM, RT, and RL. It also supports Modello 730 schedules W, M, T, and D, along with PDF and F24 formats. Transactions can be imported by file, API key, or public address, depending on the broker, exchange, or blockchain. MoneyViz lists 260 supported platforms, including brokers, crypto exchanges, blockchains, and wallets, and says it recognizes more than 90,000 instruments such as stocks, ETFs, cryptocurrencies, funds, and CFDs. It calculates instrument values daily using data from providers including CoinMarketCap, CoinGecko, Bitquery, Uniswap, and Covalent. DeFi and NFTs are supported, and Italy is the listed jurisdiction. The service is web-based and has paid plans with a 14-day trial but no free plan. Listed plans include Self Service at €53.10 a year, Servito at €169.15 a year, and VIP Full Service at €593.10 a year.

Good

  • Prefills Italian tax forms and schedules
  • Imports by file, API key, or public address
  • Lists 260 supported platforms
  • Supports DeFi and NFTs
  • Offers a 14-day trial

Watch out

  • No free plan
  • Supports Italy as its listed jurisdiction
  • Plans have transaction limits

Who it suits

MoneyViz suits people reporting cryptocurrency or online trading investments in Italy, including DeFi and NFT activity. Its import options and supported forms may fit users with transactions across multiple platforms.

Verdict

MoneyViz is focused on Italian investment tax reporting, with multiple import paths and several supported form formats. Check the plan's transaction allowance and whether its Italy-specific outputs fit your filing needs.

Plans and prices

From MoneyViz's own pricing page, checked 15 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Self Service€59 a year100 · 1,000 · 10,000 transactions · prefilled RW-RM-RT-RL · PDF for accountant · ISEE · F24 · per account per fiscal year; no automatic renewal
Servito€199 a year1 account (10,000 transactions) · 2 accounts (10,000 transactions) · 3 accounts (10,000 transactions) · MoneyViz data verification · capital-loss management · tax optimization · custom accounts · per fiscal year; no automatic renewal
VIP Full Service€659 a yearall accounts up to 40,000 transactions · standard calculation guarantee · priority support · reconciliation of missing transactions · CryptoTax + Tax · 20-minute video consultation · per fiscal year; no automatic renewal

The facts

Each one read from MoneyViz's own pages, with the date it was checked.

What it does

AI and data storage
MoneyViz says AI chat data is processed by Mistral AI in Paris and that documents and transaction data are stored in Hetzner Object Storage in Helsinki with AES-256 encryption.checked 8 Oct 2026
API
MoneyViz markets one unified API for crypto, DeFi and traditional finance data and tax enrichment.checked 15 Oct 2026
API features
The API example supports mixed wallet, exchange and broker portfolios and enrichment fields for holdings, DeFi, risk, tax and traditional finance.checked 15 Oct 2026
API pricing
API pricing is described as custom and based on calls, reports, wallets, revenue share or annual on-premise licensing.checked 15 Oct 2026
Changelog activity
MoneyViz reports 3,656 updates across 24 weeks, including 1,791 fixes, 824 features, 480 improvements and 10 security updates.checked 15 Oct 2026
Currency conversion
Foreign-currency holdings are converted automatically each day using current available exchange quotations.checked 15 Oct 2026
Data import
Transactions can be imported by file, API keys or public address, depending on the broker, exchange or blockchain.checked 8 Oct 2026
Documentation and support
The FAQ lists 46 guides covering integrations, reports, tax rules, pricing, wallets and troubleshooting, with content revised on 10 October 2026.checked 15 Oct 2026
Enterprise deployment
MoneyViz advertises whitelabel branding, embeddable React components, PDF reports with a customer logo and on-premise licensing with data residency and SLA support.checked 15 Oct 2026
Extended guarantee
The extended guarantee costs €199 per fiscal year and covers sanctions up to €500 plus a 30-minute telephone support session.checked 15 Oct 2026
Founders
Finmoderna identifies Vincenzo Pone and Gabriele Del Mese as the people who created Moneyviz.checked 15 Oct 2026
Guarantee
The standard guarantee costs €99 per fiscal year and covers verification, reimbursement of sanctions up to the amount paid and standard chat support.checked 15 Oct 2026
Import methods
Accounts can be connected through files, API keys or public blockchain addresses, depending on the broker, exchange or chain.checked 15 Oct 2026
Independent editorial assessment
Finmoderna published a Moneyviz review scoring it 4.9 and described its purpose as simplifying tax reporting for investments held through foreign platforms.checked 15 Oct 2026
Instrument recognition
The product says it automatically recognizes more than 90,000 stocks, ETFs, cryptocurrencies, funds and CFDs.checked 15 Oct 2026
Integrations
The homepage advertises 260 supported broker, exchange and blockchain integrations, including Binance, Coinbase, eToro, Interactive Brokers, Kraken, Crypto.com, MetaMask and Ledger.checked 15 Oct 2026
Limit: calculation concerns
Trustpilot reviewers reported suspected calculation errors and difficulty getting support to explain them.checked 15 Oct 2026

Money

Billing limit
Plans have no automatic renewal, and the pricing page says downloadable data is available within 12 months of purchase.checked 8 Oct 2026
Free trial
The pricing page advertises a 14-day free trial without entering a credit card.checked 8 Oct 2026

The company

Company
The company identifies itself as Moneyviz S.r.l. and lists its address in Turin, Italy.checked 8 Oct 2026
Company location and founding
LinkedIn lists headquarters in Torino, Italy, and a 2020 founding year.checked 15 Oct 2026
Company size
LinkedIn lists Moneyviz as a privately held financial-services company with 2–10 employees.checked 15 Oct 2026
Founded
2020checked 28 Sep 2026
Headquarters
Turin, Italychecked 28 Sep 2026

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