UKCGT – UK Capital Gains calculator
Choose all your .csv files (use ctrl+left-click) – set a Tax year (optional) – click CALCULATE. ERI dividends can be added using the ERI Lookup tool (if you wish to include ERI).
Supports .csv files for: Trading 212, Freetrade, Barclays (.xls must be converted to .csv first), Interactive Brokers, Interactive Investor, Hargreaves Lansdown, LightYear/Sharesight, AJ Bell and cgtcalculator.com text files.
If your broker is not supported (UK only), please send me a sample of your csv and I will add in support within a few days.
Notes: no tax rate, annual exemption, loss carry-forward, spouse transfer, option, reorganisation, or pre-6-Apr-2008 special handling is included.
This page does not submit trade data anywhere. It has no external scripts, analytics, or storage. Interactive Investor and Trading 212 rows with non-GBP values request historical FX/GBP rates from Frankfurter.
Accepted Formats
Accepted lines include cgtcalculator.com style B/S date company shares price costs tax,
converter formats date company shares price total and date buy/sell company shares price total,
Lightyear/Sharesight CSV format Date, Type, Ticker, ISIN, Quantity, Price, Currency, Total, Fee, FX Rate,
Trading 212 CSV exports with Action, Time, Ticker, No. of shares, Price / share, Exchange rate, Total (GBP),
Freetrade CSV format Title, Type, Timestamp, Account Currency, Total Amount in Account Currency, Buy / Sell, Ticker, Quantity, FX Rate,
Interactive Brokers CSV format with Transaction History,Header,Date,Account,Description,Transaction Type,Symbol,Quantity,Price,Gross Amount,Commission,Net Amount and GBP base currency,
Interactive Investor CSV format Date, Symbol, Quantity, Debit, Credit including USD Debit/Credit values marked with $,
Hargreaves Lansdown CSV format Trade date, Settle date, Reference, Description, Unit cost (p), Quantity, Value (GBP),
Barclays CSV format (please save .xls as .csv in Excel first) Investment, Date, Order Status, Account, Buy/Sell, Quantity, Cost/Proceeds, Country,
AJ Bell GBP CSV format Deal date, Time, Settlement date, Type, Instrument, Sedol/ISIN, Venue, Quantity, Price, Consideration, Charges, Total Consideration,
and AJ Bell CSV format Date, Type, Description, Quantity, Price, Net Consideration, Charges, Total Value, Reference.