Features

Built in three layers. The tracker establishes the data, the tax engine works on top of it, and everything else follows from those two being correct.

Available

Portfolio tracker

  • • Import holdings and transaction statements from your broker (CSV and XLSX)
  • • Consolidated view across brokers, accounts and asset classes
  • • Reconciliation against your holdings statement, with discrepancies flagged
  • • Corporate actions applied to cost basis — bonuses, splits, mergers
  • • True XIRR returns, not just absolute gain
In development

Tax calculator

  • • Realized and unrealized gains split by holding period
  • • Allowance and exemption headroom for the current tax year
  • • Loss harvesting candidates, respecting local wash-sale rules
  • • Pre-trade preview — the tax impact of a sale before you make it
  • • Capital gains export in a format your accountant can use
Planned

Allocation & household planning

  • • Target allocation across equity, funds, debt and metals — set by you
  • • Household view across family members and their accounts
  • • Per-member allowance headroom