Why SafeFinanceHub

All your money in one place. One subscription, every tool.

Live prices for stocks, gold, currencies and crypto. Automated price alerts that email you when your watchlist moves. A full crypto tax + portfolio toolkit with no transaction tiers, no per-year upcharges and no surprise renewals. SafeFinance Plus is $59/year for unlimited everything - cheaper than most providers charge for a single tax report.

No credit card. No auto-renewal. Pay in BTC, USDT, ETH, USDC and 50+ more.

Trusted by 890+ users across the US, UK and Europe

What you get for $59/year

A live markets dashboard, an automated price-alert engine across stocks / gold / currencies / crypto, plus the full SafeFinanceHub toolkit for crypto tax, harvesting and portfolio analysis. Every tool below is included in a single subscription. Every new tool we ship while your subscription is active is included automatically - no extra purchase, no upgrade fees.

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Live markets dashboard

Live

Real prices for the assets that actually matter to you - major indices (S&P 500, Nasdaq, FTSE, DAX, TA-125), commodities (gold, silver, oil), currency pairs and crypto - all on one screen, refreshing every 60 seconds. Real data from real sources, no invented numbers.

Open the markets dashboard →
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Watchlist + automatic price alerts

Live

Build a watchlist across stocks, gold, currencies and crypto. Set price-above / price-below / percent-move alerts on any asset. We monitor the markets for you and email you the moment a threshold is crossed - no app to install, no notifications to babysit.

Set up your first alert →
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Crypto Tax Calculator

Live

Strict FIFO matching engine for Binance, Coinbase, Kraken and any generic exchange CSV. Multi-jurisdiction (US with short / long-term split, UK preview, generic FIFO for Israel and most of Europe). Branded PDF + CSV exports, saved snapshots, every tax year you need to file.

Open the calculator →
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Tax-Loss Harvesting

Live

Scores every open lot in your portfolio against today's spot price, tells you exactly which positions to sell to crystallise losses against your year-to-date realised gains. Estimates the tax saving at your supplied rate, with US wash-sale advisory.

Find harvest opportunities →
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Portfolio Check-Up

Live

Look-through analysis of your ETF holdings: true country, currency and sector exposure after unwrapping every fund, single-stock concentration risk, blended TER, and a 30-year compound fee-drag projection that usually surprises people.

Run the check-up →
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What-If Scenarios

Live

Simulate a trade before you make it. See the tax impact, the short vs long-term split, and the effect on your overall cost basis - all before the order leaves your wallet.

Simulate a trade →
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Form 8949 Generator

Live

For US filers: an IRS-ready PDF of Form 8949 auto-filled from your tax report. Hand it straight to your accountant or staple it into your TurboTax workflow.

Generate the form →
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Every future tool

Always included

We ship a new tool roughly every 4-6 weeks. As long as your subscription is active, every one of them lights up in your dashboard automatically. No upsells.

How much you save on software fees

Typical crypto tax providers charge by transaction tier - the more you trade, the more you pay, every single tax year. We charge $59 once, for unlimited everything.

Casual hodler

A few hundred trades across two exchanges, one tax year.

Typical provider $99
SafeFinance Plus $59
You save $40

And you also get tax-loss harvesting in the same price (Portfolio Check-Up is free for everyone).

Active investor

A few thousand trades, multiple exchanges, two tax years to refile.

Typical provider $498
SafeFinance Plus $59
You save $439

Typical providers charge per-year and per-tier. We charge once.

Power trader

10k+ trades, DeFi & staking events, three years of catch-up filings.

Typical provider $1497
SafeFinance Plus $59
You save $1438

No transaction caps. No surprise upgrades mid-year.

"Typical" prices are the median of the four largest crypto-tax SaaS providers' public pricing pages. They change frequently and almost always upward. We commit publicly to keeping Plus at $59 through at least 2026.

How much you can save on your tax bill

Software cost is the small saving. The big one is tax-loss harvesting - selling positions currently underwater to offset realised gains before year-end. Our tool finds these for you in under a minute.

Small portfolio

$5,000 of unrealised losses

Estimated tax saving at 24% $1,200

Mid-size portfolio

$25,000 of unrealised losses

Estimated tax saving at 24% $6,000

Large portfolio

$100,000 of unrealised losses

Estimated tax saving at 24% $24,000

Estimates assume the loss can be applied against existing realised gains in the same tax year and that you're filing in a jurisdiction that allows capital-loss offsetting. Always have a qualified accountant review your filing.

SafeFinanceHub vs typical providers

We deliberately don't name names here - if you want explicit comparisons you can find them on our pricing page. This is what the category looks like in 2026, in broad strokes - most providers cover one slice (just crypto tax, just a stock watchlist, just an alerts app). SafeFinanceHub bundles the lot.

What matters Typical providers SafeFinance Plus
Pricing model Per-tier, per-year. Upgrade if you go over. Flat $59/year. Unlimited transactions.
Bundled tools Crypto tax only. Other tools sold separately. Live markets, alerts, watchlist, crypto tax, harvesting, portfolio + every future tool.
Asset coverage Crypto only. Stocks, gold and FX live somewhere else (and cost extra). Stocks, indices, gold, silver, oil, FX and crypto - one screen, one login.
Price alerts Either missing entirely, or a separate paid tier. Unlimited alerts on any asset. Email-delivered, no app to install.
Payment Card on file. Auto-renewal you have to remember to cancel. Crypto-only. One-time charge. No card stored.
Free preview Free portfolio view, paid for the actual tax report. Full summary + first 3 disposals before you pay anything.
Refile a previous year Re-pay each year you want to file. Every year covered by one subscription.
Data handling Raw CSVs uploaded once, kept on file indefinitely. CSVs parsed in memory, discarded once the report is built.

A quick note on your data

We are a paid subscription, not an ad business, so we collect only what the tools strictly require. Raw CSVs you upload are parsed in memory and discarded as soon as the report is built; we keep only the resulting summary if you press "save snapshot". Saved snapshots, watchlists and price alerts are tied to your account and you can delete them in one click from your dashboard. Read the full privacy policy for the specifics.

Try the free version. Pay only if it's worth it.

The live markets dashboard is free for everyone. The free preview of the tax tools shows you the full report summary and the first 3 disposals before you ever consider upgrading. If the numbers don't match what you expect, don't pay. If they do - $59 unlocks unlimited price alerts, the full SafeFinanceHub toolkit and every tool we ship next, for 12 months.