Soren works alongside your online brokerage to give you the tax and performance insights your broker doesn't.
What Soren does
Import your transaction history and Soren does the rest — tax calculations, performance analysis, and a unified view across accounts.
Accurate capital gains calculations using HMRC's share identification rules — same-day matching, the 30-day bed & breakfast rule, and the Section 104 pool. Know your tax position before the end of the tax year.
Understand exactly how your returns are made up — realised gains, unrealised gains, dividends, and interest income — so you can see what's actually driving your portfolio.
See your complete investment picture in one place. Holdings and performance analysis consolidated across ISAs, SIPPs, and dealing accounts — however many brokers you use.
Brokerage support
Soren works by importing the transaction export files your broker provides. We currently support export files from Interactive Investor. Support for more brokers is on the way — if yours isn't listed, get in touch.
About
Founder
I've been investing in UK stocks for years and every tax year I'd find myself piecing together spreadsheets trying to work out my CGT position. I built Soren because I couldn't find a tool that did this properly.
I'm a tech entrepreneur with 20+ years of experience building technology companies. I started my career building trading systems in the City, which is where my interest in financial software began.
Create a free account and import your first transaction file in minutes.
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