# UKCGT.xyz > Calculate UK Capital Gains on shares ## Posts - [Hello world!](https://ukcgt.xyz/hello-world/): Welcome to WordPress. This is your first post. Edit or delete it, then start writing! ## Pages - [ERI sources](https://ukcgt.xyz/eri-sources/): Some suggested URLs to find Reportable Income documents UBS – UBS Asset Management UK Reporting Fund Status Page under the “UBS (Irl) ETF plc” dropdown section for Ireland domiciled ETFs Invesco – https://www.invesco.com/uk/en/financial-products/etfs/invesco-nasdaq-100-swap-ucits-etf-dist.html#Documents Vanguard – https://www.vanguardinvestor.co.uk/investing-explained/general-account-tax-information iShares – https://www.ishares.com/uk/individual/en/education/library - [Cookie Policy](https://ukcgt.xyz/cookie-policy/): This page provides comprehensive information about how we use cookies on our website to enhance your browsing experience, improve website performance, and deliver personalized content. Cookies are small text files that are stored on your device when you visit our site. They help us understand how visitors interact with our website, allowing us to offer a smoother and more efficient user experience. In the table below, you will find detailed information about each type of cookie we use, their purpose, and how long they remain on your device. We are committed to respecting your privacy and providing transparency about the data […] - [Reduce your CGT](https://ukcgt.xyz/reducecgt/): Ways to reduce CGT on shares Here are some ways you can reduce your CGT bill if you have shares inside a GIA: - [Freetrade](https://ukcgt.xyz/freetrade/): .csv files are expected with these columns headings. Only the bold heading are used. TAB separated files are also accepted. Rows with a duplicate ID are omitted, so if your .csv files have overlapping dates, duplicate orders will not be included. The share price is calculated from the Account Currency (usually GBP), Total Amount in Account Currency divided by Quantity, so all Fx fees, costs, taxes are included in the calculated net share price. I have not tested any examples where the user’s account currency was not in GBP. - [StockWatcher](https://ukcgt.xyz/stockwatch/): Use List to see Custom HTML!Copy index.html and proxy.php to ./public_html/stockwatch - [eri-lookup-Beta](https://ukcgt.xyz/eri-lookup-beta/): Version 4.3 · 27 May 2026 09:46 UKCGT is a UK share capital gain calculator which includes the HMRC same-day, 30-day bed-and-breakfast and Section 104 share matching rules (but not ERI). It accepts and combines multiple downloaded broker files – for instance, you can select three T212 csv fles + two ii csv files + a Barclays csv file. CSVs should cover all years from all brokers. Supports .csv files for: Trading 212, Barclays (.xls must be converted to .csv first), Interactive Investor, Hargreaves Lansdown, LightYear/Sharesight, AJ Bell and cgtcalculator.com text files. If your broker is not supported (UK only), please […] - [About](https://ukcgt.xyz/about-2/): My name is Steve Si (developer of Easy2Boot USB boot software). I am now retired after a lifetime of designing, building and testing computer electronics, writing software (assembler, C, Basic, VBasic, etc.) and eBooks. Like many people, I have started a few investment accounts over the years including a Trading 212 account (my blog is here). A good capital gains calculator is necessary if you buy and sell shares in a GIA (General Investment Account) because you cannot simply use the figures provided by your broker’s annual report. You must combine all your trades from all your brokers and then apply […] - [div-calc](https://ukcgt.xyz/div-calc/): Dividend and Interest Calculator Beta status: This can read in HL, ii and T212 CSV files and report interest and dividend payments.IMPORTANT: It is best to use your broker’s report for accurate details on interest and dividend payments as you will need to declare both UK and Foreign dividends and income. Use this calculator as a rough guide only, e.g. to see if you may have exceeded the HMRC tax free allowance limits. Dividend CSV Calculator v1.36 – 2026-05-20 12:01:15 Select broker CSV files: Analyse Transactions Tax Year: Sort by date Sort by ticker/type Clear Transactions Summary Calculations Filter: ALLINTERESTDIVIDEND - [ERI Lookup](https://ukcgt.xyz/eri-lookup/): This app. finds the ISIN number of each stock ticker, then ensures that it is a reportable fund by checking the current HMRC Approved Funds list and then tries to lookup the ERI only if you held the stock on it’s reporting date. Then it finds the published ERI for that reporting date and the Fx rate on the distribution date and calculates the total ERI for the quantity of shares held on the reporting date. ERI data is often hard to find, especially for past years because it is published only on the providers site and often very difficult to […] - [Hargreaves Lansdown](https://ukcgt.xyz/hargreaves-lansdown/): .csv format (UK site, Value column in £ only) Portfolio SummaryClient Name:,Mr Donald DuckClient Number:,2590555Valuation as at,16-05-2026 19:31 Trade date,Settle date,Reference,Description,Unit cost (p),Quantity,Value (£)“09/05/2024″,”09/05/2024″,”INTEREST”,”Interest From 10/04/2024 TO 09/05/2024″,”n/a”,”n/a”,”0.08″“02/05/2024″,”02/05/2024″,”MANAGE FEE”,”HL Stocks & Shares To A/C 01C0256652820″,”n/a”,”n/a”,”-3.75″“16/11/2023″,”20/11/2023″,”B648155133″,”iShares V