Your portfolio is no longer just a brokerage account
A few years ago, investing was relatively straightforward. Today, a single investor might hold shares across multiple brokers, ETFs from different providers, and cryptocurrencies on several exchanges and wallets.
Your investments have become increasingly connected.
Unfortunately, the tools used to manage them haven't kept pace. Most platforms still show only a fraction of the picture.
All your investment tax in one place
Managing modern investments with yesterday's tools no longer works.
Finbooks was built for the way people invest today. It brings together shares, ETFs, bonds and crypto, reconstructs your investment history and applies the relevant HMRC rules across your portfolio.
From one dashboard, you can track your tax position, calculate capital gains and allowable losses, account for dividend and other taxable investment income, and generate tax-ready reports for your Self Assessment.
From your portfolio to your tax return
Connect your investment accounts
Import activity across shares, ETFs, bonds and crypto through supported integrations, 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 pre-filled tax reports and supporting calculations for your Self Assessment or tax adviser.
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