Are you investing with the full picture?
Your investments may be spread across different brokers, exchanges and asset types, each showing only part of your overall performance.
But the number that ultimately matters is how much profit you keep after tax across your entire portfolio.
Without understanding your complete tax position, you can end up making decisions about when to sell, rebalance or take profits without knowing their real financial impact.
Your complete investment and tax position
Finbooks brings your portfolio and tax position together, so you can understand your investments from one complete view.
Connect your investment accounts and Finbooks automatically:
tracks your portfolio across shares, ETFs, bonds and crypto;
calculates capital gains, allowable losses and taxable investment income;
shows your overall investment tax position;
generates tax-ready reports for your Self Assessment.
With performance and tax in the same place, you can see the financial impact of your investment decisions before deciding what to do next.
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.
