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When a rule changes the version goes up, and a saved report from an earlier version is marked out of date so you can recalculate it against the current rules.

1.20

  • 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.

1.16

  • BrokerTrading 212 renamed a column to "Time (UTC)" and newer exports came back blank, at £0.00. They parse.
  • FixedForeign Tax Credit Relief respects the treaty cap, and miscellaneous income is classified correctly.

1.15

  • FixedSame-day option acquisitions and disposals are pooled at average cost, the way shares are. CG51560
  • Fixed2024/25 gains are split at the 30 October rate change.
  • FixedMoving crypto between your own wallets costs nothing and changes no pool. CRYPTO22100
  • FixedDisposal proceeds sign-flipped when a sell fee came to more than the gross amount.
  • BrokerSchwab and TDA option-removal legs are booked on expiry and assignment.