Features
Everything it works out, from this month’s bills to a fund’s J-curve
Most people use a handful of these, and that is the point: start with the everyday, and the depth is there the day you need it. Nothing to set up for the parts you never open.
Your money, in time
The figures everyone has, said in the unit everyone understands.
Everyday money
Built from your own statements, connected by Open Banking.
- SpendingWhat you cannot skip, what moves month to month and what recurs.
- Bills and subscriptionsEverything that recurs, with the date it next leaves.
- Budgets and goalsTargets for the month and for the years, tracked against what happened.
- Financial calendarBills, renewals and every UK tax date in one place.
Credit and debt
What borrowing costs, and how to make it cost less.
- Credit analysisUtilisation, rates and what each facility costs a day, with a score from 0 to 1,000.
- Payoff plansAvalanche, snowball or a mix, with the months and interest each one saves.
- MortgagesEquity, loan to value, and your payment when the fixed rate ends.
Tax
Worked out from HMRC's published rates, for the year you are in.
- What you will oweIncome tax, National Insurance and payments on account, before the bill arrives.
- Self AssessmentAn eight-step guide through the return, mapped to the boxes HMRC asks for.
- Allowances you may be missingMarriage Allowance, State Pension gaps and common reliefs.
- Budget dayWhat each Budget changes for you, in pounds.
Investments
Everything you own, priced through the day where a price exists.
- Wealth mapEverything you own as blocks, sized by value.
- Shares, funds and ISAsHoldings against what they cost, and this year's ISA allowance.
- PensionsWorkplace and personal pensions, the allowance and the age you can draw them.
- PropertyWhat each home and let is worth, its equity and what it returns after costs.
- CryptoWallets and exchanges in one book, against HMRC-matched cost.
When it gets complicated
Most people never need these. They are here when you do.
- Private equity fundsIRR, TVPI, DPI and the J-curve from your calls and distributions.
- EIS, SEIS and VCTA clock on every qualifying period, with the relief at stake.
- Your businessWhat your company is worth, five ways, with Xero connected.
- Family and estateA household view, trusts, and Inheritance Tax planning.
Learning
Free, whether or not you use the app.
Get early access to CoreFi
One place for everything you own and owe, with the tax worked out. Join the waitlist and we will email you when it opens.
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