Core Features
Seamless Import
Import your trade history from over 50 major brokers including Trading212, eToro, IBKR, and more. We support direct API connections, CSV uploads, and even PDF parsing.
UK Tax Engine
Our engine is built specifically for HMRC rules. We handle "Same Day" rules, "Bed and Breakfasting" (30-day rule), and Section 104 pools automatically.
Comprehensive Reporting
Generate detailed tax reports in PDF and Excel formats. Your report includes a full audit trail of every calculation, ready for your Self Assessment.
Multi-Currency Support
Trade in USD, EUR, or JPY? We automatically convert all trades to GBP using the official HMRC exchange rates for the day of the trade.
Bank-Grade Security
Your data is encrypted at rest and in transit. We never sell your data and we only use read-only access for broker APIs.
Real-Time Dashboard
Track your capital gains liability throughout the year, not just at tax time. Make smarter trading decisions with real-time tax visibility.