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ShareSight for UK tax information


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  • 4 months later...

I would also like to know if anyone uses ShareSight for their UK tax returns. IG Is not listed as a partner broker on their site so it could actually be quite cumbersome to upload data to Sharesight (Saxo and CMC are partners - i wonder why IG isn't?  Does Sharesight also work with CFDs? 

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I've been told IG UK are looking into Sharesight integration but that it could take a while... Unfortunately Sharesight does not provide UK CGT report - they do provide a sold securities report but it does not use the share matching rules (section 104) and thus should not be be used when filing out your tax return...I generally download the .csv trade file from IG UK 'history' and upload it directly into Sharesight but it would be a lot easier if IG UK could integrate with Sharesight and even better if Sharesight / IG UK could provide UK CGT reports! 

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