Easily track SEIS and EIS investments, monitor tax relief, and manage qualifying periods and deadlines. This app helps investors organize their tax-advantaged investments and prepare for Self Assessment.
1.10.0
October 22, 2026
iPhone Duo Support EIS Traaker now makes the most of iPhone Duo. Folded, every screen fits the outer display. Unfolded, you get a sidebar you can hide for full-width pages. Half-open like a laptop, the Dashboard shows your portfolio on the top half and shortcut keys on the bottom; held like a book, it opens as a two-page spread.
MoreThanks, Scott! Spreadsheets and a folder of PDFs are exactly the mess this was built to fix. Good to hear the certificate tracking is doing the job. Plenty more coming in the next few releases.
EIS Traaker is a free finance app designed to help investors track their SEIS and EIS investments, monitor tax relief, and manage important deadlines. It provides a personal record of tax-advantaged investments.
No, EIS Traaker is ad-free, allowing for an uninterrupted experience while managing your investment data.
EIS Traaker is available for both iPhone and iPad, offering a seamless experience across Apple devices.
The app was last updated on September 8, 2026, indicating a commitment to ongoing maintenance and improvements.
You can track SEIS and EIS investments, including details like company name, share class, HMRC references, and fund information. It also supports tracking CGT deferral relief and exemption totals.
Yes, EIS Traaker allows you to save time by importing investment data directly from annual tax reports. You can select which investments to import and review the extracted data.
EIS Traaker helps monitor income tax relief for SEIS and EIS investments, qualifying periods for Business Property Relief (IHT), and CGT deferral relief. It also tracks annual limits and allowances.
Yes, EIS Traaker is built for investors who want a clean, personal record. Its features like automatic calculations and visual progress indicators make it accessible for managing tax-advantaged investments.
