Spreadsheets break down
Tracking purchase history, cost bases, and tax obligations across multiple platforms in a spreadsheet is error-prone and exhausting.
Grow and protect your family's wealth for generations
Plant deep roots with automatic compliance tracking, tax calculations, and distribution statements. Built for families who want their wealth to stand the test of time.
Deep roots. Strong branches. Lasting growth.
Built by a trustee, for trustees. Every oak starts from a single seed.
See how it worksTrust record keeping shouldn't be this hard
Most trustees juggle spreadsheets, exchange exports, and compliance requirements. One missed record can mean rework, penalties, or overpaying tax.
Tax time takes weeks
Reconciling records, calculating gains, and preparing distribution statements shouldn't consume your weekends every financial year.
Compliance keeps changing
Record-keeping requirements get stricter every year. Missing a field means rework, or worse, penalties.
The Oak Way
Built to endure, season after season
Deep roots
Every record captures the fields regulators require. Financial year classification and tax events are automatic — your foundation is always solid.
One trunk, many branches
All platforms, wallets, and transactions in one place. No more reconciling exports across scattered systems.
Growth on autopilot
Upload a screenshot of your transaction history. AI extracts the data. Review and save in seconds.
Every leaf accounted for
Track beneficiaries, record distributions, and generate per-beneficiary tax statements with a single click.
From seed to harvest
Simple for trustees. You tend the trunk. Oak handles the branches.
1
Plant your roots
Connect platforms or upload screenshots. AI extracts buy/sell data and your foundation takes shape.
2
Watch branches grow
Cost base tracking creates parcels on every purchase. Sales auto-compute gains and discount eligibility.
3
Track every leaf
Loans, distributions, expenses, cash buffer — all linked. Dashboard shows your portfolio canopy at a glance.
4
Prune for the season
Tax summaries, distribution statements, and trust overviews — pruned and ready for your accountant.
Why trustees choose Oak
Compare the old way with the Oak way.
| Spreadsheets | Oak | |
|---|---|---|
| Cost base tracking | Manual calculations in formulas | Automatic parcel creation on every purchase |
| Tax on disposals | Hope the spreadsheet is right | Computed instantly with discount eligibility |
| Required record fields | Whatever you remember to add | Built into every record by default |
| Financial year | Manual date filtering | Auto-classified on entry |
| Distribution statements | Build from scratch each year | One click per beneficiary |
| Multiple platforms | Copy-paste from each export | Screenshot import via AI |
Cost base tracking
Manual calculations in formulas
Automatic parcel creation on every purchase
Tax on disposals
Hope the spreadsheet is right
Computed instantly with discount eligibility
Required record fields
Whatever you remember to add
Built into every record by default
Financial year
Manual date filtering
Auto-classified on entry
Distribution statements
Build from scratch each year
One click per beneficiary
Multiple platforms
Copy-paste from each export
Screenshot import via AI
Built for real trust scenarios
Every feature designed around actual trustee workflows.
Purchases
Regular investments
Record purchases across platforms. Each one creates a cost base parcel automatically.
Disposals
Selling for distributions
Dispose of assets to fund beneficiary distributions. Tax calculated using oldest parcels first.
Loans
Related-party lending
Track loans, record repayments, and maintain outstanding balance records for compliance.
Reports
End of financial year
Generate tax schedules, distribution statements, and trust summaries. Export for your accountant.