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Profit isn't the only number that matters.

To understand how your investments are really performing, you also need to know how much tax you may owe. Finbooks tracks your portfolio, estimates your tax position and gives you a clearer picture of your real investment performance.

7-day free trial. No card required.

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Your portfolio value doesn't tell the whole story

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.

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Understand your real gains with Finbooks

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.

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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.

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Rebuild your complete tax history

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

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Generate your tax reports

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

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