Stop fighting with spreadsheets. Upload your broker CSV and instantly apply HMRC's strict matching rules to prepare your self-assessment.
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| Date | Asset | Proceeds | Allowable Cost | Gain/Loss | Matching Rule |
|---|---|---|---|---|---|
| 15 Oct 2024 | AAPL | £8,500.00 | £6,200.00 | +£2,300.00 | Section 104 Pool |
| 02 Nov 2024 | TSLA | £4,100.00 | £4,600.00 | -£500.00 | Bed & Breakfast |
| 10 Mar 2025 | LLOY | £1,200.00 | £1,150.00 | +£50.00 | Same-Day Rule |
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, 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.
Export 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 finalized transaction data is protected with row-level security — prohibiting anyone but you from accessing it.
Our smart parser can automatically format unstructured data from virtually any UK broker CSV export, including Trading 212, Freetrade, Hargreaves Lansdown, Interactive Investor, AJ Bell, and more. If your broker exports a CSV with transaction details, our engine will recognize 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.
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