Track, report and optimise your investments
No card required. Try it first, decide later.
Portfolio tracker
View your portfolio composition and track how its value evolves over time in a single interface.
View up-to-date prices for your assets
Analyse your portfolio by category
Track performance and results by tax year
Tax calculation
Get tax calculations aligned with the nature of each asset and compliant with the tax rules of your country.
Calculate capital gains and losses
Apply the correct tax treatment based on asset type and asset class
Continuous updates to current tax regulations
You invest. We handle the tax. Track your portfolio and generate tax reports across crypto, stocks, ETFs and more.
Pre-filled tax return forms
Generate the tax reports needed to complete your Self Assessment
Pre-filled reports aligned with HMRC requirements
Supporting reports for your calculations
Secure archive of documentation in case of HMRC enquiries
Automatic data checks
Missing prices, incomplete movements, internal transfers and inconsistencies in transactions are detected and resolved before tax calculation.
Automatic detection of missing prices and transaction anomalies
Identification of internal transfers between accounts and platforms
Reconstruction of incomplete or unreconciled movements
Tax optimisation tools
Simulate the tax impact of your transactions and plan efficient strategies before the end of the tax year to reduce your tax liability.
Tax Loss Harvesting
Share pooling rule simulator (HMRC Section 104)
Advanced tax planning tools
Need support? We’re here to help
If you have questions or specific needs while using Finbooks, you can rely on professional support ready to assist you.
Technical support for the platform
Assistance with complex tax cases
Consultations with specialised professionals
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