Plan

Review your subscription and compare available plans.

Starter
For individual investors reconciling a small portfolio.
£12
Billed monthly/month
  • 2 broker connections
  • 1,000 transactions per tax year
  • Capital gains summary
Investor
Current plan
For active portfolios with automated matching and reviews.
£29
Billed monthly/month
  • Unlimited broker connections
  • 25,000 transactions per tax year
  • Tax-loss harvesting review
  • Priority import support
Advisor
For accountants and teams managing multiple clients.
Custom
Annual contract
  • Client workspaces
  • Team access controls
  • Bulk report exports
  • Dedicated onboarding

Account settings

Update your account details and regional preferences.

Notifications

Control alerts and reminders for your account.

Import preferences

Set default behavior for statement imports and matching.

Security

Manage your session and app security settings.