A mixed portfolio creates a fragmented tax picture
You might hold shares through several brokers, receive dividends, invest in ETFs and still own crypto across different platforms.
Each part of your portfolio can create different tax implications, records and calculations.
Bringing all of that together from statements, spreadsheets and separate tools becomes increasingly difficult when it’s time to complete your Self Assessment.
All your investment tax in one place
Finbooks brings together shares, ETFs, bonds and crypto, reconstructs your investment history and applies the relevant HMRC rules across your portfolio.
From one dashboard, you can track your tax position, calculate capital gains and allowable losses, account for dividend and other taxable investment income, and generate tax-ready reports for your Self Assessment.
Your Self Assessment is due by 31 January
Start your free 7-day trial today and get your investment tax ready before the deadline.
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.
