Resources

Embed our free tools

Accountants, bookkeepers, advisers and publishers can add any of these tools to their own pages for free. Each one runs in the visitor's browser, collects nothing and keeps a small credit link.

How it works

  • Copy the code for a tool and paste it into your page as HTML. The tool fits the available width.
  • Nothing you or your visitors type is sent to us. There are no cookies, no tracking and no sign-up form inside the embeds.
  • Please keep the credit line under the frame. It links to the full page with the formulas and sources.
  • The tools are education, not advice. They are free to embed; please do not change the wording inside the frame or present it as your own.
  • Questions or a broken embed: email hello@iotfinancial.net.

Tools you can embed

Bitcoin allocation sizing calculator

Protected reserves, excess reserves, a cap and a stress test. Formula shown.

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Bitcoin custody questionnaire

Seven questions that point to a custody model to discuss with advisers.

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Bitcoin treasury policy generator

A first draft of a company treasury policy from the user's answers, with download buttons.

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Bitcoin treasury policy health check

Paste a draft policy and get a gap report against our checklist.

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UK company bitcoin gain worked example

HMRC same-day, ten-day and pooling rules, step by step. Illustrative.

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US company bitcoin gain worked example

C corporation basis, FIFO or specific identification, step by step. Illustrative.

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Bitcoin custody cost calculator

Compare yearly costs of four custody models from your own figures.

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Bitcoin transaction fee example

See how the number of inputs and the fee rate drive a multisig transaction fee, and when consolidating helps.

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2 of 3 multisig simulator

Toggle lost or stolen keys and see what still works and what recovery needs.

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Company bitcoin readiness quiz

Ten questions, then the topics to read next.

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Optional: automatic height

Each tool tells the page around it how tall it is. To let the frame grow and shrink with the content, add this script once to your page:

Education, not advice.

This is general information and education only. It is not financial, investment, tax, accounting, legal or regulatory advice, and it is not a recommendation to buy, sell or hold bitcoin or any other asset. It does not take account of your circumstances or those of your company. You must obtain your own official professional advice to confirm this information is correct before acting on it.

Rules change. This information is correct to our understanding at the last-reviewed date, but it may be incomplete or out of date, and official sources take precedence. Bitcoin is volatile. A company that buys it could lose some or all of the money it puts in.

Using this site does not create an adviser or client relationship. IoT Financial is not authorised or regulated by the Financial Conduct Authority (FCA) and is not registered with the US Securities and Exchange Commission (SEC) as an investment adviser. Read the full disclaimer.