Jump to content
  • 0

Capital Gains For Smart Portfolio

Guest User 123


Guest User 123


I have a smart portfolio account outside of an ISA. The statement lists numerous buys and sells in it.

It has made a small loss, so I need to work out the exact amount of capital gain losses for my next tax return. (I know it's not quite the end of the tax year but I want to be prepared).

How can I find the total loss? I dont' see it on my statement.


Link to comment

5 answers to this question

Recommended Posts

  • 0
Guest sasdadassd

Would like to extend this question to share trading accounts as well, need an annual cap gains report. By the way even if you lost overall I believe you guys could still be up for cap gains on the underlying trades in that smart portfolio if some of them were winners, im not sure you get an offset with losses

Link to comment
  • 0

I was told IG would not provide any CG tax reports for smart portfolio or share trading accounts this year. However, it is something they are looking at. Personally I use ShareSight to generate my capital gains report to help me with my self assessment UK tax return. I have many transactions in my smart portfolio account so this website really helps...It's not free but definitely worth the investment I think.

Link to comment

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • General Statistics

    • Total Topics
    • Total Posts
    • Total Members
    • Most Online
      10/06/21 10:53

    Newest Member
    Joined 28/11/23 21:55
  • Posts

    • Because of this, it's wise for traders to thoroughly investigate exchanges before choosing one. I exclusively deal with cryptocurrency exchanges that have declared proof of reserve in the wake of the unfortunate events that saw some go bankrupt and others hack. Because of what I've heard traders say about Bitget and the fact that it met my requirements, I had to start using it right away. Therefore, I'd advise DYOR to choose whatever best meets your needs.
    • The Santa Rally – Christmas Growth in the Stock Market. You may well of heard of the ‘Santa Rally’. It’s a commonly discussed stock market theory. It is the basic concept that the stock markets, particularly the major indices, show positive returns on the run up to Christmas and the New year. Myth or legend? We look at the stats.  As you can see from the below table the FTSE100 rose in price in 12 of the 15 years. That’s 80% of the time. The average difference was 1.95% https://moneysandi.com/the-santa-rally-christmas-growth-in-the-stock-market/ Anyone had any experience of trading this?  #trading #money #trader #investing #investment #crypto #stockmarket #stocks #business #invest #entrepreneur #finance #investor #daytrader #daytrading #trade  #wallstreet #wealth #santarally #finance
    • It all boils down to the exchange's dedication to protect customers' assets. Apparently these exchanges that haven't recorded any hacks for 5+ years of functioning like the case of the first exchange you mentioned, are working behind the scene to make it happen. HTX and the likes need to do more and save the industry’s reputation already. 
  • Create New...