How to Calculate Capital Gains or Losses from Trading 212 CSV Export for Tax Purposes?

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1

I recently exported a CSV file from Trading 212, which contains the history of all my transactions. I’m trying to figure out how to calculate my capital gains or losses for my tax return, but the data is quite confusing to me. I’m not sure how to properly interpret the information in the file and calculate the capital gain or loss.

Has anyone gone through this process before or can provide a step-by-step guide on how to calculate this using the data from the CSV file? Any tips, tools, or advice would be greatly appreciated!

2

Not sure why you are calculating it yourself. You can go to documents section in the app and download your annual statement which will show the profit and loss on it, unless you don’t think that’s detailed enough.

Edit: annual statement is actually quite detailed and is a few pages long. More detailed than I first thought.

3

In the document section of the app, I have no statements there. Its empty.

4

Well they are generated end of the tax year and then you use it to do the tax return.

If you want to work out your gains before then maybe you could ask t212 for an earlier statement if that is possible, if not then I suppose you must do it yourself.

5

They said earlier statement not possible. So, I have to wait for the year to finish

6

You cannot fill self assessment before the FY end anyway.

Unless for some interesting reason you want to use the new real time reporting tool and pay the tax now.