Everything you need to get started

Getting Started

Import your first CSV, add a snapshot, and review your performance — in under 10 minutes.

Assets & Auto-Matching

How your transactions are grouped into holdings and connected to global stock market data.

Clean Cash vs Generated Wealth

The fundamental split that makes your performance legible — and why your broker's P&L is misleading.

XIRR & TWR Explained

The two return calculations Omnicogi uses, when each is appropriate, and how to read them.

Snapshots & Reconciliation

How point-in-time captures validate your ledger against real broker statements.

ISA, SIPP & GIA Tracking

UK tax wrappers in Omnicogi: annual allowances, per-wrapper performance, and SIPP tax relief.

Section 104 & UK CGT

How Omnicogi maintains HMRC-compliant average cost pools and calculates your capital gains.