Folio
A clearer view of your investments

Your finances.
The whole picture.

Investments, company cars, plans and tax.
A considered space to see how it all fits together.

Shares & dividendsThoughtful planningUK tax insights
Your portfolio, in perspective.
Opening Folio…
YOUR WORKSPACE

Your apps

Pick up where you left off.
THE DETAILS

Add transaction
MARKET DATA

Holding price settings

Manual price override

Use when a listing isn’t covered by your plan. Leave the price blank to use Twelve Data.

Confirm action
EXPORT

CGTCalculator format

Actual trades in GBP, oldest first. Fees are Charges; stamp duty is Tax. Dividends and planned entries are excluded.

B/S · Date · Company · Shares · Price · Charges · Tax
Splits: R · Date · Company · Ratio

Open CGTCalculator ↗