UK CGT Calculator for Trading 212
Upload your Trading 212 history export. Get the tax year’s gains, SA108 boxes and a PDF.
Reads your Trading 212 export as it downloads. Nothing to reformat.
Trading 212 Export, in 5 Steps.
Trading 212 exports calendar year data (Jan–Dec), so to cover a full UK tax year (6 Apr – 5 Apr) you need two calendar year exports.
- 1Open Trading 212 app or website
- 2Go to History section
- 3Click the Export icon (top-right)
- 4Select timeframe (max 365 days per export)
- 5Click Export to download CSV
Trading 212 ETFs, Dividends and Fees.
What a Trading 212 export leaves for you to work out, done in the report.
FAQ
Do I pay Capital Gains Tax on Trading 212?
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On an Invest account, yes, once your gains for the tax year go above the £3,000 annual exempt amount. Gains inside a Stocks and Shares ISA are tax-free, and the export does not say which account it came from, so upload the Invest account only.
Which Trading 212 exports do I need for one tax year?
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Every export from your first buy up to 5 April of the year you are reporting. The tax year runs 6 April to 5 April, so calendar-year exports take two files, and older buys set the cost of the shares you sell (HS284). Rows that appear in two files are counted once.
Are Trading 212 dividends shown before or after tax?
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After. A foreign dividend in the export is net of withholding tax. HMRC taxes the gross and gives credit for the tax paid abroad, so we add the withholding back and keep it for Foreign Tax Credit Relief.
Are stamp duty and the FX fee included in the cost?
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Yes. Both are costs of buying and allowable (CG15250), so they reduce the gain. On a sale the FX fee comes off the proceeds.
What if I sell a share and buy it back within 30 days?
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The sale is matched to the new buy, not to your Section 104 pool (HS284). The Tesla sale in our example is matched that way.
Can I combine Trading 212 with another broker?
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Yes. Upload the files from each broker together. Shares of the same company are one pool however many brokers hold them, so a sale is costed against all of them.
Are Trading 212 CFD accounts supported?
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No. Invest and ISA exports are read; CFD accounts are not supported.