ShareCalc Features

ShareCalc simplifies UK investment tax management with an end-to-end solution that transforms your tax experience. From seamless broker statement imports to generating audit-ready tax reports, we handle all the complexities so you can focus on investing.

• Suitable for individuals subject to income tax
• Full support for transactions from 1998
• Supports Options, Stocks, Currencies, Reporting and non-reporting offshore funds, and UK funds
• Seamlessly handles trades, dividends, interest, equalisation, excess reportable income (ERI), capital distributions, share reorganisations, and more

In-Depth Tax Reporting

Get crystal-clear insights into your tax position with our comprehensive reporting system. From high-level summaries to transaction-level details, everything you need is at your fingertips.

Portfolio & Tax Overview

View your existing portfolio and an overview of all your tax years and assets in the tax section

Tax Year Summary

Understand your tax position at a glance with the summary section and its HMRC ready breakdown

Capital Gains Tax Reporting

The CGT section provides a complete, audit-ready list of all events affecting your section 104 holdings and capital gains tax

Income Reporting

The income section gives you all the details of your income events, including taxable status and any tax withheld

Detailed Event Analysis

See the full details of every taxable event including all matched transactions and source transactions

Seamless Data Import

Eliminate tedious manual data entry with our intelligent import system. Just upload your broker statements and ShareCalc automatically processes your investment data with precision.

• Support for Interactive Brokers, Hargreaves Lansdown, Halifax Sharedealing, IG, Trading 212, Charles Schwab, Robinhood, and tastytrade
• Import anything else using our own CSV format
• Your statements are read on your own device — they are never uploaded to us
• Manually add and edit transactions using our web interface

Residency Support

Navigate the complexities of UK tax residency with confidence. Whether you're a full UK resident, experiencing split tax years, or temporarily non-resident, ShareCalc precisely applies the correct tax rules to each period—simply input your status changes and let us handle the calculations.

Input only the effective dates and residency status changes you have had

The system calculates your residency status for every tax year

Automatic Currency Conversion

Meet HMRC requirements effortlessly with automatic currency conversion. ShareCalc converts all transactions to GBP using ECB historical exchange rates for the exact transaction date, ensuring compliance while saving you hours of manual calculations.

Easily see all FX rates used in the system

See the FX rate used for a specific transaction

Transaction Management

View and edit all the transactions in the system. See the tax impact of every transaction.

View, edit, and filter all the transactions in the system

Tax impact of a single transaction

Integrity Checks

Trust your tax calculations with ShareCalc's comprehensive integrity safeguards. Our system checks your data for inconsistencies, flags potential issues before they become problems, and prevents report generation when critical errors are detected—giving you confidence in your tax submissions.

Get warned when there are potential issues with your data. Fatal integrity errors will prevent the tax report from being generated.

Use the double entry balance section to confirm that the system matches your actual account balances

The system highlights disposals where a corresponding acquisition is missing

Your Data Never Leaves Your Device

Most tax tools ask you to upload your entire financial history to their servers. ShareCalc doesn't. The whole calculator runs inside your browser, so your transactions, holdings and tax reports stay on your own machine. We never receive them — which means we can't lose them, leak them, or be compelled to hand them over.

• Every calculation runs on your device, not on our servers
• Broker statements are read locally — nothing is uploaded
• PDF reports are generated on your device and saved straight to your downloads
• You choose where your data lives: a file you control, or storage inside your browser
• Your account is for signing in and billing only — your portfolio is not attached to it

What does leave your browser

We'd rather tell you exactly where the boundary is than ask you to take "private" on trust. Four things cross it, and none of them carry your financial data:

• Signing in. We know who you are and when you log in, because access requires an account. We don't know what's in your portfolio.
• Ordinary web server logs. Downloading the app is a normal web request, so our servers record it the way every website does — your IP address, the time, and what was requested. That's a record of you loading ShareCalc, not of anything you calculate with it.
• Exchange rates. Your browser fetches daily rates directly from the European Central Bank's public data service. The request contains no information about you or your holdings.
• Anything you send us. If you email us a data file or a broker statement to get help with a problem, we receive what you chose to send. That only ever happens because you did it deliberately.

You hold the only copy

Keeping your data out of our hands has a flip side worth understanding: there is no copy on our servers, so we can't restore your data if you lose it. Keep backups of your ShareCalc file the way you would any other important document. If you use browser storage instead of a file, remember that clearing your browsing data will delete it, and that it won't follow you to another browser or device.