I made this site to help UK investors who have one or more General Investment Accounts and need to calculate their gains according to HMRC matching and pooling rules.
It should give the same results as cgtcalculator.com (not including dividends/ERI), but it allows you to directly load in multiple .csv or .txt files from your brokers.
.txt files should be in cgtcalculator.com or Galloway format:
cgtcaculator.com format
BUY/B | Transaction | Buy transaction | <DATE> <ASSET> <AMOUNT> <PRICE> <CHARGES> <TAX> |
SELL/B | Transaction | Sell transaction | <DATE> <ASSET> <AMOUNT> <PRICE> |
BUY 21/12/2023 SWDA 140 70.9333571429 0 0
SELL 03/01/2024 BKCG 178 6.9814606742 0 0
or
B 21/12/2023 SWDA 140 70.9333571429 0 0
S 03/01/2024 BKCG 178 6.9814606742 0 0
UKCGT.xyz will assume the last two columns CHARGES and TAX are 0 if no data is present.
Galloway format is also accepted by UKCGT
The first column must be BUY or SELL, only one EXPENSES column at the end instead of two columns.
BUY 21/12/2023 SWDA 140 70.9333571429 0
SELL 03/01/2024 BKCG 178 6.9814606742 0
ERI notional dividends
The UKCGT calculator also recognises rows beginning with ‘D’, ‘DIV’ or ‘DIVIDEND’ (compatible with Galloway format) so you can add in ERI notional dividend payments.
DIVIDEND | Asset event | Accumulation distribution which increases allowable cost | <DATE> <ASSET> <AMOUNT> <VALUE> |
The AMOUNT must match the quantity of pooled shares held on the DATE. If correct, the VALUE is added to the cost of the pooled shares on that date.
UKCGT.xyz should recognise and parse a number of different broker transaction/orders files. If you think there is an issue or need a different broker added, please use the Forum to communicate.
Best wishes
Steve