EIS Traaker

EIS Traaker is the simplest way to track your SEIS and EIS investments, monitor tax relief, and stay on top of qualifying periods and deadlines.

Built by Haatch for investors who want a clean, personal record of their tax-advantaged investments, EIS Traaker puts everything you need in one place. Whether you have a handful of SEIS investments or a large EIS portfolio, the app helps you stay organised and prepared for Self Assessment.

Track Every Investment

- Log your SEIS and EIS investments with full details, including company name, share class, number of shares, HMRC references, and fund information.
- Monitor certificate status, record compliance statement dates, and track carry-back elections.
- The app automatically calculates your income tax relief based on the scheme type and investment amount.

Monitor Qualifying Periods

- Keep an eye on the 3-year qualifying period for each investment with visual progress indicators and countdown timers.
- Get alerts when certificates are overdue and see at a glance which investments have completed their qualifying period.
- The app also tracks the 2-year IHT relief (Business Property Relief) timeline so you know exactly when each holding qualifies.

Tax Year Summaries

- See a complete breakdown of each tax year, including total invested, relief available, relief claimed, and remaining allowances.
- Track your SEIS and EIS annual limits with visual gauges showing how much of each allowance you have used.
- View carry-back amounts, CGT deferral relief, and CGT exemption totals per year.

Tax Relief Calculator

- Model different investment scenarios with the built-in calculator.
- Choose between SEIS, EIS, or blended fund investments.
- Factor in upfront fees, ongoing management charges, and performance fees to see the real impact on your qualifying amount and net returns.
- Compare outcomes across multiple return multiples and failure rates to understand your true effective cost.

Import from Tax Report PDFs

- Save time by importing investment data directly from annual tax reports.
- Select which investments to import, review the extracted data, and add them to your portfolio in seconds.

Document Storage

- Store EIS3 and EIS5 certificates, tax reports, and other investment documents right alongside your records.
- Organise files by category, link them to specific investments, and access everything when you need it.

Export for Your Accountant

- Generate CSV exports of your investment data, ready to share with your accountant or use for Self Assessment preparation.

Portfolio Dashboard

- See your total portfolio value, tax relief summary, and key metrics at a glance.
- Filter by scheme type, view current holdings versus disposed investments, and drill into any investment for full details.
- The dashboard highlights items that need your attention, from overdue certificates to approaching qualifying period milestones.

EIS Traaker is an independent record-keeping tool. It is not an investor portal, does not provide tax advice, and does not file returns or communicate with HMRC on your behalf.

Always consult a qualified tax adviser before making claims.