I will organise your UK cgt share and crypto transaction records

Keeping track of share and crypto transactions can become complicated, especially when records are spread across different brokers, exchanges or spreadsheets.

I am a UK financial services professional with around 30 years' industry experience and extensive experience working with investments and financial data.

I will organise your transaction history into a clear, structured spreadsheet for your own records or to pass to your accountant or professional adviser.

I can organise:

• Share purchases and disposals
• Crypto purchases, sales and trades
• Dates, quantities, values and fees
• Records from multiple brokers or exchanges
• Up to 100 transactions as standard

Where appropriate, I can flag transaction patterns that may require further review.

For more than 100 transactions, multiple platforms or several years of records, please contact me before ordering for a custom offer.

Important: This is a financial data preparation and organisation service. I do not provide personalised tax, legal or investment advice or calculate your final tax liability.