Your portfolio is no longer just a brokerage account
Today, your portfolio can span multiple brokers, exchanges and wallets, across shares, ETFs, bonds and crypto.
Each platform only sees its own activity. It doesnât know what you bought elsewhere, what you transferred in or out, or the full history behind your investments.
That leaves you with fragmented records and no complete view of your overall tax position.
All your investment tax in one place
Finbooks brings your complete investment history together, across shares, ETFs, bonds and crypto, so you can understand your overall tax position from one place.
It reconstructs transactions across your portfolio and applies the relevant HMRC rules to calculate capital gains, allowable losses, dividends and other taxable investment income.
From one dashboard, you can track your tax position and generate tax-ready reports for your Self Assessment.
From your portfolio to your tax return
Connect your investment accounts
Bring together your shares, ETFs, bonds and crypto by importing your data via API or CSV.
Rebuild your complete tax history
Match transactions, identify transfers and reconstruct gains, losses and taxable investment income.
Generate your tax reports
Get tax-ready reports and supporting calculations for your Self Assessment or tax adviser.
