I was finally able to download the Trade History data this morning but now the csv file shows all of my trades as SELL trades even though there should be a number of BUY trades...really weird!
I have the same issue. I was finally able to download the Trade History data this morning but now the csv file shows all of my trades as SELL trades even though there should be a number of BUY trades...really weird!
Is anybody else having difficulties saving their Trading History to a csv file on the IG UK platform?
Since yesterday, when I try to do it, the file is created but there is nothing in it, even though I can see all the trades on the platform.
Thanks,
I've been using the following online calculator to calculate my CGT liability: http://www.cgtcalculator.com
You will need to transform the data you get from IG to make it compatible with the online calculator but I've found it to be very useful.
Any questions, please let me know.
I'm a UK resident and I have both a Share Dealing and Smart portfolio account with IG UK. The income (dividends) I receive is highlighted in the Consolidated Tax report that I generally get after the end of the tax year. With regards to CGT, I use an online calculator after pulling all the information from the history tab for both accounts. Any questions please let me know.
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!
Can anyone recommend a tool/software/website that not only does a good job at tracking your investments (like sharesight) but also offer support for calculating Capital Gains Tax (CGT) using HMRC rules? I wish IG would do more to help us calculate CGT using bed and breakfast rules especially when there are numerous transactions...It's a very tedious process otherwise...
thanks!
@Quacker Out of curiosity, are you based in Australia? The reason I ask is I've been told IG UK could not forward trading statements for automatic tracking to a third party website. It also does not seem like ShareSight have IG UK as an approved Broker.