Recap

Recap: AI Tool for Crypto Tax & Portfolio Tracking

Recap: An AI tool for crypto tax reporting & portfolio tracking—automatically syncs exchanges/wallets, generates reports, and encrypts data on-device.

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Recap - Introduction

Recap Website screenshot

What is Recap?

Recap is an intelligent, privacy-first AI platform built specifically for cryptocurrency users in the UK and beyond—designed to simplify tax compliance and empower smarter portfolio decisions. Unlike traditional crypto trackers, Recap leverages AI to auto-categorise transactions, detect taxable events (like disposals, staking rewards, or DeFi interactions), and generate HMRC-compliant reports with precision. It connects seamlessly to over 100 exchanges, wallets, and blockchains—including Ethereum, Polygon, Solana, and Layer 2s—while keeping sensitive financial data encrypted and stored exclusively on your device.

How to use Recap?

Getting started with Recap takes under two minutes: create a secure account, then link your crypto accounts using read-only API keys—or import historical data via CSV for unsupported platforms. Once connected, Recap's AI engine begins analysing your transaction history in real time, identifying cost bases, gains/losses, and reporting-ready positions. From your dashboard, you can generate official HMRC tax reports, visualise portfolio growth across fiat currencies (GBP, USD, EUR), benchmark performance against market indices, and export custom analytics—all without exposing private keys or sending raw data to the cloud.

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Recap - Key Features

Key Features From Recap

AI-powered tax event detection

End-to-end on-device encryption (zero-knowledge architecture)

Real-time sync across 100+ exchanges, wallets & DeFi protocols

NFT & DeFi-aware tracking—including liquidity pool deposits, yield farming, and token swaps

Multi-chain support: Ethereum, BSC, Arbitrum, Optimism, Base, and more

Automatic GBP valuation with live exchange rate integration

Tax-loss harvesting insights & capital gains forecasting

Customisable portfolio dashboards with asset allocation heatmaps

One-click HMRC report generation (SA108 compliant)

Recap's Use Cases

UK crypto investors needing accurate, audit-ready tax filings

Active traders seeking performance analytics and tax efficiency tools

DeFi participants managing complex multi-protocol activity across chains

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Recap - Frequently Asked Questions

FAQ from Recap

What is Recap?

Recap is an AI-native crypto tax and portfolio intelligence platform engineered for accuracy, speed, and sovereignty. It transforms raw blockchain data into actionable insights and compliant tax documentation—without ever requiring you to share private keys or unencrypted transaction histories.

How to use Recap?

After signing up, connect your crypto accounts using secure API integrations or upload transaction files. Recap’s AI processes your data locally, identifies taxable events, calculates gains and losses per HMRC guidelines, and delivers intuitive dashboards and downloadable reports—all within minutes.