Most investment platforms focus on one thing: performance.
They show how much your portfolio has grown, your unrealised gains and your overall return.
But they rarely answer one of the most important questions an investor can ask: How much of those gains will actually be yours after tax?
Without understanding your potential tax liability, it's difficult to evaluate your real financial position or make informed investment decisions.

Finbooks combines portfolio tracking with intelligent tax calculations, giving you a complete view of your financial tax position.
Connect your brokers, exchanges and wallets, and Finbooks automatically:
tracks your portfolio across traditional and crypto investments;
calculates realised and unrealised performance;
estimates your Capital Gains Tax and investment tax position;
generates HMRC-ready tax reports when you're ready to file.
Instead of focusing only on what you've earned, you'll understand what those gains really mean after tax. Because better investment decisions start with better information.

Import activity across shares, ETFs, bonds and crypto through supported integrations, API or CSV.

Match transactions, identify transfers and reconstruct gains, losses and taxable investment income.

Get pre-filled tax reports and supporting calculations for your Self Assessment or tax adviser.
