1. Import
Trading 212 or Freetrade CSV files
Add one or more CSV exports. Duplicates are removed locally before calculation.
No file selected
2. Issues
Warnings and errors
3. Review
Normalized trades
Import a CSV to review normalized buy and sell trades.
| Date | Type | Broker ID | Asset ID | Name | Qty | Gross GBP | Fees GBP |
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4. Calculate
Tax-year report
Summary
Taxable gain
Income
Dividends and cash interest
Taxable income rows for the selected tax year. They are excluded from Section 104 matching and shown here for the wider tax worksheet.
No dividend or cash interest rows found in this tax year.
| Date | Type | Source | Amount | Withholding tax |
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Disposals
Matching breakdown
No disposals to show yet.
| Date | Asset | Qty | Proceeds Net proceeds are the sale amount after disposal fees are deducted. This is the amount used before matching costs are subtracted. | Cost Allowable cost comes from the matched acquisitions. Buy fees and stamp duty are included, with Section 104 costs averaged across the pool. | Gain Gain is net proceeds minus allowable cost. Sell fees reduce proceeds. Matched buy costs, buy fees, and stamp duty are included in allowable cost. | Matched by |
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Section 104