plc S&P 500 Information Technology Sector UCITS ETF 878 @ 1888.1849″,”1888.1849″,”878.000000″,”-16590.21″“16/11/2023″,”20/11/2023″,”S648155293″,”H & T Group Ord Gbp0.05 3693 @ 451″,”451″,”3,693.000000″,”16642.48” - [Tax Info](https://ukcgt.xyz/tax-info/): UK Share Investors: HMRC Tax Rules for Capital Gains, ERI, Dividends and Interest For UK private investors holding shares, ETFs, investment trusts or funds outside an ISA or SIPP, tax reporting can become increasingly complex—especially when you start selling investments, receiving dividends or holding offshore reporting funds. UK HMRC Shares and Capital Gains Tax helpsheet HS284 This guide covers: 1. Capital Gains Tax (CGT) Annual Allowance UK private individuals receive an Annual Exempt Amount (AEA) for capital gains. This is the amount of gains you can make in a tax year before CGT becomes payable. For share investors, this applies to […] - [Forum](https://ukcgt.xyz/forum/) - [Broker files](https://ukcgt.xyz/about/): 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> <CHARGES> <TAX> BUY 21/12/2023 SWDA 140 70.9333571429 0 0SELL 03/01/2024 BKCG 178 6.9814606742 0 0orB 21/12/2023 […] - [More CGT Calculators](https://ukcgt.xyz/other-calculators/): You should always use a CG calculator when reporting to HMRC and never use the brokers annual report (unless very simple). If you trade with more than one broker, you should combine all the transactions before calculating gains – e.g. selling SWDA in your T212 account and buying SWDA the next day on another broker’s account will affect how gains are reported due to the HMRC 30-day share matching rule. Here are some other CGT calculators. You can use these other calculators to double-check the results from this site. They should all be very similar (some apply rounding differently – HMRC […] - [Lightyear](https://ukcgt.xyz/lightyear/): Please let me know if this works or not in the Forum – I do not have a recent example .csv to test. - [Interactive Investor](https://ukcgt.xyz/interactive-investor/): II transaction CSVs can be in either £ or $USD. In the browser on your PC (not the mobile app), scroll down to the site map at the bottom of the page and select ‘Transaction History‘. Select the Trading Account and change the date range (max 24 months). Start from when you opened the account to 31 Dec and save as .csv. Do 12 onths or 24 months at a time. For the ast file, the last date must be as lest 7th May of this year – specify the dates in the file name. e.g. ii_firstday_to_end_2022.csv ii_2023_to_2025.csv ii_2025_to_10May2026.csv. Example .csv […] - [Barclays](https://ukcgt.xyz/barclays/): NOTE: The Barclays report does not give a ticker symbol, so a pseudo-ticker is made up from the Barclays Description. This means that you cannot load the Barclays trade csv with other brokers because the share tickers will not match unless you carefully edit the Barclays tickers in the Trades list before pressing Calculate, e.g. S 21/06/2021 TESCO-1361435820 657 2.2805631659 0 0 < – Barclays sellB 22/06/2021 TSCO 100 2.2805631659 0 0 <- Trading 212 buy .CSV format example – Barclays .xls file must first be loaded into Excel and saved as a .csv file (first .csv option in the Excel […] - [Trading 212](https://ukcgt.xyz/trading-212/): On Trading 212 app. or in browser, select History with your Invest account selected from the hamburger menu (three bars) – see icon below Download the transactions (max 12 months each). Start from the day you opened the account and include all days up to at least May 7th after the last tax year. I suggest working in calendar years if your account is older than 2 years. First year called T212_2022_start_to_31_Dec.csv, next year T212_2023_1_Jan_to_31_Dec.csv, then T212_2024_1_Jan_to_31_Dec.csv, then T212_2025_1_Jan_to_31_Dec.csv, then T212_2026_1_Jan_to_7_June.csv. Next year you will make a new 2026 csv and a new partial 2027 csv, but you won’t need to […] - [How It Works](https://ukcgt.xyz/how-it-works/): The calculator is on the Home page. UKCGT is a browser-based UK capital gains calculator for shares and funds. It lets you paste trades directly or load multiple .csv / .txt broker files, then converts supported broker formats into a common cgtcalculator.com-style trade list. Results should be identical to those of cgtcalculator.com, the well used and trusted CGT site, but my calculator accepts different and multiple .csv files without needing conversion. The calculator applies the main HMRC share matching rules: same-day matching, 30-day bed-and-breakfast matching, and Section 104 pooling. It produces a tax-year summary, disposal-by-disposal calculations, and current Section 104 holdings. […] - [Home](https://ukcgt.xyz/): UKCGT – UK Capital Gains calculator Select all your downloaded broker .csv transaction files (use ctrl+left-click), you must include all trades for all the years since you first opened the account(s) up to at least the 7th May or later (30 days past end of last tax year) – set a Tax year (optional) – then click ‘CALCULATE’. If you wish to also include ERI for offshore ETFs, ERI dividends can be added using the ERI Lookup tool. Version 4.27 – 18 June 2026 12:50 UKCGT is a UK share capital gain calculator which includes the HMRC same-day, 30-day bed-and-breakfast and […] ## Optional - [Agent (MCP protocol)](websites-agents.hostinger.com/ukcgt.xyz/mcp) [comment]: # (Generated by Hostinger Tools Plugin)