Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 76% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money. Professional clients can lose more than they deposit. All trading involves risk.
The value of shares, ETFs and ETCs bought through a share dealing account, a stocks and shares ISA or a SIPP can fall as well as rise, which could mean getting back less than you originally put in. Past performance is no guarantee of future results.
CFD, share dealing and stocks and shares ISA accounts provided by IG Markets Ltd, spread betting provided by IG Index Ltd. IG is a trading name of IG Markets Ltd (a company registered in England and Wales under number 04008957) and IG Index Ltd (a company registered in England and Wales under number 01190902). Registered address at Cannon Bridge House, 25 Dowgate Hill, London EC4R 2YA. Both IG Markets Ltd (Register number 195355) and IG Index Ltd (Register number 114059) are authorised and regulated by the Financial Conduct Authority.
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I'm trying to view my entire CFD account trading history on My IG -> Statements -> Transaction Statements. I select a Custom Period but it only lets me view statements for the last 2 years starting from 10 Jan 2020. And for some reason I can only view Daily statements for that period. If I select Monthly I get "You have no statements applicable for this period". I would like to view my monthly statements starting from Jan 2016 (the date I opened my account and started trading on your platform).
Also I found My IG -> History -> Profit/loss breakdown for closed trades very useful as it allows me to export everything in CSV format. I can then very easily calculate my Profit/Loss for any specific tax year. However, it is also limited in that I can only go back as far as June 2018.
What is the easiest way form me calculate view my Profit/Loss for each specific tax year starting from Jan 2016? I would prefer a CSV file showing Proft/Loss for each closed trade as in Profit/loss breakdown menu, or at least Monthly statements in a pdf format.
I need this data for Capital Gains tax reports to HMRC.
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