Built for UK investors

Track your wealth.
File taxes with confidence.

TruMint connects your UK brokers, tracks your portfolio in real time, and calculates your Capital Gains Tax automatically — so you always know where you stand.

No credit card required · Free to start

Everything you need to manage UK investments

One platform for your entire financial picture — from individual trades to your annual tax return.

Live Portfolio Tracking

See your entire investment portfolio in one place — stocks, ETFs, and cash — with live prices and real-time P&L.

UK Capital Gains Tax Engine

Automatic CGT calculations using HMRC Section 104 pooling rules. Know exactly what you owe before filing your self-assessment.

Net Worth Dashboard

Track your total wealth over time across investments, cash, and property. Visualise your financial progress at a glance.

Multi-Broker CSV Import

Import transaction history from 10+ UK brokers. We normalise the data automatically — no spreadsheet wrangling required.

How it works

From first import to tax-ready in minutes.

01

Import your trades

Upload CSV exports from your broker or connect via Open Banking. TruMint handles every format automatically.

02

Track in real time

Your portfolio, net worth, and unrealised gains update live. See every position, sector, and currency at a glance.

03

File with confidence

Generate a ready-to-use CGT summary for your HMRC self-assessment. Correct, compliant, and stress-free.

Works with your broker

Import transaction history from the UK's most popular platforms.

Trading 212FreetradeHargreaves LansdownAJ BelleToroInteractive BrokersInvestEngineIG TradingPlus500Saxo Markets

Start managing your wealth today

Join UK investors who use TruMint to stay on top of their portfolio and simplify tax season.

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