Tools to help calculate your capital gains using UK tax rules
Implements HMRC's published guidance: same-day matching, 30-day bed & breakfast rule, and Section 104 share pooling for capital gains calculations.
Automatic FX conversions using historical HMRC rates. Track USD, EUR, and other currency accounts with GBP cost basis calculations.
Automatically matches assets across all accounts using FIGI, ISIN, and ticker symbols. No duplicate entries or missed transactions.
Import via CSV, PDF, or connect directly to your broker using SnapTrade. Supports Trading212, Coinbase, Hargreaves Lansdown, and more.
Full support for both cryptocurrency and traditional stock trading. All tax rules apply uniformly across asset types.
Automatically excludes ISA and SIPP accounts from tax calculations. Only reports on taxable General Investment Accounts.
Purchase the tax years you need at the tier that fits your needs
🎉Special Launch Offer: First purchased tax year includes unlimited transactions!