Changelog

Every report is stamped with the version of the calculation engine that produced it — you will find it at the bottom of your report. This page lists what changed in each one.

When a rule changes the version goes up, and a saved report from an earlier version is marked out of date so you can recalculate it against the current rules.

1.22

  • FixedConverting one currency to another is not a chargeable disposal for an individual. s252 TCGA 1992
  • FixedA later statement's opening balance duplicated shares already tracked from an earlier one.
  • FixedA split apportions into the netted opening residual instead of being gated out of it.

1.21

  • AddedEvery figure is shown in the currency it was traded in.

1.20

  • FixedStock splits could delete a Section 104 pool outright, or scale a declared opening balance twice. CG51700

1.19

  • AddedGains on non-reporting offshore funds are taxed as income, flagged from the ISIN. IFM12300
  • FixedWhen a written option expires unclosed, the premium keeps its original currency.
  • AddedIncome tax can be worked out from a tax band you pick by hand.
  • BrokerSchwab Full Redemption rows pair up when only one half carries an "as of" date.
  • AddedThe assigned-option premium fold is shown in both currencies. CG55545

1.17

  • FixedOption close legs read Buy to Close, not Buy to Open.
  • BrokerTrading 212's two-row stock-split format is applied.