FIFO calculation for partial sales

It would be very useful if Trading 212 could include an automatic calculation of capital gains for partial sales using the FIFO (First In, First Out) method.

In many countries (including Spain and others in the EU), FIFO is the mandatory method for calculating capital gains for tax purposes. When selling only part of a position built through multiple purchases, it becomes complex and time-consuming to calculate the taxable gain manually.

A built-in FIFO report showing:

  • Which shares were sold

  • Purchase dates and prices

  • Realized gain or loss per partial sale

would greatly simplify tax reporting and reduce errors for long-term investors using DCA strategies.

This feature would add significant value to the platform, especially for users with frequent partial sells.

5 Likes

Absolutely LONG OVERDUE.

1 Like

You can, as an alternative, do this for free in google sheets.

1 Like