A mixed portfolio makes your tax position harder to see
Your shares, ETFs, bonds and crypto may be spread across multiple brokers, exchanges and wallets.
Different assets and income types leave you with separate statements, transaction histories and tax calculations.
When it is time to complete your Self Assessment, you are left piecing everything together by hand just to understand your overall tax position.
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Calculate all your investment tax in one place
Finbooks brings together your shares, ETFs, bonds and crypto. It reconstructs your transaction history and applies the relevant HMRC rules.
Review capital gains, allowable losses and taxable investment income, then generate reports for your Self Assessment.
Everything you need to manage your investment tax
See your investments across brokers, exchanges and wallets in one dashboard. Monitor portfolio value, realised and unrealised performance, and your overall investment activity.
Finbooks reconstructs your transaction history and calculates capital gains, allowable losses and relevant investment income under UK tax rules.
Download organised tax reports and supporting calculations for your Self Assessment or share them with your accountant.
Import data from anywhere
Finbooks integrates 600+ sources across brokers, trading accounts, banks, wallets and crypto exchanges. Secure, read-only connections.
| Spreadsheet | Broker Tax Reports | Finbooks | |
|---|---|---|---|
| Import transactions automatically | ✗ | ✓ | ✓ |
| Consolidate multiple brokers | Manual | ✗ | ✓ |
| Track shares, ETFs & bonds | Manual | ✓ | ✓ |
| Include options, futures & derivatives | Manual | Varies | ✓ |
| Handle multi-currency transactions | Manual | Varies | ✓ |
| Calculate capital gains & losses | Manual | Limited | ✓ |
| Calculate dividends & interest | Manual | ✓ | ✓ |
| Apply UK tax rules | ✗ | Limited | ✓ |
| Monitor your overall tax position | ✗ | ✗ | ✓ |
| Generate Self Assessment reports | ✗ | ✗ | ✓ |
| Access detailed supporting calculations | ✗ | ✗ | ✓ |
Your Self Assessment is due by 31 January
Start your free 7-day trial today and get your investment tax ready before the deadline.
Before you connect an account
Finbooks supports direct connections with selected brokers, exchanges and wallets. You can view the current list when adding a connection. If your provider is not supported directly, you can import your transaction history using a CSV file.
Finbooks helps you calculate capital gains, allowable losses, dividend income and other taxable investment income in line with the relevant UK tax rules. It then organises the figures and supporting calculations you need for your Self Assessment.
Yes. You can review your imported transactions, matched transfers, capital gains, allowable losses and taxable income before generating your report. If any records are missing or unmatched, you can resolve them and recalculate your figures before finalising the report.
Yes. You can download your tax reports and supporting calculations and share them with your tax adviser. The available file formats depend on the report you generate.