You're viewing a live product preview with sample data
Start FreeProduct Preview
This is what clarity
looks like.
Everything below is a real preview of the CoreFi dashboard, populated with sample data. Your numbers, your accounts, your goals - all in one place.
Click any card to see exactly how CoreFi calculates each number
Net Worth
£247,850
+12.4% this year
Assets
£312K
Liabilities
£64K
Click to see calculation
Monthly Income
£9K
Click to see calculation
Monthly Expenses
£5K
Click to see calculation
Net Cash Flow
+£3K
38.8% savings rate
Click to see calculation
Financial Runway
8.5 months
Working towards 12
Click to see calculation
Credit Analytics
Your Platform Score from 0-1000, credit utilisation, debt breakdown by interest rate, and a personalised action plan to improve your score. See your debt-free date and track progress over time.
Platform Score
Grade A742/ 1000
Click to see calculation
Total Debt
£64K
Click to see calculation
Debt-Free Date
Mar 2029
Click to see calculation
Investments & Crypto
Track stocks, crypto, ETFs, bonds, gilts, bullion, and property investments with live prices. Full HMRC-compliant crypto tax engine with Section 104 pooling, same-day matching, and 30-day bed & breakfasting rules.
Pension Pot
£128K
Click to see calculation
Investment Return
+12.4%
Year to date
Click to see calculation
ISA Allowance Used
£14K / £20K£6K remaining this tax year
Click to see calculation
Self Assessment
An 8-step wizard that auto-populates your SA100 from bank transactions. See exactly which HMRC box each number goes in, with confidence indicators and transaction drill-downs. Print or export when you're done.
Tax Summary 2025/26
Due 31 Jan 2027Employment income
SA100 Box 1
£85,000
Self-employment profit
SA103S Box 29
£12,400
Dividend income
SA100 Box 4
£3,200
Tax due
Calculated
£3,840
Click to see calculation
29 Financial Tools
VAT returns, corporation tax, CGT calculator, mortgage affordability, pension monitor, student loan forecast, inheritance tax planner, IR35 assessment, and more. All built with current UK tax rates and HMRC-accurate calculations.
Tax Risk Assessment
Know your exposure before HMRC does. Real-time penalty and interest calculations, a risk score from 0-100, and a penalty simulator that shows what happens if you miss a deadline. Connect to HMRC via Government Gateway for live data.
Tax Risk Score
Low Risk18 / 100
Click to see calculation
Estimated Exposure
£0
All obligations up to date
Click to see calculation
Free Financial Education
5 courses, 43 lessons, over 260 minutes of UK financial education. Crypto tax, money basics, tax optimisation, credit mastery, and investing. Completely free, no paywall, no login required.
Calendar, Cash Flow & More
Financial calendar with every UK tax deadline, bill due dates, and subscription renewals. Cash flow forecasting that warns you before shortfalls happen. Behavioral insights that spot lifestyle creep and impulse spending.
Bills This Month
12
Next: Council Tax, 1 Mar
Click to see calculation
Subscriptions
£89
8 active subscriptions
Click to see calculation
Next Tax Deadline
31 Jan
Self Assessment
Upcoming
3 events
This week
Ready to see your own numbers?
Free to start. Connect your bank in 30 seconds. No credit card required.