Stop fighting with spreadsheets. Upload your broker CSV and instantly apply HMRC's strict matching rules to prepare your self-assessment.
14-day free trial. No credit card required.
| Date | Asset | Proceeds | Allowable Cost | Gain/Loss | Matching Rule |
|---|---|---|---|---|---|
| 15 Oct 2025 | AAPL | £8,500.00 | £6,200.00 | +£2,300.00 | Section 104 Pool |
| 02 Nov 2025 | TSLA | £4,100.00 | £4,600.00 | -£500.00 | Bed & Breakfast |
| 10 Mar 2026 | LLOY | £1,200.00 | £1,150.00 | +£50.00 | Same-Day Rule |
Including Trading 212, Freetrade, Hargreaves Lansdown, Interactive Investor and many others. If your broker exports a CSV, we can read it.
Trading 212
Freetrade
Hargreaves Lansdown
Interactive Investor
Interactive Brokers
AJ Bell
+ any other UK broker that exports transaction data as CSV
We've built all the edge cases and strict HMRC parameters into the software so you never have to think about them.
Automatically applies the complex HMRC share matching algorithm — first Same-Day rule, then 30-Day Bed & Breakfast rule, and finally Section 104 pools — strictly in order.
See real-time opportunities to offset gains by safely selling losing positions before the April 5th tax year deadline. Know exactly how much tax you could save.
Download stunning PDF reports outlining your net position with the exact figures you need to copy into your HMRC Self Assessment form.
Use our free calculators to check individual transactions before committing to a full portfolio analysis.
Check if HMRC's 30-day bed & breakfast rule applies to your share sale.
Try it freeCalculate your average cost basis across multiple share purchases.
Try it freeSee how much of your £3,000 annual exempt amount you've used.
Try it freeExport your transaction history from Trading 212, Freetrade, HL, or any UK broker and simply drop it in.
Our system automatically parses your broker's CSV format and cross-matches transactions intelligently.
Instantly receive a clear dashboard breakdown and your downloadable report, ready for HMRC submission.
We never store your raw CSV files — they're processed in memory and immediately discarded. All data is securely encrypted in transit and at rest. We never sell your financial data.
Stop paying an accountant £300+ a year just to calculate your gains.
Cancel anytime. Try it free for 14 days.
Our engine implements all three HMRC matching rules (same-day, 30-day bed & breakfast, and Section 104 pool) in the strict sequential order required by HMRC. We use highly precise decimal arithmetic to avoid float rounding errors. That said, this tool provides computation for your guidance — we always recommend verifying figures with a qualified tax advisor if you possess complex assets.
Yes. Raw CSV files are processed completely in memory and never stored permanently on our servers. All finalised transaction data is protected with row-level security — prohibiting anyone but you from accessing it.
Our smart parser flawlessly processes CSV exports from Trading 212, Freetrade, Hargreaves Lansdown, Interactive Investor, Interactive Brokers, AJ Bell, and more. If your broker exports a CSV with transaction details, our engine will recognise it.
Losses are natively offset against your gains for the current tax year. If your total losses exceed your allowable gains, the remaining negative balance is clearly separated so you can report them to HMRC and carry them forward to safeguard future wealth.
Not currently. The platform specifically handles complex equity, stocks, and ETFs. Crypto assets have differing HMRC rules (including upcoming DeFi protocol rulings), so we plan to separate out crypto support in a future module.
Upload your first CSV and instantly generate your exact tax position in under 2 minutes.
Start free trial